National IFA AWD Chase de Vere has appointed Cofunds as its main platform provider for mass-affluent clients.
The firm says the move comes after nine months of due diligence and will see the firm’s “enhanced segment” of clients with investable assets of between £50,000 and £375,000 supported by Cofunds. AWD already has over £1bn in assets with the platform.
AWD continues due diligence for appropriate platforms to service its primary and premier client segments, with a decision due in the next few
months. Clients with assets of less than £50,000 fall into its primary segment while clients with over £375,000 are in its premier segment.
Jacksons Financial Services managing director Pete Matthew says: “This seems like a sensible move as long as the correct due diligence has been carried out.”