Become a client

When you want to understand more. And get more out of it.

Cefund offers guidance with direction – insight-driven, comprehensive, and tailored around you. Want to know how it looks in practice? Feel free to get in touch, we’d be happy to tell you.

Contact Information

Feel free to contact us by phone or email if you have any questions or concerns. You can also contact us using the form next to this.

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Kontaktformulär - Application / Contact request

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FAQs

Here you'll find answers to common questions

You’re also welcome to contact us with your questions and concerns.

How Do I Become a Customer at Cefund?

It’s simple. Contact us through the website or book a meeting with an advisor. We conduct a thorough analysis of your financial situation, your goals, and what you want to achieve – and build a strategy that suits you specifically.

We are completely open about our fees. You pay a clear fee based on managed
capital and investment type. Through our model with a net custody account and net fund, you get lower costs, full transparency and fewer conflicts of interest.

No. You have free access to your capital. We understand that life is dynamic – that’s why we value flexibility.

Cefund works with Strivo as custodian, which follows Swedish financial regulations. Capital in liquid assets is protected by the state deposit guarantee up to 1,050,000 SEK. Securities investments are covered by investor protection, up to 250 000 SEK.
No. What matters most to us is building a long-term relationship where we create value together – regardless of where you start.
Yes. We help you consolidate everything in one place for better overview, lower fees, and access to our network and investment model.
You have regular contact with your advisor and receive ongoing updates based on market conditions. We are proactive and ensure your portfolio is always relevant and optimized – based on current trends, risk level, and your goals.
The net custody account via Strivo provides access to a wide range of securities at lower fees, with full transparency and fewer conflicts of interest. This means you keep more of your returns.

Read more about SVP: https://www.svp.se/kontakt/villkor-kundinformation
Read more about Strivo: https://www.strivo.se/kontakt/kundskydd-och-sakerhet/

We offer personally curated advice with access to the leading global fund managers and exclusive investments. With net custody and full transparency, fees are reduced – and you get better control. We build long-term relationships with mutual financial interests.
Log in via our website and you’ll go directly to Strivo, where you get a clear overview of your holdings and how they’re performing. We’re happy to help if anything is unclear.
It starts with a meeting where we review your finances, goals, and risk profile. Then we set up your strategy. Everything is signed digitally – quick, secure, and simple.
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