Save & Invest

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We help you achieve your financial goals

With our personal wealth management, we help you achieve your financial goals, whether you are an individual or represent a company.

We offer a wide range of financial products and services, and have the opportunity to make investments to capture returns during stagnant and negative market conditions.

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.

What Do your Services Cost?

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.

Are My Funds Locked in?

Nej. Du har fri tillgång till ditt kapital. Samtidigt kan vissa investeringar ha en löptid som gör dem mindre lämpliga att sälja innan förfall. Vi hjälper dig att hitta en balans mellan flexibilitet och långsiktighet, så att lösningen passar din livssituation.

What Protection Do I Have as a Customer?

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.

Do You Have a Capital Requirement?

No. What matters most to us is building a long-term relationship where we create value together – regardless of where you start.

Can I Transfer My Current Investments to Cefund?

Yes. We help you consolidate everything in one place for better overview, lower fees, and access to our network and investment model.

How Often Do I Receive Updates about My Investments?

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.

How Does your Net Custody Account Work?

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/

How is Cefund Different from other Market Players?

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.

Where Can I See My Holdings?

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.

How Does Onboarding Work?

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.

We look forward to guiding and helping you

Would you like to know more about us or the services we can offer you? Don’t hesitate to contact us. We’ll get back to you shortly.