Ready to explore?
Find out more about the product features of the CAF Investment Account. If your charity needs specific investment advice, check out our Investment advice for charities page for more information.
Explore cheaper share classes
If you invest via a fund manager, you might find that the CAF Investment Account includes your existing funds with cheaper share classes. Lower charges could mean higher overall returns from the fund, so it's worth thinking about whether switching share class makes sense for you.
Transfer your existing funds
It’s easy to transfer in your existing funds when you apply for a CAF Investment Account, or after your account has been opened. What’s more, we won't charge you to transfer in your charity’s existing investments.
If you decide to change share class, other charges may apply.