Apply for the CAF Investment Account

CAF Investment Account

APPLY FOR YOUR CAF INVESTMENT ACCOUNT

Complete a single application form for access to charity-specific funds, more than 1,200 other funds and direct investment in stocks and shares.

Important information

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

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GET STARTED TODAY

Investing and paperwork usually come as a package. But our application process makes it easy to open an account, transfer your investments and start investing.

Our resources page has all the documents and resources you need for the CAF Investment Account, including the Winterflood Terms and Conditions of business and CFSL Terms and Conditions of business which you will need to read when you apply.

Already investing elsewhere? It's simple to transfer your funds.


  1. DOWNLOAD THE FORM

    Download an application form

    Download and complete our fillable PDF application form. You can ‘Save’ as you go and come back to it at any time.

    To add additional designated portfolios to your account, please download the Portfolio designation application form.

  2. COMPLETE THE APPLICATION FORM

    You'll need to ask all your trustees and online users to sign in the relevant place. It's always worth checking that you've filled in all the fields first.

    Then just attach the supporting documents and send it back to us at:

    CAF Financial Solutions Limited
    Saving and Investment team
    25 Kings Hill Avenue
    Kings Hill
    West Malling
    Kent ME19 4TA

    As soon as your form arrives safely on our desks, we’ll begin our background checks.

  3. LOG IN AND GET INVESTING

    Once we’ve completed all our checks, we’ll send you your login details.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

ALREADY INVESTING? 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. Contact us to find out more.

All you need to do is:

  • download the Stock Transfer form
  • complete a separate form for each fund/stock you hold
  • ask the authorised signatories, on the mandate you have with that Fund Manager, to sign the form(s)

If you’re applying for a CAF Investment Account, return the Stock Transfer form(s) to us at:

CAF Financial Solutions Limited
Saving and Investment team
25 Kings Hill Avenue
Kings Hill
West Malling
Kent ME19 4TA

Do you need help with your application?

Take the next step

If you need some help before you get started, or with the application form, our expert team can help.

HELPFUL ARTICLES FOR CHARITY INVESTORS

Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips ► 

Plan your investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices ► 

Investment knowledge centre

Investment news and views specifically selected for charities.

Check out our resources ► 

The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

Full legal information

Full regulatory information