CAF Investment Account

APPLY FOR YOUR CAF INVESTMENT ACCOUNT

Complete a single application form for access to charity-specific funds, more than 4,000 other funds and direct investment in stocks and shares.

WHAT TO DO FIRST

Are you ready to apply? Before you get started, you'll need the information below:

  • Trustee details
  • Primary Contact details
  • Your charity number or any other registration numbers
  • Registered office details
  • Details of who’ll have access to view your CAF Investment Account (Viewer) make transactions (your Deal Administrator) and approve transactions under the dual signatory function (Authorisers) What do these terms mean?

Top tip

Don't worry, if you only have - or want to limit access to - a few people, your Authorisers can create transactions too.

GET STARTED TODAY

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


  1. DOWNLOAD THE FORM

    Download

  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.

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 gains or income that will be generated.

Full legal information 

Regulatory information

ALREADY INVESTING?

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

If you already have a CAF Investment Account please return the Stock Transfer form(s) to:

Transfer Team,
Interactive Investor Trading Limited,
2 West Regent Street,
Glasgow G2 1RW

Please note that it can take up to 12 weeks to complete the transfer, depending on the Fund Manager. During this time you won’t be able to trade in those assets.

Need to know more?

TAKE THE NEXT STEP

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

The CAF Investment Account is offered to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Interactive Investor Trading Limited. Interactive Investor Trading Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: Standon House, 21 Mansell Street, London E1 8AA.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).