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.

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.


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.

Contact us to find out more about the CAF Investment Account


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, in most cases, 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

Need to know more?


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

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. 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).