CAF Investment Account

HELP AND SUPPORT

We're here to help with technical and account queries - and listen to feedback and complaints.

  • How do I fund my CAF Investment Account?

    You can fund your account via a bank transfer to your CAF Investment Account, quoting the details below:

    Sort code: 60-00-01
    Account number: 39559122
    Reference: [Your CAF Investment Account number]TRA

    Please note that transfers can only be made from your nominated account. Money received from any other account, or which is missing a reference, will be returned.

  • Is interest paid on cash balances?

    We don't pay interest on cash balances. The CAF Investment Account is designed for investments; however a working balance is useful for fees and opportunities eg corporate actions.

  • What’s a corporate action?

    This is when a company does something that impacts its shares or the Fund(s) they manage. For example they may want to raise additional money and will offer existing shareholders an opportunity to buy more shares at a discounted rate.

  • How will I know that a corporate action is taking place?

    You’ll be sent a secure message to notify you of any corporate action events that impact one of your holdings. Your Primary Contact can then provide instructions on your behalf.

  • What’s a regular investment?

    You can choose to invest a set amount into a specific stock once a month. There is a smaller than usual trading charge for this.

  • Are there any restrictions on cash withdrawals from the CAF Investment Account?

    There are no restrictions but you must have cleared funds to cover the withdrawal. BACs withdrawals are free, but if you use CHAPS or FASTERPAY you’ll need to ensure you have enough to cover the fees.

  • How do I request paper copies of statements and Consolidated Tax Vouchers (CTVs)?

    You can download and print these from within your CAF Investment Account.

  • How do I request copies of reports, MI and valuations?

    You can download and print these from within your CAF Investment Account.

  • I've received a message in my secure messaging inbox - what do they mean?

    It may be an important message about your account, confirmation of your transactions and payments or an alert if there are any issues with your account or its funding.

CONTACT US

Our expert team is here to help with any questions you have about the CAF Investment Account.

 

 

OUR TEAM

Our expert team is here to help with any questions you have about investing through the CAF Investment Account.

Phone
03000 123 444
(Monday to Friday, 9am-5pm, except bank holidays)

TECHNICAL SUPPORT

Once you’re up and running, we can help with any technical questions you have.

Log in to your CAF Investment Account and send a message through the secure messaging service (24 hours a day) or call on 0161 819 6019 (Monday to Friday, 7.45am-5.30pm, except bank holidays).

Where to find secure messaging

Secure messaging can be found by clicking on the ‘Secure message’ tab, which can be found by logging into your Account. On clicking the box you’ll see two further boxes. One advises to send a secure message and the other is ‘Reply to a secure message’. By simply clicking on the chosen box you’ll be able to type your freeform message.

The CAF Investment Account is an unadvised investment product. This means that CAF and Interactive Investor can’t offer any advice, so it’s important to get guidance from an independent financial adviser. To find one in your area, visit www.vouchedfor.co.uk.


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

 

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).


Charities Aid Foundation © 2017 | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA Telephone: 03000 123 000
10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 000