CAF Investment Account

MANAGING YOUR ACCOUNT

We've answered some commonly-asked questions about managing your CAF Investment Account.

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.

  • How do I fund my CAF Investment Account?

    You can fund your account via a bank transfer to your CAF Investment Account.

    You will need to contact CFSL on 03000 123 333 to receive a reference code which will ensure that your deposit can be correctly allocated on receipt at WBS.

    Please note that transfers can only be made to and 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 message from CFSL to notify you of any corporate action events that impact one of your holdings. Your Primary Contact must then provide instructions on behalf of your organisation in the timescales that will be provided.

  • 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.

  • 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. Please remember that documents are cleared down every three months, so you will need to ensure that you go in and collect what you need on a regular basis.

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

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

  • Can my organisation have more than one portfolio in a CAF Investment Account?

    Not at this time however we hope to make this available soon.

  • What happens to dividends and interest paid on the holdings in my CAF Investment Account?

    Dividend, interest and other payments are collected and placed in the Deposit Account of your organisation’s CAF Investment Account. You can provide instructions to withdraw all or part of your Deposit Account balance using the cash withdrawal facilities.

  • How long do documents remain available within the Documents section?

    Whilst we will keep these documents available for you to access for as long as possible, occasionally Winterflood Business Services may need to remove older versions for house-keeping purposes. If this is to happen then we will let you know in advance.

    Your primary contact will be advised when a document is available and we suggest that you download and save copies for your records.

  • What information will I receive for my annual accounting returns?
    We will e-mail a tax voucher to your primary contact when a distribution is credited to a portfolio.

    Each year a Consolidated Tax Voucher will be produced for the year to 5th April for each portfolio. This is typically available within 30 days of year end and will be made available to you via Documents. Your primary contact will be sent an e-mail to notify you when it is available.
  • Can you claim an exemption from withholding tax on my US holdings?

    We are currently unable to make claims on your behalf. We will however provide you with tax vouchers to assist you with making claims on behalf of your organisation.

CONTACT US

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

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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. Please call 03000 123 444 Monday to Friday, 9am - 5pm (excluding English bank holidays).

The CAF Investment Account is an unadvised investment product. This means that CAF and Winterflood Business Services 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.


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).

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Charities Aid Foundation © 2018 | 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