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CAF Investment Account

DO YOU ALREADY INVEST WITH US?

As an existing investor, it's easy to apply for the 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.

ARE YOU LOOKING FOR A BETTER WAY TO INVEST?

Do you already invest your charity’s money in CAF investment funds?

With only one form to complete, moving your charity’s existing investments to the CAF Investment Account platform is easy. That means you could take back valuable time to spend on your charity’s mission.

Discover the CAF Investment Account

WHY INVEST THROUGH THE CAF INVESTMENT ACCOUNT?

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Manage all your investments in one place

Managing all of your funds in one convenient online account frees you up to focus on helping your charity.

Common Investment Funds for charities

Manage the widest range of charity-specific funds

We’re the primary source of Common Investment Funds (CIFs) available to buy online.

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Dual authorisation functionality

Mandatory dual authorisation for every trade*, for greater protection against fraudulent or accidental transactions.
* Cash withdrawals to follow

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Flexible trading capability

Buy, sell, switch and transfer in investments - efficiently and securely.

FREE TRANSFERS FOR MOST EXISTING INVESTMENTS*

You can transfer in all your investments - free of charge

If you’re already investing, we make it easy for you to transfer investments from your current fund managers into the CAF Investment Account. If you decide to change share classes, other charges may apply.

* A small charge will apply if you are still holding stock in certificated form - see fees and charges

EXPLORE CHEAPER SHARE CLASSES

If you invest via a fund manager you might find that the CAF Investment Account has your existing funds, but with cheaper share classes. Lower charges could mean higher overall returns from the fund, so it's worth thinking about whether switching share class makes sense for you. Find out more by viewing the charity-specific funds available on the Account.

How to change share class

There are two ways to change share class - and you'll need to decide which option is best for your charity, based on the value and type of investments you hold:

1.    Sell/buy: sell your holdings in the original share class and reinvest the proceeds in the new, cheaper share class of the same funds.

The fund price may change between selling and buying, and there may be bid-offer spreads to take into account.

This straightforward option is quicker than switching share class - typically taking days, compared to several weeks and there are no transaction charges from your account itself.

2.    Convert: the fund manager swaps your holdings in the original share class for holdings in the new share class - all without a ‘trade’ taking place.

Conversion usually takes longer than just selling your holdings and reinvesting them in a new share class, but there could be other advantages. Read the guide to changing share classes and download the share class conversion form from our resources page.

Because conversion is at the fund manager’s discretion, we can’t guarantee that conversion will take place for non-CAF funds.

START THE PROCESS

Simply complete the share class conversion form from our Resources page and return it to:

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

FUND PRICES

The latest fund prices for the CAF UK Equitrack Fund, the CAF Socially Responsible Portfolio and FP CAF Funds.

View the fund prices

Help to research, plan and test your investments

If you need help planning or reviewing your portfolio, Investment Explorer shows how different investment funds have performed and how they can be fitted together to build a portfolio. You can also create comparisons of funds available from a wide variety of managers.

Start exploring investments today

Find out more about the CAF Investment Account

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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

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