CAF Investment Account

DO YOU ALREADY INVEST WITH US?

As an existing investor, it's easy to apply for the CAF Investment Account

ONE ACCOUNT, ONE APPLICATION

One application gets you up and running with a the CAF Investment Account, freeing you up to invest your money, not your time.

Here’s a handy step-by-step guide to help you through the process.

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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.

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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

With mandatory dual authorisation for every single transaction, you can have complete confidence that your Account is secure.

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Flexible trading capability

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

FREE TRANSFERS FOR 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. Just complete a transfer form and we’ll do the rest. If you decide to change share classes, other charges may apply.

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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.

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.

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. To find out more, contact our team.

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

If you instruct us to convert your FP CAF Funds, CAF UK Equitrack Funds or any F&C Responsible Fund acquired via the CAF Socially Responsible Portfolio within three months of opening your CAF Investment Account, we'll cover the costs for you.

START THE PROCESS

Simply complete the conversion form below and return it to:

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

Download the form

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

Want to know more?

TALK TO US TODAY

Contact our expert team to find out more about the CAF Investment Account.

Get in touch now

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).