THE CAF INVESTMENT ACCOUNT

Free transfers in for most existing investments*

 

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 or income returns that will be generated.

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A ONE-STOP SHOP FOR CHARITY-SPECIFIC FUNDS

The CAF Investment Account is the only secure, digital trading platform designed exclusively for charities of all sizes.

The CAF Investment Account is a secure, digital account that helps charities manage the widest range of charity-specific funds online. You can also access more than 1,200 funds, plus companies listed on the London Stock Exchange and other markets around the world.

What are my investment options?

Whatever your charity’s size, and however much you have to invest (there is no minimum), the award-winning CAF Investment Account is designed to make investing your money easy, time-efficient and cost-effective.

HELPING YOU GET MORE FROM YOUR RESERVES

Find out more about the products and services available, including:

The latest thinking from our fund management partners.

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

Get a free consultation with one of our charity experts

This is for a consultation on your financial investments, not a request for funding.

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CAF and the companies in which it has a majority stake, or their subsidiaries (defined here as the Group) will not share your information with any outside organisation except as part of providing a product/service or when legally obliged to do so.

further resources

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News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

Read the latest news
Couple planning where to go

Plan your charity’s investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices
Couple helping each other up a mountain

Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips
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Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals at a selection of events for charity investors.

Find out what's on
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Understanding investing

Our guide can help you understand the investment journey.

Download our guide
Reaching a mountain peak

Loans from CAF Bank

Flexible secured loans, between £50,000 and £5 million, for UK registered charities and not-for-profit organisations.

Finance your future goals

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.

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

Full regulatory information