Charity investments

GROW YOUR CHARITY'S RESERVES

The CAF Investment Account. The only investment platform developed exclusively for charities.

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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

The only investment platform developed exclusively for charities

Complete the enquiry form and one of our experts will call you back and help you access all the tools and services your charity needs.

  • Manage all of your charity's investments in one place. You could save time, effort and money.
  • Keep track of your investment performance and monitor transactions.
  • Easily move your existing investments - one application form gives you access to a huge range of investments including the largest range of Charity Specific Funds.
  • Dual authorisation built in.


INVESTMENT EXPLORER

Don’t spend money researching what the ideal portfolio looks like for your charity’s needs. With around 500 funds to choose from you can design the best fit with your investment policy and share it with your key decision-makers.

Signing up takes only 3 minutes, or send us and enquiry and one of our expert consultants will call you back.

Sign up for a free Investment Explorer account



IWFSA17-LOGO-Award for Innovation in Fund Services

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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).

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