CAF Investment Account

FEATURES OF THE CAF INVESTMENT ACCOUNT

The CAF Investment Account lets you manage your investments in one safe online place, helping you maximise your time and minimise administration.

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.

ONE ACCOUNT, ONE APPLICATION

All your funds in one account

One application gets you up and running.

Once you've signed up, you’ll have access to every investment option in the CAF Investment Account. And with just one account to manage, you've got the power to:

  • consolidate all your investments in one place
  • transfer existing offline investments into your online account
  • buy and sell investments easily with no paperwork to complete
Infographic that shows that you can access your choice of investments through one account

AN ACCOUNT DESIGNED WITH CHARITIES IN MIND

We’re already delivering online services for charities, so we’re confident in our expertise.

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Save time

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

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Get more value

Funds are often cheaper online as you can benefit from collective buying power.

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Know the costs

Our pricing is clear, so you can see exactly what you're paying for.

We keep your data safe

Stay secure

We've invested in robust data encryption and the latest online security technology to keep your investments safe and secure.

INVESTMENTS THAT MEET YOUR NEEDS

We give you access to the only selection of charity-specific funds you can buy and manage online, plus more than 4,000 other funds and direct investment in stocks and shares, so you can choose the investments that suit you - whatever your charity’s size.


CHANGING SHARE CLASS IS SIMPLE WITH THE CAF INVESTMENT ACCOUNT

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. Get in touch with our team to find out more.


Contact us

SECURE TRANSACTING

Dual authorisation functionality

With unique mandatory dual authorisation for every single transaction, you can have complete confidence when it comes to:

  • preventing fraudulent activity
  • avoiding accidental transactions
  • achieving full compliance with governance requirements
  • complementing your existing signatory procedures

CLEAR-CUT COSTS AND FEES

We believe in keeping our fees and fund charges crystal clear

Our simple pricing structure shows exactly how our fees are calculated and what they cover. Get the full picture on our Pricing page.


Find out more about pricing

FLEXIBLE INCOME WITHDRAWAL OPTIONS

Have your income paid straight into your bank account or collect and distribute income at regular intervals.

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Online cash transfers

Transferring cash into your account is easy.

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Free transfers in

We don’t charge you to transfer in your investments, though other charges may apply if you change share classes.

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Flexible trading capability

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

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Optimum tax efficiency

Depending on your circumstances, you might be able to maximise your tax efficiency by investing in gross status funds.

ON-DEMAND INVESTMENT DATA AND REPORTING

Stay up to speed with your investments

Keeping track of investment performance and monitoring your transactions couldn't be simpler. And with reporting at the touch of a button, you can make your data work for you. You can even grant access to third parties, like Solicitors and Accountants, so they can generate reports and access information to support the work they do for you. You'll find:

  • The ability to get valuations on request, search historical data and download the data you want into a spreadsheet.
  • Month-end reporting including valuations, transactions and cash statements.
  • Contract notes, tax vouchers and other notifications.
  • Annual consolidated tax statements.
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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).