Features of the CAf Investment account

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.

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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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 can be 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.

Portfolio designations

Open multiple portfolio designations, so you can manage funds that you need to keep separate, with just one log in.

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 1,200 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. Read our guide to changing share classes and download the share class conversion form from our resources page.


Resources page

ALREADY INVESTING? TRANSFER YOUR EXISTING FUNDS

It’s easy to transfer in your existing funds when you apply for a CAF Investment Account, or after your account has been opened. What’s more, we won't charge you to transfer in your charity’s existing investments.

If you decide to change share class, other charges may apply.

SECURE TRANSACTING

Dual authorisation functionality

With unique mandatory dual authorisation for every trade and withdrawal, 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

Your income will be paid straight into your CAF Investment Account. You can go online to transfer funds to your charity's bank account whenever you need it.

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Online cash transfers

Transferring cash into your account is easy.

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Free transfers in

We only charge you to transfer in your investments if you are still holding share certificates - electronic transfers are free, though fees 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

The potential 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 regular reporting, you can make your data work for you. You can even grant access to third parties, like Solicitors and Accountants, so they can see your reports and access information to support the work they do for you. You'll find:

  • The latest activity on your investments by accessing your account anytime.
  • Quarter-end reporting including valuations, transactions and cash statements.
  • Contract notes.
  • Annual consolidated tax statements.
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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 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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