CAF Investment Account

CAF INVESTMENT ACCOUNT RESOURCES

All the documents and resources you need for the CAF Investment Account.

 

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.

ABOUT THIS PAGE

Whether you’re new to investing, or you’re an existing CAF Investment Account customer looking to change an existing investment to a cheaper share class, you can find all the documents and resources you need for the CAF Investment Account right here.

LEGAL

The CAF Investment Account is offered to you by CAF Financial Solutions Limited (CFSL) and operated and supplied by Winterflood Business Services. Below are documents that provide legal and regulatory information related to the CAF Investment Account.

About charity investing

If you are new to charity investments, our FAQs can help you get started.

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Tell us about your concern

We're here to help if you have a complaint about any aspect of the CAF Investment Account.

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Unsure of a term?

Our glossary can help you understand the language of investments.

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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).

Full legal information

Full regulatory information