CAF Investment Account

HELP AND SUPPORT

We're here to help with technical and account queries - and listen to feedback and complaints.

  • Who can apply for a CAF Investment Account?

    Any organisation considered charitable by HMRC can apply for a CAF Investment Account. This includes charities, Community Interest Companies and Community Land Trusts.

  • How much do you charge for the CAF Investment Account?

    To keep our costs clear, we've split them into easy-to-understand parts:

    • account fees
    • transaction charges

    If you choose to buy funds, or other investments that are managed, you’ll also pay charges to the Fund Manager. This charge will vary from fund to fund, and is usually included in the price of the investment.

    Find out more about the cost of the CAF Investment Account.

  • Why do I have to specify different user types when I apply for a CAF Investment Account?

    Having different user types lets you give people different levels of access to your account.

  • What is the role of the Primary Contact?

    The Primary Contact is the main point of contact for the account. They’ll receive all general communications and also confirmation of any transactions. As they need to log in to access the secure messages, they must also be a Viewer, Deal Administrator or Authoriser.

  • What is a Viewer?

    This allows view-only access to your CAF Investment Account. You might want to give this to people who need to know about the account, but aren’t authorised to give instructions on it, eg your Administrators. You might also want to give this access to those who work on your behalf, such as accountants and solicitors.

  • What is a Deal Administrator?

    A Deal Administrator has the same access as the Viewer and in addition can set up trades, instruct withdrawals back to your nominated account, set up, amend or cancel regular investments. However they don’t have permission to authorise any transactions.

  • What is an Authoriser?

    An Authoriser can do all that a Viewer and Deal Administrator can do, plus they can authorise transactions made by Deal Administrators or Authorisers. You'll need two Authorisers to approve any transactions.

  • Why do I need to provide you with my mobile telephone number as part of registration?

    We may use SMS to send you password reminders and other account alerts.

  • Why do I have to prove my identity?

    This helps prevent criminals from accessing the CAF Investment Account and your personal data.

  • How does CAF verify my identity?

    The law requires us to verify the identity of our new customers, so we carry out various checks to ensure we know who we are dealing with and that that person can act on behalf of your organisation.

  • Can I select a username other than my email address?

    No, your email address will be your username. If you change your email address, it will become your new username.

  • Is there a minimum investment amount for the CAF Investment Account?

    There’s no minimum investment amount.

  • Can I be an online user for more than one charity?

    You can, but as the username is your email address, you would need to use a different email address for each charity.

  • I have funds with various Fund Managers - how do I transfer them into the CAF Investment Account?

    It’s easy to transfer in your existing funds when you apply for a CAF Investment Account, or after your account has been opened. If the fund isn’t available through the CAF Investment Account, we’ll work with Interactive Investor to see whether it can be added.

    Find out how to get started.

  • Are there any charges associated with transferring existing funds into the CAF Investment Account?

    We won't charge you to transfer in your charity’s existing investments, although other charges may apply if you decide to change share class.

  • Will CAF use my contact details to send me marketing literature about other CAF products?

    We'll send you information about other CAF products unless you opt-out when you apply for a CAF Investment Account.

FEEDBACK

We always like to hear feedback on your experiences of using the CAF Investment Account

Let us know what you think by filling in your details below:

 

 

OUR TEAM

Our expert team is here to help with any questions you have about investing through the CAF Investment Account.

Phone
03000 123 444
(Monday to Friday, 9am-5pm, except bank holidays)

TECHNICAL SUPPORT

Once you’re up and running, we can help with any technical questions you have.

Log in to your CAF Investment Account and send a message through the secure messaging service (24 hours a day) or call on 03000 123 900 (Monday to Friday, 7.45am-5.30pm, except bank holidays).

Where to find secure messaging

Secure messaging can be found by clicking on the ‘Secure message’ tab, which can be found by logging into your Account. On clicking the box you’ll see two further boxes. One advises to send a secure message and the other is ‘Reply to a secure message’. By simply clicking on the chosen box you’ll be able to type your freeform message.

The CAF Investment Account is an unadvised investment product. This means that CAF and Interactive Investor can’t offer any advice, so it’s important to get guidance from an independent financial adviser. To find one in your area, visit www.unbiased.co.uk.


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 gains or income that will be generated.

Full legal information 

Regulatory information

 

Disclaimer

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).


Charities Aid Foundation © 2016 | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA Telephone: 03000 123 000
10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 000