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This means that two people from your charity must authorise a transaction before it can be actioned. Find out more about dual authorisation.
The Authoriser will receive an email alerting them to a pending transaction. Once they log in to the CAF Investment Account they’ll be directed to an 'Authorisation queue’ screen.
In the Authorisation queue under ‘Awaiting authorisation’ there’s an icon to indicate how many Authorisers have authorised the transactions (0/2 or 1/2). You can also drill down to see an audit trail of who authorised a transaction, and when.
Not through the CAF Investment Account. All Authorisers receive an initial alert at the same time. You’ll be able to see any transactions awaiting authorisation when you log in to your CAF Investment Account.
There’s no time limit, but the transaction won’t be made until two Authorisers have authorised it.
There’s no amend option, but they can cancel the transaction which removes it from the list. A new order will have to be placed and be subject to dual authorisation again.
If the trade hasn’t already been completed, there are two ways to cancel a trade:
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Our expert team is here to help with any questions you have about investing through the CAF Investment Account.
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).
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.
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
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