Download CAF DIRECT INVESTMENT SERVICE CAF MANAGED PORTFOLIO

CAF DIRECT INVESTMENT SERVICE
CAF MANAGED PORTFOLIO SERVICE
Our role and responsibilities
As a charity, Charities Aid Foundation (CAF) wants to ensure
that charities and trustees have access to good quality
financial services that can help them build their resources
and support their mission. Therefore CAF’s wholly owned
subsidiary company, CAF Financial Solutions Limited (CFSL),
has arranged access to an investment service for charities,
trustees and other not-for-profit organisations.
CFSL works with a number of different fund management
houses to provide funds and services that are specifically
designed to meet the needs of the sector. There are two
distinct services for investors to choose from, the CAF Direct
Investment Service and the CAF Managed Portfolio Service.
This document is designed to highlight the role that CFSL
plays in delivering each of these to you.
CAF Direct Investment Service
If you have a clear understanding of your investment needs
then you can create your own portfolio from any combination
of the funds offered. You can access a range of multimanager funds that provide exposure to specific asset classes
through this service, a passively managed UK equity fund
and a range of ethically screened options. Plans to develop
our service to further increase the choice available to you will
continue in the future.
CFSL does not offer investment advice and cannot provide
opinions or recommendations as to the suitability of the fund
or funds chosen by you. CFSL will however provide factual
information to help your decision making.
You can access further resources online, to provide you
with a greater understanding of investments.
Visit www.cafonline.org/investments
CAF Managed Portfolio Service
If you would prefer to select from a range of managed
Investment profiles, each with a pre-blended combination
of funds designed to meet set aims and risk tolerances, then
the CAF Managed Portfolio Service may suit your needs. This
service has been designed by CFSL and Octopus Investments
to meet the specific needs of charities and trustees.
CFSL does not provide investment advice or ongoing portfolio
management. Octopus does not provide investment advice.
They design and manage the Investment profiles, and can
provide ongoing portfolio management to ensure any assets
entrusted to them match the profile you select to best meet
your organisation’s requirement.
If you invest in the CAF Managed Portfolio Service your
dedicated CFSL client relationship manager will work with
Octopus to support you throughout the application process
and provide you with ongoing support.
Legal and regulatory information
In addition to this explanation of our roles and responsibilities
we suggest you read our detailed legal and regulatory notices,
which can be found at www.cafonline.org/legal
We recommend that you seek professional advice before
making any investment decision.
1417E/1213
Issued by CAF Financial Solutions Limited (CFSL), 25 Kings Hill Avenue,
Kings Hill, West Malling, Kent ME19 4TA; company registration number 2771873
(England and Wales). CFSL is authorised and regulated by the Financial Conduct
Authority (FRN 189450). CFSL is a subsidiary of the Charities Aid Foundation
(registered charity number 268369). Telephone calls may be monitored/recorded
for security/training purposes and by calling you give your consent to this.
Octopus Investments Ltd., 20 Old Bailey, London, EC4M 7AN. Company registration
number 3942880 – registered in England and Wales. Octopus Investments Ltd. is
authorised and regulated by the Financial Conduct Authority (FRN 194779).