Tools for clients
Please use the link below to access our pricing & valuation and deposit rate finder tools.
Forms for clients
On this page you have access to all forms and factsheets to administer your investments.
Alternative formats of these documents are available upon request from the client services team e.g. large text versions.
We have a dedicated client services team to help with your enquiries:
Freephone: 0800 022 3505
Fax: 0844 561 5126
Please ensure our records are up to date by completing a mandate form. This will ensure that correspondence/statements are sent to the correct address and will avoid any delays in the processing of transactions.
Forms for all funds
COIF Charities Funds
Catholic Investment Fund
In April 2022 we launched the CCLA Better World Global Equity Fund, opening our investment capabilities to retail investors. The fund is not currently available under an Individual Savings Account (ISA) or Self-Invested Personal Pension (SIPP). This will be available in the near future through recognised platforms. If you would like to register your interest in the fund and let us know which platform you currently use, please call us at 0800 022 3505 or send an email to email@example.com.