All the forms, client documentation and fact sheets are available on this page to help you administer your investments.

COIF Charities funds

The documentation and forms in this section are applicable to the following:

  • COIF Charities Investment Fund
  • COIF Charities Short Duration Bond Fund
  • COIF Charities Deposit Fund
  • COIF Charities Property Fund
  • COIF Charities Global Equity Fund
  • COIF Charities Ethical Investment Fund

Buy units forms

Withdrawal forms

Sell units forms

Deposit forms (for COIF Charities Deposit Fund investors only)

CAIF Catholic Investment Fund

The documentation and forms in this section are applicable to the CAIF Catholic Investment Fund only.

Buy units forms

Sell units forms

The CBF Church of England funds

The documentation and forms in this section are applicable to the following:

  • The CBF Church of England Investment Fund
  • The CBF Church of England Short Duration Bond Fund
  • The CBF Church of England Deposit Fund
  • The CBF Church of England Property Fund
  • The CBF Church of England UK Equity Fund
  • The CBF Church of England Global Equity Fund

Buy units forms

Sell units forms

Withdrawal forms

Deposit forms (for CBF Church of England Deposit Fund investors only)

For Diocese use only

Local authorities and public sector

The documentation and forms in this section are applicable to the following:

  • The Public Sector Deposit Fund
  • The Local Authorities’ Property Fund
  • CCLA Cautious Multi-Asset Fund

The Public Sector Deposit Fund forms

The Local Authorities’ Property Fund forms

Retail funds

The documentation and forms in this section are applicable to the following:

  • CCLA Better World Global Equity Fund
  • CCLA Cautious Multi-Asset Fund

Other useful resources

Opening an account
Updating your account details
Pricing and income tool
Glossary