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
Full application to open a new account. Please contact Client Services if you have existing accounts.
Applicable to all funds.
Applicable to all funds.
Form to remove and/or add authorised signatories (excluding the correspondent).
Form to remove the existing correspondent and appoint a new individual as the account contact.
Form to update all account details. This form supersedes all previously held details.
Form to update nominated bank details and/or income payment instructions.
CAIF Catholic Investment Fund
The documentation and forms in this section are applicable to the CAIF Catholic Investment Fund only.
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
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
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