Opening an account

For investors looking to invest in the CCLA Better World Global Equity Fund, click here.

To open an account in one of our other pooled funds, please complete the relevant application form.

If you are an existing client and would like to open an additional account, please call our Client Services team.

Although we hope to complete identity verification checks electronically, we may have to request additional documentation from you to complete this process.

From receipt of the correctly completed forms and any supporting documents, your CCLA account can be open within a week.

Application forms

COIF Charities Funds Application form Application form

CAIF Catholic Investment Fund Application Form Application form

The CBF Church of England Funds Application Form Application form

The Public Sector Deposit Fund Application Form Application form

The Local Authorities' Property Fund Application Form Application form

Diversified Income Fund Application Form Unit Class 2 Application form (Class 2)

Diversified Income Fund Application Form Unit Class 3 Application form (Class 3)

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Opening an account

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Application forms