Client documentation

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 Fixed Interest Fund
  • COIF Charities Deposit Fund
  • COIF Charities Property Fund
  • COIF Charities Global Equity Income Fund
  • COIF Charities Ethical Investment Fund

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 Fixed Interest Securities 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 Income Fund

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
  • Diversified Income Fund

Retail funds

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

  • CCLA Better World Global Equity Fund
  • CCLA Better World Cautious Fund