The C4C Investor Account

What is it?

An exclusive share dealing, administration and custody arrangement for existing and future investors in Capital for Colleagues plc (C4C)*. In association with Castlefield, the service and accompanying investment account permit you to buy, hold and sell shares efficiently and cost effectively. For the purpose of offering the C4C Investor Account only, C4C acts as an Introducer Appointed Representative of Castlefield Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority.

Investors also have optional access to a fully integrated ISA and/or pension plan. You can view a breakdown of the costs associated with all services here.

The application process

The C4C Investor Account is solely for investors who can demonstrate that they have sufficient understanding, knowledge and/or experience of investing in the shares of companies like C4C and are able to commit a minimum initial investment of £5,000**.

For this reason, all prospective account holders must complete our application process before opening an account. Rest assured that this will only take a few minutes of your time. There are three main steps.

STEP ONE

Download and complete the Client Information Form for the General Investment Account. If you also wish to open an ISA or Pension Account, please complete the relevant additional form(s). To view the Key Features of the C4C Investor Account click here.

STEP Two

When you think the forms are complete, email them to us at c4c@castlefield.com and we’ll ensure that everything is in order.

STEP Three

If your forms are all filled in correctly, we’ll let you know via email and also tell you about any other information we need from you. Once we’re both happy, we’ll ask you to print off a copy, sign and date it, and then return it to us. Your side of the application process will then be complete.

Application forms

C4C
Investor
Account

General Account
Application

All applicants must complete this form. Please ensure you carefully read the terms of business before proceeding.

Please ensure you save the form to your device before starting your application (please do not complete the form within your internet browser). 

Download form VIEW TERMS OF BUSINESS

C4C
Investor
Account

ISA Account
Application

If you wish to open an ISA Account, please complete this additional form. Please ensure you carefully read the terms of business before proceeding.

Please ensure you save the form to your device before starting your application (please do not complete the form within your internet browser).

Download form VIEW TERMS OF BUSINESS

C4C
Investor
Account

Pension Account
Application

If you wish to open a Pension Account, please complete this additional form and ensure you carefully read the terms of business and view supporting documents before proceeding.

Please ensure you save the form to your device before starting your application (please do not complete the form within your internet browser). 

Download form VIEW TERMS OF BUSINESS

We strongly recommend that you carefully read the main Terms of Business (including the ISA Terms & Conditions at Appendix 4) and the Key Features document. Also, where relevant, please read the separate Pension Terms and Conditions and other accompanying documents. You should only proceed with your application once you have read, understood and are prepared to agree to these terms.

We look forward to working with you soon.

 

*Neither C4C nor Castlefield is permitted to recommend that you buy or sell shares in C4C. Any investment will be your choice. You may feel very comfortable making this choice without further help, or alternatively, you may wish to seek a professional opinion from your existing financial adviser.

**In cases where no advice has been given, we have no obligation to make sure that an investment is ‘suitable’ for you. However, in this case, there is still an obligation to ensure that an investment would be ‘appropriate’. These terms and the related process are set out in the relevant rules of the Financial Conduct Authority – the financial services industry regulator.

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Resource Links

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