OEIC Application and Transfer forms
The documents below are available to download.
Before you invest with us, please ensure you have read the relevant Key Investor Information Document (KIID). The information is required by law to help you understand the nature and the risks of investing in this fund. View our KIIDs.
Please note investors wishing to switch between the CT UK Property Authorised Investment Fund and the CT UK Property Authorised Trust (feeder fund) should select the Switch Form for UK Property Funds.
Investment Trusts:
For our Investment Trust savings plans, visit our dedicated page where you can understand more about the Trusts, savings plans, invest online and manage your investments.
OEICs:
You can contact us for an application form to transfer your investment or open a new investment product.
2022/2023 Application Forms, as at 6 April 2022
Retail Investor Application Form – Additional Permitted Subscription (APS) – 2022/2023 as at 6 April 2022