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. For additional information, please read the Supplementary Investor Information Document (SIID).

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.

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.

You can contact us for an application form to transfer your investment or open a new investment product.

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Retail Investor JISA Transfer Form – 2022/2023 as at 6 April 2022
Download Download

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Retail Investor Application Form – 2022/2023 as at 6 April 2022
Download Download

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Retail ISA / JISA Application Form – 2022/2023 as at 6 April 2022
Download Download

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Retail ISA Transfer Form – 2022/2023 as at 6 April 2022
Download Download

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Private Investor Terms and Conditions – 2022/2023 as at 6 April 2022
Download Download

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Switch Form – UK Property Funds – 2022/2023 as at 6 April 2022
Download Download

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Retail Investor Application Form – Additional Permitted Subscription (APS) – 2022/2023 as at 6 April 2022
Download Download