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. 

Need assistance or have questions?

Our Client Services team is here to help.

Email: clientservices@ccla.co.uk
Freephone: 0800 022 3505
Fax: 0844 561 5126