mission statement

"To be a leading outsource service provider of investment schemes as recognised by clients, colleagues and the industry"

our objectives are:

To provide a service for clients that is differentiated from the market by consistency and value and which treats all clients fairly and equitably
To expand our business to provide access to major markets and fund types
To be seen as a market example of effective regulatory control
To become an Employer of choice
To deliver above average market returns for our Group shareholders

About Us

Capita Financial Group is a wholly owned subsidiary of The Capita Group Plc, a FTSE 100 company and the UK’s leading provider of outsourcing services.

Capita provides a comprehensive range of administration and support services, and interacts with over 70% of the UK population on behalf of clients in both the private and public sectors.

Capita Financial Group has been at the forefront of the UK investment funds industry since its inception. Our current and extensive client portfolio reflects our expertise in the market as well as showcasing our successful approach to building strong client relationships for the long term.

In recent years, we have extended our expertise to other jurisdictions outside of the UK, tailoring services to the demands of our fund management clients and each area’s unique regulatory environment.

Capita Financial Group is a trading name of Capita Financial Group Limited ("CFG"), registered in England Number 3669630, registered office 17 Rochester Row, London, SW1P 1QT.

Full FSA regulatory information and registered details for CFG, its affiliates, subsidiaries and associated companies, is available within the Legal Statement.