Did you know?

We have been providing Administration Services to Investment Professionals since 1968.

facts & stats

We currently offer 170 Retail Investment Schemes in partnership with some of the most prestigious names in the industry.

Investor Services

Capita Financial Group is at the forefront of the Collective Investment Schemes industry and our success is deeply rooted in our collaborative approach.

We provide fund administration and management services in partnership with some of the most prestigious investment professionals in the industry.

The responsibility of the selection of the fund's underlying portfolio is delegated to a specialist investment partner whose expertises matches those of the fund's objectives. Capita Financial Group currently works with over 130 fund management organisations.

Our range of schemes includes both Unit Trusts, Open Ended Investment Companies (OEICs) and Investment Trusts.

IIn addition to lump-sum investments, many of our funds can be linked to our monthly savings plan or to an Individual Savings Account (ISA).

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.