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