Date (dd/mm/yyyy)
Account name
Number of units
Please tick one option:
Please send a BACS payment to the nominated bank account
Print name Print name
Daytime telephone number
Daytime telephone number
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Form to sell shares in The CBF Church of England Funds
Please call our Client Services Team on 0800 022 3505 if you would like help to complete this form.
This form should be completed in BLOCK capitals using black ink. One form should be used for a single transaction.
CBF Church of England account number that you wish to
sell shares from (including the letter at the end)
Please tick which CBF Church of England Fund you wish to sell from:
M: Global Equity Income
Fund Accumulation
L: Global Equity
Income Fund Income
P: Property Fund
S: Investment Fund
X: UK Equity Income
Fund Income
F: Fixed Interest
Securities Fund Income
J: Investment Fund
Y: UK Equity Income
Fund Accumulation
K: Fixed Interest Securities
Fund Accumulation
Amount in words for value or shares
Transfer shares/proceeds to the following CBF Church of England Fund account in the Charity’s name
Account name
Account number (including the letter at the end)
The transaction will be processed as detailed in the appropriate Fund’s scheme Information
Authorised signature(s) This form must be signed in accordance with the current mandate.
Dealing in The CBF
Church of Eng land Funds (*e xcept for The CBF Church of En gland Property Fund) normally takes place every Tuesday. Your written
instructions to deal should be at CCLA’s office by 5.00pm on the preceding business day. Instructions received after th is time will be processed on the
next available dealing day.
*The CBF Church of England Property Fund dealing normally takes place on the last Tuesday of each month. Re demption requests for the Property
Fund are subject to a minimum notice period of 90 calendar days and will be processed as detailed in the Fund’s Scheme Information.
Contract Note(s) confirming the transaction(s) will be sent to the Correspond ent.
Please tick to
Please tick to
close account
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Senator House, 85 Queen Victoria Street, London EC4V 4ET
Freephone: 0800 022 3505
CCLA Investment Management Limited (registered in England No. 2183088) Registered address: Senator House, 85 Queen Victoria Street, London,
EC4V 4ET is authorised and regulated by the Financial Conduct Authority. The CBF Funds Trustee Limited is a registered charity (No. 1116932) and is
registered in England as a company limited by guarantee (No. 5957490) at the address above.
Data Protection Legislation: CCLA is a data controller and will hold relevant personal details which have been supplied to the manager for the
purposes of fulfilling its obligations to clients. Data will be stored by CCLA and treated as confidential. CCLA will not provide details to any other party
except where necessary to fulfill the service obligations described, or where required by law. Full details of CCLA's Privacy Notice are available on
CCLA's website. Full details of CCLA’s Data Protection Policy are available on request.
September 2020, IMPDSELL2018)