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Gold account & CAF Charitable Trust comparison tables

Gold Account CAF Charitable Trust

(Standard) CAF Charitable Trust

(Premier)

Minimum balance £10,000 £10,000 £25,000

Minimum annual fee £0.00i £120 £375

Incoming gift fee 2 - 3%ii - -

Maximum annual fee £1,300 Unlimited Unlimited

Annual management fees Gold Account CAF Charitable Trust

(Standard) CAF Charitable Trust

(Premier)

Balances up to £100,000

0.0%iii

1.2%iii 1.5%iv

Balances between £100,000 and £500,000

0.75% 0.75%

Balances between £500,000 and £5,000,000

0.25% 0.25%

Balance above £5,000,000 0.20% 0.20%

Example fee calculations Gold Account CAF Charitable Trust

(Standard) CAF Charitable Trust

(Premier)

Balance transfer of £100,000 One-off £400 £1,200 annually £1,500 annually

Balance transfer of £250,000 One-off £400 £2,325 annually £2,625 annually

Balance transfer of £5,000,000 One-off £400 £15,450 annually £15,750 annually

Comparison completed on 28.08.2014

CAF Charitable Trust fees compiled from https://www.cafonline.org/pdf/1199W_CAF_Charitable_Trust_Fees_0513.pdf

i For those clients choosing to invest some or all of their balance in the Pooled Investment Fund a 0.24% annual management fee applies (minimum £250). ii Varies according to gift type (Gift Aid 3% / Payroll Giving 2.5% / Gross gift 2%). Gift fees are capped at £400 per transaction. iii No annual fee is applied to cash balances. iv These fees are charged on a cumulative basis e.g. for the Premier Service, 1.5% on the first £100,000, 0.75% on the next £400,000 and so on.