Send your filled in Application Form or Application & Transfer to our Administration address:


Castlefield Fund Partners Limited,

Hamilton Centre,

Rodney Way,






Please ensure you save the form to your device before starting your application (please do not complete the form within your internet browser).




Please feel free to contact us using the contact form below, or directly using our Head Office contact details.


8th floor,

111 Piccadilly,


M1 2HY

Opening times:


Mon - Fri

9am - 5pm


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Marketing Preferences

Castlefield group may add the details you give on this form to our contact database, to update you about products, services, events and opportunities that we think you’ll be interested in. We promise not to bombard you with emails or marketing and we won’t sell or pass your data to any third parties outside of our group for marketing or research purposes. You can opt out at any time by emailing

Read more about how we use personal data at Castlefield in our Privacy Notice



Copyright © 2017 Castlefield. All rights reserved. Castlefield is a trading name, registered trade mark and the property of Castlefield Partners Limited. Registered in England and Wales No. 06942320. Registered Office, 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.




Castlefield Funds

Castlefield Fund Partners Limited (CFP) acts as the Authorised Corporate Director (ACD) to a range of collective investment funds, constituted as sub-funds of an umbrella open-ended investment company or OEIC, called Castlefield Funds.

Each fund is configured to deliver a specific investment objective, generating the desired outcome in accordance with the detailed terms of its own prospectus.

It is important that you read this page before proceeding to another part of our website as it explains certain legal and regulatory restrictions applicable. The information is not intended to replace any document, such as the Prospectus, Key Investor Information Document (KIID), Supplementary Information Document (SID) or terms and conditions, which you should read before making an investment. Copies of these documents and the Report and Accounts are available via this website or otherwise on request. If you have any doubt as to whether an investment is suitable for you, please contact an authorised financial adviser.

The terms of use below are our standard terms upon which we intend to rely. For your own benefit and protection, you should read these terms carefully before proceeding further. If you do not understand any point or have any questions, please contact us on 0161 233 4890.

The term “Castlefield”, “us” or “we” refers to Castlefield Partners Limited and its subsidiary companies (including CFP), the owner of this website. The term “you” refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

The content of the pages of this website is for your general information and use only. It and the products and services described within it are subject to change without notice. We shall not be liable to you or any third party for any amendment, modification, suspension or discontinuance of any product or service described on our website.

Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.

– Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It is your responsibility to ensure that any products, services or information available through this website meet your specific requirements.

– This website contains material and trademarks which are owned or licensed to us. This material includes, but is not limited to, the design, layout, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice.

– Unauthorised use of this website may lead to a claim for damages, and/or be a criminal offence.

– You may leave the Castlefield website when you access certain links on this website. Unless otherwise stated, we have not examined the content of these websites and do not assume responsibility for or endorsement of their contents or the services or products offered via these websites.

– You may not create a link to this website from another website or document without our prior written consent.

– Your use of this website and any dispute arising out of such use of the website is subject to the laws of England and Wales.

Opinions constitute our judgment as of this date and are subject to change without warning. The information on this web site is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Any application or investment must only be made on the basis of the relevant documentation of the investment (for example, prospectus, Key Investor Information Document, Supplementary Information Document, or terms and conditions).

No information on this website constitutes any investment, tax, legal or other advice. Castlefield will accept no liability, except for any liability that Castlefield may have under the Financial Services & Markets Act 2000, for any loss or damage arising out of the use, misuse or reliance upon the information contained in this website, including, without limitation, any direct or consequential loss of profit or other damage.

This web site shall be governed by and construed in accordance with the law of England and Wales and is subject to the exclusive jurisdiction of the English Courts. The information, products and services referred to in this publication are not directed at any person or entity in any jurisdiction or country outside the United Kingdom.

Every effort is made to keep the website up and running smoothly. However, we take no responsibility for and will not be liable for the website being temporarily unavailable due to technical issues beyond our control.

About Castlefield

The information contained on this website in relation to Castlefield Funds is issued on behalf of CFP. Castlefield is a trading name of Castlefield Fund Partners Limited (CFP) and the property of Castlefield Partners Limited. CFP is authorised and regulated by the Financial Conduct Authority. Number 229057. Registered in England No. 04605261. Castlefield is a registered trade mark and the property of CPL. Registered in England and Wales No. 06942320. Registered Office, 111 Piccadilly, Manchester, M1 2HY, United Kingdom. VAT Registration Number 100 1254 95.

Other Information

The funds, products and services (collectively referred to as “investment(s)” in this document) described on this website are operated and managed by companies within the Castlefield group and may only be marketed in certain jurisdictions. You are solely responsible for ensuring that you are aware of the applicable laws and regulations of your country. In particular, investments may not be bought or sold, directly or indirectly, by or on behalf of residents in the United States.

Any opinions expressed on individual funds, services or products represent the views of the investment manager at the time of preparation and should not be interpreted as a personal recommendation to buy or sell, or otherwise trade all or any of the investments which may be referred to.

Queries and Complaints

If you have any questions or complaints relating to our policy or how we use the personal information we have about you, please contact us on 0161 233 4890. If you have any questions about how your personal data is used, please email

For your protection, calls may be monitored and recorded for training and quality assurance purposes.


This site is for use by Castlefield and investors or prospective investors in Castlefield Funds only. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is not necessarily a guide to future performance. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment and the income from it to go up or down. In the case of some investments, you should be aware that there is no recognised market for them and that it may therefore be difficult for you to deal in them or for you to obtain reliable information about their value or the extent of the risks to which they are exposed. Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. It may be possible to lose all of your initial capital in certain types of investments. Before contemplating any transaction, you should consider whether you require financial advice, which we would be pleased to provide upon request.