Investors wishing to switch between CFP Castlefield Funds and CFP Castlefield Portfolio Funds products must do so by one of the following methods. N.B. Investors are unable to instruct a switch through the Castlefield Direct portal.
Investors can switch products by phone, fax or post
How can an investor top up?
From August 2025 we no longer provide the option to top up your investment online.
You can submit investment and top up instructions via the following methods:
Fax
You can fax an instruction to us on:
From the UK - 0330 123 3755
From abroad - 0044 1268 457731
Post
You can post an instruction to the address below:
Thesis Unit Trust Management
PO Box 12248
Chelmsford
CM99 2EG
What happens after your instruction is received?
On receipt of the instruction, the deal will be placed at the next valuation point. During the switching period your funds will not be invested, and you will not have access to them until the switch is complete.
A contract note will be sent to you the next business day after the valuation point.
N.B. If you have an active Regular Savings Fund on the original fund, please advise us if you wish to have the RSF invested into the new product.
Some useful notes
- If the Fund you are switching from is held within an ISA, the Fund/s that you switch into will also be placed in a ConBrio ISA.
- If the Fund that you are switching from is NOT held within an ISA, but you wish your new fund holding to be held in an ISA, you will need to complete an ‘ISA Application Form’ and send this with a covering letter with clear instruction of the Fund you wish to sell.