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Good morning

We are delighted to confirm that the rate of interest for the Epworth Cash Plus Fund for Charities will remain at 5.01% (A.E.R. net of fees).

The fund continues to provide same day access* to your money when needed, and with new accounts open within a matter of days, charities are earning interest from the day the cash is deposited.

If you have any questions or would like to discuss adding further funds to your account, please get in touch with one of us using the details below.

Full information can be found on our website:


With warm regards
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PS:
If you are happy with our service, and you can think of any other interested charities that would benefit from one of the most attractive rates in the market, please either forward them this email, or point them to our website:


New clients are often astounded that they can achieve this rate with such a small minimum investment (£1,000) if required.

Risk Warning

The monthly interest distribution rate can fluctuate and past performance is no guarantee of future returns. To help manage the risk of capital losses, the Fund spreads its investments across a wide range of financial institutions. The possibility of capital loss does exist, however, it has never occurred in the Fund’s history. A charge for same day transfers applies (currently £12 via CHAPS) or can be done for free in 2-3 days (via BACS). *We reserve the right to require 7 days’ notice of withdrawals in exceptional circumstances but typically provide same day access.


Full details and terms, including the Scheme Particulars, can be found here. The Epworth Cash Plus Fund for Charities is exempt from the Financial Services and Markets Act 2000 and depositors are not eligible for the Statutory Investors Compensation Scheme or the services of Financial Services Ombudsman. The Manager is however duly authorised under the Financial Services and Markets Act 2000.


Epworth Investment Management Limited (Epworth) is authorised and regulated by the Financial Conduct Authority (Registered number 175451). Incorporated in England and Wales. Registered number 3052894. Registered office 9 Bonhill Street, London EC2A 4PE.

Epworth Investment Management, 9 Bonhill Street, London, EC2A 4PE

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Epworth Investment Management Ltd | 9 Bonhill Street, London, EC2A 4 PE