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How to invest with Cadiz Asset Management?

To invest in any of the Cadiz Unit Trust Products is easy. Simply follow the steps below. If you aren’t sure which of our products is best suited to your needs, we suggest you seek independent financial advice.

Application Form

Application form - Individual

Application form - Legal Entities

Repurchase form

Switch form

Redemption form

Static detail amendment form

Additional investment application form

Documents that we need from you

1. Proof of who you are: a copy of your ID or passport
2. Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months)
3. Proof of banking details: a cancelled cheque or a copy of a bank statement (not older than 3 months)

If you are investing on behalf of a company, trust or other legal entity, we need additional documents. Please refer to the application form for a list of these.