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.
Check that you have the necessary minimum investment. These are listed in the application form. You can access our expertise from as little as R500 a month.
Complete the application form and deposit your investment amount into our bank account.
Fax the completed application form, proof of deposit and required documents to:
+27 21 700 3687 or email to firstname.lastname@example.org.
Documents that we need from you
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.