Please make sure that your client has read the appropriate Simplified Prospectus and/or Key Features Document (as applicable) before making an investment.
UK authorised funds
(OEICs, multi manager unit trusts, common investment funds)
- Lump Sum Investment (by post, telephone, fax or EMX)
By post: complete the appropriate lump sum application form and send it with a cheque* to:
Cazenove Investment Fund Management Limited
PO Box 67546
London
EC2P 2JB
*Cheques should be made payable to Cazenove Investment Fund Management Limited.
By telephone: you can place a telephone deal by calling: +44 (0)20 3479 0000 (option 1) between the hours of 9.00am and 5.00pm (UK time) on any business day.
By fax: dealing instructions can be faxed on +44 (0)20 7638 6135.
By EMX: deals in most of our UK OEIC sub-funds and multi manager unit trusts can be placed via the EMX platform.
- ISA Investments (by post only)
Complete the appropriate ISA application form and send it with a cheque made payable to Cazenove Investment Fund Management Limited to the PO Box address given above.
Irish authorised funds
(Cazenove International Fund Plc)
- Lump Sum Investment Only (by post, telephone or fax)
By post: send a completed application form, Anti Money Laundering form (if necessary) and cheque* to:
Cazenove International Fund Plc
C/o Northern Trust International Fund Administration Services (Ireland) Limited
Georges Court
54-62 Townsend Street
Dublin 2
Ireland
*Cheques should be made payable to Cazenove International Fund Plc.
By telephone: you can place a telephone deal by calling: +44 (0)20 3479 0020 (option 1) between the hours of 9.00am and 5.00pm (UK time) on any business day.
By fax: dealing instructions can be faxed on 00 353 1434 5294.
Literature
All Simplified Prospectuses, Key Features Documents and Application Forms can be found in the Regulatory literature library section on our website.
Third Party ISA, Life, Pensions, SIPP, Offshore Investment
Please note that many of our funds are widely available through distribution partners.
