General contact details for financial advisers:
Tel: 08000 22349 (Cadiz)
Fax: +27 21 657 8306
E-mail: investorservices@cadiz.co.za
Existing investors who need a valuation: valuations@cadiz.co.za
Unit Trusts
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New business cut-offs:
- Instructions received for the Cadiz Money Market Fund before
10h30 am will be processed for value date the same business
day.
- Instructions received for all other Cadiz Unit Trust Funds
before 14h00pm will be processed for value date the same business
day.
All investment instructions received after the above cut-off
times will be processed for value date the next business day.
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Structured and Life Investments
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For all new business applications:
In addition to the standard FICA documents, please include
a:
- Signed quotation
- For ABSA brokers, we need your PRI number.
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Maturities:
- Redemptions of local investments can take up to three business
days to reach an investor bank account.
- Redemptions of offshore investments can take up to 15 business
days to reach an investor bank account.
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Surrender requests:
Please ensure that you have included:
- A copy of the investor's ID.
- Proof of banking details if the investor's banking details are
different from those we already have on our system.
These requests can take up to 30 working days from receipt of
instruction to process.
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General queries on structured investments will be
attended to within 48 hours of receipt of the query.
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Valuation requests
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We will attend to these within 24 hours of receipt of
this request.
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For existing investors - Register for online access
to valuations
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Please go to our website, www.cadiz.co.za.
- Go to cadiz.co.za and click on Investor Login on the top right
hand side of the home page
- This will take you to the Login Sheet.
- Click on First time login - sign up for unit trust
valuations
- Type in your ID number and click NEXT
- You will be prompted to fill in your personal login details
after which, an email will be sent to your email address on
record
- Open the email and click on the link in order to activate your
access.
Please contact us on 0800 002 2349 if you require any
further assistance.
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Notification of an investor death
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Please ensure that you have included:
- The death certificate
- Letters of Executorship
- Copies of the IDs of any beneficiaries and the Executor
This can take up to 30 working days from receipt of instruction
to process.
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