Personal Investments
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Unit Trusts
Our optimal suite of unit trusts addresses the income, income and growth and long term growth requirements of the retail investment market.
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Life Products
The life products we offer are ideally suited for investors with a minimum investment period of five years who wish to take advantage of the flexibility offered within a life wrapper.
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Fact Sheets
View and download our Personal Investment products fact sheets.
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Transaction Forms
Download transaction forms for all of our personal investment products.
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Cadiz Abridged Annual Financial Statements
Download our abridged annual financial statements.
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Effective Annual Cost (EAC)
The EAC is there to help consumers better understand all the costs involved in their purchase and make better informed decisions in line with Outcome 3 of the Treating Customers Fairly (TCF) framework.
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