If you feel that the Triodos Microfinance fund is right for you please download, print off and complete the Appropriateness Assessment and send it to us at the address on the form.
If we deem that the Triodos Microfinance fund is an appropriate investment for you, we will provide you with an application pack. Please note, that assessing the appropriateness of the Triodos Microfinance fund for you is not the same as providing financial advice. If you are unsure in any way whether the Triodos Microfinance fund is a suitable investment for you, you should seek independent financial advice.
If, based on your responses to the questions in this assessment we deem that the Triodos Microfinance fund is not an appropriate investment for you, we will let you know and you will not be able to continue with your application.
Because of the complex nature of the Triodos Microfinance fund, you must complete an Appropriateness Assessment each time you wish to apply.
The Appropriateness Assessment and any subsequent applications to buy or sell must be completed and returned to the address on the forms.
The Triodos Microfinance fund has a semi-open-ended structure and is traded on a monthly basis at net asset value, allowing investors to buy and sell shares at the end of the month. Deals are placed at midday on the last working day of the month and settled cash must be received at the latest by midday the working day before. A contract note will be posted to your address on record to confirm the price received and shares purchased shortly after this date.