How do I know if I am an eligible investor for the microfinance fund?

Before you can apply for the Microfinance fund you will need to complete an Appropriateness Assessment. This will help us understand your knowledge and experience of this type of investment.

An Appropriateness Assessment can be downloaded below.

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 you don't have a financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk.

Based on your responses to the questions in this assessment, if 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. You may wish to look at an alternative product in the Triodos range in order to invest or save ethically.

Related FAQs

Related downloads

Find what you were looking for?

Search our help and support section for more

Go to help and support