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How to Invest in Lazard Investment Funds

Before considering an investment, please check you:

  • Understand the Fund you have chosen and its objectives. If you are not sure which investments are right for you, please speak to your financial adviser.
  • Consider the risks involved 
  • Understand the charges of the investment

Before making an investment, please read the following documents:

  • The Key Investor Information Document(s) (UCITS KIID) for your selected Fund(s)
  • Supplementary Information Document (SID)
  • Terms and Conditions

All documents are available on the fund page or the document library.

Should you wish to receive a printed copy by post, please telephone 0800 374 810 or e-mail contactuk@lazard.com.

 

Filling In Your Application Form

 

Please complete the form in BLOCK CAPITALS using black ink.

  • Complete the relevant sections of the Application Form
  • Read and sign the Declaration
  • Send your application to:
    Lazard Fund Managers Limited PO Box 364
    Darlington
    DL1 9RD

 

To make a Lump Sum payment

 

Please pay to the below details:

Name: LloydsTSB Bank
Sort Code: 30-00-02
Account No. 00026978
Account Name: Lazard Fund Managers Ltd
Reference: Your Name
NB. We do not accept cheque payments

 

To make a monthly payment

 

  • Fill in the Direct Debit form included in the application form
  • Direct debits will be taken out on the first business day of the month
  • It can take up to 10 working days to set up a direct debit
  • Minimum monthly direct debit is £25

 

Please note identification documents are required prior to investment. The list of ‘Forms of Identification’ can be found at the end of the application form.

If you have any questions on completing the application form, please contact your Independent Financial Adviser or our Client Services team on (0)37 0606 6459. Calls may be monitored and/or recorded. Call charges may vary.

This content represents the views of the author(s), and its conclusions may vary from those held elsewhere within Lazard Asset Management. Lazard is committed to giving our investment professionals the autonomy to develop their own investment views, which are informed by a robust exchange of ideas throughout the firm.

 

This document reflects the views of Lazard Asset Management LLC or its affiliates (“Lazard”) based upon information believed to be reliable as of the publication date. There is no guarantee that any forecast or opinion will be realized. This document is provided by Lazard Asset Management LLC or its affiliates (“Lazard”) for informational purposes only. Nothing herein constitutes investment advice or a recommendation relating to any security, commodity, derivative, investment management service, or investment product. Investments in securities, derivatives, and commodities involve risk, will fluctuate in price, and may result in losses. Certain assets held in Lazard’s investment portfolios, in particular alternative investment portfolios, can involve high degrees of risk and volatility when compared to other assets. Similarly, certain assets held in Lazard’s investment portfolios may trade in less liquid or efficient markets, which can affect investment performance. Past performance does not guarantee future results. The views expressed herein are subject to change, and may differ from the views of other Lazard investment professionals.

 

This document is only intended for persons resident in jurisdictions where its distribution or availability is consistent with local laws or regulations. Please visit www.lazardassetmanagement.com/global-disclosure for the specific Lazard entities that have issued this document and the scope of their authorized activities.