How to invest

Individual investorsInstitutional investors

In order to purchase fund share certificates an operational financial instrument account is necessary*.

To invest in the CBL Asset Management funds:

  • Submit Application for Purchase of share certificates via Citadele Bank internetbank, at its headquarters, branches or customer service centres**
  • Submit the respective bank’s financial instrument purchase application form if buying share certificates through another custodian bank*
  • Open a life insurance policy linked to investment funds

Each investor can apply for an unlimited number of share certificates. Minimum purchase amount is 1 (one) investment certificate.

Forms:

CBL Equity and Bond Funds
CBL Equity and Bond Funds - redemption
CBL Opportunities Funds
CBL Opportunities Funds - redemption

 


* The financial instrument account must be opened with any member of the Latvian Central Depository (LCD), or with an institution that can ensure, through inter-bank or central depository correspondent relationships, that financial instruments are held and settled with the LCD.
** www.citadele.lv/en/branches-and-atms/