Montello | Income Fund

How To Invest

To invest in the Montello Income Fund, please ensure that you have read the Information Memorandum for the Fund in full. Then please complete the appropriate subscription form, and follow the instructions on the form.

Please note that SIPP, SSAS and charity investors should complete the Exempt Unit Trust Subscription Form; and individuals, companies, trustees and offshore bond investors should complete the Limited Partnership Subscription Form.

To receive a copy of the Information Memorandum, or the relevant Subscription Forms, please contact us.