Forms

JANA Investment Advisers offers clients a complete investment service tailored to meet investment needs and objectives.

We advise on structuring investment portfolios and implementing strategies on your behalf, providing you with access to specialist investment managers, competitive fees, tailored mandates and strong diversification benefits.

Click the links below to download the relevant documents and forms.

JANA Investment Advisers Financial Services Guide

JANA Investment Trusts’ Information Memorandum

JANA Supplementary Information Memorandum

JANA – National Corporate Investment Trust Information Memorandum

Passive Trusts’ Information Memorandum

JANA TriplePoint PDS

JANA Change of Address - JANA Triplepoint Fund

JANA Change of Address - Passive Trusts