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Group Investor

Overview

This is a product designed to pool funds belonging to employees/members through an employer, associations & organizations or individuals belonging to an investment club, a welfare society etc to make up a “Term Contract Fund.
The pooled funds will be invested in high yielding investment vehicles through the use of a professional fund manager.

Features

  • The fund is invested for a minimum term of five years
  • There is no maximum term as the fund can be perpetual where taken by an employer for employees
  • The funds shall be available for partial withdrawal subject to policy provisions.
  • The policy offers its holders the option to buy life cover for the members.
  • The Family Income Benefit fund derived from the Group Multi Benefit Policy shall be invested in this fund.
  • The contract shall allow for assignment of the funds.

Benefits

The product shall operate as a pooled fund. The funds shall be invested to achieve the following:

  • High returns
  • Guarantee of capital and interest at maturity

FAQs


How do I get Started

  • Group Proposal form completed and signed by employer/Association
  • Individual member application forms together with copies of their Identity cards
  • Contribution premiums
  • Bankers order/Direct debit completed form

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