This is tailored for investors whose primary investment goal is capital growth with a moderate risk profile .This investment gives great return and good growth of capital.
- We invest your money in Treasury bills, Bank Deposits and Commercial papers with strategic allocations.
- Benchmark Return – 91 Day T-bill + 3%.
- You can choose 3 months, 6 months or one year tenors and these attract different rates of returns above the benchmark.
- Minimum investment is Kes. 2,000,000.
- There is a dedicated team to manage the Investments and also a dedicated Wealth Management Advisor to handle the client relationship.
- The returns stated below are NET of management fees.
- Top ups allowable in multiples of KES 1,000,000.
Account Opening Requirements
1. Filled individual application form and investment management agreement.
2. Copies of ID/ Passport.
3. Proof of Residence: Utility bill/ lease/rental agreement/ Residential Address form.
4. Proof of bank details e.g. copy of ATM card, copy of cancelled cheque or latest bank statement for one month.
5. 1 passport size photos.
6. KRA PIN certificate.
1. Filled Institution application form and investment management agreement.
2. Certificate of incorporation/ Registration Certificate.
3. Signatory copies of ID(s)/ Passport(s).
4. Proof of Physical Address: Utility bill/ lease/rental agreement/ residential address form.
5. Proof of bank details e.g. cancelled cheque or latest bank statement within the last three months, letter from bank confirming the bank details.
6. 1 passport size photo for each signatory.
7. KRA PIN certificate for organization and Individuals.