Madison Shujaa

This is tailored for investors whose primary investment goal high returns and capital growth. These investors also possess an aggressive risk appetite.

- We invest your money in Bank deposits, Treasury bills, and Commercial Papers.

- Benchmark Return – 91 Day T-bill + 4.5%.

- You can choose 3 months, 6 months or one year tenors and these attract different rates of returns above the benchmark.

 

Product Overview

- 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

For Individuals:

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.

 

For Businesses:

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.