The Investment team provides tailored investment advice to clients for asset management purposes.
For our Funds/Portfolio Management clients, we identify their objectives, develop and implement an agreed plan with the client and we continue to monitor and review such plans.
Our financial solutions enable our clients to achieve their financial aspirations, be it safety, growth or regular income.
Account Opening Process
- Fill the account opening forms
- Private Trust Account Opening Forms
- Fund Management Forms
- Portfolio Management Form
- Print out and fill the form. Sign in the space provided.
- Scan and send the signed form to firstname.lastname@example.org with necessary KYC documents (valid means of ID, utility bill, passport photograph).
- Transfer funds to the account provided on the form (provide evidence where available).
Fund Management Resources
- Notification of new/additional deposit forms (Individual)
- Send deposit notification to email@example.com (Corporates)
- Investment Termination form (Individual)
- Send investment termination instructions on company stationery to firstname.lastname@example.org
- Complaint Management Framework