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Create Wealth With Britam

Britam has customized investment solutions for Kenyans living in the diaspora. For years, Britam has created wealth for investors through diversified products designed to yield maximum returns. Invest back home with confidence and ultimately achieve your wealth management goals through Britam’s personalized products and expertise.

HOW TO INVEST

Britam offers individual investment solutions and professional advice, suited to match your unique financial goals and help you achieve them. Select an investment solution that suits your needs from our wide range of bespoke packages.

if you are a first time user please download, fill in and sign the registration form and send it to diasporainvest@britam.com along side the following compulsory documents.

Copy of ID/Passport

Pin Certificate

Utility Bill

Copy of Bank Statement (Not more than 3 months old)

Our Products

Money Market Fund

It is a unit trust that invests in short-term deposits. The investments are in treasury bills, treasury bonds, commercial paper and bank deposits of less than 12 months’ maturity profile.

    Benefits:

  • It is a low-risk investment that gives an investor higher interest yields than bank deposit offers
  • It provides capital preservation and appreciation
  • Interest is earned daily
  • It is also very liquid meaning an investor can withdraw their funds in a short time
  • It is available for both retail and institutional investors
  • Currently available in KES only

  Features:

  • Initial Kes. 10,000
  • Management Fee 2% per annum
  • Domicile Kenya
  • Fund Manager Britam Asset Managers
  •  
  • Trustees Kenya Commercial Bank
  • Custodian Standard Chartered

 

Fixed Income Wealth Management

The wealth management product is aimed at achieving a high-income return generated through investments in fixed income securities whilst ensuring risk is minimized or controlled. To achieve these two objectives, the Fund Manager invests client funds in security classes such as: Listed Treasury Bonds & Bills, Listed Corporate Bonds, Structured Notes, Commercial Papers, Other fixed income securities

      Benefits:

  • Principal Protection Strategy
  • Enhanced return
  • Effective cash-flow management

   Features:

  • Initial Investment Kes. 1,000,000
  • Investment tenors 3,6, 12 months, above 1 year
  • Underlying Fixed Income securities
  • The hurdle rate is dependent on investment duration and may vary depending on market volatility. Figure is Gross of Tax.
  • Minimum Top-up: Kshs. 500,000
Unit Trust Registration Forms   Fixed Income Wealth Registration Forms
Individual Unit Trust Application Form   Company Application Form   Individual Unit Trust Application Form   Company Application Form

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