Custody Investment Account

'Security, Convenience, Efficiency'

The investment account enables a customer to conveniently invest in assets such as deposits, treasury bonds, bills, corporate bonds, unit trusts and offshore securities in addition to shares, by having all the assets under a unique equity nominees account assigned to the customer.


BENEFITS: WHY INVEST THROUGH THE CUSTODY INVESTMENT ACCOUNT?

  • It enables the consolidation of the client’s assets and the utilization of professional expertise available from a custodian bank.

  • It enhances the security of the assets.

  • It ensures the timely collection of capital and income such as dividends and interest

  •  It reduces transaction settlement risk.

  • Regular Investment Portfolio Valuations and Reports.

  • Saves time and resources for the clients, as they do not need to go through the various rigorous investment processes and dealings with several intermediaries at a time.

  • Suitable for clients who want to diversify their investment portfolio efficiently and with reasonable cost.

  • Fast, Efficient, Friendly Service


REQUIREMENTS:

1.    Individuals Clients

  • Sign a Custody Agreement

  • 2 color passport photographs

  • Copy of ID/ Passport

  • Copy of Tax Pin Certificate

2.    Corporate Clients

  • Sign a Custody Agreement

  • List of Directors/ Trustees

  • Copies of ID/ Passport of the Directors/ Trustees

  • 2 Passport Photographs of the Directors/ Trustees

  • Certificate of Incorporation/ Registration Certificate

  • Copy Tax Pin certificate of the entity

  • Copy of the Tax exemption Certificate ( where applicable)

  • Copy of the Memo & Articles  of Association ( where applicable)

  • Copy  of Board Resolution or Minutes to open Custody Account ( where applicable)

CONTACT CUSTOMER SERVICE AT ANY EQUITY BANK BRANCH OR CALL EQUITY CUSTODY SERVICES ON:

 Equity Bank Ltd. | Equity Center Ground floor, Upper Hill, Hospital Rd
P.O Box 75104 - 00200 Nairobi Kenya
+ 254 20 226 2471-4


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