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Unit Trust Forms

Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

/=
Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 250/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 100/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 100/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

TERMS AND CONDITIONS
1. This service is open to Kenyans living abroad only. When a client permanently relocates to Kenya, they’ll have to notify us.
2. This is a Kenyan Shilling account, including the rate of interest applied. Amounts sent in foreign currency will be converted to Kenyan Shillings at the prevailing exchange rate.
3. The minimum investment amount is US$10 or equivalent.
4. Withdrawals are processed within three days and payments are wired directly to a member’s bank account or M-Pesa wallet.
5. A member may liquidate part or all of their investment.
6. Inter-fund transfers are allowed, subject to administration fees, where applicable.
7. Members making a deposit should notify us as soon as the deposit is made.
8. There are no withdrawals fees or penalties

9. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.

RETURNS ON YOUR INVESTMENTS
The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the financial market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 250/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

For Mpesa deposits, you’ll just go to Lipa na M-Pesa > Paybill > Enter Business Number 501101 > Enter Account number or ID number > Enter amount > Enter pin > Confirm transaction > Hakikisha.

Date of the month when the standing order will be remitted to Zimele.
Attach certified copy of the application for standing order form from your bank

KENYA COMMERCIAL BANK

Branch: Custody Services

Those investing in the Balanced Fund

The Account Name: Zimele Unit Trust Balanced Fund

Account Number: 110-238-8653

Those investing in the Money Market Fund

The Account Name: Zimele Unit Trust Money Market Fund

Account Number: 110-238-8815

BARCLAYS BANK KENYA LIMITED

Branch: Barclays Plaza

Those investing in the Balanced Fund

The Account Name: Zimele Unit Trust Balanced Fund

Account Number: 03077-500-6331

Those investing in the Money Market Fund

The Account Name: Zimele Unit Trust Money Market Fund

Account Number: 03077-500-6757

STANDARD CHARTERED BANK

 

Branch: Head Office

Those investing in the Money Market Fund

The Account Name: Zimele Unit Trust Money Market Fund

Account Number: 0105-016-758900

BARCLAYS SWIFT CODE:

 BARCKENXXXX

 

KCB SWIFT CODE:

KCBL KENX

Pension Plans Forms

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 100/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

/=
Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 100/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

Modes of withdrawal
1. Bank payments are done either through electronic funds transfer (EFT) or real time gross settlement (RTGS)

  • RTGS payments are for sums of one million shillings and above.
  • EFT payments are for sums that are one million shillings and below.

2. Funds are also sent via mobile money transfer (M-Pesa) up to a maximum of Ksh.70,000.
3. Processing of withdrawals takes three working days
N.B.
Standard rates charged by the banks and the M-Pesa service subscriber will apply.

TERMS AND CONDITIONS
1. The minimum investment amount is Kshs. 250/=
2. Withdrawals are processed within one week and payments are wired directly to members’ bank accounts.
3. A member may liquidate part or all of their investment.
4. Inter-fund transfers are allowed subject to administration fees, where applicable.
5. Any inter-fund transfer must be in writing, dated and signed by the holder of the account.
6. Members placing standing orders must fill in the standing order form and attach a copy of the instructions given to their bank.
7. There are no withdrawals fees, penalties or hidden charges
8. Funds sent via mobile money transfer services will attract standard charges levied by the respective service providers.
RETURNS ON YOUR INVESTMENTS
1. Investment returns in the Balanced Fund are not guaranteed. Always remember that the value of your investment can rise or fall and that you may not get back the full amount you had invested, depending on prevailing market conditions. Past performance is not an indicator of future performance. The Balanced Fund should therefore be considered as a medium to long term investment.
2. The principal amount in the Money Market Fund is not subject to fluctuations during the period of investment. Interest in the Money Market Fund is earned on a monthly basis and will vary from time to time based on conditions prevailing in the money market.
DECLARATION
I confirm that the record provided to establish our identity is accurate. I hereby declare that all of the monies I invest in the Zimele Unit Trust Funds, whether periodically or as a one-off contribution are from a legitimate source, and not from the proceeds of crime, money laundering or other illicit activities. Furthermore, we accept that should there be any justifiable suspicion as to the possibility that we, or another party acting on our behalf, may have engaged or been a participant in money laundering and related offences as outlined in the Proceeds of Crime and Anti-Money Laundering Act 2009, we shall absolve Zimele of any liability and assist the relevant authority with investigations on the same.
I have read and fully understood the contents of this document. I have accepted and complied with the terms and conditions as amended in so far as this application may affect our investments. I indemnify the Trustees, Fund Manager and Custodian of the funds against any contravention of these terms and conditions caused by my failure to comply with any provision thereof.

For Mpesa deposits, you’ll just go to Lipa na M-Pesa > Paybill > Enter Business Number 501100 > Enter Account number or ID number > Enter amount > Enter pin > Confirm transaction > Hakikisha.

Date of the month when the standing order will be remitted to Zimele.
Attach certified copy of the application for standing order form from your bank

KENYA COMMERCIAL BANK

Branch: Custody Services

Account Name: Zimele Guaranteed Personal Pension Plan

Account Number: 111-4190-314

KENYA COMMERCIAL BANK

Branch: Custody Services

Account Name: Zimele Personal Pension Plan

Account Number: 110-239-1832

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