Unit Trust Framework

Regulator: Capital Markets Authority (CMA)

  • The role of the regulator is to licence the fund manager and make the rules of the market.

Trustee: KCB Bank

  • The role of the Trustee is to safeguard the interests of members.

Fund Manager: Zimele Asset Management

  • The role of the fund manager is to ensure funds are invested prudently.

Custodian: Standard Chartered Bank (SCB)

´  The role of the custodian, who must be affiliated to a commercial bank, is to keep all investment certificates and money safely on behalf of members.

Pension Plan Framework

Regulator: Retirement Benefits Authority (RBA)

  • The role of the regulator is to licence the fund manager and make the rules of the market.

Trustee: NatBank

  • The role of the Trustee is to safeguard the interests of members of the Plan.

Fund Manager: Zimele Asset Management

  • The role of the fund manager is to ensure funds are invested prudently.

Custodian: KCB Bank

´  The role of the custodian, who must be affiliated to a commercial bank, is to keep all investment certificates and money safely on behalf of members.