
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.
