Investment Management Services

An integrated investment management service provides all the facilities required for the serious investor.

Our Investment Management Services provides all facilities required by investors for investing and managing a portfolio of shares and government securities through a one-point contact in a personalized and professional environment of a commercial bank.

Services include opening securities accounts, facilitation of purchase and sale of securities from the stock market, fiduciary services and investment in government securities.

Who are eligible for I&M Bank’s Investment Management Services (IMS)?

  • Local and foreign individuals
  • Corporates and institutions,
  • High Net worth clients,
  • Pension & Provident schemes,
  • Fund Managers
  • Collective Investment Schemes,
  • Insurance Companies

How to sign up

  • Meet a bank representative at any of our branches who will discuss, understand your requirements and advice you on the most appropriate service; or,
  • Contact our Custody & Investment Management team on the numbers below
  • Sign up a Custody / Investment Management Agreement with the I&M Bank Limited;
  • Open a Custody/ Investment Management transaction account to facilitate investment transactions.

Services offered

Investment Management Services

  • CDS Accounts- Opening and maintenance of trading accounts either through nominee facilitation service or individual names
  • Trading of securities- Purchase and Sale of listed shares through the Bank’s empanelled brokers at the Nairobi Securities Exchange (NSE) or Over the Counter (OTC) markets
  • Immobilization/dematerialization of securities- Facilitation of conversion from paper certificate to electronic form
  • Transfers- This includes private transfers and inter-CDA transfers
  • Fixed Income securities- The Bank facilitates trading of government securities (Treasury Bills and Bonds), corporate bonds and commercial papers
  • Public offers- We act as a placement agent by coordinating receipt of public offer applications and processing through to the shares registrars and issuers
  • Offshore trading
  • Creation of Liens- IMS facilitates the process of creating lien on -securities used as collateral

 Custodial Services

  • Settlement of Securities – Equities, Government Paper, Corporate Debt, Fixed & Call Deposits, Offshore Investments.
  • Safekeeping of Securities
  • Corporate Actions Processing– Interest payments & Maturities, Dividend collection, Processing of Rights & Bonus issues, Processing of Initial Public Offers (IPO’s).
  • Tenders –Applications for primary market Government and Corporate Debt
  • Proxy Services
  • Portfolio Reporting
Minimum Requirements
Equities 100 shares
T-Bills KES 100,000
T-Bills Taxable KES 50,000
Infrastructure Bonds KES 100,000
Corporate Bonds Depends on the issue/issuer
Commercial Papers Depends on the issuer

Interested in Investment Management Services?
If you need any help or information about Investment Management Services, please complete the form below so we can quickly get back to you.

 Forms

For enquiries and advice on Investment Management Services, contact us on +254 020 3221000/002 or ims@imbank.co.ke