The Custodial & Investment management services offered at I&M Bank (T) Limited enable clients to manage their investments through one point of contract. The Bank is licensed by the Capital Markets and Securities Authority (CMSA) and the Dar-es-Salaam Stock Exchange (DSE) as a Custodian Bank.

Custodial Services

This involves:

  • Safekeeping of client securities – Securities are purchased/transferred in the name of the client but held by I&M Bank on behalf of the client.
  • Tailoring of investment options for the clientAssisting the clients in achieving their investment goals.
  • Corporate actions processing and notification to the client such as Interest payments, dividend collection, processing of rights & bonus issues.
  • Assisting clients in the application of government securities and corporate bonds.
  • Portfolio Reporting – Providing reports, valuations and reconciliations of assets held as well as transaction status of the client.
  • Proxy Services – This happens when the client directs the Bank to represent his interests in matters relating to his investments like attending Annual General Meetings.

Investment Management Services

This involves:

  • Opening and maintenance of client’s CDS trading accounts.
  • Trading of shares – Purchasing and selling of listed shares through a list of our empanelled brokers at the Dar es Salaam Stock Exchange (DSE) and across East Africa.
  • Trading of fixed income securities – The Bank facilitates trading of government securities (T-bills, T-bonds) and corporate bonds on behalf of clients.
  • Settlement of securities like shares and government securities. Ensuring timely receipt of client’s securities and payment of funds.
  • Facilitating the immobilization/dematerialization of securities i.e. conversion from paper share certificate to electronic form.
  • Facilitating the transfers of securities between parties. We ensure a smooth transfer of securities from the client’s CDS account to other close parties like family members as per the CSD Rules.
  • Facilitating the creation of liens on securities used as collateral. Through I&M Bank the client can now secure a loan using his existing shares as collateral.

Who is eligible?

  • Local and foreign individuals
  • Corporate and institutions
  • High Net worth Individuals
  • Pension & Provident schemes
  • Fund managers
  • Collective Investment Schemes
  • Insurance companies

How do I sign up?

  • Meet a bank representative at any of our branches who will guide you to our custodial team.
  • Meet our Custodial & Investment Management team or contact them on the numbers overleaf.
  • Sign up a Custody & Investment Management Agreement with the I&M Bank (T) Limited.
  • Open a Custody & Investment Management transaction account to facilitate your investment transactions.