Custodial Investment Services

I&M Bank Kenya - Custodial Services

Custodial Investment Services

I&M Bank Kenya is licensed by the Capital Markets Authority (CMA) and Central Depository & Settlements Corporation (CDSC) as a Custodian and a Central Depository Agent (CDA) and by the Retirement Benefits Authority (RBA) as a Custodian for pension schemes.
 
The unit provides all facilities required for investing in equities, fixed income and other securities through one point of contact in a personalized and professional environment of a commercial bank.

Invest in:

Equities

Equities

Fixed Income

Fixed Income

Other Securities

Other Securities

Services Offered

Central Depository Services (CDS) accounts and services- Opening and maintenance of depository accounts and facilitating CDS services which include immobilization, inter CDA and private transfers, creation of liens, placement agents during IPO’s and other public offers etc.

Central Depository Services (CDS) accounts and services- Opening and maintenance of depository accounts and facilitating CDS services which include immobilization, inter CDA and private transfers, creation of liens, placement agents during IPO’s and other public offers etc.

Fixed income securities trading- investments in government securities (treasury bills and bonds) through primary market auctions and secondary market trades. We also facilitate trades in Eurobonds, corporate bonds and commercial papers.

Fixed income securities trading- investments in government securities (treasury bills and bonds) through primary market auctions and secondary market trades. We also facilitate trades in Eurobonds, corporate bonds and commercial papers.

Equities trading- Execution of trades through the Bank’s empaneled stockbrokers at the Nairobi Securities Exchange (NSE) or Over the Counter (OTC) markets.

Equities trading- Execution of trades through the Bank’s empaneled stockbrokers at the Nairobi Securities Exchange (NSE) or Over the Counter (OTC) markets.

Offshore and cross border investments in international markets through Bank One Limited in Mauritius, I&M Bank Tanzania and I&M Bank Rwanda.

Offshore and cross border investments in international markets through Bank One Limited in Mauritius, I&M Bank Tanzania and I&M Bank Rwanda.

Nominee services- Safekeeping of documents and settlement of trades in equities, government paper, corporate debt and offshore Investments through nominee accounts. This also includes portfolio and compliance reporting, fixed & call deposits placements, forex conversions, proxy services, corporate actions processing including interest payments & maturities, dividend collection and processing of rights & bonus issues.

Nominee services- Safekeeping of documents and settlement of trades in equities, government paper, corporate debt and offshore Investments through nominee accounts. This also includes portfolio and compliance reporting, fixed & call deposits placements, forex conversions, proxy services, corporate actions processing including interest payments & maturities, dividend collection and processing of rights & bonus issues.

Employee Investment Loan Scheme (EILS)- the scheme allows employees of organizations to borrow money from I&M Bank Limited for the purpose of investing in treasury bonds. The loans are repaid from the employee’s salary account at I&M Bank and the treasury bond to be purchased is held as security.

Employee Investment Loan Scheme (EILS)- the scheme allows employees of organizations to borrow money from I&M Bank Limited for the purpose of investing in treasury bonds. The loans are repaid from the employee’s salary account at I&M Bank and the treasury bond to be purchased is held as security.

Additional Details

  • Local and foreign individuals
  • Corporates and institutions
  • High net worth investors
  • Pension schemes
  • Fund managers
  • Collective Investment Schemes (CIS’s)
  • Insurance companies
  • Investment clubs (Chama’s)
  • Savings And Credit Co-Operatives (SACCO’s)
  • Capital Markets Authority (CMA) market intermediaries

  • Meet a bank representative at any of I&M Bank’s branches who will discuss, understand your requirements and guide you on the account opening documentation and investment process; or,
  • Contact our Custody & Investment Services team on the contact details below;
  • Custody & Investment Services
  • I&M Bank Limited (Kenya)
  • One Park, 3rd floor, 1st Parklands Avenue
  • P.O. Box 30238-00100, Nairobi, Kenya
  • Telephone; +254 322100/0732100000
  • Email; [email protected]

Want to invest?

Get in touch with our Custody and Investment team on I&M Bank Tower, 8th floor, Kenyatta Avenue P.O. Box 30238-00100, Nairobi, Kenya Telephone; +254 322100/3221001/0719 088000/ 0732100000 Email; [email protected]

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