Custody Investment Services

I&M Bank Tanzania - Custody and Investment Services

Custodial and Investment Services

I&M Bank Tanzania is licensed by the Capital Market and Securities Authority (CMSA) the Dar es Salaam Stock Exchange (DSE) as a Custodian Bank. We provide 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

We Offer:

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

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 client - Assisting the clients in achieving their investment goals

Tailoring of investment options for the client - Assisting the clients in achieving their investment goals

Corporate actions processing and notification to client such as Interest payments, dividend collection, processing of rights & bonus issues

Corporate actions processing and notification to client such as Interest payments, dividend collection, processing of rights & bonus issues

Assisting clients in the application of government securities and corporate bonds

Assisting clients in the application of government securities and corporate bonds

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 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

Portfolio Reporting - Providing reports, valuations and reconciliations of assets held as well as transaction status of the client.

Portfolio Reporting - Providing reports, valuations and reconciliations of assets held as well as transaction status of the client.

Opening and maintenance of client’s CDS trading accounts

Opening and maintenance of client’s CDS trading accounts

Settlement of securities like shares and government securities. Ensuring timely receipt of client’s securities and payment of funds

Settlement of securities like shares and government securities. Ensuring timely receipt of client’s securities and payment of funds

Trading of fixed income securities – The Bank facilitates trading of government securities (T-bills, T-bonds) and corporate bonds on behalf of clients

Trading of fixed income securities – The Bank facilitates trading of government securities (T-bills, T-bonds) and corporate bonds on behalf of clients

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

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

Facilitating the immobilization/dematerialization of securities i.e. conversion from paper share certificate to electronic form

Facilitating the immobilization/dematerialization of securities i.e. conversion from paper share certificate to electronic form

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

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

Additional Details

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

  • 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

Want to invest?

Meet a bank representative at any of our branches who will direct you to our custodial & investment management team whereby you will be guided on how to sign up a custody & investment management agreement with I&M Bank (T) Limited.

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We are available from 9:00 AM to 4:00 PM Weekly.

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