Individual Fund Management

A tailor-made fund management services for high-net-worth individuals seeking specific investment goals such as educational funds, retirement funds (individual/private pension planning), trust funds, endowment funds etc.
GHS2,000,000
Minimum Initial Investment Amount
3 years
Minimum Duration
Some benefits of Individual Fund Management
Bespoke portfolio management
Get personalized portfolio to meet your needs
Capital guaranteed
Know that your deposits will never be at risk of loss
Instant access
No notice period, simply withdraw or transfer your cash
Top rates
Get higher interest rates the longer you stay invested
What you get
- Diversified portfolio of investments
- Preservation of principal: principal amount invested to be secured with varying returns
- Competitive returns
- Easy access to investments at any time
- Sustainable Income: Fund provides sustainable income from selected fixed income securities while preserving the principal investment
- Expertise: with a minimum of GHS20, investors can benefit from SIMS’s professional fund management expertise
What it costs
Minimum initial investment amount of GHS 2,000,000 or USD 250,000
How to get it
Individuals/sole proprietor
- Valid identity document – driver’s licence; passport; or National ID, Proof of physical residential address,
- Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:
- Valid identity document, physical residential address; and Contact details of persons authorised to act
- Unabridged birth certificate for minors (under 18 years)
- TIN number
- Passport size picture
Foreign Nationals
Same as above including
- Work permit (if applicable)
- Resident Permit where applicable
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What you get
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What it costs
-
How to get it
- Diversified portfolio of investments
- Preservation of principal: principal amount invested to be secured with varying returns
- Competitive returns
- Easy access to investments at any time
- Sustainable Income: Fund provides sustainable income from selected fixed income securities while preserving the principal investment
- Expertise: with a minimum of GHS20, investors can benefit from SIMS’s professional fund management expertise
Minimum initial investment amount of GHS 2,000,000 or USD 250,000
Individuals/sole proprietor
- Valid identity document – driver’s licence; passport; or National ID, Proof of physical residential address,
- Authority to act (if applicable): power of attorney/ letter of appointment from the court and authorised signatories resolution (if more than one). If applicable:
- Valid identity document, physical residential address; and Contact details of persons authorised to act
- Unabridged birth certificate for minors (under 18 years)
- TIN number
- Passport size picture
Foreign Nationals
Same as above including
- Work permit (if applicable)
- Resident Permit where applicable