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Institutional and Welfare Funds

Institutional Welfare Fund banner

Tailor-made fund management services for institutions, corporates and associations to meet specific investment objectives and return benchmarks.

Some benefits of Institutional and Welfare Funds

Achieve your investment goals

Select an investment plan or a combination to achieve your unique goals

Bespoke portfolio management

Get personalized portfolio to meet your needs

Diversified Investment

Our diversified pool of investments offers competitive and sustainable returns

Tailor-made reports

Get frequent updates on your investments

Achieve your investment goals

Select an investment plan or a combination to achieve your unique goals

Bespoke portfolio management

Get personalized portfolio to meet your needs

Diversified Investment

Our diversified pool of investments offers competitive and sustainable returns

Tailor-made reports

Get frequent updates on your investments
What you get
  • Lowest  fees in the market
  • Competitve and sustainable returns
  • Expertise: SIMS Fund Managers  are well versed in investment management practices.
  • Control and Security of Assets: Audit trails, in-built controls and strict adherence to the CFA  Institute's Asset Manager Code of conduct.
  • Timely reporting for our clients.
  • Cutting-edge technology allows us to invest real time for our clients
What it costs
  • Minimum initial investment amount  - GHS 2 000 000
How to get it
  • Download the account opening forms  here 
  • Submit the completed forms via email at [email protected] or visit our head office or any Stanbic Bank branch with the requirements below.

Requirements

Companies

  • Certificate of incorporation 
  • Notice of registered office and postal address
  • Authority to act – Directors’ resolution
  • Identity documents, proof of physical residential address and contact details of each trustee and persons authorised to act
  • Proof of physical business address
  • What you get
  • What it costs
  • How to get it
  • Lowest  fees in the market
  • Competitve and sustainable returns
  • Expertise: SIMS Fund Managers  are well versed in investment management practices.
  • Control and Security of Assets: Audit trails, in-built controls and strict adherence to the CFA  Institute's Asset Manager Code of conduct.
  • Timely reporting for our clients.
  • Cutting-edge technology allows us to invest real time for our clients
  • Minimum initial investment amount  - GHS 2 000 000
  • Download the account opening forms  here 
  • Submit the completed forms via email at [email protected] or visit our head office or any Stanbic Bank branch with the requirements below.

Requirements

Companies

  • Certificate of incorporation 
  • Notice of registered office and postal address
  • Authority to act – Directors’ resolution
  • Identity documents, proof of physical residential address and contact details of each trustee and persons authorised to act
  • Proof of physical business address