SIMS Fund Administration

SIMS uses a world class customized application to manage and administer member based welfare and association funds. The system unitises regular member contributions and is able to generate real time member statements with real time earnings.

Our fund management proposition includes the setup of the fund, investment policy statement design, templates for trust deeds, fund rules and automated member account opening and administration.

Who should invest?

Institutional and corporate investors including companies, clubs, small business associations, churches, etc seeking fund management services with member administration.

Minimum Initial Investment Amount – Nil
Minimum monthly investment amount - GHS 10,000

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Why let SIMS manage your funds?

Our people are well versed in investment management practices with unrivalled experience on the market.

Our diversified pool of investments offers competitive and sustainable returns. We match risk and return to meet and exceed client expectations.

Cutting edge technology allows us to invest real time for our clients. Audit trails, segregation of client assets from SIMS assets, in-built controls and strict adherence to the CFA Institute’s Asset Manager Code of Conduct, all provide security for our client assets

Our fees are competitive and negotiable.

Tailor-made reports to meet client needs.

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