- Retail individuals, groups, and businesses.
- Those with short-term fixed-period savings.
- For accumulating project funds.
- Investing retirement proceeds.
- Savings and investment clubs.
- Investment of business income.
- Tax Exemption: The fund is exempt from taxes.
- Investment Amounts:- Minimum Initial investment: UGX 5,000,000 & Minimum Top-up: UGX 2,000,000.
- Tenures: Choose from 3, 6, or 12 months.
- Early Redemption Charges: Early redemption results in a 25% charge on the income earned.
- Annual Management Fees: 2% (3 months), 1.5% (6 months), and 1% (12 months).
For Individuals;
- ID or passport copy.
- Passport photograph.
- Proof of bank details (bank statement or cancelled cheque).
- Completed Fixed Income Money Market Fund Application form.
For Corporate Entities:
Founding Documents:
- Companies: Certificate of Incorporation.
- Partnership: Partnership Agreement.
- Other Entities: Constitution, Memorandum, and Articles of Association.
Other Docs: A Resolution or Mandate authorizing the investment.
For Each Authorized Rep:
- ID or passport copy.
- Passport-sized colour photograph.
Contact Us:
For any inquiries, reach out to us:
Email: clientservicesug@britam.com
Telephone: +256 312 305 600.
