Stanbic Money Market Fund

The Stanbic Money Market Fund aims to achieve both stable income generation and capital preservation by investing 100% of the portfolio assets in a range of treasury, corporate debt securities and fixed deposits in the Kenyan market. The fund is suitable for individuals who want to start their investment journey or are looking for a place to build an emergency fund - normally considered three to six months of monthly expenses. This fund is also suitable for a corporate or an individual who seeks to grow their capital while ensuring investment risk is contained.

Kes 1,000

Minimum fund amount

*14.51%

Annual Return

Why we are the right investment partner

Convenience

Transact seamlessly on our online platforms.

Diversification

Mitigate investment risks through a strategic asset diversification approach.

Flexibility

Easily subscribe for/and redeem your investments

Security

Invest safely with our secure banking features

How to Invest

To start investing, use any of the options below:

Dial our USSD Code *208#
Click here to access application form. Fill and submit to [email protected] or drop at your nearest branch.
Visit any of our Stanbic Bank branch.
Email us at [email protected].

*14.51% annual return yield is subject to change on a daily basis. Past performance is not an indication of future performance. Terms and Conditions apply

Stanbic Unit Trust Funds are products of SBG Securities Limited, which is a subsidiary of Stanbic Holdings Plc and a licensed Investment Bank regulated by the Capital Markets Authority. These funds are distributed by Stanbic Bank Kenya Limited and may also be distributed by authorised agents of SBG Securities limited and Stanbic Bank Kenya Limited.

What is Required

For Individual/Joint Accounts

Copy of I.D or Passport
Coloured Passport photo
Copy of KRA PIN Certificate
Copy of Tax Exemption Certificate (If applicable)
*Proof of Banking details i.e. copy of Debit/ATM card or Certified Bank Statement (not older than 3 months) or original Cancelled Cheque

For Companies

Copy of Certificate of Incorporation
Copy of Memorandum and articles of association
Current CR12
Copy of KRA PIN Certificate for the firm/organization
Copy of Tax Exemption Certificate (if applicable)
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all signatories and directors
Passport size photo for all signatories and directors
Copy of KRA PIN Certificate for all signatories and directors
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
Ultimate Beneficial Owner Form

For Partnership

Copy of Partnership Agreement
Copy of Certificate of registration
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all partners
Passport size photo for all partners
Copy of KRA PIN Certificate for all partners
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque

For Trust Fund

Copy of Trust deed or other founding documents
Copy of Certificate of registration
KRA PIN certificate
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all authorised persons, trustees and beneficiaries
Passport size photo for all trustees, beneficiaries and authorized persons
Copy of KRA PIN Certificate for all trustees, beneficiaries and authorized persons
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
Ultimate Beneficial Owner Form

How to Redeem

To redeem a part or all your investments at any time:

Option 1: Dial *208#, select the menu option 9. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
The online redemption service is convenient, flexible and safe. *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service.
Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.

How to Invest
What is Required
How to Redeem

To start investing, use any of the options below:

Dial our USSD Code *208#
Click here to access application form. Fill and submit to [email protected] or drop at your nearest branch.
Visit any of our Stanbic Bank branch.
Email us at [email protected].

*14.51% annual return yield is subject to change on a daily basis. Past performance is not an indication of future performance. Terms and Conditions apply

For Individual/Joint Accounts

Copy of I.D or Passport
Coloured Passport photo
Copy of KRA PIN Certificate
Copy of Tax Exemption Certificate (If applicable)
*Proof of Banking details i.e. copy of Debit/ATM card or Certified Bank Statement (not older than 3 months) or original Cancelled Cheque

For Companies

Copy of Certificate of Incorporation
Copy of Memorandum and articles of association
Current CR12
Copy of KRA PIN Certificate for the firm/organization
Copy of Tax Exemption Certificate (if applicable)
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all signatories and directors
Passport size photo for all signatories and directors
Copy of KRA PIN Certificate for all signatories and directors
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
Ultimate Beneficial Owner Form

For Partnership

Copy of Partnership Agreement
Copy of Certificate of registration
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all partners
Passport size photo for all partners
Copy of KRA PIN Certificate for all partners
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque

For Trust Fund

Copy of Trust deed or other founding documents
Copy of Certificate of registration
KRA PIN certificate
Proof of resolution (Minutes) authorizing opening for the account, signing mandate and authorized signatories
Copy of National ID or Passport for all authorised persons, trustees and beneficiaries
Passport size photo for all trustees, beneficiaries and authorized persons
Copy of KRA PIN Certificate for all trustees, beneficiaries and authorized persons
Proof of Banking details i.e. Certified Bank Statement (not older than 3 months) or Cancelled Cheque
Ultimate Beneficial Owner Form

To redeem a part or all your investments at any time:

Option 1: Dial *208#, select the menu option 9. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.
The online redemption service is convenient, flexible and safe. *Please note that this service is available to individual and joint account holders only. Institutional subscribers (e.g. Corporates, NGOs, Churches etc.) cannot be granted access to this service.
Option 2: Fill in a Redemption Form and submit at any of our branches nationwide. The proceeds of your redemption will be transferred to your nominated bank account within two (2) working days.

Money Market Fund Application Form

Unit Trust Account, Money Market Fund Investment Account Application Form

Download the Money Market Fund application form, fill the required details and email it to [email protected] or drop it at your nearest Stanbic Bank branch and we will get back to you for further engagements.

2024-08-30

PDF