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What is Uzima Trust Fund?

This is a product set-up by Enwealth Financial Services in partnership with Kenindia Assurance, safeguards and invests death benefits on behalf of beneficiaries after demise of loved ones.

The About two percent (2%) of working population die every year leaving behind their dependents who sometimes suffer immensely due to financial constraints or misappropriation of Trusts by the appointed guardians. This fund ensures your beneficiaries are well taken care of
with the support they need.

Benefits of Uzima Trust Fund are:

Investment of trust benefits through best strategies for competitive returns.
Ensuring benefits are used for the intended purposes by settling school fees, bills and maintenance for beneficiaries.
Advisory services to the beneficiaries.
Peace of mind through an assurance that the benefits are safeguarded.

Frequently Asked Questions

What is Uzima Trust Fund?

Uzima Trust Fund, set-up by Enwealth Financial Services in partnership with Kenindia Assurance, is a fund that safeguards and invests death benefits on behalf of beneficiaries after demise of loved ones.
About two percent (2%) of working population die every year leaving behind their dependents who sometimes suffer immensely due to financial constraints or misappropriation of Trusts by the appointed guardians. This fund ensures that the appointed beneficiaries are well taken care of with the support they need.

What are the benefits of the Fund?

  • Investment of trust benefits through best strategies for competitive returns.
  • Ensuring benefits are used for the intended purposes by settling school fees, bills and
    maintenance for beneficiaries,
  • Advisory services to the beneficiaries,
  • Peace of mind through an assurance that the benefits are safeguarded.

How does the Fund guarantee financial wellbeing for my children or dependents?

The funds are being invested by a reliable Fund manager, Kenindia Assurance, which
is a household name in Kenya. Over the years their returns have been outstanding.

Who is eligible for this Fund?

Members with benefits in Retirement Funds, Insurance policies, Sacco’s, Estates, Investment portfolios, etc.

What is the fine print about this Fund?

It Offers Safe Custody as it is Invested under the guidance of Trustees and Professional Fund Managers. In a nutshell we can say that the Fund becomes a “parent” to the minor beneficiaries..

Which Role will Enwealth provide in the Fund?

Enwealth Financial Services are the Pension Administrators of the Fund and as such will provide every kind of day-to-day support.

How does one sign up for it?

The beneficiaries join by completing a form.
The onboarding process involves

  • Execution of Trustee Resolution by previous scheme’s trustees and sign-off by beneficiaries.
  • Preparation (Enwealth) & Execution (Beneficiaries) of Deed of Adherence & Signing Mandates
  • Completion of Joining Forms by beneficiaries.
    After this, the funds are transferred to Uzima Trust Fund for administration and investment.