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Investment Application Form – Individual
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Investment Application Form – Individual
1. Your Personal Details - This section is compulsory
Title (Mr/Mrs/Miss/Ms/Other)
*
Mr
Mrs
Miss
Other
First name(s) in full
*
Surname
*
In Trust For (ITF)
*
Permanent Residential Address
*
Marital Status
*
Married
Single
Mobile Number
*
Email Address
*
Postal Address
*
Occupation
*
Source of Income
*
Annual Income
*
Client Identification No. (Passport, Driver’s License)
*
Issue Date
*
Expiry Date
*
Nationality
*
Date of Birth (DD/MM/YYYY)
*
Place of Birth
*
Personal Tax ID
*
Upload Your Picture Here
*
2. Employment Details
Employers Name
*
Other
Employers Adress
*
City
*
Nearest Landmark
*
Mobile Number
*
Email Address
*
Next Of Kin
Title
*
First Name
Last Name
Marital Status
Residential Address
Mobile
*
Email
*
Postal Address
*
Sex
M
F
Relationship with Applicant
How will you like to invest?
*
Non-Discretionary (Self Direct)
Discretionary (By Fund Manager)
Purpose of Opening Account
*
Risk Tolerance
*
Are you Politically Exposed?
*
Client Investment Knowledge
*
Non – Discretionary Products
Fixed Income Investments
91 Days
182 Days
364 Days
Treasury Investments
91 Days
182 Days
364 Days
NIMED Investment Products
LIFE-TIME PLAN
EDUCATION PLAN
HEALTH PLAN
MORTGAGE
SHARES
Amount
Tenor of Investment
*
Account Terms
a) The account opening form must be completed by an adult of 18 years and above.
b) All account information would be held in strict confidence.
c) NIMED CAPITAL LIMITED (NIMED) would only turn down an application for account opening or close an account when management is of reasonable conviction that the account does not apply to statutory requirements, is used for fraud, money laundering and other vices against the laws of the republic of Ghana.
d) Funds are invested in money market, other fixed income instruments, listed equity, other collective investment schemes and any other instruments that may be adjudged suitable for investor’s circumstances.
e) NCL is authorized to select and use counter-parties offering the instruments that best meet the investment objective of the investor. These may include products from primary dealers, stock brokers, commercial banks, non-bank financial institutions and asset management companies.
f) BENCHMARK return is dependent on amount invested, tenure, instruments and counterparty used.
g) Investors may liquidate all or part of investment by giving a written notice to NCL, however the actual liquidation time depends on the instrument involved and the ability of counterparty to liquidate investment promptly.
h) Sale of listed equities are carried out with a commission to the stock broker. Fixed income products are fixed contracts for the investment tenure and request for premature and partial liquidations would attract a penal charge, which would be determined by the counterparty.
i) Liquidated investments would be paid to clients the next working day after receipt of funds from counterparty.
j) The effective date or value date of investment shall be the date on which the funds are transferred to the counterparty’s bank account (for fixed income investments) or the investment product (equity or fund shares/units) is purchased.
k) The investment manager would charge a management fee of at most 2.5% per annum on assets under management. A performance fee of at most 15% flat would be charged on return above agreed target.
Investor’s Declaration
I/We have carefully read the Account Terms for opening an investment account with NIMED, and declare my/our acceptance of all conditions above. I/We declare that I/We shall maintain this account in compliance with all statutory and regulatory requirements related to my/our investments. I/ We also declare that NIMED may exercise discretion to ensure that my/our account is compliant.
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Legal
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Privacy Policy
Asset Management
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Weekly Publications
Market Data
Resources
Downloads
FAQ
Get an Appointment
Annual Investment Calculator
Monthly Investment Calculator
Investment Application Form – Individual
Investment Application Form – Institutional
Contact