An irrevocable trust
The Enwealth Diaspora and Expatriates Fund is established through an irrevocable trust sponsored by Enwealth Financial Services Limited.
Diaspora and Expatriates Fund
A retirement savings fund aimed to provide a saving and investment solution for the diaspora community both within and out of the country. Enjoy professional expertise in fund management on your returns.
- A Qualified Recognised Overseas Pension Scheme (HMRC, UK)
- Registered by the Retirement Benefits Authority of Kenya
- Invest in a USD, GBP or KES investment account
Governance
Governance of the Scheme
Registered in Kenya
It is registered by the Retirement Benefits Authority and the Kenya Revenue Authority.
Assets held by a custodian
The scheme assets are held by the appointed custodian in a nominee account and separated from the assets of the Custodian and the founding company, enhancing the security of your retirement nest egg.
An independent Corporate Trustee
The scheme has an appointed Corporate Trustee who is independent from Enwealth Financial Services Ltd and watches over the operations of the scheme on behalf of the members.
Why save with us
Why save with Enwealth Diaspora and Expatriates Fund
Recognised in the UK
The Diaspora Fund is a Qualified Recognised Overseas Pension Scheme by HM Revenue & Customs of the UK government.
Registered in Kenya
It is registered by the Retirement Benefits Authority of Kenya.
Photo: afromusing, CC BY 2.0
USD, GBP or KES
The Diaspora Fund allows a client to invest in a USD or GBP or KES investment account.
Your risk preference
Members can propose how their funds are invested by advising on their risk preference (Low, Medium or Aggressive).
Tax efficient across countries
The Diaspora Fund provides a credible and tax efficient vehicle for corporates looking to provide pension for employees based in different countries within Africa, individual expatriates working in Africa and Kenyans in the diaspora looking to save for their retirement.
Investment calculator
Project your investment.
See how regular investing and compound growth can shape your financial future.
Estimated value in 10 years
KES 1,135,933
You put in KES 600,000Growth KES 535,933
Start investingAn illustration at 10% a year, compounded annually. Returns are not guaranteed.
Who are the target group?
Kenyans working in the diaspora; expatriates working in Kenya from other countries; and expatriates working in Africa from other countries.
What are the joining requirements into the Fund?
AML should be confirmed by the member. The account should be with a Custodian Bank registered by the CBK. The member should declare their source of funds, and confirm their investment fund and risk profile. The member should complete the online application form and nominate their next of kin and beneficiaries.
What is the minimum investment amount?
KES 120,000 per annum per fund.
Get in touch
Talk to us
Tell us what you need and the right team will come back to you.
- +254 20 278 8000
- +254 788 617 443
- retail@enwealth.co.ke
- Enwealth Business Centre, Ngong Lane, Ngong Road, Nairobi, Kenya
Financial wellbeing, built to last
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