Uzima Trust Fund
A secured lifetime of financial wellbeing and dignity for your loved ones. Uzima Trust Fund, 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.
- Set up in partnership with Kenindia Assurance
- Fund manager: Kenindia Assurance
- Pension administrators: Enwealth Financial Services
Why the Fund exists
About two percent (2%) of the 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.
Benefits of Uzima Trust 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 one sign up for it?
- 1
Trustee resolution
Execution of Trustee Resolution by previous scheme’s trustees and sign-off by beneficiaries.
- 2
Deed of Adherence
Preparation (Enwealth) and execution (beneficiaries) of Deed of Adherence and signing mandates.
- 3
Joining forms
Completion of joining forms by beneficiaries.
- 4
Transfer of funds
The funds are transferred to Uzima Trust Fund for administration and investment.
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, SACCOs, 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, 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.
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
- insurance@enwealth.co.ke
- Enwealth Business Centre, Ngong Lane, Ngong Road, Nairobi, Kenya
Financial wellbeing, built to last
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We keep it for 24 months.