Equity Umbrella Retirement Fund

Key Features

• Contracting out of NSSF Tier II
• Registered with RBA and KRA
• Capital preservation with smoothed returns
• Corporate trustee governance
• Real-time digital member access
• Pension-backed mortgages

Benefits

• Secure retirement for employees
• No need for the institution to set up its own scheme

Requirements

• KYC documentation – certificate of registration/incorporation or establishing Act/Gazette notice, KRA PIN, and IDs/KRA PINs of signatories
• Board/Council resolution authorising the account or facility and appointing signatories to join the scheme
• Member data