Legacy Unit Trust

The fund is suited for guardians, parents, or donors seeking to build a sustainable package for their wards or planning towards a future project for themselves.
The goal of this fund is to maximize medium to long-term returns at the lowest possible risk. Whether your goal is to send your kids to university or to retire on a yacht in the Mediterranean, investing in the Legacy unit Trust is will aid you to get where you want to be.

 

FEATURES

  • It is an income fund and invests mainly in long-term fixed income securities with some limited equity investments (shares on the Ghana Stock Exchange).
  • Minimum initial investment amount is GHS 20.00
  • Exit Charges: 3% for withdrawals within 1 year, 2% within 2 years and 1% within 3 years. No Exit Charges after 3 years.

 

BENEFITS

  •  You enjoy from both the fixed income market (fixed deposits, commercial papers, bonds, debentures, etc) and to a limited extent on the capital market (Ghana Stock Exchange).
  • Unlike a fixed deposit, it allows regular deposits of any amount as frequently as you want.
  • Higher returns and periodic update on investment.
  • Offers peace of mind and security.

 

REQUIREMENTS

* Valid ID (Passport / Driver’s License / Voters ID)
* One (1) Passport Size Picture
* Completed Application Form
* Initial Deposit

 

PAYMENT PLATFORMS

* Mobile Money (Dial *718*78# on all networks and follow prompts)
* ACH Direct Debit (Automatic deduction from your bank account)
* Bank Transfer
* Cash

 

Leave an inheritance for the next Generation

Sign-up to receive our newsletter

To receive regular updates on our products and service offerings, sign up Now! Your email address will not be used for any other purpose beyond sending you information on our activities.

iFS Head Office

iFS Capital Management Limited
3rd Floor Opeibea House, 37 Liberation Road
P.O.Box SR344, Accra

 

Email: info@ifscapitalgh.com
Tel: +233 0302 766303

Top