Imarika Investment Plan Fact Sheet 2018

What is Imarika?

Imarika  Investment  plan  is  a  goal  driven,  Unit-linked investment  solution  that  offers  you  the  opportunity  to earn  superior  returns  on  your  contributions  and  enjoy life insurance at the same time.

Imarika  enables  you  to  plan  and  achieve  your  goals, whether it is to fund for your child’s education, creating a  fund  to  buy  your  new  home,  building  your  house, saving for a trip to Abu dhabi to watch Formula 1 live, a trip to Barcelona to watch a live match in Camp Nou or simply to diversify your investment options.

How does Imarika work?

  You contribute a minimum contribution of as low as

Kes 1,000 per month or minimum Kes 50,000 lumpsum with no upper limit.

   It is a flexible platform, giving you a chance to increase or reduce your monthly or lump sum contributions at any time

   As the fund accumulates, you can make partial withdrawals of up to 30% of the Fund value after three years free of charge.

   Funds attract competitive returns on of 8-12%p.a with a minimum guaranteed return of 5% per

annum, giving you significant investment protection. (Current fund return as at 23rd  January is 10.7% net)

  Your investment guarantees you a Free Life

Insurance cover of KSh 50,000

   After sign up, the client receives an E-policy document on the email address provided. Statements are also sent on the 7th  of every month.

 

Who should buy Imarika?

     Imarika   is   suitable   for   any   individual   looking   to accumulate money within the medium to long term of

between  5-20  years.  Full  withdrawal  can  be  done after 36 months with no exit charge

     It  is  targeted at  clients  who  are  looking for  superior returns for their investments to achieve their goals.

     To  sign up,  one  must  be between 18  years  and  75 years.

How to sign up:

Ask the client to dial *778# on their phone and follow the following steps.

To Register

1. Client dials *778#
2. Client enters ID/Passport Number
3. Enter KRA pin number
4. Enter residential address and occupation in details e.g Kileleshwa Hse no 3 Ndovu Estate
5. Agrees to Terms and Conditions
6. Client receives a temporary pin. If pin is not processed, call 0705100100

 

To Invest

1. Client dials *778# again
2. Client enters pin sent to them earlier
3. Select Imarika Investment Linked
4. Client chooses policy term (minimum 5 years)
5. Client enters premium/preferred contribution
6. Client indicates Financial advisor code- FA Payroll number as 2534 for easy follow up and assistance
7. Authorize deduction from Mpesa
8. Enter oin (same as above)
9. Application is completed, client receives SMS confirming receipt of funds

Advantages of using *778#

• Client can check balance at anytime on phone
• Client can top up at anytime on phone by selecting
  “Purchase” on *778#

Frequently Asked Questions;

1. Can I dial for the client on my phone?

No. The client will need to dial *778# on their own phone.

1. What do I need to ask the client to do before they dial?

Simply ask them to load their mpesa with the amount f money they wish to pay.

1. How do you recognise me as the FA who has sold the business?

The client will see a question asking how they were referred to Imarika. Please have them select Financial Advisor. It will then ask for FA number. 2534

1. How will the client make future contributions?

They will dial *778# and select purchase then follow the prompts to complete the top-up.

Imarika Charges:            0% initial fee                  0.34% per month

Illustrations: Below are sample goal-based illustrations for an Imarika customer. These illustrations are based on assumptions about future investment performance that could vary from the illustration.

Imarika Investment Plan FA fact sheet 2018 EDITED

For any enquires contact:      Gallin Wekesa 0712 870 447

Email: gallywexa@gmail.com