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Fee Schedule

Mutual Funds 2.5% of Invested Amount
Wealth Builder First Instalment is taken as the bank’s fee
Fixed Income Maximum spread of 3.0% for subscriptions of securities with greater than 12 months to maturity will be charged for each transaction. Maximum of 1.00% will be charged on redemption.
Treasury Bills Maximum spread of 1% for subscriptions. Maximum spread of 0.25% on redemption
Wealth Lending KES Facility – 11.5% ; FCY Facilities (USD,EUR,GBP) – up to 7.5%.

N.B: Rates are Per Annum on the utilized Overdraft Amount accrued daily.

Subject to applicable law, Interest may vary from time to time in line with market conditions and or at the sole discretion of the Bank.

Foreign Exchange Maximum of 5% spread is charged on the prevailing market rate
*Terms & Conditions apply