GTBAM IPS (An Equity Savings Account)

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Katrina Austin
5 years ago
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1 Plus GTBAM IPS (An Equity Savings Account) IPS A GTB Asset Management Product Have you ever thought of saving for future financial needs or putting money aside for the rainy day... Its never too late to start. With our IPS,you can put aside as little as N20, monthly and over a period of time your little seed would have grown into an oak tree. How it works Open an account with GTBAM Pay minimum monthly deposit of N20, into GTBAM account Sign monthly debit mandates with your bank signifying GTBAM as beneficiary of the funds Features The table below shows possible returns for a 1,3 &5 year plan. Period Amount Invested Amount at end Return *% Return 1 Year 240, , , % 3 Years 720, , , % 5 Years 1,200,000, 1,598,322.09, 398, % *Return on investment is subject to prevailing market conditions The funds would be invested in money market instruments and equities N20, monthly payment Funds locked in for a minimum period of 24 months Monthly direct debit Qualifies as collateral (exclusive to GTBAM) Bi annualperformancep report 2% Management fee payable per annum Benefits Provides avenue for long term savings Acts as a buffer in times of need Managed by experts thus reducing loss due to unskilled management Provides security against borrowings Risk diversification Flexible investment options Offers returns higher than a savings account Principal investment guaranteed Investment Management Securities Brokerage Trusteeship Financial Advisory GTB Asset Management Limited Rc , I investment partner

2 INVESTMENT PARTNERSHIP SCHEME (A dedicated Special Purpose Investment Vehicle) IPS INDIVIDUAL APPLICANT Title: Surname: Other Names: Mailing Date of Birth: DD/ MM/ YY/ Sex: F M Nationality: Occupation: Next of Kin: Investment Value (N): Cheque/Bank Draft Attached: Please note: a monthly direct debit instruction should be duly executed with your bank indicating GTBAM as the beneficiary and a copy of same should be submitted along with your forms. This subscription form must be accompanied by passport photographs and means of identification. Signature Day Month Year GTB Asset Management Limited is registered with the Securities Exchange Commission as an asset and portfolio management company; however the investment product herein offered by this document is not registered with the Securities and Exchange Commission.

3 INVESTMENT PARTNERSHIP SCHEME (A dedicated Special Purpose Investment Vehicle) IPS JOINT APPLICANTS Surname : Other Names: Mailing Date of Birth: DD/ MM/ YY/ Sex: F M Nationality : Occupation: Next of Kin : Mobile bl Number: Title: Surname : Other Names: Mailing Date of Birth: DD/ MM/ YY/ Sex: F M Nationality : Occupation: Next of Kin : Investment Value (N): Title: Cheque/Bank Draft Attached: Please note: a monthly direct debit instruction should be duly executed with your bank indicating GTBAM as the beneficiary and a copy of same should be submitted along with your forms. This subscription form must be accompanied by passport photographs and means of identification. Signature Day Month Year Signature Day Month Year GTB Asset Management Limited is registered with the Securities Exchange Commission as an asset and portfolio management company; however the investment product herein offered by this document is not registered with the Securities and Exchange Commission.

4 INVESTMENT PARTNERSHIP SCHEME (A dedicated Special Purpose Investment Vehicle) IPS CORPORATE APPLICANTS Name : Rc Number: Registered Address/Place of Business: Nature of Business: Telephone Numbers: Authorised Representatives Name: Designation: Signature: Name: Designation: Signature: Name: Designation: Signature: Investment Value (N): Cheque/Bank Draft Attached: Please note: a monthly direct debit instruction should be duly executed with your bank indicating GTBAM as the beneficiary and a copy of same should be submitted along with your forms. This subscription form must be accompanied by passport photographs and means of identification. GTB Asset Management Limited is registered with the Securities Exchange Commission as an asset and portfolio management company; however the investment product herein offered by this document is not registered with the Securities and Exchange Commission.

5 Direct Debit Authorization (For the use of GTBank Account Holders Only) IPS To The Operations Manager Guaranty Trust Bank Plc Branch: Date: Request for a Standing Order I/We, ( a/c holder s name) Signatory to GTBank account number do hereby Authorize you to debit the above account number with the sum of only (N ) and creditsametogtb Asset Management Limited. Account Number: This should be done on the day of every (a) Month (c) Half year (d) Year (b) Quarter Please specify exact months of the year when payment will be either on quarterly, half yearly or yearly basis: commencing from (date of first Payment) until (date of last payment) or until cancelled by me/us in writing. Please be sure to insert the following information as part of the reference for the standing instruction. (COMPULSORY) Name of GTB Asset Management Account Holder: Account No. with GTB Asset Management Thank you for your usual cooperation. SIGNATURE OF GTBANK ACCOUNT HOLDER DATE PHONE NUMBER This amount is to a lodgment into my account with GTB Asset Management Limited. FOR OFFICIAL USE ONLY Name & Signature Date Date Received Checked By: Please note that the debit mandate is automated and would debit you for all outstanding if your account is not funded as at value date.

6 About GTB Asset Management Limited GTB Asset Management Limited, the asset management company of Guaranty Trust Bank Plc, a highly respected brand in the Nigerian banking industry and leading West African financial services group with franchises in West Africa and the United Kingdom. We are licensed by The Securities Exchange Commission to act as fund manager, financial adviser/issuing house and trustee. We also act as securities broker through our subsidiary company, GTB Securities Limited. We have brought together outstanding talents from local and international financial firms, cutting edge technology and a pedigree of integrity, innovation and excellence of our parent bank to enable us add value to our customers. We recognise that our customers financial and investment needs and objectives are diverse. Whether to acquire, grow, protect or pass on wealth, every investor needs a trustworthy partner to help them achieve their objectives. At GTB Asset Management, we partner with our clients to bring their investment plans to life by providing them with insightful market information, bespoke products and world class service. Investment Management I Securities Brokerage I Trusteeship I Advisory enquiries@gtbassetmanagement.com I Call: , Karimu Kotun Street, Victoria Island, Lagos GTB Asset Management Limited Rc Your investment partner

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