Your Dream is Our Goal.

ChaseInvest Bouquet offers disciplined and

effective cash management and investment
finance for investment clubs and organised
groups.

Chase Bank offers personal and group

economic development through consultative
and customized financial solutions which will
help you achieve your greatest goals.
 Your Dream is Our Goal.

Account

Once you pool your funds together, it's a good feeling to see
your investments grow. If you are looking for a better banking
experience, our wekeza account gives your club access to its
funds conveniently.

Main Features

Ÿ
No monthly ledger fees.
Ÿ
Free internal transfers.
Ÿ
Free standing orders to the Wekeza
account for Chase Bank account holders.
Ÿ
Free cash deposits.
Ÿ
Cheque books as per current tariff.
Ÿ
ATM card for viewing balances.
Ÿ
Affordable Internet and mobile banking.
Ÿ
One free bankers cheque per quarter.
Ÿ
Over the counter withdrawal – Kshs. 100
per transaction.
Ÿ
Inward Cheques – Kshs. 25 per transaction
Ÿ
Competitive interest rates.
Ÿ
Free Horizon savings account for the
individual members.
 Your Dream is Our Goal.

Loans

When you have identified your next group

project, the last thing you want from your
bank are limited funding options.

Wekeza loans are tailored with the vision to

look beyond your fixed assets and take
advantage of every opportunity.

INVESTMENT TYPE SECURITY MARGIN/ TENOR

BANK CONTRIBUTION (MONTHS)
Treasury Bills and Bonds 95% 60
Listed Equities 50% 24
Unlisted Equities 40% 18
Real Estate-residential
and commercial property. 85% 96
Urban Land –Cities and
towns 70% 36
Rural land 50% 36
Construction 70% -
Trade e.g. Shop, Bar,
Restaurant, Manufacturing,
transport e.t.c 40% -
Back to back 95% -
Insurance Premium
Financing 100% 10
Asset Finance 60% -
Terms & conditions apply
 Your Dream is Our Goal.

Custodial Services

As an investment group your focus should be on growing your

assets and not worrying about the safety of your investments.
Leave the administration work to our Custodial department
that is licenced as a custodian by RBA and Capital Markets
Authority and focus on your core business.

Main Features

Ÿ
Collection and tracking payment of
member contribution.
Ÿ
Swift and efficient conclusion of all
transactions through the stock exchange
and other media.
Ÿ
Secure safekeeping of all investment
documents e.g. title deeds, certificates.
Ÿ
Efficient collection of income accruing to
investments ensuring maximum return e.g.
dividends, interest.
Ÿ
Surplus [Excess] cash management to
improve the overall return.
Ÿ
Quality reports [book keeping] prepared
and made available at their convenience.
 Your Dream is Our Goal.

Advance

We understand that there are times when you need quick

access to funds to carry out your day to day business.
As an individual member in an Investment Account, you
can access the Wekeza Advance.

Main Features

Ÿ
Advance size-maximum Kshs.100,000.
Ÿ
Tenor-maximum 6 months.
Ÿ
Security- Directors/members guarantee.
 Your Dream is Our Goal.

Capacity Building

Training and focus groups are the

fundamental building blocks of every
Investment Club. With the Wekeza
Capacity building, you and your Club will
benefit from focus trainings on;

Group formation and dynamics;

Ÿ
Personal and group financial
Ÿ
management;
Investments management;
Ÿ
Tax Planning;
Ÿ
Estate Planning;
Ÿ
Entrepreneurship.
Ÿ

Our Branches:
Chase Bank and Chase Iman branches in City Centre, Riverside, Eastleigh, Village market, Hurlingham,
Donholm (Nairobi), Parklands, Mombasa (Moi Avenue), Bondeni (Mombasa), Thika and Nakuru.

Tel: +254 20 2774000, 4454801-3

Mobile: +254 727 531175, 736 432025
Email: info@chasebank.co.ke.

Chase Bank (Kenya) Ltd is ISO 9001 :2008 Certified.