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» Portfolio Management Services
» Discretionary Investment Option
We construct well diversified investment portfolios that take cognizance of the
client’s risk tolerance level, holding period preference and income target. Under this
option, the Client is expected to give Capital Bancorp Limited discretionary
power on Asset allocation and securities selection in accordance with client’s
investment plan. It requires minimum deposit of N5,000,000 (five million
naira) and additional investment of N 500,000 (five hundred thousand
naira only) or more. CBL will provide periodic report on portfolio performance
to the client on regular basis.
» Non Discretionary Investment Option
Under this option, the client takes active management of his portfolio while CBL
provides advice on securities selection and information on opportunities the
market offer to enable the client arrive at sound investment decisions.
» Fund Management Services
This product is designed for investors who wish to save themselves from the hassles
of managing the account, or for those that are not residing in the country, or
for those who desire to operate such accounts.
The CSCS account will be opened in our name and with our managing director as sole
signatory. You will then be assigned a code with which will be agreed by you or
us, for instance the account can be coded to read Capital Bancorp Nominee
account or any code u prefer.
» Nominee Services
Under the Nominee Services unit, prospective clients are expected to complete a
Nominee Holding Agreement in duplicate; the client gets a copy, while the second
copy is kept in the client’s file. Upon receipt of funds from client, shares are
immediately purchased into three (3) letter coded account in CBL’s name
otherwise known as Bancorp Nominees Limited A/c for ease of management by CBL.
All associated benefit that is, divided warrants and bonus shares which are
already in coded accounts would be sent to CBL which are further reinvested in
the portfolio.
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