Octagon Africa | Unit Trusts

Select Account Type

Choose the type of account you wish to open. Different account types have different requirements.

Individual

Personal investment account for single ownership. Ideal for personal wealth management.

Joint Account

Shared investment account for two individuals. Both parties have equal rights to the account.

Group/Chama

For investment groups, welfare associations, or chamas. Can be registered or unregistered.

Corporate

For companies, SACCOs, and other registered organizations. Requires company documents.

Account Holder Details

Please provide your personal information for account registration.

Personal Information

First Name *

Middle Name

Last Name *

National ID Types*

National ID Number *

KRA PIN *

Date of Birth *

Place of Birth *

Gender *

Nationality *

Residence Country *

Contact Information

Email Address *

Phone Number *

Physical Address *

Employment Information

Occupation *

Employer/Business Name

Organization Details

Organization Name *

Registration Number *

Organization KRA PIN *

Organization Email *

Organization Phone *

Organization Address *

Authorized Signatories

Please provide details of authorized signatories for the organization.

Investment Details

Select your preferred funds and provide investment information.

Fund Selection

Select the fund(s) you wish to invest in. You can select multiple funds.

Octagon Money Market Fund (KES)

Low Risk

Currency: KES

Octagon Money Market Fund (USD)

Low Risk

Currency: USD

Octagon Fixed Income Fund

Income

Currency: KES

Octagon Equity Fund

Income

Currency: KES

Octagon Balanced Fund

Growth

Currency: KES

Investment Profile

Investment Objective

Risk Tolerance (1-5)

Investment Horizon

Investment Knowledge

Source of Wealth

Nature of Business

Source of Funds

Primary Source of Funds *

Bank Account Details

Indicate the bank account to which you would like redemptions to be paid.

Bank Name *

Branch Name *

Account Name *

Account Number *

Currency *

Document Upload

Please upload the required documents for your account type.

Supported formats: PDF, JPG, PNG (Max 5MB per file)

Review & Submit

Please review your information before submitting your application.

Application Summary

Declarations & Agreements

By submitting this application, you agree to the following:

You understand the investment objectives and strategy of the selected fund(s).
You confirm that the information provided is accurate and truthful.
Funds invested are from legitimate sources and not for money laundering.
You authorize Octagon Africa to process your data per Data Protection Act.
You agree to the terms and conditions of the fund's Information Memorandum.

I have read, understood, and agree to all the declarations, indemnity clauses, and terms & conditions of Octagon Africa.

I agree to receive marketing communications about new funds, investment opportunities, and market insights from Octagon Africa.

Open Your Investment Account

Select Account Type

Individual

Joint Account

Group/Chama

Corporate

Group Type

Account Holder Details

Personal Information

Contact Information

Employment Information

Beneficiaries

Joint Account Information

Member

Organization Details

Authorized Signatories

Signatory

Investment Details

Fund Selection

Octagon Money Market Fund (KES)

Octagon Money Market Fund (USD)

Octagon Fixed Income Fund

Octagon Equity Fund

Octagon Balanced Fund

Investment Profile

Source of Funds

Bank Account Details

Document Upload

Review & Submit

Application Summary

Declarations & Agreements