APEX ENDOWMENT PLAN

This product allows parents to invest long-term for their wards. This can be for marriage, house, education or any other long term investment purpose. The sure way to plan your child’s future is to start planning now in investments that seeks to provide a perfect fund solution and portfolio management advisory service.

Why Apex/Benefits to clients

• Clients will receive a return higher than the T-bill rate.
• Interest on investment will be compounded for maximum returns.
• Can be used as reference to third party (embassies, Banks, etc)
• Preparedness for emergencies. Terms and conditions may apply.
• Principal and expected return on investment is not affected by trends in economic indicators.

Durations

Apex Endowment Plan has investment period option of eighteen (18) years. However, withdrawal before five (5) years will attract penalty.

• You will be assigned a specific Fund Manager that you can call upon anytime in relation to your investments. The fund manager will attend to your queries, regular updates/statements by means of emails, phone calls etc as may be agreed.
• Our Fund Management team consists of qualified, well trained and experienced individuals who will ensure maximum returns on your investment towards pension.
• We will ensure Optimize risk-return investment decisions which will match your risk profile.
• We provide enhanced exceptional wealth creation platform for our clients.

• The safety of your investments in Apex Capital Partners is controlled by the Fund Manager’s commitment to observe the fiduciary duties required by Asset Managers under the Securities Industry Law, PNDC 1993.
• We are highly regulated by the Security and Exchange Commission (SEC) and this ensures that, we observe best practices in managing the assets for our clients.
• Your assets are held directly in your name and this can be accessed at your convenience.

Apex Capital is committed to the highest standards of confidentiality in managing your investment. This is to ensure protecting your privacy with regards to your investments with us.

Our Services: These include access to a dedicated Fund Manager, Create Wealth and grow it, regular reports (transactions, valuations and performance), Access to equity reports from Apex Research Desk, references to third parties (embassies, banks, etc)