Cash Management Trust
A Cash Management Trust can hold cash and anticipated proceeds such as insurance benefits, pension benefits, and investments. It's suitable for families looking to create a structured pool of funds for future financial needs without transferring complex assets such as property or businesses.
Best suited for families looking to create a structured financial fund and potentially direct future insurance or retirement benefits into a planned wealth structure — for education, healthcare, and family upkeep.
Get StartedBuilt around what actually matters
Accessible From KSh 5,000
Start with a minimum funding of approximately KSh 5,000, making this one of the most accessible ways to begin structured wealth planning.
Professional Investment Management
Your funds are professionally managed and invested, with potential returns based on the underlying investment strategy and market performance.
Built For Real Needs
Suitable for education, healthcare, and family upkeep — practical purposes your family will actually use.
Simple To Establish
A relatively straightforward structure to set up compared to more complex trust arrangements.
How Cash Management Trust works
Establish The Trust
Define the purpose of the trust and determine how you want the assets to benefit your loved ones.
Appoint A Trustee
Select a suitable trustee to manage the trust assets according to the trust deed and applicable requirements.
Fund The Trust
Transfer eligible assets into the trust — cash, investments, or designated future benefits like insurance proceeds.
Manage & Invest The Assets
The trustee manages the assets in accordance with the trust's objectives and applicable risk considerations.
Distribute Benefits
Beneficiaries receive support according to the rules you established, ensuring funds are used for their intended purpose.
Get your Cash Management Trust quote
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