UNIT TRUSTS
FINANCIAL ADVISORY
BUY AND SELL SHARES
MERGERS AND AQUISITIONS
TAX PLANNING
ABOUT
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N a a v a
Financial Advisory Services in Insurance, Bonds and Unit Trust Funds
About Evelyn
Unit manager-old mutual
Award-Winning Financial Sector Leader & Insurance Professional
UNIT TRUSTS
A unit trust is a collective investment scheme, which pools contributions from investors with a common investment objective. The pooled funds are then used to purchase a portfolio of financial securities. Depending on the objective of the unit trust, the type of securities to be bought can comprise of: equities (shares), bonds, cash, bank deposits etc.
FINANCIAL ADVISORY
Invest in the future as we provide you with the guidance you need to grow your money. We have a range of investment solutions to help secure your financial future. Access and download all financial-related information that you might need.
BUY AND SELL SHARES
- BONDS
Buying and selling of quoted securities(shares, treasury bills, and bonds) on the Uganda Securities Exchange and other regional exchanges. Other services include Immobilization of securities in the Securities Central Depository, nominee account services for individual investors and corporate, investment research and analysis for clients, and securities trading advisory.
MERGERS AND ACQUISITIONS
Simply the consolidation of companies. A merger combines two separate entities into one new legal entity, while an acquisition occurs when one company takes over another by purchasing a majority stake in its shares or assets. In Uganda's financial sector, these strategies are used to expand market share, diversify services and build resilience against economic shocks.
Tax-free guaranteed lump sum benefit at maturity of a life cover, savings, and investment plan.
It is designed to help you save in a disciplined manner over a period ranging from 5 years to 10 years in order to accumulate sufficient funds to enable you to achieve your dreams.
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