Kuza Individual Provident Plan (IPP)
Licensed by the Retirement Benefits Authority (RBA), the Kuza Individual Provident Plan (IPP) is designed to provide benefits to its members and beneficiaries while preserving capital and targeting higher long-term returns.
Who Should Join the Kuza Individual Provident Plan?
- Individuals who want to save toward retirement to maintain their standard of living post-retirement.
- Individuals who want to save in a tax-efficient environment to maximize growth.
- Individuals who want to consolidate their deferred benefits into one fund they can easily monitor.
Investment Objectives
- Sufficient liquidity
- Real return
- Tax savings
- Long-term growth of capital
- Asset liability matching
- Asset diversification
- Rider risk benefits
Kuza Individual Provident Plan Factsheet
| Fund Name | Kuza Individual Provident Plan (IPP) |
| Regulator | Retirement Benefits Authority (RBA) |
| Fund Manager | Kuza Asset Management Ltd |
| Fund Structure | Retirement Provident Plan |
| Currency | KES |
| Minimum Initial Investment | KES 1000 |
| Minimum Top-up | KES 100 |
| Investment Objective | Long-term capital growth, tax efficiency, and capital preservation |
| Target Clients | Individual savers, self-employed professionals, and deferred benefit holders |