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Madison Unit Trust Fund

Madison Wealth Special Fund

Unit trust scheme · Regulated by the CMA

You invest a lump sum to get returns and cash every six months.

Hear when this changes

The details that matter for this kind of plan

Minimum investment
KES 1,000,000
Top-up amount
KES 1,000,000
Withdrawal processing
T+1 working day

How to open this

  • Open with KES 1,000,000
  • top up from KES 1,000,000
  • your money is 1 working days away

What if you stop paying?

If you stop adding money, your current investment stays and earns returns.

What if you need the money early?

Taking money out early may incur a penalty (amount not shown).

Who this suits

It could work for you if

Suits you if you can invest at least KES 1,000,000 and want regular cash.

Think twice if

Does not suit you if you need quick access or cannot meet the minimum investment.

What they tell you

  • What is the smallest amount you can start with?
    KES 1,000,000.
  • Do they say who regulates them?
    Yes — the CMA. That is who you complain to.

Talk to them

Compared with the others

There are 6 other plans of this kind on the board. See all 7 side by side — what each one leaves you with, and which of them will not say.

What the documents actually say

Every figure above was read out of a document. These are the sentences, word for word, so you can check them rather than take our word for it.

Where we got this