Hybrid Investment Proramme

The Summit Hybrid Investment Programme enables us structure portfolios for each individual client comprising of both Money market and Equity portfolio products in a mix peculiar the risk profile and liquidity needs of the client. The percentages of asset allocation between the various classes of investments will be agreed with each client and will be managed professionally and actively.

Features:

• Initial opening balance; Minimum of =N=2 million for individual and =M=5.0 million for corporate.
• Flexible duration as agreed with clients (90, 180, 365 days).
• Asset allocation structure will be agreed upfront with client.
• Minimum liquidation notice of 3 working days (i.e T 3).
• 1% penalty on the guaranteed return will be charged on investment if liquidated before the agreed tenor.
• Waiver on penalties on all withdrawals before maturity provided the fund is being reinvested through Summit Finance Coy. Ltd .in any other product, outside the one being liquidated.
• Guaranteed minimum returns in line with structure of portfolio
• Zero COT.

Benefits:

• Dual source of returns i.e from money market and equity investment.
• Helps to avoid single line of investment i.e diversification options.
• Returns could begin from first month since it is a dual investment option.