Frequently Asked Questions
UTL Asset Management Limited (UTLAM) is a financial institution licensed by the SEC to carry out the business of asset (fund and portfolio) management in Nigeria. UTLAM adopts the separation property approach in its investment decision making processes thereby ensuring that investments made on behalf of clients pass the commensurate risk and return tests.
Our client onboarding process is highly simplified with our experienced sales people who will handhold you to open an investment account with UTLAM. You can also take advantage of our automated account opening process which is currently being upgraded to launch here on this site any moment soon. Alternatively, you can email us at info@utlam.com for more assistance.
In general however, because the relationship is all about YOU, investing with us follows very simple but detailed financial planning processes that provide us with a good understanding of your needs for them to be most adequately served.
Yes. To meet minimum requirements of both regulation and the law, the process of opening an account with us at UTLAM requires you to complete some forms, and provide specified documents. This is currently being automated for your convenience of operation. Our sales people will however handle this seamlessly on contact with you.
Alternatively, you can download, fill out the KYC forms and send them to info@utlam.com
Yes. We provide individually and separately managed account services for clients with unique investment objectives and preferences.
This would depend on the type of asset classes your portfolio is invested in. On the average however, UTLAM will require a minimum of 48 hours notice of liquidation or withdrawal from you. This can be sent to us via info@utlam.com.
This varies according to the investment products confirmed by our analysts as suitable to serving your portfolio needs and objectives. However, prospective clients and investors are regularly updated with this information here on our website. Please visit our product offering pages. There is no maximum investment amount.
Our family of funds consists of pooled investments designed with the investor in mind. Because objectives come in different forms and demands, each of the funds ensure that such varying needs are comprehensively addressed on the principles of diversification and CLIENT INTEREST FIRST.
The overriding objective for us is to consistently meet our investors’ risk-return objectives both in the short- and long-terms. Our mutual funds employ both pure and combined strategies of factor risks including equities, bonds, money market, and alternatives.
Our innovative investment products are designed to address client needs especially in the wealth management realm. They take full cognizance of the dynamics of markets and fluidity of client needs across both buy and sell sides, thus sometimes warranting non-traditional buy side solutions. We work closely with clients for a full understanding of the unique scenario and engage other duly registered capital market operators providing the required solutions under our strict supervision and regulations as well.
Our collaborative experience as well as outstanding services in this regard remains a unique proposition of the UTL Family, existing since 1966.