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You may enter your proposed monthly contribution in terms of value or a percentage of your monthly income. You can also choose to input a lumpsum once-off payment
Please note that past performance is no indication of future results and that investing in a Personal Retirement scheme constitutes a risk for your invested capital.
Start with amount to retire with Start with amount to save per month
Enter your birthday
Retirement age
Enter your Target Retirement amount
Is this a one-off payment?
Initial Amount
Enter amount to save.
Monthly Income
Save as a % of your income
Retirement Investment Summary
KES
Savings Duration
yrs
Monthly Contribution
0
Total Contributions
Total Interest (calculated at 10% p.a)
Maturity Value after 0 yrs
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You have already provide some of your details. We just need a little more information to complete your account setup.
As you prepare to purchase, please prepare the following
Beneficiaries
Upload a copy of your ID/ Passport
Upload a copy of your KRA PIN
Tax Exemption Certificate (where applicable)
Upload a copy of your FATCA form (where applicable)
MR.Ms.
Source of FundSalarySavingsRentalDisposal PropertySale of an investment portfolioDonationGiftInheritancePensionLoanBettingLotteryOther
How did you hear about us?Financial AdvisorFriend/FamilyMedia advert( TV or Radio)Google Search EngineICEA LION Group websiteNewspapersBillboardSocial Media (Twitter, Facebook, LinkedIn, Youtube)Other
Employed
Self Employed
How will you be making your contributions
Bankers Order
Salary Deduction
Personal cheques
Direct Debit
Mpesa
How often will you be making your contributions
Daily
Monthly
Quarterly
Annually
I have read and accepted ICEA LION's. Product Terms and Conditions
Country of ResidenceAUSTRALIABAHRAINBOTSWANABURKINA FASOBURUNDICHADCAMEROONCANADACHINACOTE D'IVOIREDEMOCRATIC REP. OF CONGOEGYPTGHANAINDIAIVORY COASTJAPANKENYANIGERIANORWAYQATARRWANDASENEGALSIERRA LEONESOMALISOUTH AFRICASUDANSWITZERLANDTANZANIATOGOUGANDAUNITED KINGDOMUNITED STATESUNITED STATES OF AMERICAZIMBABWE
Nationality23
Country23
Town23
Banking Details (Optional)
Bank Name23
Bank Branch23
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Add Beneficiary
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Please attach copies of the following documents
Front and Back copy of your ID/Passport
A copy of your KRA PIN
A copy of your Tax Exemption Certificate (where applicable)
A copy of your FATCA form (where applicable)
Kindly note that if you are a US person, you will read to be FATCA Complaint. You may access the FATCA related forms here
Additional documents where applicable
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This Deed of Adherence is supplemental to the Trust Deed (hereinafter referred to as “the Trust Deed”)dated the Sixteenth Day of June Year Two Thousand and Nine made between the Founder (ICEA LION Life Assurance Company Limited) and the Corporate Trustee establishing the ICEA LION Individual Retirement Benefits Scheme (hereinafter referred to as the “the Scheme”) for providing benefits for Individuals in accordance with the Rules of the Scheme.
The Individual and The Corporate Trustee hereby covenant with each other to perform and observe the agreements and stipulations contained in the Trust Deed & Rules so far as the same are or ought to be performed and observed by them respectively, so that no personal liability shall be attached to any of them except in respect of their individual acts, neglects or defaults in relation to the trusteeship.
This Deed of Adherence shall be terminated once the Individual ceases to participate in the Scheme as provided in the Trust Deed & Rules. The Individual is required to give a notice of termination of the Scheme in writing to The Corporate Trustee. The Individual shall be paid his benefits less tax, administration and management costs.
The Scheme shall pay all reasonable charges and expenses incurred by the Corporate Trustee in connection with the administration and management of the fund. Such expenses shall be disclosed in the annual financial statements of the Scheme.
To activate your account please deposit your first installment. this should be a minimum of KES 1000
You can make an online payment or pay via Mpesa.
Please select your prefered mode of payment
Debit/Credit Card
Enter your phone number and the amount you wish to pay.
Click on "Buy Now" below. You will receive a prompt on your phone to enter your Mpesa PIN.
Once you have received the Mpesa confirmation SMS, return on this site enter your confirmation code and click confirm
You will receive a notification once your transaction is complete.
Buy Now
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You have successfully setup your ICEA LION Personal Retirement Scheme
We have received KES 0. Transaction ID is xxxxxxxxxx
We have sent a notification that includes your policy number to your email address
We are now processing your funds and we will send you a notification within 48 hours when your account setup is complete.
If you have an existing pension plan elsewhere, we can assist you to transfer your benefits to ICEA LION Group. To do this, please download the Benefits Option Transfer form here and email it to:
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