Regulatory Disclosures
Meridian Asset Management Limited
Regulatory Status
Meridian Asset Management Limited is licensed and regulated by the Capital Markets Authority of Kenya as a fund manager, under licence number 226. The firm manages the Meridian Asset Management Umbrella Scheme as approved by the Capital Markets Authority.
Capital Markets Authority Statement
Approval has been granted by the Capital Markets Authority for the establishment of the scheme and the offer of its units. As a matter of policy, the Capital Markets Authority assumes no responsibility for the correctness of any statements or opinions made or reports contained on this website or in any associated material.
Investment Risk
The value of investments and the income from them may go down as well as up, and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results. Nothing on this website constitutes investment advice or a recommendation to invest.
Scheme Parties
Trustee and custodian: NCBA Bank Kenya PLC. Auditor: Grant Thornton. The fund manager is independent of the trustee and custodian in line with the Capital Markets (Collective Investment Schemes) Regulations, 2023.
Complaints
Any complaint should be addressed to the firm in the first instance at invest@meridian.co.ke, using the firm’s Resolution Request Form. Complaints that are not resolved to the investor’s satisfaction may be referred to the Capital Markets Authority.
Further Information
The Information Memorandum for the scheme, which contains the full terms, fees, charges and risk factors, is available on the website. Investors should read it before investing.