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Omni-Trust Bank Kenya
Banking Made Simple

Wakala Investment

Sharia-compliant agency-based investment where you appoint the bank as your agent (Wakil) to invest your funds in Sharia-approved ventures. Target returns with profit distribution.

Key Features

  • Agency-based investment structure
  • Bank acts as investment agent
  • Sharia-compliant investment portfolio
  • Target returns communicated upfront
  • Quarterly profit distribution
  • Capital protection arrangements available

Rates & Charges

  • Agency Fee: 1% of investment p.a.
  • Target Return: 8% - 11% p.a.
  • Lock-in Period: 6 months
  • Minimum Investment: KES 100,000

Eligibility Requirements

  • Open to all individuals and corporates
  • Minimum investment KES 100,000
  • Valid identification documents
  • Risk acknowledgment signed

Required Documents

  • 📋 National ID or Passport — Bring to branch
  • 📋 KRA PIN Certificate — Bring to branch
  • 📋 Source of funds declaration — Bring to branch
  • 📋 Wakala investment agreement — Bring to branch

Frequently Asked Questions

Find answers to common questions about our services.

Is my capital guaranteed?
While Wakala investments carry inherent market risk, the bank exercises professional diligence. Capital protection arrangements through Takaful are available for an additional fee.
Funds are invested in Sharia-approved activities including halal real estate, commodity trading (Murabaha), Sukuk bonds, and Islamic equity funds vetted by our Sharia Board.
Profits are calculated and distributed quarterly. Annual statements showing portfolio performance and Sharia compliance certification are provided.

Terms & Conditions

Under the Wakala arrangement, the investor appoints Omni-Trust Bank as an agent (Wakil) to invest funds in Sharia-compliant activities. The Bank charges an agency fee and any returns above the target are shared per the Wakala agreement.

The Bank exercises professional care in managing invested funds but does not guarantee returns. Investment activities are supervised by the Sharia Advisory Board to ensure ongoing compliance.

Ready to Get Started?

Open your Wakala Investment today. Visit any branch or apply online.

Apply for Wakala Investment

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