Thebrooks Wealth Builder Account ("ThebrooksBuild") is an Investment Plan Account that enables investors to make regular contributions for the purchase of shares listed on Nigerian Exchange Limited (NGX Limited). This product enables investors to build up over the long term a worthy investment towards a life of financial self-reliance or set targets such as financing education, weddings, or asset acquisition.
Thebrooksecurities WEALTH BUILDER ACCOUNT (Thebrooksbuild)
How it works:
Open a brokerage account
Open a brokerage account with ‘’Thebrooks’’ and select the Thebrooks Wealth Builder account option.
Give a standing order
Give a standing order instruction to your Bank for periodic transfer to your Brokerage Account with Thebrooks Finance and Investment Limited (No minimum amount requirement).
Receipt of funds
Upon receipt of funds, Thebrooks is obligated to provide professional advice on value stocks to purchase and execute on clients behalf after receipt of consent.
Clients' portfolio
Clients are mandated to hold shares in their portfolio for at least two (2) years (except if ‘’Thebrooks” advises otherwise).
Long-term value stocks
Long-term value stocks are to be purchased thus clients would be discouraged from trading directly to avoid panic sales (thus online access is denied).
Regular feed-back
Thebrooks to provide regular feedback on client’s transactions as well as portfolio performance reports.
Target Clients
- Employees in the Private & Public Sector
- Nigerians in Diaspora
- Businessmen
- Cooperative Societies
- Students and Kids for Target Savings
Service Details
- Clients are expected to hold their stocks for a minimum of two (2) years except at Thebrooks's discretion.
- Investors benefit from free professional advice in relation to selection of stocks to suit their investment goals.
- No management fee is charged.
- Account would be subject only to the standard trading fees on Nigerian Exchange Limited (NGX Limited).