BOI-ITC

BOI-ITC provides diversified services in the money and capital markets with a view to expanding and improving the quality of services in those sectors.

We arrange the syndication of short and long term loans with the option of clothing them with trustee services. As a subsidiary of the premier industrial bank in the country, our unique experience in project appraisals, consortium financing and securitisation of loans is of immense benefit to our clients.

Our Consultancy Unit is manned by highly experienced, multi-disciplinary professionals who will add value to your organization. We possess a rare mix of skills in the identification and delivery of business opportunities and solutions. We specifically offer a broad range of advice, support and solutions on project-related assignments to the SME and large enterprises sectors.

Our Consultancy Unit can help you acquire a loan which is designed especially for your company, whether your desire is to start up a new business or to expand your existing business through an increase in production capacity.

The first requirement needed before approaching any institution for financial assistance is a detailed feasibility report. The client must present a report that shows they understand the business they are in or intend to go into. Not all clients have the capacity or the time to carry out their own feasibility studies, and therefore hire outside institutions to do so. BOI-ITC, being a one-stop finance house, can produce a feasibility study for the business or transaction you intend to enter into. This can be done for any business irrespective of whether they are using our consultancy service or not.

Our financial advisory role in packaging your loan facility will include but not be limited to:

Most company owners often overlook or ignore the importance of proper corporate documentation as required by law. The danger inherent in this becomes glaring whenever the company needs to borrow money either to expand its business or to set up a production line when it becomes necessary to examine the corporate documents and legal status of the company.

We provide complete company secretarial services which include:

As a fully registered trust company, BOI-ITC is able to protect your assets long after you are not around to. In setting up a trust, you will not only protect yourself from tax liabilities, but have the peace of mind that your family will be protected in the unfortunate event of your death. In addition to the setting up of a trust, we provide all categories of trust services, including:

Succession planning is an important part to planning your retirement. As a business owner with intentions of passing on the business to the next generation of your family, a succession plan is vital. If your retirement planning strategy includes using the proceeds of the sale to increase your investments, create an income stream, fund a new business venture or fulfill other goals, then you should develop a complementary business succession plan. Having a plan can actually improve the market value of a business and ease the transition of ownership for employers and customers.

Whether you plan to pass your business on to your family members or sell to increase your investment value, BOI-ITC can assist you to ensure maximum value.

BOI-ITC provides a comprehensive, solutions-based platform that organizes and integrates all of the company’s products and services to better help you achieve the life you desire. We can address your financial services needs completely and holistically. With financial services that include retirement and estate planning services, as well as business solutions, you receive access to a broad range of products and services that can help meet your financial goals.

Our dedicated team of Financial Consultants (FC) will design a long-term financial strategy that is not only flexible but customized to your needs and the goals you wish to attain in life. To ensure that this wealth-management strategy evolves with you, your FC will track the progress of your investment, ensuring achievement of your goals.

As Fund Managers and a Finance Company, we manage tenured funds of large magnitude for high net-worth individuals, companies, cooperative and thrifts societies and other public organizations.

We can provide: