Fund Fact Sheets
Performance data and product information for our investment offerings. Updated regularly.
Fixed Income Note
Product overview, investment objective, risk profile and key terms.
Our Fact Sheets
Download the fact sheet for any of our investment products below. Each document covers the product overview, investment objective, risk profile, and key terms.
Fixed Income Note (NGN)
Product overview, investment objective, eligible instruments, risk profile and key terms.
Fixed Income Note (USD)
Overview of the USD-denominated investment, currency exposure, tenor and investment terms.
Portfolio Management
Overview of our Aggressive, Balanced, Conservative and Income portfolio structures.
Wealth Management
Estate planning, succession planning, education planning and long-term wealth structuring.
Individual Investment Account
Application form for individual clients opening an investment account with Blue Marina.
Corporate Account KYC Checklist
Required documentation for corporate clients completing account onboarding.
Client Account Update Form
Use this form to update your contact, banking and investment account information.
Investment Risk & Disclosure Guide
Important information on investment risks, market exposure and general disclosures.
Investment Mandate Instruction Form
Client instruction form for authorised investment and portfolio mandate requests.
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