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Rfp - provision of trustee & administration services for the britam employee share ownership plan (britam esop)

Ref: https://ke.britam.com/images/FormsAndDownloads/RFP%20-%20PROVISION%20OF%20TRUSTEE%20%20ADMINISTRATION%20SERVICES%20FOR%20THE%20BRITAM%20EMPLOYEE%20SHARE%20OWNERSHIP%20PLAN%20BRITAM%20ESOP.pdf
Britam Holdings PLC
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AI Summary

Britam Holdings PLC is seeking a trustee and administration service provider for its Employee Share Ownership Plan (ESOP). The selected firm will manage shareholdings, ensure compliance with regulations, handle reporting, and provide day‑to‑day administration for employees’ share accounts.


Description

Eligibility Criteria

- Registered corporate entity in Kenya
- Proven experience in ESOP or trustee services
- Ability to deploy qualified staff
- Compliance with all relevant laws and regulations
- Financially sound and able to provide proof of solvency

Required Documents

- Company registration certificate
- Tax compliance certificates (e.g., TIN, VAT registration)
- Financial statements for the last three years
- List of relevant clients and case studies
- Resumes of key personnel
- Proof of professional indemnity insurance
- Any relevant licenses or certifications

Keywords

esop trustee administration services employee shares britam

Tender Details

Published
18 Mar 2026

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