AVA Education Trust
Product Paper - AVA Trustees

AVA Trustees Education Trust

An opportunity to invest in what matters most - the future. A structured financial plan that lets you support the educational aspirations of the people you love, backed by professional trusteeship.

Initial Contribution
₦100,000
Structure
Education Trust
Returns
Guaranteed
Trustee
AVA Trustees
Overview

Plan for tuition. Protect the future.

The AVA Education Trust gives you an opportunity to invest in what matters the most - the future. We help you build a financial plan that enables you to support the educational aspirations of your loved ones with discipline and continuity.

Open an education trust account with us and let us help you start preparing for the future, with flexible contributions, named beneficiaries and professionally managed underlying investments.

Key Features

Flexible to fund. Structured to last.

  • Flexible funding structure - Fund the trust as a lump sum, periodic contributions or both - designed around your cash flow.
  • Revocable standing order - Contribute automatically via a revocable standing payment order from the Settlor's bank account.
  • Named beneficiaries - Funds are allocated exclusively to the beneficiaries named in your executed Trust Deed.
  • Professionally managed - Structured and supervised by experienced trust and investment professionals at AVA Trustees.
  • Guaranteed returns - Underlying investments are structured to generate guaranteed returns for the trust portfolio.
Benefits

What the Trust delivers.

  • Provides financial preparedness for future school fees
  • Reduces burden of large, one-time education payments
  • Encourages disciplined long-term savings
  • Protects funds for a defined educational purpose
  • Professional management to optimise growth potential
  • Ensures continuity of education funding
  • Peace of mind for parents and guardians
Why Choose This Trust

Seven reasons families choose AVA.

  • Secure your family's financial future
  • Ensure smooth transfer of wealth without probate delays
  • Save consistently with flexible contribution options
  • Enjoy guaranteed returns on invested funds
  • Appoint trusted professionals to manage your legacy
  • Avoid family conflict through clearly documented beneficiary structure
  • Maintain control - funding via revocable standing order
Who It's For

One trust. Many futures.

  • Parents - Parents planning for their children's primary, secondary or tertiary education.
  • Guardians - Guardians funding their wards' schooling with structured, ring-fenced capital.
  • Individuals - Individuals planning for their own tertiary or postgraduate studies.
  • High Net-Worth Individuals - HNIs structuring multi-generational education legacy plans.
  • Employers & Foundations - Corporates and foundations sponsoring named beneficiaries through a fiduciary structure.
Investment Amount

Entry & contributions.

Initial Minimum Contribution
₦100,000
Subsequent Contributions
Not fixed
Funding Options
Lump sum / Periodic
Standing Order
Revocable, bank-linked
Risk Profile

Medium risk. Purposeful growth.

The Trust sits at the medium point of the risk spectrum, balancing long-horizon growth with disciplined preservation of capital earmarked for education.

LowMediumHigh
Medium Risk
Onboarding Process

Set up in four steps.

  1. 01

    Contact us

    Reach your relationship manager or call 0700 0000 AVA to open a conversation.

  2. 02

    Complete the form

    Fill in the AVA Trustees application form and specify your beneficiaries and funding plan.

  3. 03

    Submit KYC

    Provide passport photograph, means of ID, signature specimen and a utility bill (not older than 3 months).

  4. 04

    Fund your account

    Make your initial contribution and activate the standing order, if selected.

Access Channels:Mobile AppWeb PortalRelationship Manager
Ready to Begin

Give someone you love the gift of education.

Speak with a relationship manager to set up an AVA Education Trust and structure a plan that fits your family, your beneficiaries and your funding rhythm.

AVA Trustees Limited is licensed by the Securities and Exchange Commission (SEC) Nigeria. Trust terms, contributions and beneficiary structures are governed by the executed Trust Deed. This page is for general information only and does not constitute legal, tax or investment advice.

Certifications & Compliance

NDPR Audit Badges

AVA Capital PLC
AVA Global Asset Managers Limited
AVA Securities Limited
AVA Trustees Limited