Find answers to common questions about investing, account opening, fees, payments and managing your investments.
An informed investor is a successful investor. Successful wealth creation requires an intimate understanding of the financial markets. While you may not have the time or the expertise to keep up the dynamic bond, money and stock markets, our in house research department spends each day monitoring the financial markets both locally and overseas. Any of our wealth managers will be able to provide you with timely relevant information that will help you build the ideal portfolio for your wealth objectives. Visit our Advice and Planning page for more information.
Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.
Cash lodgments are facilitated through National Commercial Bank branches island-wide. Please be sure to indicate to the bank representative the type of investments (stocks, money market or bonds) in which you are interested, so that the correct account may be credited.
Market conditions may cause rates to vary. Please contact our customer service representatives or your wealth manager for this information. and running as soon as possible.
The minimum amount required to open an account varies based on product. Please contact your Wealth Advisor for more details.
Yes you are. However, if you are domiciled outside of Jamaica, you may be eligible for a reduced rate of taxation. The rate is determined by the taxation treaty, which exists between your country and Jamaica. Country Rate United States 12.5% Canada 15% The United Kingdom 15% CARICOM 15%. Please contact our client relations officer or your wealth advisor for other countries.
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