Opening an Account With Us

 Steps To open an account

Step 1: Complete “account opening form” and return to Sterling office at 40 Knutsford Boulevard, Kingston 5.

(include links to download the following)

a.     “Account opening form (individual)”

b.     “Account opening form (company)”

c.     “Mutual Fund Account opening form (individual)”

d.     “Mutual Fund Account opening form (company)”

Step 2: Present funds to be invested. Sterling accepts:

·       Manager’s cheques

·       Wire transfers (contact an advisor for wire instructions)

Step 3: Receive transaction documents.

·       Receipt

·       Trade confirmation

·       Account statement 

Document Library

You may browse and download our Customer Forms, Articles and other documents here.

 

Related Documents

No Recently Added Documents Found


Glossary
No Result Found

Faqs
  • Q: What products does SAM provide?
    A: At Sterling Asset Management we aim to help you maximize the return on your assets in a variety of ways. For the institutional...
  • Q: What do I need to open an account at Sterling?
    A: To open an account: You must provide a valid identification card (Passport, Drivers License, Electoral or National ID)...