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.

 

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Faqs
  • Q: Why should I do business with Sterling Asset Management?
    A: At Sterling, we treat our clients ilke family and their money like its our own. Personalized investment strategies and customer...
  • Q: What Services does Sterling Provide?
    A: Portfolio Management Services Sterling Asset Management is committed to actively managing your funds to deliver the highest risk...