Lisa MintoAssistant Vice President - Personal Financial Planning
Pamela LewisVice President - Investment & Client Services
Toni-Ann NeitaAssistant Vice President - Personal Financial Planning
Charles RossPresident & CEO
Eugene StanleyVice President - Fixed Income & Foreign Exchange
Ian WatsonVice President - Sales & Marketing
Judith BloomfieldVice President - Operations
Marian RossAssistant Vice President- Trading & Investments
Marva ChangVice President - Finance & Compliance
Wayne WalkerVice President - Operations
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.
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.
· Trade confirmation
· Account statement
You may browse and download our Customer Forms, Articles and other documents here.
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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)...