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: Can I access any application forms online?
    A:  Yes, all application forms are available on our website.
  • Q: What is investing? Is it the same as saving?
    A: Investing is the act of putting money aside in various instruments with an expectation of profit whereas saving refers to putting...