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: 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)...
  • Q: Is Sterling Asset Management a bank?
    A:  No, Sterling Asset is a financial service provider. We are a securities dealer regulated by the Financial Services Commission.