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: Do you provide access to global investing?
    A: We provide access to the international financial market. Investments ranging from bonds, equities can be purchased on your behalf...
  • 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...