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Equity Portfolio Account

Equity-Portfolio-medFEATURES

  • Minimum opening amount – J$50,000.00
  • —Minimum monthly contribution – J$5,000.00
  • —Investors receive capital gains on their investment
  • —Tax free
  • —Underlying securities – Stocks listed on all 3 Stock exchanges across the Caribbean and other exchanges, primarily in Blue Chip stocks.

TERMS AND CONDITIONS

  • Add to your account at any time through salary deduction, standing order or your own cheque.  Contributions can also be made at any branch of Sagicor Bank or through the online banking platforms of NCB, Sagicor and CIBC FirstCaribbean Bank.

Statement Frequency: Quarterly
 

Products

Balanced Portfolio

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Balance your portfolio and let diversification work for you.

Equity Portfolio

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Designed for the long-term investor. This investment provides a good hedge against inflation.

Fixed Income Portfolio

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A bond portfolio comprising mainly of G.O.J bonds that yields steady returns.

Nest Egg Account

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Use time as your ally and the power of compounding to help your investment grow tax-free.

$US Dollar Maximizer

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Invest regular US$ amounts consistently. A little goes a long way!

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