Opening an Investment Account

 

Open a New Investment Account

  • How do I open an account?

    We require different information depending on your employment and residency status, as well as the type of account you are interested in.

If you are self-employed, click here.

If you are employed, click here.

If you are a non-resident of Trinidad and Tobago, click here.

  • What are the general requirements for opening my first UTC account?

To open a UTC account, you will need:

  1. Minimum of one form of valid identification — National ID card/driver’s permit/passport
  2. Proof of address — Utility bill*/bank statement (no older than six months)
  3. Proof of income —  Job letter/pay slip (no older than one month)

*If the utility bill is not in your name, please provide a confirmation of residence letter from the owner, along with a copy of the owner’s ID (back and front). We will not accept any cellular/mobile or utility bills that did not require a direct installation at your place of residence.

  • How do I open an account from abroad?

Due to the new statutory and regulatory requirements with which all financial institutions in Trinidad and Tobago must comply, this facility is no longer available to new unitholders. However, existing unitholders residing overseas can open additional accounts once they provide the following documents, which must all be notarised by a notary public:

  1. Completed application forms (downloadable here)
  2. Legible copies of two valid forms of identification (National ID card/driver’s permit/passport)
  3. A reference letter from your financial institution confirming your name and address, as well as the length of time you have been banking there

Payment can be made via bank draft or personal cheques made payable to Trinidad and Tobago Unit Trust Corporation.