{"id":4279,"date":"2024-10-22T13:39:01","date_gmt":"2024-10-22T17:39:01","guid":{"rendered":"https:\/\/www.ttutc.com\/advisory-services\/?post_type=kbe_knowledgebase&#038;p=4279"},"modified":"2024-10-22T13:39:01","modified_gmt":"2024-10-22T17:39:01","slug":"opening-an-investment-account","status":"publish","type":"kbe_knowledgebase","link":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/","title":{"rendered":"Opening an Investment Account"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><a class=\"c-cta\" href=\"\/open-an-account\/\">Open a New Investment Account<\/a><\/p>\n<div style=\"display: none;\">\n<ul>\n<li>\n<h6>How do I open an account?<\/h6>\n<p>We require different information depending on your employment and residency status, as well as the type of account you are interested in.<\/li>\n<\/ul>\n<p>If you are\u00a0self-employed, click\u00a0<a href=\"https:\/\/www.ttutc.com\/knowledgebase\/for-self-employed-persons\/\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p>If you are employed, click <a href=\"https:\/\/www.ttutc.com\/knowledgebase\/for-employed-persons\/\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p>If you are a non-resident of Trinidad and Tobago, click\u00a0<a href=\"https:\/\/www.ttutc.com\/knowledgebase\/for-foreign-customers\/\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<ul>\n<li>\n<h6>What are the general requirements for opening my first UTC account?<\/h6>\n<\/li>\n<\/ul>\n<p>To open a UTC account, you will need:<\/p>\n<ol>\n<li><strong>Minimum of one form of valid identification<\/strong>\u00a0\u2014\u00a0National ID card\/driver\u2019s permit\/passport<\/li>\n<li><strong>Proof of address\u00a0<\/strong>\u2014\u00a0Utility bill*\/bank statement (no older than six months)<\/li>\n<li><strong>Proof of income<\/strong>\u00a0\u2014\u00a0 Job letter\/pay slip (no older than one month)<\/li>\n<\/ol>\n<p>*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\u2019s ID (back and front). We will not accept any\u00a0cellular\/mobile or utility bills that did not require a direct installation at your place of residence.<\/p>\n<ul>\n<li>\n<h6>How do I open an account from abroad?<\/h6>\n<\/li>\n<\/ul>\n<p>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:<\/p>\n<ol>\n<li>Completed application forms (downloadable\u00a0<a href=\"https:\/\/www.ttutc.com\/forms\/\">here<\/a>)<\/li>\n<li>Legible copies of two valid forms of identification (National ID card\/driver\u2019s permit\/passport)<\/li>\n<li>A reference letter from your financial institution confirming your name and address, as well as the length of time you have been banking there<\/li>\n<\/ol>\n<p>Payment can be made via bank draft or personal cheques made payable to Trinidad and Tobago Unit Trust Corporation.<\/p>\n<\/div>\n","protected":false},"template":"","class_list":["post-4279","kbe_knowledgebase","type-kbe_knowledgebase","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Opening an Investment Account - UTC Advisory Services<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Opening an Investment Account - UTC Advisory Services\" \/>\n<meta property=\"og:description\" content=\"&nbsp; 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\u00a0self-employed, click\u00a0here. If you are employed, click here. If you are a non-resident of Trinidad and Tobago, click\u00a0here. What [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/\" \/>\n<meta property=\"og:site_name\" content=\"UTC Advisory Services\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ttutc.com\/advisory-services\/wp-content\/themes\/core\/img\/theme\/branding-assets\/social-share.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Opening an Investment Account - UTC Advisory Services","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/","og_locale":"en_US","og_type":"article","og_title":"Opening an Investment Account - UTC Advisory Services","og_description":"&nbsp; 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\u00a0self-employed, click\u00a0here. If you are employed, click here. If you are a non-resident of Trinidad and Tobago, click\u00a0here. What [&hellip;]","og_url":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/","og_site_name":"UTC Advisory Services","og_image":[{"url":"https:\/\/www.ttutc.com\/advisory-services\/wp-content\/themes\/core\/img\/theme\/branding-assets\/social-share.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/","url":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/","name":"Opening an Investment Account - UTC Advisory Services","isPartOf":{"@id":"https:\/\/www.ttutc.com\/advisory-services\/#website"},"datePublished":"2024-10-22T17:39:01+00:00","breadcrumb":{"@id":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.ttutc.com\/advisory-services\/frequently-asked-questions\/opening-an-investment-account\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.ttutc.com\/advisory-services\/"},{"@type":"ListItem","position":2,"name":"Knowledgebase","item":"https:\/\/www.ttutc.com\/advisory-services\/knowledgebase\/"},{"@type":"ListItem","position":3,"name":"Opening an Investment Account"}]},{"@type":"WebSite","@id":"https:\/\/www.ttutc.com\/advisory-services\/#website","url":"https:\/\/www.ttutc.com\/advisory-services\/","name":"UTC Advisory Services","description":"Partners for Life","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.ttutc.com\/advisory-services\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.ttutc.com\/advisory-services\/wp-json\/wp\/v2\/kbe_knowledgebase\/4279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ttutc.com\/advisory-services\/wp-json\/wp\/v2\/kbe_knowledgebase"}],"about":[{"href":"https:\/\/www.ttutc.com\/advisory-services\/wp-json\/wp\/v2\/types\/kbe_knowledgebase"}],"wp:attachment":[{"href":"https:\/\/www.ttutc.com\/advisory-services\/wp-json\/wp\/v2\/media?parent=4279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}