Cash Management Plan

Medium- to Long-Term Investment

Designed to Meet the Needs of Today’s Demanding Investors

Through the Plan’s tailored services, investors can make cash contributions into the account, which are automatically channelled into investments consistent with their financial goals.

With your choice of investment strategies, you designate the amount to be invested, the frequency of your investment and the portfolio appointment. The minimum amount that can be invested in any of the following options is TT $250. The actual portfolio mix can vary.

How can I use the CMP?

The Cash Management Plan (CMP) is an innovative financial planning product which helps investors:

  • Formulate a comprehensive investment programme
  • Protect and preserve their investment
  • Accumulate funds for their retirement
  • Plan for their children’s education
  • Access funds for emergencies
How does the CMP work?

The CMP allows an investor to automatically transfer funds, build capital, and construct an investment strategy that suits individual needs.

Best of all, the CMP provides a way to combine different assets into one consolidated programme that is easy to maintain and control, and is managed by investment professionals with a proven success record.

What optional features does the CMP offer?

The CMP offers additional enhancer features to cater for special investment needs, which may be added to any investment option.

The Automatic Dividend Transfer feature, for instance, lets investors automatically transfer dividends earned on their high-income producing medium- and short-term investments, to the long-term portion of their portfolio.

Disclaimer: Investors should consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information can be found in the Fund’s prospectus. Obtain a prospectus from our website or at any of our UTC Investment Centres and read carefully before investing.