Building wealth is what Barita does best.

Our track record speaks for itself. 42 years without a single year in loss. The Jamaica Stock Exchange’s (JSE) top performer AND the leading Equity Fund. Top pick for brokers, billionaires and even Bloomberg.

We’re ready to put all of that to work for you. We’ve been the safest, strongest and best in the investment game for a long time. We’re excited to prove it to you. Getting started is very simple.

Here’s a quick snapshot of what it takes to open your Barita account.

Individual Account

Valid Photo ID – Driver’s licence, Passport, National ID
TRN (JA residents) / Social security (US residents) / National Insurance (UK/Canadian residents)
Two (2) references for each account holder (adult) – Employer, JP, Minister of Religion, Doctor, Lawyer, Inspector of Police, JDF (Rank Major or Above) current Barita client
Proof of address – Recent light, water or telephone bill
Completed & signed Client Agreement Form and Account Opening Form or Onboard Online.
Completed & signed Client Disclosure Form and Asset Exception Form
Source of funds – source of funds being used to open the account as well as (projected) source of future investments.
Proof of income (if not supported by source of funds). Please see options here.
Completed GPS Tool
Where a minor (cannot be primary) is to be added to the account
- Birth Certificate
- Valid picture identification or notarized picture
- TRN
Download full checklist here for Individual Account

Company Account

Certificate of Incorporation
Articles and Memorandum of Association/Articles of Incorporation
Resolution of Directors and Officers
Completed & signed Client Agreement Form or Online Onboard
Company TRN
Signatories of Directors or Signing Officers for the Company
Completed Corporate Profile
Valid Identification which bears a photograph for all Directors and/or Signing Officers – Passport, Driver’s License, National ID
TRN for all signatories or signing officers – if not using a Jamaican Drivers License
Proof of Address for all signatories or signing officers – most recent Utility Bill -light, water or telephone or Bank or Credit Card Statement
Source of Funding – Audited Financials or statement of accounts
Tax Compliant Certificate
Download full checklist here for Corporate Account

Barita Unit Trust
Transactions are processed same day where instructions to purchase or redeem units are provided by 11:00 am daily. Otherwise, instructions will be processed on the following business day using the available effective unit trust rates.

Instructions Form

Change of Address Form

LSA Client Agreement Form

Authorization of Salary Deduction Form

Barita Investments

Barita Individual Retirement Scheme Application Form

Address Verification Form

Change of Address Form

Declaration of Indemnity Form

Declaration of Identity

Instructions Indemnity

LSA Application Form

Master Retail Repurchase Agreement

Order Form

Taxpayer Registration Form (Organizations)

Taxpayer Registration Form (Individual)

Taxpayer Registration Form (Estate)

Transfer Form

W-8BEN-E

Disclaimer

The video contained in this blog was produced by Barita Investments Limited (the “Barita”) and is presented to you by employees or representatives (“Representatives”) of Barita. The information contained in this video is for general informational purposes only and is not to be construed as advice to make or form the basis for any investment decision or strategy. The Representatives seen in the video are speaking as employees or representatives of Barita and not as investment advisors and as such the information is not to be taken as an invitation, offer or recommendation for any person to invest in, or enter into any particular investment or securities transaction or to enter into any investment strategies discussed or presented in the video. There are risk factors associated with any prospective investment. If you have any questions or require advice or information in relation to any information presented in this video of a financial or investment nature, please consult your broker or investment/financial advisor.

Barita makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or completeness of the information presented. Any reliance placed on this information is at your own risk and neither Barita and its affiliates, nor their directors, representatives and/or employees assume or accept any liability or responsibility whatsoever as regards any investment decision made by any person arising from the viewing of this video. Barita, its affiliates and the Representatives who presented in this video may have or have had interest or be interested in any investments or securities mentioned in the video at any time and may make a purchase and/or sale or offer to make a purchase and/or sale, of any such securities or other financial instruments from time to time.

Account Requirements/Forms

Getting started is easy.

Tools & Resources

Building wealth is what Barita does best.

Here’s a quick snapshot of what it takes to open your Barita account.

Individual Account

Company Account

Instructions Form

Change of Address Form

LSA Client Agreement Form

Authorization of Salary Deduction Form

Barita Individual Retirement Scheme Application Form

Address Verification Form

Change of Address Form

Declaration of Indemnity Form

Declaration of Identity

Instructions Indemnity

LSA Application Form

Master Retail Repurchase Agreement

Order Form

Taxpayer Registration Form (Organizations)

Taxpayer Registration Form (Individual)

Taxpayer Registration Form (Estate)

Transfer Form

W-8BEN-E

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Montego Bay - Fairview

Mandeville

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USD Account

JMD Account