Building wealth is what Barita does best.

Our track record speaks for itself. 45 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)
  • Proof of address – Recent light, water or telephone bill
  • Completed & signed Client Information Form and Account Opening Form 
    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 Account Opening Form
  • 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.

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