A great account for the investor with a short-term goal or who prefers “low risk” investment but wants the opportunity to obtain attractive rates of return.

  • Minimum opening amount – J$100,000
  • Funds are invested in fixed income instruments
  • Interest is compounded
  • Quarterly Statements

A great way to balance your investment portfolio and let diversification work for you. Funds are invested in Equity (50%) and Fixed Income (50%)

  • Minimum opening amount – J$100,000
  • Funds are invested in local and global stocks and fixed income instruments
  • Interest is compounded
  • Excellent returns and outstanding performance
  • Quarterly Statements

For the long-term investor who is interested in maximizing growth of funds and providing a good hedge against inflation.

  • Minimum opening amount – J$100,000
  • Funds are invested in local and global stocks
  • Excellent returns and outstanding performance
  • Interest is compounded
  • Quarterly Statements

A great way to balance your investment portfolio and let diversification work for you. Funds are invested in Equity (50%) and Fixed Income (50%)

  • Minimum opening amount US$1,000
  • Funds are invested in global stocks and fixed income instruments
  • Excellent returns and outstanding performance
  • Interest is compounded
  • Quarterly Statements

For the long-term investor who is interested in diversifying across global markets and providing a good hedge against inflation.

  • Minimum opening amount – US$1,000
  • Funds are invested in global Blue-Chip companies
  • Professional portfolio management
  • Excellent returns and outstanding performance
  • Interest is compounded
  • Quarterly Statements

A smart way to consistently save manageable monthly amounts towards achieving your personal goals.

  • Minimum opening amount – US$500
  • Recommended monthly contribution - US$50
  • Higher interest rates than a regular savings account
  • Funds are invested in fixed income instruments

A smart way to consistently save manageable monthly amounts towards achieving your personal goals.

  • Minimum opening amount - J$5,000
  • Higher interest rates than a regular savings account
  • Funds are invested in bonds

An excellent account for the starter investor who wants to save on a monthly basis and work towards the goal of moving into an investment account.

  • Minimum opening amount - J$5,000
  • Minimum monthly contribution - J$5,000
  • Higher interest rates than a regular savings account

Testimonials

So this lady taught me about inflation and investment 2-3 years ago. At that time I was saving at my credit union. I moved all my funds to BPM Financial and opened a Balanced Fund account and I can tell you I have never regretted it. PS. She had the heart of a teacher.

You have taught me so much about financial stability and freedom.

They look out for the future of all their clients

Meet Our Sales Team

Meet our world class Sales Team. They know how to deliver the WOW experience for their clients every time. They are passionate about investing and helping persons attain their financial goals.

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Grace Mclean

Financial Advisor
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Nicoy Cooper

Financial Advisor
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Venice Parchment

Senior Financial Advisor

Investing regularly is recommended and can easily be made by:

  • Salary deduction
  • Standing order
  • Online banking platforms of NCB, Sagicor and CIBC First Caribbean
  • Paymaster
  • Bill Express