FG Financial Bahamas
Group Pension Plan

Having a group pension plan helps to distinguish your company as a quality employer. It also provides your employees with a unique opportunity to consistently save towards their retirement which will help them maintain a quality standard of living after they retire.

FG Financial offers defined contribution plans customized to meet your company’s needs, managed by experienced and qualified pension professionals, and supported by innovative and progressive technology platforms.

Your pension fund is held in segregated accounts. Each of the funds which hold these accounts is governed by strict investment guidelines and objectives. The FG Financial Fund Limited SAC (the Fund) has also appointed an external corporate trustee who is responsible for overseeing the Fund and all of its activities. The Fund's assets are also secured through a third party custodian arrangement.

Here are key benefits of FG Financial Pension Plans.

  • Segregated accounts
    Your company’s pension assets are placed in segregated accounts which are governed by strict investment guidelines and objectives.

  • Diverse Investment
    One of the most important features of any investment is diversification. Diversification - or spreading your assets among a variety of investments - is an investment strategy designed to lower a portfolio's overall risk while enhancing returns over time. With FG Financial you have the advantage of investing in a diverse group of funds where your company’s specific investment strategy can be met.

  • Expertise & Experience
    Your company has access to the highly qualified and experienced pension and investment professionals at FG Financial. Family Guardian Insurance Company Limited, a company with a history of stability, financial strength, customer service proficiency and sound investment portfolio management in the local market, is the investment manager for FG Financial Fund SAC.

  • Custody of Securities
    Your company’s pension assets are secured through a third party custodian arrangement.

FG Financial Fund SAC
NAV's as at 02/15/2017

FG-Growth Fund
NAV: $1.6363
12 month return: 8.09%
FG-Diversified Fund
NAV: $1.5621
12 month return: 5.27%
FG-Preferred Income Fund
NAV: $1.4719
12 month return: 3.85%
FG-Global USD Bond Fund
NAV: $1.0436724
12 month return: 0.72%

BISX All Share Index
B$ Prime Rate
Average B$ Term Deposit Rate

FG Financial
Corporate Centre
East Bay & Shirley Streets
P.O. Box SS-6232
Nassau, Bahamas

Phone: 242-396-4048
Fax: 242-393-1628