A mutual fund is a professionally managed financial product that allows a group of
investors (individuals/institutions) to pool their money for a set investment
objective. One type of mutual fund is an umbrella fund which is comprised of a
number of sub-funds, with different investment strategies. FG Financial
currently sponsors an umbrella fund through its mutual funds company FG Financial Fund
Limited SAC.
FG Financial Fund Limited SAC offers three sub-funds:
As an investor you can choose to invest in one or any combination of these unique
funds depending on your financial needs, risk tolerance and the length of time required to
achieve your objective. Each of these funds is governed by strict investment guidelines and
objectives. Your investment is managed by qualified and experienced investment managers
and is held in segregated accounts.
Advantages of a mutual fund account
Establishing a mutual fund account with FG Financial assures you the
following benefits:
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The ability to achieve diversification in your investment portfolio
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Potentially higher rates of return on your investment dollar
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Access to knowledgeable and professional investment advice
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Ease of buying and selling your mutual fund holdings
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Access to investment opportunities ordinarily available only to larger
investors
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Online access to your account 24hrs per day
Account opening procedures
Individual
Complete the attached form and submit it to our office at the Family Guardian
Corporate Centre, East Bay and Shirley Streets, along with a valid passport or
driver's license, National Insurance card and address verification (either a
voter’s card or utility bill showing your street address).
Mutual Fund Account Application – Individual (pdf)
Corporate
Please fill out the attached form and submit it to our office at the
Corporate Centre, East Bay and Shirley Streets, along with KYC
information on Directors and Authorized Signatories of shareholders' accounts
including copies of a valid passport, certified copies of the Memorandum and
Articles of Association, Certificate of Incorporation, Authorised Signatory
Listing and a Resolution of the Board of Directors authorizing the
Subscription.
Mutual Fund Account Application – Corporate (pdf)