Open An Investment Account

To open an account, please download the forms below, complete and submit to your nearest FHC branch or to FHC Investments. Do not sign the forms until you present them to an officer of FHC.

Step 1: Assess Your Risk Profile

Complete the Client Risk Profile Questionnaire

Client Risk Profile Questionnaire

Step 2: Complete Your Application

  1. Account Information Form
  2. Client Information Form
  3. Reference Form – Categories of referees accepted are listed on the form
  4. Client Services Agreement, Terms and Conditions
  5. Letter of Indemnity
  6. Verification of Address Form (used in the absence of proof of address)
  7. US Tax Form: W-9 (if applicable)
  8. US Tax Form: W-8Ben (if applicable)

Forms

Account Information Form

Client Information Form

Reference Form

Client Services Agreement Terms and Conditions

Letter of Indemnity

Verification of Address

W-9

W-8Ben

Step 3: Submit Your Supporting Documents

  1. Government Issued Identification (Electoral ID, Driver’s Licence or Passport)
  2. Taxpayer Identification card
  3. Proof of Address (dated within the last 3 months)
    • Utility Bill or
    • Statement from a Financial Institution or
    • Letter from a Justice of the Peace or
    • Postmarked Envelope

 

Thank you for taking the next step with FHCIL, Caring for you and your investments….

Licensed Securities Dealer | Member Dealer of the Jamaica Stock Exchange

FHCIL prides itself on its ability to provide personalized service, a hallmark on which the brand is built. Our values and ethos ensures that we are well-positioned to offer superior customer service, a promise we currently make to our Clients.

We believe in empowering our customers by equipping them with the knowledge they need to make the best investment decisions that will yield the best outcome. When our clients win, we win!

Quick Info

Offerings

Socials

Licensed Securities Dealer | Member Dealer of the Jamaica Stock Exchange

FHCIL prides itself on its ability to provide personalized service, a hallmark on which the brand is built. Our values and ethos ensures that we are well-positioned to offer superior customer service, a promise we currently make to our Clients.

We believe in empowering our customers by equipping them with the knowledge they need to make the best investment decisions that will yield the best outcome. When our clients win, we win!

Quick Info

Offerings

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