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Frequently Asked Questions Main Page
Who is BARITA?
Barita is comprised of three active companies serving several
different market needs:
Barita Investments Ltd. – Offers direct investments in the stock/bond money markets in both local and foreign currencies
Barita Unit Trusts Management Company - Offers Pooled Unitized Mutual Funds with the Money Market and Capital Growth Funds.
Barita Portfolio Management – Offers Pension Fund Management and Individual and Corporate Portfolio Management.
Can I borrow money from Barita?
YES YOU CAN!!!!!...... Use your investment to access a loan
THE BARITA LOAN PLAN
Allows you to borrow up to 80% of the value of your fixed income investment (US$ or JA$) for up to five (5) years! *
Preserve your investment and access attractive rates!
Call us today for more details!
*Conditions Apply
Where will I get the most returns on my investment?
In terms of investments, greater returns are usually accompanied with greater risks i.e. the higher the expected returns the higher the risk involved, and returns that are usually risk-free carry low returns.
Do you accomodate salary deductions?
Yes we do, you can request that an agreed amount of your salary be deducted on a monthly basis through your Employer, and the cheque sent to Barita Investments Ltd or Barita Unit Trust Management Co. Ltd.
Can I access any application forms online?
Yes, you have access to all forms online. You can do so by going to our website at www.barita.com
What do I need to open an Individual account?
- Valid Identification which bears a photograph (Drivers license, Passport, National ID)
- TRN (JA residents / Social security (US residents) / National Insurance (UK residents)
- Two (2) References (employer, JP, Minister of Religion, doctor, lawyer, Inspector of police, current Barita client)
- Proof of Address (light, water or telephone bill)
- Completed & signed client agreement forms
- Completed & signed reference form
What do I need to open a Company account?
- Certificate of Incorporation
- Articles and Memorandum of Association
- Resolution of Directors and Officers
- Completed & signed client agreement forms
- TRN
Documents required for all Signatories & Directors
- Valid Identification which bears a photograph (Passport, Drivers License, Notarized
Photo Identification)
For more information on the respective company, please click on the following links:
Barita Investment
Barita Unit Trust
Barita Portfolio
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Barita's Forms