THE PROCESS is simple and Hassle-Free

In a very general sense, the initial stages for the purchase and sale of stocks and bonds are both the same.

Buying & Selling Securities

• Contact us and indicate the security you are looking to buy/sell.
• If you know the price or amount, you are willing to buy/sell at, indicate to us when making your order.
• Present necessary identification; ID card, drivers' license, passport, e.t.c.
• Fill in the Client Application Form to give us necessary details about you such as full name, address, contact numbers etc.
• Complete an order Form.

For the Sale of Securities

• Sign the Transfer Form, which is a regulatory requirement of the Barbados Stock Exchange (BSE). The original must be delivered to us and witnessed prior to the transaction.
• Shares not already lodged with the Barbados Central Securities Depository (BCSD) will be sent to them for approval, which usually takes three (3) business days. After approval, the shares will be available for sale. Your order will be placed on the BSE.
• Once the transaction has been completed, within 24 hours we will deliver a contract note to you that details:
  a) Amount of shares bought/sold
  b) Price at which the transaction was effected
  c) Transaction cost
  d) Total due to you at settlement date.
• Collect your cheque at the end of the settlement period or in the case of international applicants, have it wired or drafted and sent via courier to you.

For the Purchase of Securities

A deposit is usually required up front on buy orders. Your order will be placed on the BSE.
Once the transaction has been completed, we will within 24 hours send you a contract note which details :
a) Amount of shares bought.
b) Price the transaction was effected at.
c) Transaction costs
d) Total due from you at settlement date.

Submit your payment to us. Funds can be paid using cash/cheque/bank draft/wire transfer.