eInvest

An Initial Public Offering (IPO) is the process through which a privately held company offers its shares for sale to the public for the first time, transitioning from private ownership to public ownership.

eInvest provides the following benefits:

i. Convenience. With eInvest, you can submit your applications electronically without having to provide physical documents to your Investment Advisor or Broker.

ii. Saves time. With eInvest you no longer have to visit a Sagicor Investments branch or any other Broker location. There will be no standing in queues to complete physical application forms.

iii. Accessibility. You can access eInvest anywhere and at any time, once you have an internet connection.

iv. Easy tracking. Once you submit an application, you will be kept up-to-date by receiving transaction notifications by email, and you may track your application by logging in to your eInvest account to view the status of your application.

Simply go to https://einvest.sagicorjamaica.com and register for an account.

To register for an account, you will need your active email address.

You can access eInvest using your Google Chrome or Microsoft Edge browser.

No. You do not have to be a Sagicor Investments client to use eInvest and make applications for public offers. You may use any active JCSD account on the platform. The platform also allows multiple JCSD accounts to be stored.

No. If you are interested in opening an account with Sagicor Investments, please contact any one of our Sagicor Investments Wealth Advisors at any branch location or email us at [email protected]

No. There is no fee for accessing or using eInvest.

In order to successfully submit an application, the following information is required:

i. Your Tax Registration Number (TRN)

ii. The active JCSD account number(s) you wish to use for the transaction

iii. An electronic copy of your valid government-issued photo ID

iv. Consent form signed by joint account holders for joint applications, or consent form signed by approved signatories for company applications.

v. Proof of payment (including source of funds and reference number)

vi. Dividend mandate instructions

vii. Refund instructions

As long as you accept the terms and conditions of using the eInvest platform, your signature will not be required to submit an application on eInvest as the primary account holder.

Yes. In order for the application to be successfully submitted, all joint holders are required to approve the application, with the exception of minors.

A joint holder may approve an application by obtaining the signature card from the user of the platform.

The signature card will be autogenerated on the platform when the applicant is completing the application. A joint holder once over the age of 18 years is required to sign the signature card. The signature card and identification of the joint holder(s) should be uploaded by the applicant in PDF format. Electronic and written signatures are accepted.

No. Once you have completed an application on eInvest, you will not be required to complete a physical form. If you need additional information on how to complete an electronic application form, you may contact any of our Sagicor Investments Wealth Advisors.

There are several payment options available:

i. Real Time Gross Payment (RTGS) transfer

ii. JMD Manager’s cheque or USD Draft (for USD public offers)

iii. Wire transfer

Please ensure that you update eInvest with the reference number and proof for your chosen payment method

using the instructions provided.

Yes. You can use any JCSD account regardless of the associated broker. Please note that all JCSD accounts

must be active.

If you do not have a JCSD account, please contact a Sagicor Investments Wealth Advisor at any of our Sagicor Investments branch locations and they will be happy to create an account for you.

No. Once your application is submitted using eInvest, there is no need to visit or contact your broker.

Once your application is successfully submitted, a notification will automatically be sent to the email address that you used to register on eInvest. The status of your application will also be displayed on your eInvest dashboard.

No, you may submit an application on eInvest without adding a default JCSD Account to your eInvest profile. However, we strongly encourage you to add a default JCSD Account for the best user experience on the eInvest platform.

The dashboard is the first page that you will see once you log into eInvest.

An application cannot be cancelled once it has been successfully submitted using eInvest. To discontinue the submission of your application, please contact your Sagicor Investments Wealth Advisor, or our Client Contact Centre at 888-SAGICOR (724-4267) or email us at [email protected]