The below KYC documents are Rrequired to subscribe to our funds:
Electronic submission of documents is accepted. Completed forms and supporting documents should be sent to investors@genesisfundservices.com. Each mutual fund has a different bank account with CIBC Caribbean and the subscription forms include the bank account details to transfer your initial subscription to. Each mutual fund has a different bank account with CIBC Caribbean.
Note that your subscription will only be considered complete once all necessary KYC documents have been received as well as proof of transfer of your initial investment amount.
The contingent beneficiary is entitled to the funds only if all the beneficiaries have passed away. We encourage you to frequently review your beneficiaries to ensure that they are up to date.