eInvest

An Initial Public Offering (IPO) is the process through which a privately held company makes available 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.

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

ii. Your Tax Registration Number (TRN). 

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

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

You may access eInvest on any device using an internet browser. For the best experience, we recommend Google Chrome or Microsoft Edge.

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 Jamaica Central Securities Depository Limited (JCSD) account on the platform. The platform also allows you to store multiple JCSD accounts.

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

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. For joint applications, consent is required from the joint account holders. This can be done digitally or by completing a signature card (consent form). For companies, approved signatories must complete and submit a signature card.

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.

There are 2 options:

1. Online Approval via eInvest: The joint holder will be notified to review and approve the
   application on the platform. To proceed, they must register on eInvest (if not already registered), log in, and complete the approval process.

    

2. Signature card (Consent form): A joint holder may approve an application by completing and submitting the signature card on eInvest. The signature card will be autogenerated on the platform when the applicant is completing the application. Each joint holder over the age of 18 years is required to sign the signature card. The signature card and identification of the joint holder(s) must be uploaded by the applicant in PDF format. Electronic and written signatures are accepted.

 Only one approval method can be used per application.

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, email us at [email protected] or contact any one of our Sagicor Investments Wealth Advisors at any of our branch locations.

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

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

Please ensure that you update eInvest with the transaction reference number and proof of 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 in to eInvest. This allows you to see past and current offers, as well as details of your applications you have submitted.

A submitted application cannot be cancelled using eInvest platform. If you are interested in cancelling an application, please email us at [email protected] . Termination of an application will be dependent on the processing status.