PORTFOLIO MANAGERS - SECURITIES ANALYSTS|
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HOW CAN BIAS HELP?
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If you are an existing client at BIAS and would like to begin a BIAS WealthBuilder programme you will need to complete the following forms:
BIAS
WealthBuilder Application Form
Mutual
Fund Transaction Form
In order to have the funds withdrawn automatically from your account you will need to complete one of the following Standing Order Instructions. You can choose to have the funds withdrawn on either the 7th or the 17th of each month.
Bank
of Bermuda Standing Order Instruction
Bank
of NT Butterfield & Son Standing Order Instruction
If you are a new client to BIAS you will also need to complete the
following forms in order to open an account with us:
When you come into our office to meet with an investment advisor you will also need to bring the following documentation
Original Passport
Original Utility Bill, which shows your permanent
street address
Please note that other
types of accounts will require additional documentation.
BIAS WealthBuilder
Systematic Investing
Dollar Cost Averaging
More about Mutual Funds
BIAS WealthBuilder Forms
When asked what the markets were going to do, renowned investment banker J P Morgan reportedly said, “It will fluctuate.”
We agree with Mr Morgan.
Most of the market’s gains occur in just a few strong, but
unpredictable, periods. You have to stick to a clear plan of regular
investing to be sure you are in the market during these times.