Alliance Investment Management

Clients who are interested in portfolio diversification can do by opening an online trading account. This facilitates direct access to the US Stock Market via our website. You may also trade by phone through our equity traders. Call our equity traders for more information about opening and operating an online trading account.

Account holders receive:

Brokerage services from Pershing and full local support from Alliance Investment Management

Investment advice and excellent research material on stocks, bonds and mutual funds

Secure internet access to trading account

Ability to make your own trades

Real ownership of shares – hence rights to income from dividends and increased shares from stock splits

Ability to review daily account balance, account holdings and account history

Instant execution of market orders

Option to place limit orders

Ability to purchase stocks on margin

No charge for adding funds to account (except for wires)

Full insurance coverage of account (conditions apply)

Currently there are two types of Online Trading Accounts. The Easy Trade Account and the Pro-Cash Plus Account. The Easy Trade Account

The Easy Trade Account

Minimum deposit of US$1000.00

Monthly brokerage statement

Annual Fee US$50.00

The Pro-Cash Plus Account

Minimum deposit of US$10,000.00

US$ chequing account

MASTERCARD debit card for accounts of US$25,000 and over

International bill payment service

Unlimited cheque writing

Monthly consolidated statement including details of investments, portfolio holdings and cleared cheques

Annual fee US$200.00

How do I open an Online Trading Account?

To open an Online Trading Account you will need to provide us with the following:

Completed application forms – PDF format:

New Account Form (instructions) (click to download)
Joint Account agreement (click to download)
Form W8BEN (click to download)

or visit our offices

Copy of your passport

Bank reference or latest credit card statement

LISTED EQUITIES

Broker Assisted Trades

Number of Units	Commission
Up to 2,099 shares	$29.95 per trade
Over 2,099 shares	$29.95 plus $0.03 per share

Number of Units

Number of Units	Commission
Up to 2,099 shares	$24.95 per trade
Over 2,099 shares	$24.95 plus $0.025 per share

BONDS

OPTIONS

NO LOAD MUTUAL FUNDS**

LOAD MUTUAL FUNDS**

Please Note: **Mutual Funds are not available for sale to Jamaican residents.