Investing and Redeeming Your Shares

Caribbean Growth Fund Subscriptions

In addition to cheque, and cash subscriptions* we are pleased to accept subscriptions in the Fortress Mutual Fund Limited (Fortress Caribbean Growth Fund) through the following on-line platforms:

  • Bill payments – Fortress Mutual Fund Limited is a registered vendor on these platforms: CIBC Caribbean Bank, COB Credit Union, First Citizens Bank, RBC, Scotiabank and SurePay.
  • Third party payment transfer. Our banking details for the Fortress Mutual Fund Limited (Fortress Caribbean Growth Fund) are:
    • Bank: CIBC FirstCaribbean International Bank
    • Account Number: 1604720
    • Account Name: Fortress Mutual Fund Limited
    • Branch: Broad Street
    • Branch Number: 09606

IMPORTANT: Following third party transfer to our account, you must email a copy of the transfer confirmation to [email protected]. We will not be able to credit your account without this.

  • Local wire transfer – For large subscriptions (that is, above the transfer limits of bill pay or third-party transfer) please send a local wire transfer to us using the below banking details:
    • For credit to: FirstCaribbean International Bank (Barbados) Limited
    • Address: FirstCaribbean International Bank, Broad Street, Bridgetown
    • SWIFT Code: FCIBBBBB
    • For further credit to: Fortress Mutual Fund Limited, Radley Court, Upper Collymore Rock, St Michael
    • Branch Number: 09606
    • Account number: 1604720
    • Reference: (details of payment)

Caribbean High Interest Fund Subscriptions

For subscriptions* to the Fortress Caribbean High Interest Fund, we welcome cash, cheques and on-line payments via the following platforms:

  • Bill payments – Fortress Caribbean High Interest Fund is a registered vendor on these platforms: CIBC Caribbean Bank and SurePay.

Source of Funds

*For cash transactions of BBD $5,000 or more, and transactions of any sort, of BBD $10,000 or more, please submit a completed Source of Funds form. This can be done either at our office for in person cash transactions or submitted by email to [email protected]. You may download the form here.

Redemptions

For both the Caribbean Growth and High Interest Funds, you simply need to complete and submit a redemption form any time you want to redeem some or all of your shares.

  1. Complete redemption form.
  2. Indicate the following banking details on the form:
    • Bank Account Name
    • Bank
    • Branch
    • Account Number
    • Type of Account
  3. Email the completed form to [email protected].

Questions?

Please contact us with any queries you may have at: (246) 431-2198 or by emailing [email protected].