Become A Client
Welcome to Sheppard, where your financial aspirations take flight. Whether you’re seeking investment opportunities, retirement planning, or comprehensive insurance coverage, we’re here to guide you. Our tailored approach ensures your financial journey aligns with your unique goals and circumstances. Begin your journey with us today and unlock the potential of your financial future. Let’s embark on this exciting journey together.
Sign up for the onboarding should not take more than 15 minute, please read the following before you begin the process.
Identification
Identification
One of the following forms of ID:
- Passport
- National ID Card
- Driver’s License and a National ID (either above)
Address
Address
One of the following valid in the last six (6) months:
- T&Tec Bill
- WASA Bill
- Bank Statement
Income
Income
One of the following valid in the last six (6) months:
- Job Letter
- Pay Slip
Assets
Assets
Non-traditionally employed can provide one of the following, valid in the last six (6) months:
- Bank Statement
- Investment Portfolio
- 3 Years Financials – Mgmt Account Or Projections
Sheppard Onboarding
One of the following (*Valid):
- Passport
- ID Card
- Drivers Licence (accompanied by either of the T&T National Id's above)
One of the following (*Valid in the last 6 Months):
- T&TEC
- WASA
- Bank Statement
Employed
One of the following (*Valid in the last 6 Months):
- Job Letter (*Valid in the last 6 Months)
- Payslip (*Valid in the last 6 Months)
Self-Employed
- 3 Years Financials - management Account Or Projections (the most recent 3 years)
- 6 Months Bank Statement (*Valid from the last 6 Months)
- Banking Referral (3 years average balance)
Students/ Retired/ Homemakers/ Unemployed
- Completed Bank Statement (*Valid in the last 6 Months)
- Completed Investment Portfolio (*Valid in the last 6 Months)
Sheppard’s tax-deferred annuity plan will encourage saving for the future and help you reach your long-term goals with one of our risk-managed plans.
- You will need an eMail address to begin onboarding
- Gather all necessary documents needed, for full list please click HERE
- Ensure you have a good internet connection
- Please ensure to complete each field of the form before submitting.
- Once you have thoroughly completed all sections to the best of your ability, click the "Back to Prospect Dashboard" button to return to this page.
- Click on the to the 'My Submitted Information' tab. Here, you will be able to review the details you have submitted.
- Scroll to the bottom of the page and click on 'Submit Application' to finalize the submission.
- Once your application is submitted, one of our Wealth Managment Team will in contact within 2 days.
- A Risk Assessment will be conducted to calculate your options.
- You choose what kind of strategy you will get.
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Saving involves setting aside money for future use with minimal risk and easy access, while investing aims to grow wealth over time through higher-risk assets like stocks or real estate.
The minimum investment is $15,000.00
You can click HERE to get a list of documents you will need in accordance with Trinidad and Tobago regulatory bodies.
You can contribute quarterly or monthly…..
You and your advisor will agree upon the minimum contribution from your salary per month.
Yes, Sheppard has a schedule of fees that you can view clicking HERE.
Returns on your investment vary due to your chosen strategy, size of investment, and date of maturity; this can be discussed with your advisor. But for a historical account of your returns can viewed by clicking HERE.
Each member will be granted their own access to our online portal where you can view your investments in real time. You will also get your usual annual statements at the end of each year.
You can make your monthly contributions from your salary as usual.
You can make tax deductible contributions of up to TT$60,000 (less 70% of NIS) toward this plan per year.