Financial Freedom

Welcome to the Credit Union Fund Management Co.

The Credit Union Fund Management Company Ltd. (CUFMC) was incorporated in August 2005 as the wealth and asset management arm of the Credit Union Movement.
The Company is licensed by the Financial Services Commission (FSC) as a Securities Dealer, Pension Fund Manager and Pension Fund Administrator.

Unit Trust

A Unit Trust is a form of collective investment constituted under a Trust Deed. A Unit Trust pools investors’ money into a single fund, which is managed by a fund manager.

Stocks

Stocks/Shares/Equities represent ownership interest in a company.

Having bought shares in a company the investor becomes part owner with the portion of the company owned being equivalent to the number of shares owned.

Bonds

Bonds and other fixed-income securities play a very important role in an investor’s portfolio. Owning bonds helps to diversify a portfolio, as the bond market doesn’t rise or fall alongside the stock market. More important, bonds are generally less volatile than stocks.

Research & Analysis

CUFMC will provide you with the latest news, quotes, research and analysis.

What Our Clients Say About Us

The CUFMC has been our strategic partner in providing wealth management products and services to our members..

Sherie Nash-Seymour

General Manager, Lascelles Employees Co-operative Credit Union Ltd. (LECCU)

The CUFMC’s team, both at the leadership level and its staff, serves as a true reflection of a company that understands what is meant by “going the extra mile” to serve its clients.

Elvis King

General Manager, EduCom Co-operative Credit Union

CUFMC has continued to be driven by a desire to serve the Credit Union’s best interests, rather than its own.

Martin Blackwood

General Manager, General Manager, PCCU & President of Credit Union Managers Association,

Pension Fund Managenent

Retire in style with the CUFMC! The CUFMC has been successfully managing pension funds and providing administrative services for over 15 years. Let us manage your pension fund and provide superior administrative services.

Advisory Services

Stocks/Shares/Equities represent ownership interest in a company.

Having bought shares in a company the investor becomes part owner with the portion of the company owned being equivalent to the number of shares owned.

Portfolio Management

We will manage your investments in the form of bonds, shares, cash, mutual funds and other instruments so that these earn the maximum return within your stipulated risk tolerance & time frame.

Loan Solutions

The business of investments can be a daunting and difficult to maneuver through the many financial options. CUFMC will help you to navigate the various investment options and create the optimal plan that will maximize your returns.

Head Office

2a Manhattan Road,
Kingston 5 
info@cufmco.com
Tel: 1 876 926-7767
Fax: 1 876 929-1050

Branch Office

10 Ruthven Road,
Kingston 10

Contact Us

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FATCA

In March 2010, the United States Government (US) passed the Foreign Account Tax Compliance Act (FATCA), which requires all foreign Financial Institutions (FFIs) around the world to identify and report certain information on US Account holders or US owned foreign entities to the Internal Revenue Service (IRS) effective July 1, 2014. US account holders or ‘Specified US Persons’ may or may not be a primary account holder.