Titan Balanced Fund : Investar Securities Ltd

The Titan Balanced Fund is an investment fund designed for individuals who are interested in participating in the investment arena for a minimum amount of $500. While created for all Bahamians, the Titan Balanced Fund is expected to appeal particularly to those who may have been waiting for the right tool to be introduced to make everyone feel a part of the investment world. You can increase your investment, monthly for as little as $100.

Please fill in all the required* information below to submit your application for Titan Balanced Fund.

SUBSCRIPTION GUIDE REQUIREMENTS

First Name

Middle Name

Last Name

Date of Birth

Place of Birth

Nationality

Choose Identity Card:

PassportVoter's Card

Voters Card No.

Passport No.

Expiration Date

NIB No.

P.O. Box

Street Address

City

Country

Home Tel.

Work Tel.

Mobile Tel.

Occupation

Employer

If self-employed Name and the Nature of Business

Investment Amount (BS$)

Source of Funds

If the investment amount is $5,000 or more a Source of Funds Form will be provided.

Preferred contact method

EmailMail

Required Uploads

Identity Document

Certified copy of Passport (pages with photo and signature)(Certified by Lawyer, Accountant, Bank Officer or Justice of Peace)

Certified copy of Voter’s Card (side with photo and signature) (Certified by Lawyer, Accountant, Bank Officer or Justice of Peace) And Certified copy of NIB smartcard (with Voters Card)

Signature Upload

Please fill in this Signature Verification Form.

Proof of Address

Proof of Address in your name

(Utility bill from BPL, BTC, Cable or Water & Sewerage)

Voters Card

Bank Statement page with your name and address

If you do not have a Utility Bill in your name, have the owner (parent, landlord, other) of the property where you live fill in this Utility Address Verification Form while providing their Utility Bill and I.D or their Voters Card.

BENEFICIARY DETAILS (optional)

First Name

Last Name

NIB No.

Passport No.

Expiration Date

Beneficiary Email

P.O. Box

City

Country

Home Tel.

Work Tel.

Mobile Tel.

BANK DETAILS (optional)

Name on bank account

Account Number

Name of Bank

Branch Location

Account Type

SavingsChecking

DECLARATION

I hereby acknowledge that I have read the Offering Memorandum of Titan Balanced Fund Limited and accept the risks associated with the Fund.

I declare that I am an eligible investor as defined in the Offering Memorandum.

I waive the right to be sent copies of the financial statements of the Fund, which shall be available at Investar Securities Ltd., the Registered Office of the Fund for inspection.

I am aware that the Fund will monitor compliance to The Gaming Act, 2014 as applicable to investments in the Gaming Industry.

Method of Payment:*

Credit CardBank DepositWire Transfer Cash (at Investar Office)Cheque (at Investar Office)

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Subscription Locations:

New Providence:

Investar Securities Ltd - #14 University Drive

Document Requirements:

Passport or Voters Card with NIB Card

Recent Utility Bill

Please fill in all the required* information below to submit your application for an Additional Investment.

SUBSCRIPTION GUIDE

INVESTOR No.

First Name

Middle Name

Last Name

NIB No.

Amount

Must be 100 dollars or more

Phone

Method of Payment

Credit CardBank DepositWire TransferCheque (at Investar Office)

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Subscription Locations:

New Providence:

Investar Securities Ltd - #14 University Drive

Titan Balanced Fund

Online Subscription

Subscription Locations:

Document Requirements:

Subscription Locations:

Downloads

Business

Personal

Contact