• Four steps of “Investment Management Account” (IMA)
• Frequently Asked IMA Questions
• Downloads

As a leader in Caribbean investment banking and corporate advisory, Royal Fidelity offers a variety of services to assist governments and private companies.

• Equity and Debt Financing
• Business Valuation
• Public Offerings and Private Placements
• Transaction Structuring
• Mergers & Acquisitions
• Privatizations
• Alternative Sources of Financing
• Tombstones
• Downloads

• Personal Pension Solutions
  • Registered Retirement Savings Plan
  • Personal Pension Plan
• Group Solutions
  • Royal Fidelity Multi Employer Pension Plan
  • Stand Alone Pension Plans
• Fund Reports
• Pension Calculator
• Downloads

Royal Fidelity’s pension experts designed this account for new and existing retirees with lump sums of $100,000 or more wanting to safeguard or grow their money. The Account is a flexible term investment product, providing an attractive alternative to an annuity; however, it may not be suitable for all investors.

• Royal Fidelity Personal Retirement Account – How does it work?
• What is the difference between the Personal Retirement Account and an Annuity?
• Keeping track of your retirement account
• Is A Personal Retirement Account Account Right For You?
• Downloads

Advisors and Trust Officers assist clients in optimizing estate planning and asset protection strategies. We want to ensure that you are provided with a secure and effective solution for the safe and seamless distribution of assets, whether before or after death.

• Trusts
• Estate Planning
• Executorship Services
• Trustee Services
• Investment Management
• Downloads

As soon as your child is born, you begin imagining what his or her future will hold.
You await the first word, watch for the first step, and try to envision what they will grow up to be. Whatever that is, it’s likely to require a college degree. So as your child takes the first steps toward the future, it’s important that you take the first steps toward seeing that a college education will be a part of it.

• What Makes The RF EIA Different?
• Investment Options
• Frequently Asked Questions
• Downloads

Visit this page regularly to see our current private and public offerings.

• Public Offerings
• Private Offerings
• Downloads