Credit Union Fund Management Company (CUFMC)

ABOUT

Credit Union Fund Management Company (CUFMC) provides unique investment products and wealth management opportunities that are directly accessible to its target audience.

CORPORATE PROFILE

The 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.

CUFMC provides unique investment products and wealth management opportunities that are directly accessible to its target audience. The CUFMC was borne out of the need for Credit Union members to access foreign currency investments as well as other wealth accumulation products.

The CUFMC’s tagline “Making More Possible…” has been its driving force when serving clients. The strength of the company is built on its long lasting relationship with the Credit Union Movement and all its clients who revel in the high level of professional service delivery.

The vision of the CUFMC is to provide investment opportunities to corporate entities and high net worth individuals. We offer a suite of products and services aimed at meeting the needs of all our clients, who have the opportunity to invest in our products and services. Loan products and services are also offered as a key part of the suite of products and our Advisory Division has been serving clients for over 15 years providing pension fund management, portfolio management and corporate financing.

The CUFMC has a very strong Board and a dedicated team of professionals committed to serving our clients through our office in Kingston and select Credit Unions Island wide.

PRODUCTS & SERVICES

  • Investment Products

                 ◊  Investor’s Edge – A term repurchase agreement (repo) denominated in JMD, USD ◊  CuCash – A call repo denominated in JMD & USD ◊  CuPremium – A medium term repo denominated in JMD & USD

  • Corporate Finance

                 ◊  Mortgage Fund to finance residential home purchase and home improvement ◊  Mortgage Financing – to finance real estate purchase and renovations ◊  Liquidity Support – to provide working capital support for Credit Union operations in particular loan funding ◊  Revolving Line – to provide working capital support for Credit Union operations in particular loan funding ◊  Other Financing Options

  • Advisory Services

                ◊  Investment Advice ◊  Financial Planning ◊  Structured Financing ◊  Portfolio Management ◊  Pension Fund Management & Administration ◊  Loan Syndication

CHAIRMAN

Mr. Winston Fletcher

MANAGEMENT TEAM

Mr. Adrian Thompson – Chief Executive Officer of CUFMC Mrs. Roxiana Tyrell – Group Chief Financial Officer Mr. Maurice Wright – Chief Investment Officer Mrs. Marcia Osborne – Group HRD & Administration Manager at the JCCUL Mrs. Georgia Morrison – Manager, Business Development, Credit and Client Relations Mrs. Lavern Johnson – Pension Administration Manager Ms. Angela Bisasor – Internal Audit Manager of the Company Miss Antonia Smith – Risk and Compliance Manager Mr. Christopher Smith – Business Operations and Support Manager

CONTACT CUFMC: