ANNUAL REPORT 2024
UNIT TRUST CORPORATION ANNUAL REPORT 2024

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Our
Business

 
 
 

Our Commitment

To foster a culture of saving and investment through education and innovative solutions that allow everyone access to the capital markets

To create and enhance wealth for all by providing innovative investment solutions and world-class customer service

To be the leader in investment management and wealth creation in the region

 
 
 

core values

Integrity

We guide our actions by the principles of trust, honesty, fairness and ethical standards.

Leadership

We are industry trailblazers who shape future corporate behaviour and performance by creating shared value, product innovation and diversification. Our leaders inspire, motivate, influence, empower and engage Team Members at all levels to achieve our performance targets.

Respect

We treat our Team Members, Unitholders and other stakeholders in a courteous, caring and dignified manner.

Robust Corporate Governance

We continuously enhance our corporate governance framework and processes through effective Board oversight, a strong risk management culture and transparent systems.

Performance Excellence

We ignite the passion of our Team Members to deliver value to our Unitholders, achieve organisational sustainability and enhance personal growth and development.

 
 
 

Where we
Operate

With 18 locations nationwide we have investment centres and online agents ready to serve our unitholders.

Arima

Manager: Paula Stewart
44 Green Street, Arima
Tel: (868) 667-UNIT (8648)
Fax: (868) 667-2586
Open: 8:00 a.m. – 2:30 p.m.

Chaguanas

Acting Manager: Joanne Norton
26-28 Endeavour Road,
Chaguanas
Tel: (868) 671-UNIT (8648)
Fax: (868) 671-6581
Open: 8:00 a.m. – 2:30 p.m.

Couva

Acting Manager: Annissa Alfred-Pierre
26 Southern Main Road, Couva
Tel: (868) 636-9871
Fax: (868) 636-4750
Open: 8:00 a.m. – 2:30 p.m.

One Woodbrook Place

Manager: Janice Jackman
Unit 27, 189 Tragarete Road,
Port of Spain
Tel: (868) 625-UNIT (8648)
Fax: (868) 628-4879
Open: 10:00 a.m. – 5:00 p.m.

Point Fortin

Assistant Manager: Fleming Glace
13 Handel Road, Point Fortin
Tel: (868) 648-6836
Fax: (868) 648-2997
Open: 8:00 a.m. – 2:30 p.m.

Port of Spain

Manager: Schubert Andrews
UTC Financial Centre
82 Independence Square,
Port of Spain
Tel: (868) 625-UNIT (8648)
Fax: (868) 624-0819
Open: 8:00 a.m. – 2:30 p.m.

San Fernando

Acting Manager: Suzianne Alexis-Bryce
55A St James Street,
Carlton Centre, San Fernando
Tel: (868) 657-UNIT (8648)
Fax: (868) 652-0620
Open: 8:00 a.m. – 2:30 p.m.

Sangre Grande

Assistant Manager: Kevin La Borde
Unit 2, Xtra Plaza
Eastern Main Road, Guaico,
Sangre Grande
Tel: (868) 691-UNIT (8648) or 668-6475
Fax: (868) 668-3872
Open: 8:00 a.m. – 2:30 p.m.

Tobago

Manager: Dexter Sandy
Cor. Main & Castries Streets,
Scarborough, Tobago
Tel: (868) 639-5096/3921
Fax: (868) 660-7730
Open: 8:00 a.m. – 2:30 p.m.

Eve Financial Services Limited

(Ruben McSween)
UTC Agency – Westmall
Shop 174, The Falls, Westmall,
Western Main Road,
Westmoorings
Tel: (868) 223-9151/9152/9157
Open: Mon – Fri 10:00 a.m. – 5:00 p.m.
Sat 10:00 a.m. – 3:00 p.m.

Eve Financial Services Limited

(Ruben McSween)
UTC Agency – MovieTowne
61 Level 2,
MovieTowne Boulevard,
Invader’s Bay,
Audrey Jeffers Highway,
Port of Spain
Tel: (868) 223-6697/6805/6505/6517
Open: Mon – Fri 10:00 a.m. – 5:00 p.m.

Forbes Agency

203 Milford Road
Canaan, Tobago
Tel: (868) 685-9090
Open: Mon – Fri 9:00 a.m. – 4:00 p.m.

Opufin Limited

(Sheldon Trim)
UTC Agency – Grand Bazaar
Shop No. 3, Building A,
Grand Bazaar, Valsayn
Tel/Fax: (868) 663-8648
Open: Mon – Fri 11:00 a.m. – 6:00 p.m.
Sat 10:00 a.m. – 3:00 p.m.

Redhead’s Pensurance Services Limited

(Michael Redhead)
UTC Agency – Pointe-a-Pierre
Suites 11 & 12,
Tropical Plaza, Pointe-a-Pierre
Tel/Fax: (868) 658-SAVE (7283)
(868) 658-7340
Open: Mon – Fri 8:30 a.m. – 4:00 p.m.

Superior Wealth & Advisory Services Limited

(Ian Narine)
UTC Agency – C3 Centre
Level 1, C3 Centre,
Corinth, San Fernando
Tel: (868) 687-UNIT (8648)
(868) 657-9999
Open: Mon – Fri 9:00 a.m. – 5:00 p.m.

Unique Investments Limited

(Samuel Saunders)
UTC Agency – Trincity
Unit B2 15,
Level 2, Trincity Mall, Trincity
Tel/Fax: (868) 640-8589
(868) 275-6572
Open: Mon – Fri 9:00 a.m. – 5:00 p.m.
Sat 10:00 a.m. – 5:00 p.m.

Unique Investments Limited

(Samuel Saunders)
UTC Agency – Pennywise Plaza
Unit 56, Upper Level
Narsaloo Ramaya Road
Endeavour, Chaguanas
Tel/Fax: (868) 238-3211
(868) 275-6575
Open: Mon – Fri 9:00 a.m. – 5:00 p.m.
Sat 10:00 a.m. – 5:00 p.m.

LOCAL

The Auditor General of the
Republic of Trinidad & Tobago

Level 2-4, Tower C
International Waterfront Centre,
1 Wrightson Road,
Port of Spain

Grant Thorton ORBIT Solutions Limited

17-20 Queen’s Park West
Port of Spain, Trinidad

Head Internal Audit

Neesa Bally
Chief Internal Auditor

OVERSEAS

PricewaterhouseCoopers

18 Forum Lane
Camana Bay,
P.O. Box 258,
Grand Cayman, KY1-1104,
Cayman Islands

PricewaterhouseCoopers

The Financial Services Centre
Bishop’s Court Hill
St. Michael, BB 14004
Barbados

LOCAL

J.D. Sellier & Company

129-131 Abercromby Street,
Port of Spain

Johnson, Camacho & Singh

5th Floor, Newtown Centre
30-36 Maraval Road
Newtown, Port of Spain

OVERSEAS

Foley & Lardner

777 East Wisconsin Avenue,
Milwaukee, WI 53202-5367,
United States of America

Campbells

Floor 4, Willow House, Cricket Square,
Grand Cayman, KY1-9010,
Cayman Islands

RDM Chambers

Bella Rosa Road, Rodney Bay
Gros Islet
St. Lucia

LOCAL

Central Bank of Trinidad and Tobago

Central Bank Building,
Eric Williams Plaza,
Independence Square,
Port of Spain

Republic Bank Limited

Promenade Centre,
72 Independence Square,
Port of Spain

RBC Royal Bank
(Trinidad & Tobago) Limited

55 Independence Square,
Port of Spain

Citibank
(Trinidad & Tobago) Limited

12 Queen’s Park East,
Port of Spain

First Citizens Bank Limited

62 Independence Square,
Port of Spain

ANSA Bank

4th Floor,
Tatil Building,
11A Maraval Road,
Port of Spain

Scotiabank
Trinidad and Tobago Limited

Scotia Centre, P.O. Box 621,
56 – 58 Richmond Street,
Port of Spain

OVERSEAS

Citibank N.A.

Citibank N.A.
111 Wall Street,
New York, NY 10043,
United States of America

US Bank

777 East Wisconsin Avenue T10S,
Milwaukee, WI 53202,
United States of America

Republic Bank (EC) Limited

6 William Peter Boulevard
Castries
St. Lucia

Citibank N.A. Jamaica

19 Hillcrest Avenue
Kingston
Jamaica

Next Chapter

 
 
 

Leadership
Report