How to Invest
It is suggested that an investment into any of our funds be made through an Accredited Financial Advisor who is able to structure your portfolio according to your specific needs.
Should you choose to invest with Marriott as a Direct Client, please note the additional documents required across all funds:
|
| Solutions for Retirement |
Unit Trusts |
International Funds |
Solutions for Retirement
 |
The Income Preservation Fund
|
|
The Personal Portfolio
|
|
|
 |
The Perpetual Annuity
|
|
The Income Solution
|
|
Unit Trusts
Unit Trusts
|
• Completed Application Form |
|
• Copy of ID Document or Passport |
|
• Proof of Banking Details |
|
• Proof of Deposit of Funds |
International Funds
International Funds
|
• Completed Application Form |
|
• Copy of ID Document or Passport |
|
• Proof of Banking Details |
|
• Proof of Deposit of Funds |
| Please note: Investment will be made upon receipt of funds, original Application Form and required documents. |
International Funds
|
Reference (for initial investment)
|
Investor's name and contact number
|
|
Reference (for additional investments)
|
Investor's existing account number
|
|
|
|
Marriott International Growth Fund (USD) |
|
Bank
|
Northern Trust (Guernsey) Limited, PO Box 71, Trafalgar Court, Les Banques, St. Peter Port, Guernsey GY1 3DA |
|
Beneficiary Account Name |
Marriott International Growth Fund
|
|
Beneficiary Account Number |
01267400
|
|
Sort Code
|
40-48-84 |
|
SWIFT Code
|
BBCOGGSP |
|
IBAN
|
GB28BBCO40488401267400
|
|
Correspondent Bank |
The Northern Trust International Banking Corporation, Harborside Financial Centre Plaza 10, Suite 1401, 3 Second Street, Jersey City, NJ 07311 3988, USA |
|
Correspondent Account Name
|
Northern Trust (Guernsey) Limited |
|
Correspondent Account Number
|
112318-20273
|
|
CHIPS UID
|
0112/177860
|
|
ABA
|
026001122
|
|
USD Correspondent SWIFT Code
|
CNORUS33
|
|
|
|
Marriott International Real Estate Fund (USD) |
|
Bank
|
Northern Trust (Guernsey) Limited, PO Box 71, Trafalgar Court, Les Banques, St. Peter Port, Guernsey GY1 3DA |
|
Beneficiary Account Name
|
Marriott International Real Estate Fund
|
|
Beneficiary Account Number |
01257600
|
|
Sort Code
|
40-48-84
|
|
SWIFT Code
|
BBCOGGSP |
|
IBAN
|
GB12BBCO40488401257600
|
|
Correspondent Bank
|
The Northern Trust International Banking Corporation, Harborside Financial Centre Plaza 10, Suite 1401, 3 Second Street, Jersey City, NJ 07311 3988, USA |
|
Correspondent Account Name
|
Northern Trust (Guernsey) Limited |
|
Correspondent Account Number
|
112318-20273
|
|
CHIPS UID |
0112/177860 |
|
ABA |
026001122 |
|
USD Correspondent SWIFT Code
|
CNORUS33 |
|
|
|
Marriott First World Equity Fund (GBP) |
|
Bank
|
Northern Trust (Guernsey) Limited,
PO Box 71, Trafalgar Court, Les Banques, St. Peter Port, Guernsey GY1 3DA |
|
Beneficiary Account Name
|
Marriott First World Equity Fund
|
|
Beneficiary Account Number |
01324500
|
|
Sort Code
|
40-48-84
|
|
SWIFT Code
|
BBCOGGSP
|
|
IBAN
|
GB46BBCO40488401324500
|
|
|
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