Cumax Wealth Management Limited

www.cumaxwealth.com

Cumax Wealth Management Limited (Cumax) provides unique investment products and wealth management opportunities that best serve our clients. CORPORATE PROFILE Cumax Wealth Management Limited (formerly Credit Union Fund Management Limited - CUFMC) was incorporated in August 2005 as the wealth and asset management arm of the Credit Union Movement. The Credit Union Fund Management Company was formed out of the need for Credit Union members to access foreign currency investments as well as other wealth accumulation products. The company was rebranded on March 24, 2021 as it seeks to spread its clientele to serve the wider community. The company is licensed by the Financial Services Commission (F.S.C.) as a Securities Dealer (a member of the Jamaica Stock Exchange), Pension Fund Manager, Pension Fund Administrator and an approved Collective Investment Scheme (CIS) Fund Manager. It is a prudent, shareholder/client- centric, technology-enabled employer of choice; delivering 12.5% return on shareholder equity and over J$2.5 Billion worth of value to its clients. OUR MANTRA Cumax Wealth is about ‘Making More Possible’. We believe that the ultimate aspiration of life for all our clients, is more. But not just more money or a “means to an end” but instead   “the means to live out loud!” At Cumax Wealth, Wealth is an expression of MORE choices, MORE security, MORE love, MORE memories and most of all MORE meaning. We have an opportunity to create Synergy. It is our driving force when serving all our clients!

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Cumax Wealth Management Limited (Cumax) provides unique investment products and wealth management opportunities that best serve our clients. CORPORATE PROFILE Cumax Wealth Management Limited (formerly Credit Union Fund Management Limited - CUFMC) was incorporated in August 2005 as the wealth and asset management arm of the Credit Union Movement. The Credit Union Fund Management Company was formed out of the need for Credit Union members to access foreign currency investments as well as other wealth accumulation products. The company was rebranded on March 24, 2021 as it seeks to spread its clientele to serve the wider community. The company is licensed by the Financial Services Commission (F.S.C.) as a Securities Dealer (a member of the Jamaica Stock Exchange), Pension Fund Manager, Pension Fund Administrator and an approved Collective Investment Scheme (CIS) Fund Manager. It is a prudent, shareholder/client- centric, technology-enabled employer of choice; delivering 12.5% return on shareholder equity and over J$2.5 Billion worth of value to its clients. OUR MANTRA Cumax Wealth is about ‘Making More Possible’. We believe that the ultimate aspiration of life for all our clients, is more. But not just more money or a “means to an end” but instead   “the means to live out loud!” At Cumax Wealth, Wealth is an expression of MORE choices, MORE security, MORE love, MORE memories and most of all MORE meaning. We have an opportunity to create Synergy. It is our driving force when serving all our clients!

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