“Memorandum of Understanding Signing” MFATT’s Opening Remarks
Date: July 2nd, 2015

Good afternoon Ladies and Gentlemen,

I am grateful for this opportunity to speak on behalf of the Mutual Funds Association of Trinidad 8t Tobago and commend and congratulate The Institute of Banking and Finance for completing this important step in establishing this Memorandum of Understanding among us at MFA, the Securities Dealers Association and the Institute.

This initative to establish a framework for the provision of education, training and development, is closely aligned to MFATT's Mission which seeks to foster high standards of professionalism and exemplary practices among members. An underpinning of professionalism is the assurance that members have the opportunity to ensure that our frontline staff is well versed and suitably tooled in banking and even more so, in the intricate area of mutual fund investments.


MATT President/Chairman. Kurt Valley shares opening remarks

Memorandum of Understanding for Co-operation in Education, Training & Professional Development.

The content and indeed the spirit of the MOU speak to a forward thinking banking and finance industry.One where transparency and accountability is paramount. MFATT fully endorses such a position, as we have made strides to ensure that we increasingly disclose to our customers the details of their investments. For example, our recent initiative includes our willingness to share, at the very least, the top 10 holdings in our members' respective mutual fund portfolios.

This initiative also dovetails with another of our key objectives which is to support the development of those working in the Mutual Fund Industry. The Association actively supports the professional development and escalation of expertise of its employees. And so, training programmes such as the Certificate for Financial Advisors, with the Mutual Fund specialization,serve to ensure a high cadre of staff with the relevant knowledge, skill and conduct we owe to our investors.

As such, we are proud to be a party to today's signing initiative and look forward to executing on this arrangement so as to better serve the Trinidad & Tobago investing public.

I thank you.

From left to right -SDATT President-Gregory Hill; MFATT President/
Chairman - Kurt Valley; and IBAF President- Joel-Ann Cook-Walcott
sign the Memorandum of Understanding.

Mingle Mixer
Date: Jan 23rd, 2015


The Mutual Fund Association of Trinidad and Tobago (MFATT) held its “Mingle Mixer” cocktail event on Jan 23rd, 2015 atFirst Citizens Asset Management Ltd penthouse. MFATT members came together to discuss the institution’s strategic goals for 2015.President and Chairman of MFATT, Kurt Valley highlighted one of the major goals of MFATT was the promotion of transparency in the mutual fund industry. He commended the efforts of ANSA Merchant Bank Limited, First Citizens Asset Management Ltd and RBC Investment Management (Caribbean) Limited for making their respective funds’ holdings & asset allocation available to the public.

MFATT is a non-profit company,with members that comprise the largest operators of mutual funds in Trinidad and Tobago. The organizations’ primary purpose is to promote the professionalism and exemplary practice among members in the ethical conduct of the mutual fund business. MFATT’s mandate includes heightening the profile of the Trinidad & Tobago Mutual Funds industry in local, regional and international spheres so as to become the preferred choice and prime location.


Annette Borell, Treasurer of MFATT chats with representatives of theRepublic Bank Limited, Trust & Asset ManagementDepartment

Representatives of First Citizens engage Nigel Sabga, Investment Manager,Ansa Merchant Bank Ltd (middle)in conversation.


President of MFATT, Kurt Valley shares a bit of humour with Dirk Bosland, MFATT’s Data & Research Committee Chairman and Gillian Benjamin, MFATT’s Marketing & Public Relations Chairman (right to left)

Wendy Bishop,Research Manager, Trinidad & Tobago Unit Trust Corporation and member of MFATT’s Data & Research Committee mingles among invited guest.


Date: October 2013

First Citizens Asset Management Ltd through continuous sponsorship has lent its support to the Caribbean Networks Arts & Education Foundation (CANOE-Strings).Luckily for the students and teachers of CANOE, they were given the opportunity to attend a solo master class and a bowing workshop with invited guess, a specialized artist in Pedagogy- Claudio Jaffe.


First Citizens Asset Management Ltd is a title sponsor of Caribbean Chess Carnival
Date: August 2013

Gillian Benjamin, Strategic Marketing and Sales Manager of First Citizens Asset Management Ltd captured a "happy moment" with a chess enthusiast at the Caribbean Chess Carnival prize-giving ceremony. The tournament was held at the Queen's Park Oval from 7th August, 2013 and ended the 10th August, 2013.


First Citizens Asset Management is a proud sponsor of the
Classical Music Development Foundation of Trinidad and Tobago (CMDFTT
Date: April 2013

The event “L’Enfant et les Sortileges” was held at Queens Hall on 13th April, 2013.

Classical Music Development Foundation of Trinidad & Tobago is a non-profit organization incorporated under the Companies Act, 1995 of Trinidad & Tobago on the 26th October, 2005. The organization provides the opportunity for operatic productions to many young singers and instrumental students. Emphasis by the organization is placed on “development” which is further sub-divided into training and music competition.