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Investment Management

Refers to the management of assets of individual and corporate clients. The assets together with all the income generated will be returned to the clients as instructed. 

As Investment Manager, designs and implements investment strategies suited to clients specific requirements.
Disposition of funds may be subject to full or limited discretion of the Bank.

Minimum Investment: Php 1.00 Mn
Terms of Securities: 1 year
Tax: 20% WT
Fee: 0.5 – 1.5 %
Investment Securities:
                    Government Securities
                    Commercial Papers
                    Special Savings Deposit of accredited banks
                    Corporate Promissory Notes (PNs)
 

Unit Investment Trust Fund

Regular Trust Accounts

Investment Management


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