UITF and other Trust Products for business
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Unit Investment Funds (UITFs)
Invest in diversified, expertly managed funds for as low as PHP5,000.
Investment Management Account (IMA)
Reap all the rewards by having your assets managed by experts.
Pre-Need Corporate Trust
Designed for companies offering pre-need plan contracts, these trusts ensure the fulfillment of guaranteed benefits and services to planholders.
Retirement or Provident Fund
Retirement Fund is an employee retirement plan set up by a company to fund the retirement/separation benefit payments of its qualified employees at a future date. It can be set up using either or a combination of the following plans:
- Fixed Benefit Plan – benefits received by the employee are defined based on the length of stay with the company & his current salary.
- Contributory Plan – benefits received by the employee consist of contributions made by both the employer & the employee plus earnings earned from these contributions to the fund.
Facility Agency
Facility Agency refers to agency agreements usually created in view of the loan facility extended by a syndicate of lenders, whereby the Facility Agent represents the interests of the lenders with respect to the repayment of the borrower under the terms of the loan agreement.
Escrows
Secure your company’s interests by ensuring trouble-free and secure transactions. An escrow account is created wherein funds, securities, evidence of titles to properties, and other documents are deposited with the escrow agent acting as the neutral party between at least two parties.
What our clients say about our investment products and services
Security Bank Trust and Management Asset Group (TAMG), mandated as the transaction’s Onshore Security Agent, holds the security in trust for the lenders.
iSON Tower Limited Inc.
Security Bank client since 2023
Wealth creation and protection should come hand in hand. We have celebrated major milestones in our 10-year partnership with Security Bank all to champion our customers’ needs and interests, and we’re looking forward to creating more value,
Lee Longa, FWD Philippines Chief Financial Officer
Security Bank client since 2014
Have questions about our Trust Products?
Email SBC Trust and Asset Management Group at [email protected]