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Investment Management Account (IMA)

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About the Arrangement

Investment Management Account refers to the management of assets of individual and corporate clients. IMA refers to the management of assets of individual or corporate clients.  SBC TAMG, as agent, does not hold legal title to the assets as it remains with the client.SBC TAMG, as Investment Manager, designs and implements investment strategies suited to the client’s specific requirements.  The disposition of funds may be subject to full or limited discretion of SBC TAMG

  • SBC – Trust, as Investment Manager designs and implements investment strategies suited to client’s specific requirements.

How We Can Help You

Enjoy the benefits of opening an investment management account:

  • Get professional fund managers to prudently administer and manage your funds.
  • Ensure liquidity requirements are met and fund transfers are timely processed to your designated accounts.
  • Get legal assistance in customizing the IMA agreement according to your terms and conditions on the management of the funds.

2 Types of Fund

Directional IMA

The client directs SBC – Trust Group on where to invest his/its funds, under specified terms and conditions. Minimum Requirement PHP 1,000,000

Regular IMA

SBC – Trust is given full discretionary authority in the management of your funds. Minimum Requirement PHP 100,000,000

Requirements

ID Requirements

For Resident Citizen, Non-resident Citizen and Resident Alien 1 primary valid ID or 2 secondary valid IDs
Click here for the list of valid IDs
For Non-resident Alien Passport or Alien Certification of Registration (ACR) I – Card

Documents Required

From the Client From the Bank
  • Individual Client
  1. Government Issued IDs
  • Corporate Client
  1. Articles of Incorporation
  2. By-laws/ Amended By-laws
  3. General Information Sheet
  4. Certificate of Registration with SEC
  5. Secretary’s Certificate
  6. Government Issued IDs
  1. IMA Agreement
  2. Universal Specimen Signature Card
  3. Customer Information File
  4. Investment Guidelines
  5. Risk Disclosure Statement
  6. Client Suitability Questionnaire
List of Valid IDs
PRIMARY ID SECONDARY ID
Passport Company ID
Driver's License NBI Clearance
PRC ID Police Clearance
Digitized Voter's ID Postal ID (Paper-based card)
GSIS e-Card Barangay Certification
SSS Card OWWA ID
Senior Citizen Card OFW ID
Unified Multi-purpose ID Seaman's Book
ACR / ICR GOCC ID [e.g. Armed Forces of the Philippines (AFP ID), Home Development Mutual Fund (HDMF ID)]
Integrated Bar of the Philippines DSWD Certification
School ID PhilHealth Insurance Card ng Bayan (PHICB)
NCDA ID City Health Card / Health Certificate Card
Postal ID (PVC Plastic Card) Tax Identification Number (TIN)

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For inquiries and complaints, please call our 24-Hour Customer Service hotline at (632) 888-791-88 or email us at [email protected] Security Bank Corporation is supervised by Bangko Sentral ng Pilipinas with telephone number (632) 8708-7087 and email address at [email protected]

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