Investment Management Account (IMA)

Reap all the rewards of having your assets managed by experts.

About the Arrangement

Investment Management Account refers to the management of assets of individual and 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 SBC Trust
  • 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
ACR / ICR Barangay Certification
Digitized Persons with Disabilities (PWD) ID City Health Card / Health Certificate Card
Driver's License Company ID - Shall be classified as Primary ID for Security Bank employees and subsidiaries
GSIS e-Card DSWD Certification
Integrated Bar of the Philippines GOCC ID [e.g. Armed Forces of the Philippines (AFP ID), Home Development Mutual Fund (HDMF ID)]
Maritime Industry Authority (MARINA) ID NBI Clearance
NCDA ID OFW ID
Passport OWWA ID
Philippine Identification (PhilID) Card Pag-IBIG Loyalty Card
Postal ID (PVC Plastic Card) Digitized/PVC PhilHealth Insurance Card ng Bayan (PHICB)
PRC ID Police Clearance
School ID Postal ID (Paper-based card)
Senior Citizen Card Seaman's Book
Special Resident Retiree's Visa (SRRV) ID  Solo Parent ID
SSS Card Tax Identification Number (TIN)
Unified Multi-Purpose ID  
Voter's ID  

Additional identifications (IDs) or documents may be required by our branch based on the interview and the type of account to be opened. The Bank reserves the right to decline account opening request based on its evaluations.

Want to get sound investment management?

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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