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Investment Management Accounts (IMA)

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About the Arrangement

Investment Management Account refers to the management of assets of individual and corporate clients. The assets, together with all the income generated, will be returned to the client as instructed.

  • SBC – Trust, as Investment Manager designs and implements investment strategies suited to client’s specific requirements.
  • Disposition of funds may be subject to full or limited discretion of the Bank.

Client Suitability

Enjoy the benefits of growing your assets with our investment management accounts:

  • Get professional and prudent asset administration
    and asset management.
  • Enjoy efficient liquidity and timely remittances.
  • Get all the necessary documentation requirements and legal assistance that you need.

2 Types of Fund

Directional IMA

You can specify terms and conditions and direct SBC – Trust on where to invest funds. 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 and Alien Certification of Registration (ACR) I – Card or Alien Employment Permit (AEP)

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

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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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