UITF and other Trust Products
Build your wealth with affordable, professionally managed Unit Investment Trust Funds (UITFs) and other secure Trust investment options.
Unit Investment Funds (UITFs)
We expertly managed funds. Invest now for as low as PHP5,000.
Investment Management Account (IMA)
Reap all the rewards by having your assets managed by experts.
Personal Management Trust
Manage your wealth and plan your estate with our Personal Management Trust.
Escrows
Secure your company’s interests by ensuring trouble-free and secure transactions.
Life Insurance Trust
Leave no room for disputes. Establish a Life Insurance Trust and enjoy peace of mind knowing your assets will be distributed exactly according to your wishes.
What our clients say about our investment products and services
St. Peter Life Plan, Inc. has made history by surpassing PHP 100 billion in trust funds last July 2024, a milestone never before achieved in the Pre-need industry. SBC TAMG has been managing a portion of St. Peter’s trust funds since 2016.
St. Peter Life Plan, Inc
Security Bank client since 2016
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,
FWD Philippines
Security Bank client since 2014
Working with Security Bank Corporation on the Nationwide Digital Connectivity Project is an exciting collaboration. This initiative will significantly enhance the Philippines’ digital infrastructure. With Security Bank’s Trust and Asset Management Group acting as the Onshore Security Agent, we are confident in the successful execution of this project.
iSON Tower Limited Inc.
Security Bank client since 2023