Important reminder
The online UITF application form is for existing SBC clients who do not have an existing UITF account yet. If you already have an existing UITF account and wish to avail a new UITF fund you may proceed directly to a branch near you.
Got any more questions? Read our FAQ’s to learn more.
For Individual/Sole Proprietorship investors
1
Download and accomplish the forms in the UITF Individual Account Opening kit.
Need help? Here’s a guide just for you.
2
Upload the accomplished UITF Individual Account Opening Kit* copy of your valid ID and DTI registration (for sole proprietors)
here.
3
Please expect a call from one of our UITF certified sales personnel within two (2) to five (5) banking days.
4
After the call back procedure, visit your preferred branch to finish the UITF account opening process.
For corporate investors
1
Download and accomplish the forms in the UITF Corporate Account Opening Kit.
Need help? Here’s a guide just for you.
2
Upload the accomplished UITF Corporate Account Opening Kit*, copy of your valid ID, and a copy of the notarized secretary’s certificate/partnership resolution here.
3
Please expect a call from one of our UITF certified sales personnel within two (2) to five (5) banking days.
4
After the call back procedure, visit your preferred branch to finish the UITF account opening process.