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 investors
1
Download the UITF Individual Account Opening kit
2
Fill out the forms completely. For joint accounts, primary account holder information should be used.
3
Upload the accomplished UITF Individual Account Opening Kit* and a copy of your valid IDÂ here.
4
Please expect a call from one of our UITF certified sales personnel within two (2) to five (5) banking days.
5
After the call back procedure, visit your preferred branch to finish the UITF account opening process.
*You may still proceed with the online application even without submitting the UITF Kit yet.
You will be contacted by a certified UITF sales personnel to explain our UITFs and/or to assist you in accomplishing the UITF Kit.
For corporate investors
1
Download the UITF Corporate Account Opening Kit
2
Fill out the forms completely. For corporate accounts, only the information of an authorized representative should be used.
4
Please expect a call from one of our UITF certified sales personnel within two (2) to five (5) banking days.
Â
5
After the call back procedure, visit your preferred branch to finish the UITF account opening process.
Â
*You may still proceed with the online application even without submitting the UITF Kit yet.
You will be contacted by a certified UITF sales personnel to explain our UITFs and/or to assist you in accomplishing the UITF Kit.