Investment Management

Investment Management

Investment Management Account refers to the management of assets of individual and corporate clients. PBCOM Trust designs and implements investment strategies suited to client’s specific requirements. The client may give PBCOM Trust full or limited discretionary powers over their investments. 

 

Features and Benefits

  • Minimum initial investment of Php1,000,000
  • Minimum initial investment of Php1,000,000
  • Prudent and professional asset management
  • Investment based on your requirement and risk appetite
  • Professional advisory from fund managers who will discuss a specific investment portfolio to match specific financial goals
  • Access to different investment outlets from government securities, corporate bonds and equities
  • Also available for corporations / companies

Requirements

INDIVIDUAL

  • One (1) valid government ID
  • PBCOM Savings/Checking Account (Settlement Account)

 

CORPORATE

  • Articles of Incorporation
  • By-Laws
  • General Information Sheet
  • Board Resolution to open an account with PBCOM Trust
  • Government-issued ID
  • PBCOM Savings/Checking Account (Settlement Account)
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