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
  • 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)

Terms and Conditions

  • Investments in trust and other fiduciary products or services made through PBCOM – Trust and Wealth Management Group (PBCOM-TWMG) are not deposits and are not guaranteed, issued or insured by PBCOM or its affiliates or subsidiaries.
  • These investments are not insured by the Philippine Deposit Insurance Corporation (PDIC).
  • Due to the nature of the investments, yields cannot be guaranteed. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results.
  • Any income or loss is for the account of the trustor/investor.
  • The Trustee is not and shall not be liable for any losses of the investment, except those resulting from willful default, bad faith or gross negligence.
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