Trust Services

Personal Management Trust

is an arrangement wherein a trust entity is assigned to manage assets for the benefit of a designated individual or institution.

SCOPE OF SERVICES:
Design and manage investment portfolio
Release assets to designated beneficiary/ies with respect to provisions in the trust agreement
Min. Initial Investment PHP 1,000,000
Min. Maintaining Balance PHP 1,000,000

Life Insurance Trust

is an arrangement wherein the insured appoints the trustee to receive the trustor’s life insurance proceeds to distribute, invest and manage the fund for beneficiaries.

SCOPE OF SERVICES:
Safekeep life insurance policies
Design and manage investment portfolio
Release assets to designated beneficiary/ies with respect to provisions in the trust agreement