Product Features
Minimum and Maintaining Balance
- Php1,000,000.00
Services
- Buy and Sell Transaction
- Philippine Overseas Employment Agency (POEA) bond
- Housing and Land Use Regulatory Board (HLURB) bond
- Personal Capital Gains Tax exemption
- Document Safekeeping
Minimum Documentary Requirements
- Escrow Agreement
- Account Opening Instruction Form
- Customer Information Form
- Client Suitability Assessment (if funds will be invested)
- Risk Disclosure Statement (if funds will be invested)
- Investment Declaration, if applicable
- Valid ID of all clients
- Letter of Instruction
- Supporting Docs (MOA, Deed of Sale, Contract to Sell)