Product Features
Minimum and Maintaining Balance
- Php1,000,000.00
Minimum Documentary Requirements
- Personal Management Agreement
- Account Opening Instruction Form
- Customer Information Form – Trustor
- Customer Information Form – Beneficiary/ies
- Client Suitability Assessment
- Risk Disclosure Statement
- Investment Declaration, if applicable
- Investment Policy Statement (for discretionary accounts only)
- Valid ID of Trustor and beneficiaries
- Letter of Instruction