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Product Features

Minimum and Maintaining Balance
  • Php1,000,000.00 or USD20,000.00 With an IMA account, you can invest in the following financial securities:
  • Time Deposit
  • Government Bonds
  • Corporate Bonds
  • Preferred Shares
  • Equities
  • Collective Investment Schemes like Unit Investment Trust Fund (UITF) and Mutual Funds
Minimum Documentary Requirements
  • Account Opening Instruction Form (signed by all clients)
  • Trust Customer Information Form (1 per client)
  • Client Suitability Assessment
  • Risk Disclosure Statement
  • Investment Declaration, if applicable
  • Investment Management Agreement
  • Investment Policy Statement (for discretionary accounts only)
  • Valid ID of all clients
  • Letter of Instruction

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