Customized Portfolio Management
Investment Advisory Services
Our team of seasoned investment managers will provide you with expert advice for your investments and financing needs.
Investment Management Agreements
Set the objectives, strategies and guidelines and let Banco de Oro's investment managers manage your funds for you. Ideal for busy people with limited time to manage their investments daily. Minimum investment is P3,000,000.
Retirement Funds
Let Banco de Oro design and manage an investment program with the objective of providing systematically for the payment of benefits to employees upon their retirement or involuntary separation from their employer.
One way to keep valuable personnel is to secure their retirement benefits.
Benefits:
- Pay Retirement Benefits of your employees as required by law
- Enjoy tax exemption of the fund's earnings
- Assure the safety of your principal investment
- Maximize your earnings through our investment expertise
Let Banco de Oro set up and manage your company's retirement funds to benefit you, your company, and your employees. Banco de Oro provides the following Retirement Fund Trusteeship
Services:
Retirement Plan Design
- Formulate the plan type that best suits your needs and financial capability
Investment Portfolio Design
- Design an investment program/strategy based on the retirement plan objectives Investment Management & Administration
Investment Management & Administration
- Manage, administer and periodically review investment portfolio to ensure growth and acceptable return on investment
- Pay benefits of retiring employees as needed
Accounting/Reporting
- Create, maintain and update accounting records of the Retirement Fund
- Submit financial statements and other related reports on a quarterly basis
Custodian & Other Services
- Ensure safety of all cash, securities and other fund assets by taking custody of income collections, sales proceeds, redemption, etc.
- Represent the company in the submission of requisite reports to the Bangko Sentral ng Pilipinas (BSP) and the Bureau of Internal Revenue (BIR)
For more information, please call our Trust Department at 635-7402 or 633-6131.