Retirement Fund Management

Establish a tax-advantaged retirement benefits program for your employees.

Let BDO help you design, enhance, administer, and manage your corporate pension plan – whether it is defined benefit, defined contribution, or hybrid – so you can provide financial security for your most valuable assets.

Let BDO help you design, enhance, administer, and manage your corporate pension plan – whether it is defined benefit, defined contribution, or hybrid – so you can provide financial security for your most valuable assets.

Documentation Requirements

  1. Account Opening Forms
    • Customer Account Record – Trust 
    • Investor Profile Questionnaire (IPQ)
    • Client Investment Suitability (CIS)
    • Risk Disclosure Statement (RDS)
  2. In case the arrangement is under Trust, Trust Agreement; If the arrangement is under an Agency, Investment Management Agreement (with the Trust Agreement between the Company and the  Retirement Plan Board of Trustees annexed)
  3. Investment Instruction Letter
  4. Supplemental Agreement (if any)
  5. BIR Tax-exemption Certificate
  6. Standard account opening requirements and procedures
    • Photocopy of 2 valid IDs
    • 2 Sets of Signature cards
    • For corporations and institutions:
      • Secretary’s Certificate of the Board Resolution on the following: Appointment of BDO as Trustee/Investment Manager and Appointment of Authorized Signatories of the Trust/IMA Account
      • Photocopy of Articles of Incorporation and By-Laws

Disclosures

 
Trust, Investment Management, Agency and Fiduciary accounts are not deposit accounts but are products of trust entities. In agreeing to invest in said products, an investor is making an investment and not a deposit and such investment is therefore not insured nor governed by the Philippine Deposit Insurance Corporation (PDIC). BDO’s Trust, Investment Management, Agency and Fiduciary accounts are also not guaranteed nor insured by BDO Unibank, Inc., its affiliates or subsidiaries. Any income/loss in such investments are for the account of the investor. BDO-Trust is not liable for losses unless there is wilful default, bad faith or gross negligence on its part.

BDO Unibank, Inc. is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph).

For inquiries or concerns, please call BDO Contact Center at (02) 8631-8000 or email trustcustomercare@bdo.com.ph for trust and investment products or services.

The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc.
 

Got questions about Retirement Fund Management?

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Contact us

BDO Corporate Center

BDO Towers Valero

8741 Paseo De Roxas Makati City 1226 Philippines

BDO Corporate Center

BDO Trust and Investments Group

(+632) 8631 - 8000

BDO Corporate Center

trustcustomercare@bdo.com.ph

This channel is dedicated to handling inquiries and concerns related to the following:
  • Unit Investment Trust Funds (UITFs)
  • Easy Investment Plan (EIP)
  • Personal Equity and Retirement Account (PERA)
  • Investment Management/Trust Accounts (IMA/TA)
  • Trust Invest Online