Corporate Financial Strategy

Leverage on the strength of the country's largest asset manager to grow your funds as you expand.

Corporate Financial Strategy

As your institution grows, the assets you generate and administer grows with you. Let BDO manage your excess or reserved funds for future growth provisions such as long term operational needs and expansion projects.  Our strong client base includes top corporations, schools, religious institutions and organizations, foundations and non-profit organizations, among others.

As your institution grows, the assets you generate and administer grows with you. Let BDO manage your excess or reserved funds for future growth provisions such as long term operational needs and expansion projects.  Our strong client base includes top corporations, schools, religious institutions and organizations, foundations and non-profit organizations, among others.

Benefits to clients

Documentation Requirements

  1. Account Opening Forms
    • Customer Account Record – Trust
    • Investor Profile Questionnaire (IPQ)
    • Client Investment Suitability (CIS)
    • Risk Disclosure Statement (RDS)
  2. Trust Agreement
  3. Investment Instruction Letter
  4. Supplemental Agreement (if any)
  5. BIR Tax-exemption Certificate (if applicable)
  6. Signature Cards
  7. Secretary’s Certificate of the Board Resolution on the following: Appointment of BDO as Trustee and Appointment of Authorized Signatories of the Trust Account.
  8. Photocopy of Certificate of Filing, Articles of Incorporation and By-Laws.
  9. Photocopy of two (2) valid IDs for each signatory

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 is regulated by the Bangko Sentral ng Pilipinas <https://www.bsp.gov.ph>.

For assistance/concerns, you may email us directly at trustcustomercare@bdo.com.ph. You may also reach us through any of the channels listed in the Consumer Assistance page of our website <https://www.bdo.com.ph/consumer-assistance>.

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

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Contact us

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BDO Towers Valero

8741 Paseo De Roxas Makati City 1226 Philippines

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BDO Contact Center:

Hotline: (+632) 8888-0000

Outside Metro Manila

(PLDT/Globelines): #8888-0000

(For landline only, press # followed by 8888-0000)

 

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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 
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