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Investment Management

Brief Description

Investment Management is suitable for clients who want a flexible fund management set-up wherein various asset types can be mixed in a professionally managed portfolio. As an Investment Manager, the Bank's Trust and Investment Services Department (TISD) develops and applies investment strategies that are suitable to and in line with the client's requirements.

Features

With Investment Management, clients are entitled to:

  • Opt for a Directional Account for a minimum investment of PhP1,000,000 or Discretionary Account for a minimum of PhP10,000,000
  • A professionally managed portfolio
  • A dedicated Account Officer in charge of addressing the daily requirements of the client
  • A fund that is customized to the client's profile and requirements
  • A wider range of investment outlets
  • Quarterly financial reports to track the fund performance

Requirements

  • IMA Forms
  • Investment Policy Statement (this document is subject to the client suitability assessment results and upon discussion with CTBC Bank's Trust and Investment Services Department)
  • Photocopy of 1 unexpired government-issued ID (with photo and signature)
  • IMA Forms – Corporate
  • Investment Policy Statement (this document is subject to the client suitability assessment results and upon discussion with CTBC-Trust)
  • Photocopy of 1 unexpired government-issued ID of all the signatories and shareholders of up 2% as stated in the General Information Sheet
  • Original copy of the Secretary's Certificate or Board Resolution appointing CTBC Bank's Trust and Investment Services Department as the Trustee
  • Certified True Copy of the Articles of Incorporation
  • Certified True Copy of the By Laws
  • Certified True Copy of the General Information Sheet