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Trust Banking for Individual Clients

Unit Investment Trust Fund UITFs

Unlad Panimula Multiclass Money Market Fund
Launched on June 14, 2016, the Unlad Panimula UITF allows its investors to access rates higher than regular term deposits. It is open to all individual and institutional investors.

Unlad Kawani Money Market Fund
Launched on September 12, 2014, the Unlad Kawani UITF is open to government employees (thru the HR department of the government agency). Minimum initial participation and maintaining balance is P25. The fund allows investors to access rates higher than regular term deposits.

Personal Management Trust (PMT)

The PMT is a living trust which enables trustors to set aside funds for a particular purpose while having it invested in a suitable outlet. Minimum investment is at P3M and investment outlets include deposit products, government securities, investment grade bonds and promissory notes.

Investment Management Account (IMA)

An IMA is an agency arrangement which enables principals to enjoy their tailor-fit portfolio based on their liquidity and growth needs. For a minimum of P10M or US$200,000investment outlets they can tap include deposit products, government securities, investment grade bonds and promissory notes.

Escrow

Assets can be held by TBG on behalf of at least two other parties that are in the process of completing a transaction.

The BIR Escrow is for individuals who intend to avail of exemption from the payment of the six percent (6%) capital gains tax on the sale, exchange or disposition of principal residence, provided that the taxpayer utilize the proceeds of the sale of former principal residence within eighteen (18) months in the acquisition / construction of a new principal residence.

Interested parties may contact:

June Aubrey D. Madriaga
Tel No: 8818-9511 local 6412
Email: jadmadriaga@dbp.ph / tmd@dbp.ph

Christine Micaela J. Miguel
Telephone Number: 8818-9511 local 6413
Email: cmjmiguel@dbp.ph / tmd@dbp.ph

For UITF-related queries and concerns, kindly contact:

Marvin S. Mariano
Tel. No.: 8818-9511 local 6421
Email: msmariano@dbp.ph/ dbpunladkawani@dbp.ph
/ dbpunladpanimula@dbp.ph

For queries and complaints, you may contact us through: Phone (+632 8818-9511); Email (tbg@dbp.ph); Address (4/F DBP HO, Gil. Puyat Ave. Cor Makati Ave., Makati City), or through the DBP Customer Experience Management Department at customerservice@dbp.ph.
 
DBP – Trust Banking Group is regulated by the Bangko Sentral ng Pilipinas, with email address at consumeraffairs@bsp.gov.ph and phone numbers at 5306 -2584 and 8708 -7087.

*Trust and other fiduciary business do not provide guaranteed rate of return and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Principal and earning from investment in UITFs when redeemed may be worth more or less than the initial investment / contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of similar result. Any loss or income is for the account of the Trustor. The Trustee is not liable for losses except upon gross negligence, fraud or bad faith.

Would you like to inquire further about these products and services? Call Customer Service at (02) 683-8324 or Email: customerservice@dbp.ph

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