Investment Management Account
Through our Investment Management Account (IMA), a flexible fund management arrangement, you can be sure that your portfolio will be proactively taken care of by China Bank Trust & Asset Management Group (TAMG) on a full time basis, in all market situations.
The arrangement could be discretionary, wherein China Bank TAMG has full authority to make investment decisions, considering the pre-agreed investment guidelines; or directional, wherein investment decisions require prior client consent.
Benefits:
Personal Management Trust
Enjoy peace of mind that your assets will be preserved and passed on to your loved ones according to your wishes. We offer Personal Management Trust (PMT), a living trust agreement wherein China Bank TAMG acts as Trustee to manage a portion of your wealth or estate for your own and/or your beneficiaries’ financial security.
To open an IMA and/or PMT or for more information, please visit any China Bank branch or call China Bank Trust and Asset Management Group - Sales and Marketing Division at (632) 8885-5841 / 8885-5875 / 8672-9644 / 8230-6904, or email online@chinabank.com.ph