1. Go to your branch of account

2. Fill out and submit the SIP Form

3. Receive a subscription advice via registered email

The cut-off for submitting the SIP is at 12nn of each banking day. SIPs submitted beyond the cut-off will be processed on the next banking day.

Php 1,000 - Php 500,000

• Cash Fund
• Money Market Fund
• Short-Term Fund
• Intermediate Fixed-Income Fund
• Fixed Income Fund
• Balanced Fund
• Equity Fund
• High Dividend Equity Fund
• Philippine Equity Index Tracker Fund

  USD 100 - USD 10,000 

• Dollar Cash Fund
• Dollar Fund

  USD 500 - USD 10,000 

• Income-Paying Dollar Bond Feeder Fund

• The UITF is a Trust product and not a deposit account, and is not insured nor governed by the PDIC.
• The UITF is not an obligation of, nor guaranteed, nor insured by the Trust entity or its affiliates or subsidiaries.
• Due to the nature of the investments of a UITF, the returns/yields cannot be guaranteed. Historical performance, when presented, is purely for reference purposes and is not a guarantee of similar future performance.
• Any losses and income arising from market fluctuations and price volatility of the securities held by the UITF, even if invested in government securities, are for the account of the client. As such, the units of participation of the client in the UITF, when redeemed, may be worth more or worth less than his/her initial investment/contribution.
• The trustee is not liable for losses unless upon willful default, bad faith or gross negligence.
• The investor must read the complete details of the fund in the UITF's plan, make his/her own risk assessment, and when necessary, seek an independent/professional opinion before making an investment.