Plan and grow your UITFs with Systematic Investment Plan (SIP)

Systematic Investment Plan (SIP) allows existing UITF customers to make subscriptions to their active UITF accounts on a set schedule and frequency. No need to go to or call the branch for every additional subscription.

Benefits

  • Affordable top-up
  • Convenient one-time registration
  • Flexible registration options - duration, UITF type, subscription amount, and more!

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
  • The UITF is not a deposit and is not insured by the Philippine Deposit Insurance Corporation (PDIC).
  • Returns cannot be guaranteed and historical NAVPu is for illustration of NAVPu movements/ fluctuations only.
  • When redeeming, the proceeds may be worth less than the original investment and any losses will be solely for the account of the client.
  • The Trustee is not liable for any loss unless upon willful default, bad faith, or gross negligence.

How can we help you today?

Get fast answers to your queries. Check out our Help Center.

Visit our FAQs page