8.8 BPI Investival Raffle Promo

1. This promo is open to new and existing individual subscribers to BPI Investment Funds (UITFs and MFs), BPI PERA Funds and including contributions made through Regular Subscription Plan (RSP) enrolled accounts. Investments made by and in Segregated Portfolio accounts and via BPI Bills Payment or other third-party payment facilities / distributors do not qualify.  

2. Promo period is from September 9 to December 31, 2023 until 11:59PM. Only investments made within the promo period are qualified.  

3. Client must meet the minimum subscription of Php 5,000 to any BPI Investment Funds. Every Php 5,000 subscription will entitle client to one (1) e-raffle ticket, with no limit on the allocation of e-raffle tickets, to get the chance to win one of 8 Apple Airpods Gen 3.  

4. The electronic raffle draw will be held on January 12, 2024, 3PM, at BPI Head Office via raffle tool “Random Picker” in the presence of representatives from BPI Compliance, BPI Brand Experience, and DTI.  

Terms and conditions

1. Investments should only be fresh funds made in any BPI Investment Funds or BPI PERA Funds. For the purpose of this promo, there will be no holding period except for ALFM Mutual Funds where the applicable holding period of the fund applies.  

2. Switching of funds is strictly not allowed (e.g. if a client has an existing UITF account, he cannot redeem/terminate this particular UITF account for reinvestment to any of the participating BPI Investment funds for the purpose of joining this promo).  

3. Combining of transactions and pooling of funds are strictly not allowed (e.g. client cannot combine their existing UITF/MF investments. Only 1 fund is allowed per transaction). 

4. Validation of entries for qualified clients will be done from January 3, 2024 to January 9, 2024. Qualified investment/s must remain intact until the raffle draw on January 12, 2024.  

5. BPI Brand Experience will notify the qualified client on the number of e-raffle tickets directly via their registered email address on January 10, 2024. Should the client disagree with the Terms and Conditions of the promo, they must send a non-conformity email to promo_investment@bpi.com.ph. Should this be the case, BPI Wealth reserves the right to disqualify the client’s participation in the promo.  

Terms and Conditions for Disqualification. An entry is deemed disqualified if:

• Redemption or reinvestment is identified in the participating account before the raffle draw  
• Investment was done before or after the promo period  
• Investment is part of another promo  
• Subscriptions were made via BPI Bills Payment or other third-party payment facilities  

6. The winners of the Apple Airpods will be notified with instructions on how to claim their prize by BPI Brand Experience via their registered email address. Further, winners will be contacted by their Relationship/Branch Managers via SMS and call-out for verification purposes within 15 banking days. Winners must ensure that the mailing address on BPI Wealth’s record is updated. 

Prize will be delivered to the winner’s mailing address. Upon receipt of the prize, the winner must provide one (1) photocopy (front & back) of his/her valid photo-bearing ID with his/her signature.  

In the event that the winner could not be contacted through his information on record, unclaimed prize after sixty (60) days from the raffle date will be forfeited in favor of BPI Wealth with prior approval of DTI.   

 7. Prizes are non-transferable, not convertible to cash and cannot be replaced with other items/services. 

8. Client can only win once. If his/her name is drawn again, he/she may no longer win on the succeeding draws. 

9. By joining this promo, the qualified client agrees for BPI Wealth to collect information such as financial information for purposes of processing their registration to the promo.  

10. Investments, which are basis for qualification to this promo, will not be qualified for other ongoing promos of BPI Wealth.  

11. The Withholding Tax or other expenses related to the awarding of the prizes will be shouldered by BPI Wealth. 

12. BPI Wealth, in concurrence with DTI, reserves the right to dispute the eligibility of participation in the promo if redemption or reinvestment is identified. In case of dispute, the decision of BPI Wealth will be final. 

For inquiries and comments, send us a message or call our 24-hour BPI Contact Center at ‎(+632) 889-10000.

DTI Fair Trade Permit No. FTEB-175373 Series of 2023.

Disclaimer

A Unit Investment Trust Fund (UITF) is regulated by the Bangko Sentral ng Pilipinas (BSP).  It is a ready-made investment that pools funds from various investors with similar investment objectives and are invested in various financial instruments.  Due to the nature of the investment, yield and potential yields cannot be guaranteed.  Any income or loss arising from market fluctuations and price volatility of securities held by a UITF, even if invested in government securities, is for the account of the investor/trustor.  As such, units of participation of the investor/trustor in a UITF, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results.  BPI Wealth – A Trust Corporation ("BPI Wealth")  is not liable for losses, other than due to willful default, evident bad faith or gross negligence.  Investors are advised to read the Declaration of Trust of the relevant UITF before deciding to invest. For inquiries and comments, please send us a message by visiting the BPI or BPI Wealth website and click the Contact Us page. You may also call our 24-hour BPI Contact Center at (+632) 889-10000.

A mutual fund is an open-end investment company registered with the Securities and Exchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund with the aim of achieving a specific objective. Due to the nature of the investment, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price volatility of securities held by a mutual fund, even if invested in government securities, is for the account of the investor. As such, shares or units of participation of the investor in a mutual fund, when redeemed, may be worth more or be worth less than his/her initial contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Wealth, as fund manager of the ALFM Funds, is not liable for losses, other than due to willful default, evident bad faith or gross negligence. Investors are advised to read the Prospectus of the relevant ALFM Fund which may be obtained from authorized distributors before deciding to invest. For inquiries and comments, visit the BIMI’s website.

UITFs and mutual funds are NOT DEPOSIT products. Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest. These products are not an obligation of, or guaranteed, or insured by BPI Wealth (as trustee and fund manager of the BPI Invest, Odyssey UITFs and ALFM Funds), or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC).

BPI Wealth and BIMI are subsidiaries of the Bank of the Philippine Islands (BPI). BPI, BPI Wealth and BIMI will never ask to verify or divulge your personal information such as your user ID, password and OTP (One-Time PIN) via phone, call, text messages (SMS) or link provided in emails. If you receive a call or email asking you to provide any confidential information, do not engage. Immediately change your online banking password and report the incident to (+632) 889-10000.

BPI is regulated by Bangko Sentral ng Pilipinas. https://www.bsp.gov.ph