Investment funds

Invest your money in a wide selection of pooled funds denominated in Philippine pesos or US dollars.

Segregated portfolio

Experience our personalized approach to help you acquire and grow wealth through solutions tailored to your needs.

Personal Equity and Retirement Account (PERA)

Build additional funds for your retirement through a retirement account invested soley in PERA investment products.

Downloadable documents
Account Opening Form

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Client Suitability Assessment Form

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UITF Risk Disclosure Statement and Participating Trust Agreement

English

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Suitability Waiver Form

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Fund Order Form

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BPI Wealth Product Grid

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Open an investment account today

Open an investment account conveniently through the BPI App and start your investment journey today.

Learn more about investing

Explore the basics of investing or head over to insights for expert advice from our analysts.

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