PAMI Mutual Funds
BPI Wealth Independent Advisors downloadable documents
Client Suitability Assessment (Individual)
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Client Suitability Assessment (Institutions)
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Letter of Instruction
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Mutual Fund Customer Information & US Person Declaration (For Individual Accounts)
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Mutual Fund Customer Information & US Person Declaration (For Institutional Accounts)
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Mutual Fund Order Form
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Contact Us
At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:
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Phone(+632) 889-10000For inquiries and comments, please call our 24-hour BPI Contact Center.
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emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
Unit Investment Trust Funds (UITF) and Mutual Funds are regulated collective investment schemes.
A UITF is regulated by the Bangko Sentral ng Pilipinas (BSP). It is an open-end pooled trust fund operated and administered by a trust entity, such as BPI Wealth – A Trust Corporation (BPI Wealth), in accordance with the BSP-approved Plan Rules or Declaration of Trust. A mutual fund is an open-end investment company registered with and regulated by the Securities and Exchange Commission (SEC) managed and distributed by duly regulated entities such as BPI Wealth.
Investment funds are NOT deposit products and are not insured by PDIC. Earnings are not assured, and the principal is at risk of loss. These products cannot be sold unless their risks and benefits are fully explained. They are not guaranteed or insured by BPI Wealth, BPI, or their affiliates and/or subsidiaries.
Regulated by the Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
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