Regular Subscription Plan (RSP)

​​​​​​​1. Log in to BPI online or BPI app.

2. Click “Invest” from the icons.

3. Click "Regular Subscription Plan or RSP”.

4. Select your investment account and the investment fund that you intend to enroll in RSP.

5. Input your initial and subsequent order contribution details as well as your preferred frequency. You may also customize your preferred start date.

6. Confirm your RSP order details.

7. Input the One-time PIN (OTP) sent to your registered mobile number. A confirmation page will appear. An order confirmation will also be sent to your registered email address.

8. Once settled, you will receive a transaction advice indicating the complete details of your investment with the applicable price or NAVPU/NAVPS and the final amount debited from your settlement account.

Request for the activation of your RSP by filling out the Fund Order Form.

1. Log in to BPI online or BPI app.

2. Click “Invest” from the icons.

3. Click “Amend RSP”.

4. Select your investment account.

5. Select your investment fund and RSP setup.

6. Input your RSP order details (amount, frequency, and schedule date).

For RSP termination, set the end date to the current date, provided that the next payment schedule is set later than the current date.

7. Confirm your account and RSP amendment details and input your OTP.

8. Upon confirmation of your OTP, a confirmation page will appear. A confirmation email will also be sent stating your order has been processed.

No. Your automatic/scheduled contribution will be debited only from the nominated settlement account of your investment fund.

Yes. You may immediately enroll in RSP upon account opening. This can be found in your Fund Order Form.

If the scheduled contribution falls on a non-banking day, it shall be processed on the next banking day.

The scheduled contribution will neither be processed nor will it terminate the RSP. The next subsequent contribution will proceed as scheduled. No penalty will be imposed against unfunded RSP.

Yes. You will receive a Transaction Advice for each of your processed scheduled contributions.