Investment funds monitor

The views expressed herein by BPI Wealth – A Trust Corporation (“BPI Wealth”) are based on sources deemed reliable, but may be subject to change without notice. This material, which is strictly for information purposes only, is for your sole use, does not constitute a recommendation or an offer to sell or a solicitation to buy any financial product. Any information is subject to change without notice and BPI is not under any obligation to update or keep current the information contained herein. You are advised to make your own independent judgment with respect to the matter contained in this document. No liability whatsoever is accepted for any loss that may arise (whether direct or consequential) from any use of the information contained herein.

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. 

BPI Wealth – A Trust Corporation is regulated by Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.