BPI Online Reports
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Institutional fund management
We are the leading trustee and investment manager for many top institutions in the country.
Enjoy our wide range of fund management services
Pension and Provident Funds
Benefit from our comprehensive line of services for pension and provident funds.
Loan Agency
We act as intermediary and agent between and among borrowers and lenders for an underlying loan facility.
Escrow Agency
In accordance with the terms and conditions of the agreement, we hold, manage, and release assets and funds on behalf of two parties.
Related information
Bond Trusteeship
We monitor compliance of the bond issuer with the covenants under the relevant trust agreement.
Mortgage Trust Indenture
We act as Trustee of mortgaged properties held as security for the repayment of obligations by a borrower (or borrowers) to its creditors.
Securities Custody
We act as a third-party custodian for assets of the client.
Disclaimer
These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). 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 fund, even if invested in government securities, is for the account of the investor/trustor. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. 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 details of the fund before deciding to invest.
