The promo is open to new and existing BPI Wealth retail clients who subscribe to qualified BPI Investment Funds through BPI’s online channels (e-Invest, BPI app, or BPI Online).
1. This promo is open to new and existing individual BPI Wealth clients who subscribe to any of the participating BPI Investment Funds through online channels. Eligible transactions are as follows:
- New Investors: Newly opened investment account and initial subscription made via e-Invest.
- Existing Investors: Top-ups made through the BPI app or BPI online.
2. Promo period is from January 3 to April 18, 2025. Only investments booked by 11:59 PM on April 18, 2025, will qualify.
3. Prizes:
- Major Prizes: 3 winners of an iPhone 16 Pro
- Minor Prizes: 10 winners of 100,000 BPI Rewards Points
4. Raffle Entries:
- For every Php 5,000 subscription to the BPI Wealth Builder, clients will receive 2 e-raffle tickets.
- For every Php 5,000 subscription to other participating BPI Investment Funds, clients will receive 1 e-raffle ticket.
The maximum number of e-raffle tickets per client is capped at 100 throughout the promo period.
5. The electronic raffle draw will be held on April 30, 2025, 3:00 PM at the BPI Wealth Head Office using the raffle tool "Random Picker," in the presence of representatives from BPI Audit, BPI Wealth Compliance, and BPI Wealth Brand Experience. A total of 13 unique winners will be selected.
6. Participating BPI Investment Funds:
- ALFM Peso Bond Fund
- ABF Philippines Bond Index Fund
- ALFM Dollar Bond Fund
- ALFM Growth Fund
- ALFM Global Multi-Asset Income Fund (PHP)
- ALFM Global Multi-Asset Income Fund (USD)
- ALFM Money Market Fund (Units)
- BPI Philippine Equity Index Fund
- Philippine Stock Index Fund (Units)
- BPI US Dollar Short Term Fund
- BPI Short Term Fund
- BPI Sustainable Global Bond Fund-of-Funds
- BPI Sustainable Global Equity Fund-of-Funds
- BPI US Equity Index Feeder Fund (USD class)
- BPI US Equity Index Feeder Fund (PHP class)
- BPI Philippine Consumer Equity Index Fund
- BPI Philippine Infrastructure Equity Index Fund
- BPI European Equity Feeder Fund
- BPI Global Bond Fund-of Funds
- BPI Global Equity Fund-of-Funds
- BPI World Technology Feeder Fund
- BPI Global Health Care Feeder Fund
- BPI Premium Bond Fund
- BPI Wealth Builder (NEW!)
1. Investments should only be fresh funds contributed to any of the participating BPI Investment Funds. Investments made through the Regular Subscription Plan (RSP) are not included. For BPI Wealth Builder, while a monthly top-up (RSP) is required to be set up upon e-Invest account application, only the initial subscription amount upon e-Invest account application and subsequent on-demand top-ups via BPI App or BPI Online will be considered for the promo.
2. Switching of funds is strictly not allowed (e.g. if a client has an existing UITF/MF account, he cannot redeem/terminate this UITF/MF account for reinvestment to any of the participating BPI Investment Funds for the purpose of joining this promo.)
3. Combining transactions and pooling of funds are strictly not allowed (e.g. client cannot combine his existing UITF/MF investments to reach the minimum required subscription. Only 1 fund is allowed per transaction).
4. Validation of entries for qualified clients will be done from April 21-25, 2025. Qualified investment/s must remain intact until the raffle draw on April 30, 2025. The amount of investment as of the validation date shall be the basis in determining qualification of the entry and computation of the corresponding e-raffle tickets.
Terms and Conditions for Disqualification. An entry is deemed disqualified if:
i. Redemption or reinvestment is identified in the participating investment account during the promo period and before the raffle draw
ii. Investment was done before or after the promo period
iii. Investment is part of another promo
iv. Subscriptions were made via BPI branch, third party distributor or bills payment
v. Investments from Corporate accounts and Segregated Portfolio
vi. Subscriptions from Regular Subscription Plans
vii. Aside from the above conditions, BPI Wealth Builder investments from joint investment accounts will not qualify for the promo.
5. Participants are given the option to withdraw their entry before the end of the validation period. To signify their intention to withdraw from the promo, participants must notify BPI Wealth in writing via email at promo_investment@bpi.com.ph on or before April 30, 2025. Withdrawal requests received after the validation period will no longer be considered. Successfully withdrawn entries shall be disqualified from the promo.
6. The 13 unique winners of the iPhone 16 Pro and 100,000 BPI Rewards points will be notified with instructions on how to claim their prize by BPI Brand Experience via their registered email address. Further, winners will be contacted by their Relationship Manager/Branch Manager via SMS and call-out for verification purposes within 15 banking days after the raffle draw. Winners must ensure that the mailing address on BPI Wealth’s record is updated.
Prize will be delivered to the winner’s mailing address or Vybe account. Upon receipt of the prize, the winner must provide one (1) photocopy (front & back) of his/her valid photo-bearing ID with his/her signature.
In the event that the winner could not be contacted through his/her information on record, unclaimed prize after sixty (60) days from the date of notification will be forfeited in favor of BPI Wealth.
7. Prizes are non-transferable, not convertible to cash and cannot be replaced with other items/services.
8. A client can only win once and will be awarded the higher of the prizes. If his/her name is drawn again, he/she may no longer win on the succeeding draws.
9. By joining this promo, the qualified client agrees for BPI Wealth to collect information such as financial information for purposes of processing their qualification to the promo.
10. Investments, which are basis for qualification to this promo, will not be qualified for other ongoing promos of BPI Wealth.
11. The Withholding Tax or other expenses related to the awarding of the prizes will be shouldered by BPI Wealth.
12. BPI Wealth reserves the right to dispute the eligibility of participation in the promo if redemption or reinvestment is identified. In case of dispute, the decision of BPI Wealth will be final.
Who is eligible to join the promo?
What are the participating BPI Investment Funds?
The BPI Wealth Builder Fund and other qualified BPI Investment Funds available through BPI’s online channels are included. For a full list of participating funds, please refer to the promo details.
How do I qualify for the raffle?
To qualify through a BPI Wealth Builder investment, open an investment account via e-Invest and ensure an initial subscription of at least P5,000 from FRESH funds. While a monthly top-up (RSP) is required to be set up upon BPI Wealth Builder account application in e-Invest, only the initial subscription amount upon e-Invest account application and subsequent on-demand top-ups via BPI App or BPI Online will be considered for the promo.
To qualify through other BPI Investment Funds, open an investment account via e-Invest and ensure subscription of at least P5,000 or top-up a minimum of P5,000 to any of the participating BPI Investment Funds through the BPI app, or BPI Online during the promo period. Investments must be FRESH Funds.
What are considered fresh funds?
Additional contributions or new subscriptions that do not come from existing BPI UITF/MF shall be considered as fresh funds. Proceeds of maturities, Time Deposits, various CASA/deposit products and other investment products are considered as fresh funds.
How are the e-raffle tickets allocated?
For every P5,000 subscription to the BPI Wealth Builder Fund, you will receive 2 e-raffle tickets.
For every P5,000 subscription to other participating BPI Investment Funds, you will receive 1 e-raffle ticket.
The maximum number of e-raffle tickets you can earn is capped at 100 tickets per client.
BPI Wealth
Kindly send an email to: promo_investment@bpi.com.ph
BPI
For inquiries and comments, please send us a message or call our 24-hour BPI Contact Center at (+632) 889-10000.