Promo mechanics

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!) 
Terms and conditions

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.

Frequently asked questions

e-Invest by BPI Wealth

Open your investment account conveniently with just a few clicks.

Grow your investments

Easily top up your existing investments through the BPI app.

Customer support

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.

Disclosure:
A Unit Investment Trust Fund (UITF) is regulated by the Bangko Sentral ng Pilipinas (BSP).  It is a ready-made investment that pools funds from various investors with similar investment objectives and are invested in various financial instruments.  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 UITF, even if invested in government securities, is for the account of the investor/trustor.  As such, units of participation of the investor/trustor in a UITF, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results.  BPI Wealth – A Trust Corporation ("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 Declaration of Trust of the relevant UITF before deciding to invest. For inquiries and comments, please send us a message by visiting the BPI or BPI Wealth website and click the Contact Us page. You may also call our 24-hour BPI Contact Center at (+632) 889-10000.
A mutual fund is an open-end investment company registered with the Securities and Exchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund with the aim of achieving a specific objective. 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 mutual fund, even if invested in government securities, is for the account of the investor. As such, shares or units of participation of the investor in a mutual fund, when redeemed, may be worth more or be worth less than his/her initial contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Wealth, as fund manager of the ALFM Funds, is not liable for losses, other than due to willful default, evident bad faith or gross negligence. Investors are advised to read the Prospectus of the relevant ALFM Fund which may be obtained from authorized distributors before deciding to invest. For inquiries and comments, visit the BIMI’s website.
UITFs and mutual funds are NOT DEPOSIT products. Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest. These products are not an obligation of, or guaranteed, or insured by BPI Wealth (as trustee and fund manager of the BPI Invest, Odyssey UITFs and ALFM Funds), or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries and are not insured by the Philippine Deposit Insurance Corporation (PDIC).
BPI Wealth and BIMI are subsidiaries of the Bank of the Philippine Islands (BPI). BPI, BPI Wealth and BIMI will never ask to verify or divulge your personal information such as your user ID, password and OTP (One-Time PIN) via phone, call, text messages (SMS) or link provided in emails. If you receive a call or email asking you to provide any confidential information, do not engage. Immediately change your online banking password and report the incident to 889-10000.
BPI Wealth is regulated by Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
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