BPI Wealth Builder

Fund Disclaimers:

By investing in BPI Wealth Builder, you agree to participate, at no additional costs or fees, in the non-investment rewards and benefits program related to the administration of the Fund.  You further understand and agree to the terms and conditions of BPI Wealth Builder, as may be amended, suspended, or discontinued, and as disclosed to investors. The Fund Manager retains the right to modify or discontinue the benefits, as circumstances may warrant, with due notice to the investors.

IMPORTANT NOTES:

1. Eligibility for benefits is based on the investment’s cost or market value, whichever is higher, at the end of each month. Benefits will be distributed or discontinued, as the case may be, the following month.
2. Investors will not incur upfront costs to qualify for the benefits.
3. The Fund Manager retains the right to modify or discontinue the benefits, as circumstances may warrant, with due notice to the investors.

Disclaimer:  The calculator is provided for simulation purposes only and to aid the investor in designing an investment plan. The results should not be considered as financial advice. Investors are encouraged to seek professional advice to make informed financial decisions specific to their individual preferences and circumstances.

Fund documents

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This is NOT A DEPOSIT PRODUCT. Earnings are not assured and principal amount invested is exposed to risk of loss. This product cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand this product, do not purchase or invest.​

BPI Wealth Builder (the "Fund") is NOT a deposit product and is not guaranteed by BPI Wealth (the "Fund Manager"), BPI Investment Inc. ("BII" or the "Principal Distributor"), Bank of the Philippine Islands and its affiliates/subsidiaries. The Fund is not insured by the Philippine Deposit Insurance Corporation. Investment returns and principal value are not guaranteed, and market fluctuations may result in gains or losses. Redemption may be subject to conditions or fees and Fund units may be worth more or less than the initial investment. Past performance does not guarantee future results. Investors should read the Fund's Prospectus, available from authorized distributors, for detailed information before investing.​

For inquiries and comments, please send an email to wealthbuilder@bpi.com.ph or call the 24-hour BPI Contact Center at (+632) 889-10000.​

BPI Wealth Builder is an investment or mutual fund company authorized and regulated by the Securities and Exchange Commission (SEC), and managed by BPI Wealth - A Trust Corporation (BPI Wealth). BPI Wealth is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph) and SEC (https://www.sec.gov.ph).​