Important Advisory: Transfer of RBank Trust / Investment Management / Other Fiduciary Account Records to the BPI Wealth System effective February 1, 2024

Dear Valued Client,

We are delighted to welcome you to BPI Wealth.

Following the successful merger of Robinsons Bank (RBank) and Bank of the Philippine Islands (BPI) on January 1, 2024, BPI Wealth has received the RBank trust business from BPI and is now managing the trust, investment management, and other fiduciary accounts of RBank. This creates opportunities to deliver enhanced wealth management services to you.

We are pleased to announce that starting February 1, 2024, your Trust / Investment Management / Other Fiduciary Accounts will be transferred to the BPI Wealth system which enables you to gain access to an expanded array of investment products and to improve your overall customer experience. To ensure a seamless transfer of your records, we will implement a three-day investment holiday from January 29, 2024 (Monday) to January 31, 2024 (Wednesday). During this time, we request that you plan your transactions accordingly.

Once the transfer of records is completed, you will receive a new Trust / Investment Management / Other Fiduciary Account number. A BPI Wealth account officer will be assigned to assist you. At the same time, you may continue to coordinate with your RBank trust officer / branch officer / relationship manager as we collaborate to ensure that your transactions are fully supported. Rest assured that we will provide you further updates.

At BPI Wealth, our commitment is to provide you with best-in-class asset and wealth management solutions that empower you to live your best life.

We are grateful for your trust. 

Maria Theresa D. Marcial

President and CEO

The BPI Wealth Trust / Investment Management / Other Fiduciary Account is NOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by, BPI Wealth - A Trust Corporation (BPI Wealth) nor the Bank of the Philippine Islands (BPI), its affiliates or subsidiaries, and is not insured by the Philippine Deposit Insurance Corporation.

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. As such, units of participation of the investor/trustor in a fund, 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 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.

BPI Wealth is a subsidiary of the Bank of the Philippine Islands. For inquiries and comments, please send us a message through bpiwealth@bpi.com.ph. You may also call our 24-hour BPI Contact Center at (+632) 889-10000. 

BPI Wealth - A Trust Corporation is regulated by the Bangko Sentral ng Pilipinas. https://www.bsp.gov.ph