For every organization, employees are its best assets. Let employees know they are valued by ensuring they are adequately provided at the end of their working years by setting up a retirement fund. A retirement fund is a cost-effective vehicle to fund, administer and provide benefits committed to employees under company policy or by operation of law.
Depending on the unique needs of your employees, BPI offers two types of retirement fund arrangements:
- Defined Benefit – contributions are made solely by the employer
- Defined Contribution – contributions may also be made by the employees
With the proper structure and tax qualification, your company and employees may enjoy financial benefits, including:
- Reduced corporate taxes
- Tax-exempt retirement benefits
- Tax savings on investment income
- Superior investment returns
- Lower employee benefit costs
BPI Asset Management and Trust Corporation has a proven track record of investment performance and provides the best-in-class customer service in the industry.
- First and only to provide 24/7 access to BPI Asset Management Online with complete financial statements and reports
- Dedicated account officer and portfolio manager
- Regular fund performance review and economic briefing meetings
- Comprehensive administrative and accounting functions
- Access to research reports
- Various client training workshops, economic briefings and financial wellness for employees
To know more about how BPI can be of service to you, feel free to set an appointment or contact BPI Asset Management and Trust Corporation at:
All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Asset Management and Trust Corporation and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investments, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. As such, units of participation of the trustor in the 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. The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Trustors are advised to read the Declaration of Trust, which may be obtained from the office of the Trustee, before deciding to invest.
BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. For any inquiries and complaints relating to our services and products, you may call our hotline: 889-10000, send an email to email@example.com or write a letter addressed to BPI Asset Management and Trust Corporation - Consumer Protection, 17F, BPI Building, Ayala Ave. cor. Paseo De Roxas, Makati City, 1226.
BPI AMTC as Trustee / Investment Manager is supervised by the Bangko Sentral ng Pilipinas (BSP) with telephone number (632) 708-7087 and e-mail address: firstname.lastname@example.org. To know your rights please refer to BSP Circular No. 857 (Regulations on Financial Consumer Protection)