BPI Asset Management is one of the largest fund managers for pension and provident funds in the country, cornering over one-third of market share.
Pension and provident funds are cost-effective vehicles to fund, administer, and provide benefits committed to employees under company policy or by operation of law*. These plans facilitate the availment of tax benefits under the law1. With the proper structure and tax qualification, the company and its employees may enjoy immediate financial benefits, including:
- Reduced corporate taxes;
- Reduced taxes on employee benefits;
- Tax relief on investment income;
- Superior investment returns; and
- Lower employee benefit costs.
As business partner, BPI Asset Management provides administrative convenience by delivering a comprehensive line of services for pension and provident funds, with a dedicated Account Officer.
Our services cover:
- Fund management
- Employee Benefit Plan Administration
- Pension Plan Administration
- Provident Plan Administration
- 24/7 online financial statements
- Provident plan ledger reports
More importantly, the BPI Asset Management brand comes with a solid reputation for stability and dependability and a guarantee of excellent service.
To know more on how we could be of service to you, feel free to set an appointment or contact us and we will be more than glad to speak with you.
*Republic Act 7641 (R.A.7641) mandates minimum separation benefits upon attainment of minimum age and service requirements even in the absence of any contractual commitment by the company. On the other hand, Republic Act 4917 (R.A 4917) complements R.A.7641 by providing tax privileges to both companies and retiring employees provided certain requirements are met.
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: 89-100, 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)