1. The promo is open to all new and existing individual and corporate clients of BPI Asset Management and Trust Corporation.
2. The promo will run from April 1 to June 30, 2017. Reward availment is until July 14, 2017.
3. Clients are entitled to receive P1,000 in equivalent units of his/her investment fund or in gift cards/certificates, for every P1,000,000 worth of investment in any or a combination of BPI Investment Funds. Client may choose from the following gift card or certificates:
a. BPI Express Gift Card
b. Philippine Airlines Travel Voucher (domestic or international)
4. Investments should only be fresh funds contributed to any of the participating funds.
a. Participating BPI Investment Funds
|BPI INVESTMENT FUNDS
- BPI Short Term Fund
- BPI Premium Bond Fund
- BPI Balanced Fund
- ABF Philippines Bond Index Fund
- BPI Philippine High Dividend Equity Fund
- BPI Equity Value Fund
- BPI Philippine Equity Index Fund
- BPI Philippine Infrastructure Equity Index Fund
- BPI Philippine Consumer Equity Index Fund
- BPI US Dollar Short Term Fund
- BPI Global Bond Fund-of-Funds
- Philippine Dollar Bond Index Fund
- BPI Global Equity Fund-of-Funds
- BPI US Equity Index Feeder Fund
- BPI European Equity Feeder Fund
- Odyssey Peso Medium Term Bond Fund
- Odyssey Peso Bond Fund
- Odyssey Diversified Capital Fund
- Odyssey Diversified Balanced Fund
- Odyssey Philippine Equity Fund
- Odyssey Philippine High Conviction Equity Fund
- Odyssey Philippine Dollar Bond Fund
- Odyssey Asia Pacific High Dividend Equity Fund
b. For dollar-denominated funds, investment amount will be converted to its peso equivalent, based on closing rate of foreign-exchange on day of investment.
c. Only investments made within the promo period are qualified. Investments which are basis for entry to this promo shall not be qualified for other ongoing promos of BPI Asset Management Trust Corporation or its affiliates except for promotions involving enrollment in Investments Online, e-SOA for investments, and Regular Subscription Plan.
TERMS AND CONDITIONS
1. For the purpose of this promo, investments will have a 1-year holding period. In the event that the client redeems fully/partially prior to the end of the 1-year holding period, BPI Asset Management and Trust Corporation reserves the right to deduct the value of the reward from the client/s’ redemption proceeds.
2. The promo is exclusive to investment accounts booked through BPI and BPI Family Savings Bank Branches, BPI Online Banking and BPI Mobile Banking, or directly through BPI Asset Management and Trust Corporation.
3. Client may choose a combination of rewards in equivalent units or gift cards/certificates.
4. To claim the rewards:
a. Subscription Via Branches or directly through BPI Asset Management and Trust Corporation - Client must fill-out the claim certificate in the branch where the investment was made. If client chooses reward in form of gift card/certificate, complimentary gift will be delivered to this branch
b. Subscription Via BPI Online Banking or BPI Mobile Banking - Client must forward the confirmation e-mail of the investment subscription to email@example.com, together with the choice of reward and preferred branch for pick-up. If client chooses reward in form of gift card/certificate, client also has a choice to pick-up the reward at 17/F Ayala Wing, BPI Head Office. BPI Asset Management and Trust Corporation will reply within 5 banking days to confirm receipt of promo participation and date of delivery of reward.
5. All the claim certificates and promo participation e-mails should be submitted or sent on or before July 14, 2017.
6. Rewards will be processed by batch, every end of the month: April 28, May 31, June 30, and July 14, 2017.
7. The turnaround time for crediting of units and delivery of gift cards/certificates after processing of rewards will be as follows:
a. Metro Manila/GMMA : 10 working days
b. Provincial : 15 working days
8. All the unclaimed gift card/s after August 31, 2017 will be forfeited and returned to BPI Asset Management and Trust Corporation.
9. Switching of funds is strictly not allowed
10. BPI Asset Management and Trust Corporation has the right to verify the eligibility of the client and his/her investments and to check whether the investment is still outstanding at the end of the holding period.
11. BPI Asset Management and Trust Corporation 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 Asset Management and Trust Corporation will be final.
FREQUENTLY ASKED QUESTIONS
1. Are clients qualified to join other promos?
No, except for promos involving enrolment in IOL, RSP or eSOA.
2. Are segregated accounts included in the promo?
No. Only investments made through FDS (branch system) or online are qualified.
3. Is pooling of funds allowed?
Yes, pooling of UITF investments made within the promo period only.
4. Is there a maximum entitlement of rewards?
5. What BPI Investment Funds are allowed when claiming rewards in equivalent units?
This can be availed through Peso-denominated funds of client, subject to minimum transaction of the fund.
6. Are Unibankers allowed to join the promo?
7. What is the BPI Express Gift Card?
BPI Express Gift cards are electronic gift cards that can be used in the widest selection of merchant choices. It is a gift card that is accepted at over 45,000 MasterCard® affiliated establishments nationwide, thus empowers the recipient to select the gift that he/she personally wants.
8. How can clients use the Philippine Airlines Travel Voucher?
Upon receipt of Travel Voucher from BPI AMTC, client may already use this to book their flights in any PAL Ticketing Office.
The Travel Voucher is for one time purchase only.
9. Can clients book domestic or international flights?
When filling out the Claim Certificate, clients must indicate whether they prefer domestic or international flights.
10. Is there an expiration for the BPI Express Gift Card and Philippine Airlines Travel Voucher?
The card will expire two (2) years from the date of creation. The day is valid until the date (mm/yy) printed on the card below the text "Valid Thru". The Philippine Airlines Travel Voucher has no expiration.