These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). 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. 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.
Corporation and Institutional Funds
Pension and Provident Funds
Escrow Agency
As the Escrow Agent, we hold, manage, and release assets and funds on behalf of two parties in accordance with the terms and conditions of the agreement.
Loan Agency
We act as an intermediary and agent between and among the borrower and syndicate of lenders relative to an underlying loan facility.
Bond Trusteeship
We monitor compliance of the bond issuer with the covenants under the relevant trust agreement.