Regular Subscription Plan

​​​​​​​1. Log in to BPI Online.
2. Click ”Investments”.
3. Click “UITF Regular Subscription Plan (RSP)”.
4. Select your Investment Account Number.
5. Select your Investment Fund.
6. Input your initial and subsequent order contribution details. You may refer to our product list online for the minimum required amounts.
7. Confirm your RSP contribution and One-Time PIN activation.
8. Upon confirmation of your OTP, a confirmation page will appear. A confirmation email will also be sent stating your order has been placed.
9. Upon settlement, you will receive a transaction advice with the complete details of your investment including the price applied and final settlement amount.

Request for the activation of your RSP by filling out the Fund Order Form.

1. Log in to BPI Online.
2. Click ”Investments”.
3. Click “UITF RSP Amendment”.
4. Select your Investment Account Number.
5. Select your Investment Fund and RSP Setup.
6. Input your RSP Order details (amount, schedule, dates).

For RSP Termination:
Set the end date to the current date provided the next payment schedule is set later than the current date.
​​​​​​​
7. Confirm your Account and RSP Amendment details and input your One-Time PIN.
​​​​​​​8. Upon confirmation of your OTP, a confirmation page will appear. A confirmation email will also be sent stating your order has been placed.

No. Your automatic/scheduled contribution will be debited only from the nominated settlement account of your investment fund.

Yes. You may immediately enroll in RSP upon account opening. This can be found in your Fund Order Form.

If the scheduled contribution falls on a non-banking day, it shall be processed on the next banking day.

The scheduled contribution will neither be processed nor will it terminate the RSP. The next subsequent contribution will proceed as scheduled. No penalty will be imposed against unfunded RSP.

Yes. You will receive a Transaction Advice/Depositary Receipt for each of your processed scheduled contributions.