For all transactions made January 2023 onwards | ||||
Enrolled in VYBE | Opened an investment account | Made an initial subscription | Qualified for Points-earning | Action needed |
Y | Y | Y | ✔ | None |
Y | Y | N | Not yet | Make an initial subscription within the same month of account opening |
Y | N | N | Not yet | 1. Open an investment account any time starting January 2023
2. Make an initial subscription within the same month of account opening |
N | Y | N | Not yet | 1. Enroll in VYBE*
2. Make an initial subscription within the same month of account opening |
N | Y | Y | Not yet | Enroll in VYBE* |
N | N | N | Not yet | 1. Enroll in VYBE*
2. Open an investment account any time starting January 2023
3. Make an initial subscription within the same month of acount opening |
*VYBE enrolment must be done on or before the month of initial subscription.
Primary account holder opens a BPI UITF account | 1,000 BPI Points |
Primary account holder opens an ALFM MF account | 1,000 BPI Points |
Maximum points to be awarded | 2,000 BPI Points |
All qualified clients will be credited points within 60 days after the date of their initial subscription.