Investment Real Thrills

1. This promo is open to new and existing individual and joint account subscribers to BPI Investment Funds (Unit Investment Trust Funds and Mutual Funds). Investments made by and in Segregated Portfolio accounts, corporate accounts and via BPI Bills Payment or other third-party payment facilities do not qualify.

2. Promo period is from July 8, 2024 to August 31, 2024. Only investments made within the promo period are qualified.

3. First time and existing investors will receive 10,000 BPI Rewards Points for every Php 500,000 or USD 10,000 investment made in a single transaction to any participating BPI Investment Funds. There will be a limit of 200,000 BPI Rewards Points per client. Participating BPI Investment Funds include: 

• ALFM Peso Bond Fund
• ABF Philippines Bond Index Fund
• ALFM Dollar Bond Fund
• ALFM Growth Fund
• ALFM Global Mutli-Asset Income Fund (PHP and USD)
• BPI Philippine Equity Index Fund
• Philippine Stock Index Fund
• BPI US Dollar Short Term Fund
• BPI Short Term Fund
• BPI Sustainable Global Bond Fund-of-Funds
• BPI Sustainable Global Balanced Fund-of-Funds
• BPI Sustainable Global Equity Fund-of-Funds
• BPI US Equity Index Feeder Fund (USD and PHP classes)
• BPI Philippine Consumer Equity Index Fund
• BPI Philippine Infrastructure Equity Index Fund
• BPI European Equity Feeder Fund
• BPI Global Bond Fund-of Funds
• BPI Global Equity Fund-of-Funds
• BPI World Technology Feeder Fund
• BPI Global Heath Care Feeder Fund
• BPI Premium Bond Fund

1. The BPI Rewards Points are non-convertible to cash. Additionally, the client must be enrolled in VYBE in order to receive the reward. Failure to enroll in VYBE within 3 months after the validation date on August 15, 2024 or September 16, 2024 will cause the forfeiture of the reward in favor of BPI Wealth.

2. For this promo's purpose, a qualified client's investment/s will be subject to an ONE-YEAR HOLDING PERIOD or 365 days after the validation date. If client redeems fully/partially prior to the end of the holding period, BPI Wealth reserves the right to deduct the amount of the prize received from his redemption proceeds. 

3. Investments should only be fresh funds contributed to any of the participating BPI Investment Funds.

4. Switching of funds is strictly not allowed (e.g. if a client has an existing UITF/MF account, he cannot redeem/terminate this UITF/MF account for reinvestment to any of the participating BPI Investment Funds for the purpose of joining this promo.) Further, switching of qualified investment/s to another fund within the holding period will be treated as redemption and will be subject to the deduction of the corresponding amount of prize received from his SETA.

5. Combining transactions and pooling of funds are strictly not allowed (e.g. client cannot combine his existing UITF/MF investments. Only 1 fund is allowed per transaction).

6. Participation in the promo must be initiated through the following procedures:

a. For online subscriptions: Client must forward the confirmation e-mail of the investment subscription with subject title: 2024 IRT Online Entry to promo_investment@bpi.com.ph together with their complete name and investment account number. BPI Wealth will confirm receipt of promo participation within 5 business days via email. 

b. For branch transactions: Client needs to fill out the 2024 IRT Branch Entry Form in the branch.  Branch front liners must encode client’s entry along with the scanned copy of the accomplished 2024 IRT Branch Entry Form in the Microsoft Form link.

7. Each submitted entry or participation shall be subject to review and validation. Validation of entries for qualified clients will be done as follows.  

The amount of investment as of the validation date shall be the basis in determining qualification of the entry and computation of the corresponding rewards.

8. BPI Wealth will notify the qualified clients directly via email on August 16, 2024 and September 17, 2024 of their successful participation in the promo and other pertinent matters. 

9. Participants are given the option to withdraw their entry before the end of the validation period. To signify their intention to withdraw from the promo, participants must notify BPI Wealth in writing via email at promo_investment@bpi.com.ph on or before 15 August 2024 for entries entered from July 8, 2024 to July 31, 2024 and on or before September 16, 2024 for entries entered from August 1-August 31, 2024. Withdrawal requests received after the validation period will no longer be considered. Successfully withdrawn entries shall be disqualified from the promo.

Terms and Conditions for Disqualification. An entry is deemed disqualified if:

a. Redemption or reinvestment is identified in the participating account during the promo period

b. Investment was done before or after the promo period

c. Subscriptions from Corporate accounts

d. Investment is part of another promo

e. RSP subscription

f. Subscriptions made via BPI Bills Payment or other third-party payment facilities

10. By joining this promo, the qualified participant agrees for BPI Wealth to collect information such as financial information for purposes of processing his/her registration to the promo.

11. Investments, which are basis for qualification to this promo, will not be qualified for other ongoing promos of BPI Wealth.

12. BPI Wealth 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 Wealth will be final.

13. BPI Rewards Terms and Conditions apply. 

1. 10,000 BPI Rewards Points for every Php 500,000 or USD 10,000 investment in any participating BPI Investment Funds. Maximum of 200,000 BPI Rewards Points per client. 

BPI Wealth

Kindly send an email to: promo_investment@bpi.com.ph

BPI
For inquiries and comments, send us a message or call our 24-hour BPI Contact Center at ‎(+632) 889-10000.

Disclosure:

A Unit Investment Trust Fund (UITF) is regulated by the Bangko Sentral ng Pilipinas (BSP).  It is a ready-made investment that pools funds from various investors with similar investment objectives and are invested in various financial instruments.  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 UITF, even if invested in government securities, is for the account of the investor/trustor.  As such, units of participation of the investor/trustor in a UITF, 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.  BPI Wealth – A Trust Corporation ("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 Declaration of Trust of the relevant UITF before deciding to invest. For inquiries and comments, please send us a message by visiting the BPI or BPI Wealth website and click the Contact Us page. You may also call our 24-hour BPI Contact Center at (+632) 889-10000.

A mutual fund is an open-end investment company registered with the Securities and Exchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund with the aim of achieving a specific objective. 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 mutual fund, even if invested in government securities, is for the account of the investor. As such, shares or units of participation of the investor in a mutual fund, when redeemed, may be worth more or be worth less than his/her initial contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Wealth, as fund manager of the ALFM Funds, is not liable for losses, other than due to willful default, evident bad faith or gross negligence. Investors are advised to read the Prospectus of the relevant ALFM Fund which may be obtained from authorized distributors before deciding to invest. For inquiries and comments, visit the BIMI’s website.

UITFs and mutual funds are NOT DEPOSIT products. Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand these products, do not purchase or invest. These products are not an obligation of, or guaranteed, or insured by BPI Wealth (as trustee and fund manager of the BPI Invest, Odyssey UITFs and ALFM Funds), or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries and are not insured by the Philippine Deposit Insurance Corporation (PDIC).

BPI Wealth and BIMI are subsidiaries of the Bank of the Philippine Islands (BPI). BPI, BPI Wealth and BIMI will never ask to verify or divulge your personal information such as your user ID, password and OTP (One-Time PIN) via phone, call, text messages (SMS) or link provided in emails. If you receive a call or

email asking you to provide any confidential information, do not engage. Immediately change your online banking password and report the incident to 889-10000.

BPI Wealth is regulated by the Bangko Sentral ng Pilipinas and Securities and Exchange Commission. https://www.bsp.gov.ph