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Investment Management Account

An agency arrangement whereby the bank as Investment Manager undertakes the handling and management of investible funds or any investment portfolio in a representative capacity. Minimum acceptable investment is P1,000,000.00 with a holding period ranging from 30 days to 1 year.

Trust and other Fiduciary Accounts

Traditional trust services rendered by the bank in its various capacities as trustee, agent, custodian, receiver, administrator, executor, guardian, or depository of money, securities, or other properties deposited for the use, benefits or behalf of others.

1. Employees' Benefit Trust
   
   
2. Living Trust
   
   • Revocable Living Trust
   • Irrevocable LivingTrust
   
   
3. Escrow Arrangement - when two or more persons or entities agree to appoint the bank as Escrow Agent for money, securities, instruments, or properties deposited to it. The escrow agent shall grant money or property to the beneficiaries appointed by the trustor. Often used in the purchase or sale of real properties where the vendor, vendee, and Escrow Agent are bound to comply with terms and conditions of the Escrow Agreement before the escrow deposit or other securities/instruments may be released.
   
   
4. Custodianship - involves the safekeeping and preservation of securities and other important documents, and occasionally performing ministerial acts for the client as provided under the Custodianship Agreement. Includes collection of interests from maturing investments, of dividends, and depositing the same to the client's account.
   
   
5. Insurance Trust - The bank is responsible in conserving, managing, and disposing of the insurance proceeds in accordance with provisions of the Trust Agreement for the best interest of the designated beneficiaries.
   
   • Unfunded Insurance Trust
   • Funded Insurance Trust
     
   
   
6. Property Administration - an agency arrangement whereby the bank undertakes management and administraton of real properties of a client in accordance with the terms of the Trust Agreement. The coverage of services may include payment of realty taxes, fire insurance, other permits and fees; collections of rentals, repairs and maintenance; acceptance and ejectment of tenants,etc.
   
   
7. Guardianship - bank is appointed guardian by a court of competent jurisdiction to care for the person or property or both of a minor or incompetent person.
   
   
8. Educational Trust - a trust fund build-up program designed for future education of assigned beneficiaries. The bank may be appointed as trustee in the management of trust funds set aside for Pre-need Educational Plans to ensure payment of future obligations of the company.
   
   
9. Trust Loans -credit facilities extended by Trust institutions to borrowers, whose credit worthiness have been properly established. These loans are funded by various trust accounts, and are generally secured by a hold-out on, assignment or pledge of deposits, deposit substitutes, mortgage, or chattel mortgage bonds issued by the trustee, real estate, and chattels. Trust loans are subject to 25% single borrower's limit (SBL) and DOSRI ceilings imposed on banks.

Call  813-7448 or  818-5151 loc. 150 for more information.