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Articles Archive
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Date posted: 2013-08-06

Unit Trust Funds, Trust Entity, Board of Directors, Collective Investment Scheme, Feeder Fund, Fund of funds, Target Fund, Investor Fund, Related Party/ Company..


Date posted: 2013-08-06

The cardinal principle common to all trust and other fiduciary relationships is fidelity. Policies predicated upon this principle are directed towards confidentiality, scrupulous care, safety and..


Date posted: 2013-08-06

Each UIT Fund shall be established, administered and maintained in accordance with a written trust agreement drawn by trustee, referred to as the \"Plan\" which shall be approved by the Board of Directors..


Date posted: 2013-08-06

The regulations are intended to align the operation of pooled funds under management by trust entities with international best practices and to ensure differentiation from bank deposits and other direct..


Date posted: 2013-08-06

Allowing cross-currency investment for peso trust, other fiduciary and investment management accounts, including peso unit investment trust funds, the Manual of Regulations for Banks and Manual of..


Date posted: 2013-08-06

The combined exposure of the UIT Fund to any entity and its related parties shall not exceed 15% of the market value of the UIT Fund..


Date posted: 2013-08-01

Do read the Declaration of Trust, Information Memo, Offering Circular or similar document about the Fund/s you are interested in before investing...


Date posted: 2013-05-02

Prior to making an investment in any UITF, investors should be aware of the risks that may be associated with such investment. As investments in UITFs carry different degrees of risk, it is necessary that..


Date posted: 2013-05-02

As financial markets evolve, investment choices multiply. In the Philippines, nothing exemplifies this better than the number of unit investment trust funds (UITFs) available to the local investor. ..


Date posted: 2013-04-30

On September 3, 2004, the Bangko Sentral ng Pilipinas (BSP) issued Circular No. 447 which paved the way for the creation of Unit Investment Trust Funds (UITFs). A UITF is an open-ended pooled trust fund..