Unit Investment Trust Fund Philippines

Articles Archive

Month: Year:

Amendments to Unit Investment Trust Funds Regulations

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..

Basic Standards in the Administration of Trust, Other Fiduciary and Investment

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..

BSP Circular 593

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..

Circular No. 447 of the BSP Monetary Board

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..

Cross Currency Investment for Peso Trust, Other Fudiciary and Investment

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..

Exposure Limit to a Single Person or Entity

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..

UITFs Do\'s and Don\'ts

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...

Risk Disclosure

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..

Types of UITF: Easing the Challenge of Selection

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. ..

Taxation of Unit Investment Trust Funds

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..

AB Capital	Metropolitan Bank & Trust Co.
Asia United Bank	Philippine Bank of Communications
ATRAM Trust Corporation	Philippine Business Bank
Bank of Commerce	Philippine National Bank
BDO Unibank, Inc.	Philippine Savings Bank
BPI Asset Management and Trust Corporation	RCBC Savings
China Banking Corporation	Rizal Commercial Banking Corporation
CTBC Bank (Philippines) Corp.	Robinsons Bank
Development Bank of the Philippines	Security Bank Corporation
EastWest Banking Corporation	Sterling Bank of Asia
LandBank of the Philippines	Union Bank
Manulife Asset Management and Trust Corporation (MAMTC)	United Coconut Planters Bank
Maybank Philippines Inc.