INVESTMENT MANAGEMENT ACCOUNT
(IMA)
Uniquely
for you. Presenting the ultimate investment. The one
customized for you.
Your
own needs, your own views, your own unique personality. The
Ultima Account is an arrangement for the management of funds
invested in a variety of safe, relatively higher yielding
investment outlets
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Safe and Diverse Outlets
Invest in safe, high yield instruments. |
-
-
Worry-Free and Personalized
Serviced with professional help on fund management services. |
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Higher
Interest Rates
Maximize income from excess funds.
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Basic Features
| Minimum Placement |
PhP 1.0 Million |
| Maximum Placement |
No Specified Ceiling |
| Term |
Minimum of 30 days |
| Mode of Payment |
Cash |
| Manager's or Cashier's Check |
| Transfer of Funds |
| Personal or Corporate Check |
| Documentation |
2 Copies Confirmation Advice |
| 2 Copies of Investment Authority |
| 3 Copies of IMA Agreement |
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- * Subject to change based on prevailing market rates and on availability of outlets.
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Documentation
Requirements
*For Individuals
- 2 sets Signature Cards
- Residence Certificate
- Client Information sheet
*For Institutions and Corporations
- Articles of Incorporation & Laws
- Board Resolution
- Authorized Signatories
- Signature Cards
- Client Information Sheet
- Residence Certificate
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Investment Outlets
Government Securities
Special Savings Account
Promissory Notes
Retail Treasury Bonds
Local Government Unit (LGU) Bonds
Loans to Prime Corporations
Loans to Select Small and Medium Borrowers
Auto Loans
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For more information, you may contact RCBC Savings Trust through:
Direct Line : 632-9589 or 633-2908
Telefax
: 633-9845
Trunkline : 634-7008 or 687-5430
Local 4040, 4041, 4042
E-mail
: TrustDept@rcbcsavings.com
eoreyes@rcbcsavings.com
cchan@rcbcsavings.com
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