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

 

 

  • Safe and Diverse Outlets
    Invest in safe, high yield instruments.
  •  
  • Worry-Free and Personalized
    Serviced with professional help on fund management services.
  •  
  • Higher Interest Rates

    Maximize income from excess funds.


    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.
  •  
 

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

 

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

 

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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