Investment Management Account

Investment Management Account

If you would like to customize your investment plan but do not have the time to manage your funds, we have the solution for you.

Drawing on over five decades of trust experience, PNB offers professional fund management for individuals and corporations who/which do not have time to manage their funds, and/or do not have access to the various investment outlets available in the market. Our experienced portfolio managers will design a specific investment portfolio for you to help you achieve your financial goals and objectives.

Product Type Peso IMA Dollar IMA
Minimum Initial Investment Php 1,000,000 US$ 25,000
Minimum Maintaining Amount Php 1,000,000 US$ 25,000
Trust Fees Negotiable
Arrangement *Full Discretion or **Directional

* Full discretion – Gives the bank the authority to invest the fund based on its own judgment   or evaluation

** Directional or limited discretion – gives the bank authority to invest the funds in accordance with the investment guidelines given by the client. The execution of any type of investment requires prior approval of the client.

** Get exclusive benefits with your IMA account if you are a Wealth Client!

All funds/accounts managed by PNB Trust Banking Group (Trustee) are Trust and/or Investment Management funds which DO NOT carry any guaranty of income or principal, and are NOT covered by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investments, potential yield cannot be guaranteed It is also possible for the investments and their income to fluctuate as a result of prevailing market conditions. Past performance is likewise not a guarantee of future results. Any loss or income is for the account of the Trustor/s. The Trustee is not liable for losses except upon fraud, gross negligence or bad faith.

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Deposits are insured by PDIC up to P500,000 per depositor.
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