Login to Internet Banking
|
Pay Bills Online
Learn more about Internet Bills Payment |
|
Home > Trust > Personal Trust and Investment Management Services
| Personal Trust and Investment Management Services |
|
Special Investment Management Account (SIMA) – SDA Intended for individuals who want to invest in the Special Deposit Account of the Bangko Sentral ng Pilipinas. |
|
Long-Term Living Trust or Investment Management Account – Crest Fund Designed for Filipinos and resident aliens who would like to take advantage of the tax exemption granted to long term trust or investment management accounts. Interest income earned from the Crest Fund account is exempt from the 20% final withholding tax, provided the account is maintained for at least five years. |
|
Living Trust Account Ideal for individuals who would like to entrust the management, protection and growth of funds which are intended for the benefit of specified beneficiaries such as the spouse, children, parents or other third parties designated for specific purposes such as providing for their education, health care, financial support and other objectives. |
|
Portfolio Management Suitable for individuals who would like to maximize returns on investments given prescribed investment parameters. Clients can opt for a purely fixed income portfolio or a mixed portfolio consisting of fixed income securities and equities, depending on his objectives, risk preference and investment time frame. |
|
Estate Planning Beneficial to individuals who would like to facilitate the systematic arrangement and eventual transfer of wealth or assets in accordance with his intentions. RCBC can provide advice and assist in this exercise which involves accumulating wealth, conserving and growing the family fortune and preparing for the orderly and cost-efficient distribution of assets to the intended beneficiaries. Having a well-planned estate gives one greater peace of mind and better flexibility to achieve lifetime goals. |
Investments in trust and other fiduciary products or services made through RCBC - Trust and Investments Group (RCBC-TIG) are not deposits and are not guaranteed, issued or insured by RCBC or its affiliates or subsidiaries. These investments are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investments, yields cannot be guaranteed. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. Any income or loss is for the account of the trustor/investor. The Trustee is not and shall not be liable for any losses of the investment, except those resulting from willful default, bad faith or gross negligence."
