INVESTMENTS - TRUST PRODUCTS AND SERVICES
Personal Management Trust
Plan and prepare for your and your beneficiaries’ future financial objectives. With EastWest’s Personal Management Trust arrangement, you can preserve or optimize the return of your assets.
Product Features
Minimum and Maintaining Balance
- Php1,000,000.00
Minimum Documentary Requirements
- Personal Management Agreement
- Account Opening Instruction Form
- Customer Information Form – Trustor
- Customer Information Form – Beneficiary/ies
- Client Suitability Assessment
- Risk Disclosure Statement
- Investment Declaration, if applicable
- Investment Policy Statement (for discretionary accounts only)
- Valid ID of Trustor and beneficiaries
- Letter of Instruction
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