Personal Management Trust
Personal Management Trust is created for a designated person (the “Beneficiary”). Personal Management Trust can be used as a tool for estate planning to accomplish a variety of financial and personal objectives.
Preserve your legacy—secure a trust today!
Acceptable Currencies
Explore a wide range of currencies accepted for smooth and secure transactions.
Philippine Peso
PHP
US Dollar
USD
Benefits
Unlock exclusive perks, rewards, and smarter ways to grow your finances today!
Expert Portfolio Officer
Expert asset administration and savvy investment management that prioritizes your goals and security.
Easy Access to Funds
Efficient liquidity and timely remittances of cash requirements to the client.
Develop Your Portfolio
The client receives the necessary documents and legal assistance.
Hassle-Free Monitoring
Client is provided with necessary documentation requirements and legal assistance.
Requirements
- PMT Agreement
- Customer Information Sheet
- FATCA Form
- Primary valid ID or 2 secondary valid IDs
- Customer Suitability Assessment
- Investment Policy Statement
- Risk Disclosure Statement
- Other forms that may be required