Retirement Fund Account
This refers to trust or agency arrangement wherein PBB TIC is appointed to set up and/or manage the retirement fund / employee benefit plan (maintained by an employer, employees, or both, for the purpose of providing the employees certain benefits) wherein the beneficiaries are the employees of the corporation.
Plan your team’s future—set up a fund today!
Acceptable Currencies
Explore a wide range of currencies accepted for smooth and secure transactions.
Philippine Peso
PHP
US Dollar
USD
Benefits
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Easy Processing
Simplifies the entire process, from set-up to plan implementation.
Delivering Real Value
It enhances the company's corporate image while easing the financial burden of immediate lump-sum benefit payments, particularly for separation benefits required by the Labor Code. It allows for a gradual funding process spread over an extended period.
Tax-Free
For BIR-qualified retirement plans: Contributions to the fund are tax-deductible, and Investment income is not subject to 20% withholding tax.
Expert Portfolio Officer
Expert asset administration and savvy investment management that provides seamless administration of the company’s plan.
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
A seamless and well-organized distribution of the trust estate to the Beneficiary.
Requirements
- Government-issued IDs
- Articles of Incorporation/Partnership
- SEC Registration
- Latest General Information Sheet with Beneficial Ownership
- Declaration Form Secretary’s Certificate From PBB-TIC
- Customer Information Form
- Client Suitability Assessment
- Risk Disclosure Statement
- Investment Policy Statement
- Actuarial Valuation
- Company Retirement Plan & Regulations
- Tax Exemption