Requirements and Forms for Corporate
For Corporate Accounts:
- Participating Trust Agreement (PTA)*
- Risk Disclosure Statement*
- Customer Information Record - Corporate (mist be signed by all signatories and authenticated by Corp Sec)
- Customer Information Record - (each authorized signatory of fund)
- 1 Government Valid ID
- Indemnity Agreement
- Secretary's Certificate or Board Resolution appointing UBP-Trust & Investment Services Group as the Trustee and signatories of the account (Original Copy).
- Articles of Incorporation
- By Laws of Corporation
- General Information Sheet
* Documentary requirements for each Fund would vary.
Corporate Accounts Requirements:
Upon completion of all requirements, send to the nearest UnionBank branch.