Requirements and Forms For Individuals

These Standard Forms need to be accomplished to invest in our Funds:

For Individual Accounts:

  1. Participating Trust Agreement (PTA)*
  2. Risk Disclosure Statement*
  3. Client Suitability Assessment Form (Individual)
  4. Customer Information Record (and sig card)
  5. Photocopies of 1 Government Valid ID


Individual Accounts Requirements:

Contact Us
icon-phone2

Trust and Investment Services Group

  • (632) 637-7672
  • (632) 636-6366
  • (632) 638-0324
side-module-icon-faq

Have Concerns?

Try checking our Frequently Asked Questions

NAVPU Values
Feb 23, 2017
DateNavPuYTDYOY
UnionBank Philippine Peso Fixed Income Portfolio
02/22/2017
251.500739 0.99% 0.28%
Unionbank Dollar Bond Fund Portfolio
02/22/2017
2.097067 1.85% 1.32%
Unionbank Peso Balanced Portfolio
02/22/2017
125.897472 3.36% 5.22%
UnionBank Large Capitalization Philippine Equity Portfolio
02/22/2017
592.834815 4.33% 5.35%
UnionBank Peso Short Term Fixed Income Portfolio
02/22/2017
133.517268 0.23% 0.90%
UnionBank Long Term Fixed Income Portfolio
02/22/2017
134.962867 2.39% 1.61%
UnionBank Intermediate Term Fixed Income Portfolio
02/22/2017
156.166455 0.87% -0.31%
UnionBank Infinity Prime Portfolio
02/22/2017
153.614991 0.68% 0.03%
UnionBank Tax Exempt Portfolio
02/22/2017
184.123654 1.22% 1.45%
UnionBank Dividend Play Equity Portfolio
02/22/2017
100.882761 3.98% 7.12%
UnionBank Philippine Equity Index Fund Portfolio
02/22/2017
105.590337 6.44% 7.65%
UnionBank High Net Worth Medium-Term Peso Fixed Income Portfolio
02/22/2017
97.499387 0.83% N/A
UnionBank High Net Worth Intermediate-Term Peso Fixed Income Portfolio
02/22/2017
98.183635 0.25% N/A
1 Make sure that the website address appearing on your browser starts with https://ebanking.unionbankph.com/ and a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 You can only type in your password or PIN using the virtual keyboard.

3 Keep your device virus-free. Make sure you have an updated anti-virus software.

4 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser is Union Bank of the Philippines and has a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 You can only type in your password or PIN using the virtual keyboard.

3 Keep your device virus-free. Make sure you have an updated anti-virus software.

4 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser starts with https://ebanking.unionbankph.com and a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 You can only type in your password or PIN using the virtual keyboard.

3 Keep your device virus-free. Make sure you have an updated anti-virus software.

4 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser is Union Bank of the Philippines and has a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 You can only type in your password or PIN using the virtual keyboard.

3 Keep your device virus-free. Make sure you have an updated anti-virus software.

4 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser starts with https://ebanking.unionbankph.com and a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 Keep your device virus-free. Make sure you have an updated anti-virus software.

3 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser is Union Bank of the Philippines and has a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 Keep your device virus-free. Make sure you have an updated anti-virus software.

3 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser starts with https://ebanking.unionbankph.com and a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 Keep your device virus-free. Make sure you have an updated anti-virus software.

3 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.
1 Make sure that the website address appearing on your browser is Union Bank of the Philippines and has a padlock symbol (🔒) beside it. If you see something different or there is no address appearing, please do not proceed and report to us immediately.

2 Keep your device virus-free. Make sure you have an updated anti-virus software.

3 To secure your account, we strongly advise you to avoid downloading your banking documents using a public computer




For more information, please visit the Safe Surfing Guidelines page or call our 24-hour Customer Support at (02) 8418600.