At UnionBank Trust and Investment Services Group, we understand that individuals may have distinct financial needs and objectives.
UnionBank Trust will act as an independent third party escrow agent to protect the interests of the contracting parties while the terms and conditions of the principal contract are being fulfilled. An escrow arrangement ensures the protection of theparties' interests while ensuring compliance with certain contractual obligations.
UnionBank Trust and Investment Services Group will manage a portion of your wealth for the benefit of your designated beneficiary(ies).Living Trust gives you a convenient access to a wide array of investment products. This is highly customizable and allows you to distribute the proceeds, interests and/or principal to your beneficiary(ies) according to your conditions and provisions.
UnionBank Trust acts as your Investment Manager authorized to manage your funds according to your investmentobjectives, strategies, risk parameters and other guidelines you wish to set. Under this arrangement, you can create a portfolio by choosing from a wide array of investment outlets that are offered daily. Theseinvestment outlets may be in the form of government securities, investment grade corporate bonds, stocks, preferred shares, time deposits or UIT Funds.The end goal is to provide you with superior returns, while taking into accountyour risk-reward profile.
Unit Invested Trust Funds are open-ended pooled trust funds, which are operated and administered by a trust entity. This is made available by participation and allows clients to invest or redeem their investments at any time from the fund itself rather than from the other existing unit-holders.These funds are managed by skilled and professional fund managers and are invested in a diversified set of financial instruments such as stocks, bonds and other money market securities, which are normally available to bigger investors only.
We at UnionBank Trust recognizes that your needs vary and that they require solutions specifically tailored to suit your preferences.In line with this, UnionBank Trust offers a selection of Unit Investment Trust Funds (UITF) to better satisfy your needs.
We have 14 UIT Funds:
The Declaration of Trust (DOT) for each of the funds is available upon request from the Trust and Investment Services Group.