2020 Investment Real Thrills - Instant Rewards Promo

2020 Investment Real Thrills - Instant Rewards Promo


PROMO MECHANICS:
 
1. This promo is open to new and existing individual and corporate subscribers to Unit Investment Trust Funds (UITFs) of BPI Asset Management and Trust Corporation (BPI AMTC). Investments made by and in Segregated Portfolio accounts are not qualified.
2. Promo period is from July 1, 2020 – December 31, 2020. Only investments made within the promo period are qualified.
3. Client must invest a minimum of PHP 1,000,000 or USD 20,000 in any of the participating BPI Invest Funds. Every PHP 1,000,000 or USD 20,000 investment entitles client to PHP 1,000 Sodexo Mobile Pass. There will be a limit of PHP10,000 worth of Sodexo Mobile Pass per client.
4. List of participating BPI Invest Funds:
 
Peso-denominated Funds USD/Foreign-denominated Funds
BPI Invest Short Term Fund BPI Invest US Dollar Short Term Fund
 
BPI Invest Premium Bond Fund BPI Invest US Dollar Income Feeder Fund
BPI Invest Balanced Fund BPI Invest US Equity Index Feeder Fund (Class A)
BPI Invest Philippine High Dividend Equity Fund BPI Invest Global Equity Fund-of-Funds
BPI Invest Equity Value Fund BPI Invest Global Bond Fund-of-Funds
BPI Invest Philippine Equity Index Fund BPI Invest European Equity Feeder Fund
BPI Invest Philippine Infrastructure Equity Index Fund  
BPI Invest Philippine Consumer Equity Index Fund  
BPI Invest Catholic Values Global Equity Feeder Fund  
BPI Invest US Equity Index Feeder Fund (Class P)  
 
TERMS & CONDITIONS:
1. Investments should only be fresh funds contributed to BPI AMTC’s UITFs.
2. Switching of funds is strictly not allowed (e.g. if a client has an existing UITF account, he cannot redeem/terminate this particular UITF account for reinvestment to a new or another UITF account for the purpose of joining this promo.)
3. Combining or pooling of funds is also strictly not allowed (i.e., client cannot combine his investments in multiple UITFs; only 1 fund is allowed per transaction)
4. To participate, clients must send their entries within the promo period, as follows:
a. For online subscriptions: Client must forward the confirmation e-mail of the investment subscription with subject title: 2020 IRT Online Entry to bpiamtcpromo@bpi.com.ph, together with their complete name, and investment account number.  BPI AMTC will confirm receipt of promo participation at the end of each business day via email.
b. For branch transactions: Client needs to fill out the 2020 IRT Branch Entry Form in the branch.  RBG front-liners must encode client’s entry and attach a scanned copy of the accomplished form in the AMTC Promo Database.
5. For the purpose of this promo, the investment/s of a qualified client will be subject to a ONE YEAR HOLDING PERIOD.
6. By joining this promo, the qualified raffle participant agrees for BPI AMTC to collect information such as financial information for purposes of processing his/her registration to the promo.
7. Validation of qualified clients will be done monthly following the schedule below.  Amount of investment as of validation date will be the basis for the qualification and corresponding rewards.
 
Entries entered
during the Period
Validation
Date
Holding
Period
July 1 to 31, 2020 August 10, 2020 August 10, 2020 to August 10, 2021
August 1 to 31, 2020 September 7, 2020 September 7, 2020 to September 7, 2021
September 1 to 30, 2020 October 12, 2020 October 12, 2020 to October 12, 2021
October 1 to 31, 2020 November 9, 2020 November 9, 2020 to November 9, 2021
November 1 to 30, 2020 December 7, 2020 December 7, 2020 to December 7, 2021
December 1 to 31, 2020 January 11, 2021 January 11, 2021 to January 2022
 
8. BPI AMTC will notify the qualified client directly via email (for online subscriptions) and through their Relationship/Branch Managers (for branch transactions). Should the client disagree with the Terms and Conditions of the promo, he/she must send a non-conformity email to bpiamtcpromo@bpi.com.ph.  Should this be the case, BPI AMTC reserves the right to disqualify the client’s participation in the promo.
 
Terms and Conditions for Disqualification. An entry is deemed disqualified if:
a. Redemption or reinvestment is identified in the participating account
b. Investment was done before or after the promo period
c. Investment is part of another promo
 
9. Promo rewards will be tagged to the client.  If client redeems fully/partially prior to the end of the holding period, BPI AMTC reserves the right to deduct the corresponding amount (i.e., PHP 1,000 for every PHP 1,000,000 or USD 20,000) of the Sodexo Mobile Pass received by the client from his/her redemption proceeds.
10. The Sodexo Mobile Pass is non-convertible to cash.
11. Investments, which are basis for qualification to this promo, will not be qualified for other ongoing promos of BPI AMTC and BIMI.
12. BPI AMTC, in concurrence with DTI, reserves the right to dispute the eligibility of participation in the promo if redemption or reinvestment is identified. In case of dispute, the decision of BPI AMTC will be final.
13. BPI AMTC, in concurrence with DTI, reserves the right to terminate, discontinue or suspend the promo at any time.
 
TO VIEW THE LIST OF SODEXO MOBILE PASS MERCHANTS, CLICK HERE:
https://merchants.sodexo.ph/