IMPORTANT ADVISORY: BPI Investment Funds Quarterly Financial Statement

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IMPORTANT ADVISORY: BPI Investment Funds Quarterly Financial Statement


To make your investing experience more convenient, you may now view the Quarterly Financial Statement/s of your existing BPI Investment Fund account/s by logging in to your BPI Express Online account.
 
By January 2019, your account/s will automatically be enrolled to our eStatement facility, which will replace your printed Quarterly Financial Statement/s.
 
 
What is a Quarterly Financial Statement (QFS)?

QFS is a quarterly report on the summary of your investments within a certain period (January to March, April to June, July to September and October to December). It provides information on the fund/s you are invested in, outstanding units, amount invested and its NAVpu, market value, and gains/losses. It also contains all transactions made in your account for that period.
 
 
What are the benefits of enrolling your QFS in eStatement?
 
  • Receive your QFS faster and on time
  • Access your latest and past three quarters QFS anytime, anywhere
  • Receive eTransaction Advice via e-mail for transactions done online
  • Ensure security that only you can access your statements
  • Save our precious trees by going paperless
 
If you have not yet enrolled your BPI Investment Fund account in BPI Express Online, you may view the steps to enroll here.
 
For any concerns, you may e-mail bpi_asset_management@bpi.com.ph
 
Thank you.