IN THE NEWS


Feel the thrill of Christmas with Investment Real Thrills!


 
Promo is extended until December 31, 2018
Reward availment period is until  January 31, 2019
 
 
PROMO MECHANICS:
1. Promo is open to all new and existing individual clients of BPI Asset Management and Trust Corporation (BPI AMTC).
 
2. Promo period is extended until December 31, 2018. Reward availment period is until January 31, 2019.
 
3. Clients will receive P500 worth of Sodexo Premium Pass for every P200,000 investment in any of the participating Equity Funds listed below:
 
BPI INVESTMENT FUNDS
BPI Philippine High Dividend Equity Fund
BPI Equity Value Fund
BPI Philippine Equity Index Fund
BPI Philippine Infrastructure Equity Index Fund
BPI Philippine Consumer Equity Index Fund
BPI Catholic Values Global Equity Feeder Fund
BPI Global Equity Fund-of-Funds
BPI US Equity Index Feeder Fund
BPI European Equity Feeder Fund
Odyssey Philippine Equity FUnd
Odyssey Philippine High Conviction Equity Fund
Odyssey Asia Pacific High Dividend Equity Fund
 
4. Maximum amount of reward of Sodexo Premium Pass that may be claimed for investments made in each fund is P2,500.
 
5. Investments should only be fresh funds.

a. For US Dollar-denominated funds, minimum investment amount is USD4,000.  Incremental amount is also USD 4,000.

b. Only investments made within the promo period are qualified.
 
6. This offer is not valid in conjunction with other BPI or BPI AMTC promotions.
 
 
TERMS AND CONDITIONS:
 
1. For the purpose of this promo, investments will have a 1-year holding period. In the event that the client redeems fully/partially prior to the end of the holding period, BPI AMTC reserves the right to deduct the value of the reward from the client/s’ redemption proceeds.
 
2. The promo is exclusive to investment accounts booked through BPI and BPI Family Savings Bank Branches or BPI Online Banking and BPI Mobile App. Investments made in segregated portfolio accounts are not qualified in the promo.
 
3. To claim the complimentary gift:

a. Subscription Via Branches - Client must fill-out the claim certificate in the branch where the investment was made. The gift certificate will be delivered to this branch.
 
b. Subscription Via BPI Online Banking or BPI Mobile App - Client must forward the confirmation e-mail of the investment subscription to bpiamtcpromo@bpi.com.ph, together with their complete name, investment account number, and preferred branch for pick-up. Client also has a choice to pick-up the reward at 17/F Ayala Wing, BPI Head Office. BPI AMTC will reply within 5 banking days to confirm receipt of promo participation and date of delivery of reward.
 
4. All the claim certificates and promo participation e-mails should be submitted or sent on or before February 15, 2019.
 
 
5. Rewards claims will be processed by batch at the end of month: November 30, 2018 and January 4, 2019. The turnaround time (TAT) from date of processing will be as follows:

a. Metro Manila/GMMA: 10 working days

b. Provincial: 15 working days
 
6. All unclaimed gift certificate/s after February 28, 2019 will be forfeited and returned to BPI AMTC.
 
7. Switching of funds is strictly not allowed. (e.g. if a client has an existing Unit Investment Trust Fund (UITF) account invested in the BPI Short Term Fund, he cannot terminate this particular UITF account for reinvestment to a new or another UITF for the purpose of joining this promo.)
 
8. BPI AMTC has the right to verify the eligibility of the client and his/her investments and to check whether the investment is still outstanding at the end of the holding period.
 
9. BPI AMTC 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.
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This is not a deposit product. Earnings are not assured and principal amount invested is exposed to risk of loss. This product cannot be sold to you unless its benefits and risks have been thoroughly explained. If you do not fully understand this product, do not purchase or invest in it.
The Unit Investment Trust Fund ( “Fund” ) is NOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the Bank of the Philippine Islands or its affiliates or subsidiaries and is not insured by the Philippine Deposit Insurance Corporation (PDIC).  Due to the nature of the investments, yield and potential yields cannot be guaranteed.  Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor.  As such, units of participation of the trustor in the Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution.  Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results.The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Trustors are advised to read the Declaration of Trust for the Fund, which may be obtained from the office of the Trustee, before deciding to invest.
 
Supervised by the Banko Sentral ng Pilipinas