Personal Management Trust

Do you want to have peace of mind in the support of your loved ones and set aside funds for your estate planning?

Open a Personal Management Trust account now!

  • Low maintaining balance of Php 500,000
  • Client may designate himself as beneficiary, or designate third party beneficiary/ies
  • Designation of beneficiaries may be revocable during the lifetime of the client

Personal Management Trust may be opened for the following purposes: 

  • Dental, medical, hospitalization
  • Food, clothing, and living allowance
  • Payment of repairs and maintenance of household or vehicle
  • Payment of education, training and development, insurance, membership dues
  • Acquisition of real estate, vehicle, alternative assets such as equities, businesses, commodities
  • Gifts or donations to beneficiary/ies other than the trustor

 

 

Got any questions? Feel free to contact us