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Online Registration
* Additional accounts can be registered once you are able to log in.
Select your desired Trust Product
DOCUMENTARY REQUIREMENTS
(No Existing Trust Account)

Duly accomplished forms together with required documents must be uploaded in the portal at the end of the registration. All forms are 'fillable' - it means you can type in the required information directly in the form.

BEFORE you proceed, kindly do the following:

  • Download all applicable forms and save in your computer
  • ✓ If using fillable form:
    • Type in the information in the fillable form
    • Print and affix signature on the Signature Sheet, Agreement and other applicable forms
    • Scan and save forms in PDF format in your computer
  • ✓ As an option, you may:
    • Print first the blank forms
    • Fill-out manually the required information
    • Affix signature on the Signature Sheet, Agreement and other applicable forms
    • Scan and save all the forms in PDF format in your computer

To know more about PBCOM Trust and Wealth Management Group's products and services, check the 'Products and Services' tab or consult your Investment professional at any of our branch near you or email us at trustgroup@pbcom.com.ph

INDIVIDUAL
UNIT INVESTMENT TRUST FUND (UITF)
INVESTMENT MANAGEMENT ACCOUNT (IMA)
PERSONAL MANAGEMENT TRUST (PMT)
 
CORPORATE
UNIT INVESTMENT TRUST FUND (UITF)
INVESTMENT MANAGEMENT ACCOUNT (IMA)