Trust Products and Services
Personal - Trust Wealth/Asset/Fund Management ServicesBenefit from expert wealth/asset/fund management services …
with UCPB Trust Banking Group.
Living Trust Accounts
UCPB manages your funds/properties for you and your loved ones benefit.
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Individual Agency Accounts (IMA)
UCPB manages your funds for the purpose of either preserving your capital, achieving balance between income and capital growth, or simply capital growth.
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Unit Investment Trust Funds
Earn like the “big boys” by pooling your funds with other investors and invest in UCPB’s array of Unit Investment Trust Funds.
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Administratorship
UCPB administers the properties or estate of a deceased person.
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Executorship
UCPB executes or gives effect to a will.
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Guardianship
UCPB holds and administers the properties or estate of a minor, an incompetent or incapacitated person.
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Safekeeping
UCPB safekeeps your property(ies) with the responsibility of submitting regular reports and the eventual return of the property(ies) to you upon your instruction.
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Escrow – POEA
UCPB acts as an unbiased party between a recruitment agency and POEA for the mandatory setting up of funds to provide for future claims of Overseas Filipino Workers.
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Escrow – Buy and Sell
UCPB acts as an unbiased party in the exchange between a buyer and a seller of property(ies).
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Escrow - Capital Gains
Our service allows you as the seller of your principal residential property to avail of the 6% capital gains tax-exemption provided by the Bureau of Internal Revenue.
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