HomeArticles

Amendments to Unit Investment Trust Fund product features

Advisory

Amendments to Unit Investment Trust Fund product features

Effective December 01, 2021

There will be a number of changes to the product features of the following Metrobank Unit Investment Trust Fund.

Metro$ Short Term Fund

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on December 01, 2021.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until November 29, 2021 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective October 01, 2021

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective October 18, 2021

There will be a number of changes to the product features of the following Metrobank Unit Investment Trust Fund.

Metro$ World Equity Feeder Fund

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on October 18, 2021.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until October 15, 2021 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective June 14, 2021

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on June 14, 2021.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until June 11, 2021 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective April 19, 2021

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

  • Metro Money Market Fund
  • Metro$ Money Market Fund

View the amendment document here.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on April 19, 2021.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until April 16, 2021 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective January 25, 2021

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective November 25, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on November 25, 2020.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until November 24, 2020 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to customercare@metrobank.com.ph.


 

Effective December 01, 2020

There will be a number of changes to the features of the following Metrobank PERA Unit Investment Trust Funds.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on December 01 2020.

In compliance with PERA Law, the PERA products may only be sold through an accredited PERA Administrator. For any concerns you may contact the PERA Administrator through the following:

ATRAM Trust Corporation (ATC)

Website: https://pera.seedbox.ph/

Email: pera.support@seedbox.ph


 

Effective October 21, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on October 21, 2020.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until October 20, 2020 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to tbg.customercare@metrobank.com.ph.


 

Effective August 26, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

  • Metro$ Money Market Fund

View the amendment document here.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on August 26, 2020.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to tbg.customercare@metrobank.com.ph.


 

Effective September 23, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

  • Metro Money Market Fund
  • Metro Corporate Bond Fund

View the amendment document here.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on September 23, 2020.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until September 22, 2020 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to tbg.customercare@metrobank.com.ph.


 

Effective August 19, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

  • Metro Equity Fund
  • Metro Philippine Equity Index Tracker Fund
  • Metro High Dividend Yield Fund
  • Metro Aspire Equity Feeder Fund
  • Metro$ World Equity Feeder Fund

View the amendment document here.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on August 19, 2020.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until August 18, 2020 to withdraw their investments.

If you would like to request for assistance or a copy of your Declaration of Trust, please speak to any Metrobank branch officer or send an email to tbg.customercare@metrobank.com.ph.


 

Effective March 23, 2020

There will be a number of changes to the features of the following Metrobank Unit Investment Trust Funds.

The amendments were approved by the Bangko Sentral ng Pilipinas (BSP) and will take effect on March 23, 2020.

In line with BSP regulations, all investors of these funds who are not in agreement with the changes have until March 20, 2020 to withdraw their investments.