Trust Banking Downloadable Forms

For assistance in filling out the forms, contact your Account Manager or call Metrobank Trust Banking Group at 8857-5600 to request an appointment.

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Customer Forms

Suitability Assessment Form

This form will evaluate your financial needs to find the right investment strategies for you.

Uploaded Mar. 03, 2025

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Investment Management Account Agreement (Personal)

Outlines the investment portfolio, fees, risks, AMLA and Data Privacy clauses for personal accounts.

Uploaded Mar. 03, 2025

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Investment Management Account Agreement (Corporate)

Outlines the investment portfolio, fees, risks, AMLA and Data Privacy clauses for corporate accounts.

Uploaded Mar. 03, 2025

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