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Trust Management
Why Choose TAMG?
At Veterans Bank Trust and Asset Management Group (TAMG), we provide professional trust and asset management services designed around your financial goals. Whether you are an individual, a family, or an institution, our team works closely with you to understand your needs and provide solutions that fit your plans, priorities, and level of risk.
With the experience and support of Veterans Bank, TAMG helps you manage and protect your assets with care. We focus on responsible asset management, clear communication, and personalized service so you can make informed decisions about your wealth.
Your Wealth. Our Commitment.
Managing your wealth involves more than simply looking after your assets. It requires careful planning, responsible management, and a clear understanding of what matters to you. TAMG provides the guidance and support you need to help protect your assets and work toward your financial goals.
Access to a Range of Investment Options
You can access a variety of investment options through TAMG, including Government Securities, Corporate Bonds and Notes, money market instruments, and other fixed income and capital market investments. Our team considers your financial goals, investment period, and preferred level of risk when helping you choose suitable investment options.
Best Execution of Transactions
Every investment transaction is handled with care by TAMG. We work to obtain favorable terms by considering factors such as price, execution, and the needs of your portfolio. Our team applies professional judgment and reasonable care to help ensure that transactions support your investment objectives.
Responsible Management of Your Assets
Your assets are managed by TAMG with care, responsibility, and integrity. As a fiduciary, we are legally and ethically bound to act in the best interest of you and your beneficiaries. We protect and grow your assets through careful processes, professional oversight, and transparency.
Professional Fund Management and Expertise
With TAMG, you work with experienced investment professionals who monitor your portfolio and market conditions. Our team uses its knowledge and experience to make informed decisions that support your financial goals and help manage your assets over the long term.
Personalized Solutions and Flexibility
Your financial needs are unique. TAMG develops investment solutions based on your goals, liquidity needs, preferred level of risk, and financial plans. As your circumstances change, your investment strategy can be adjusted to better suit your needs.
Consolidation and Transparency
Keep your investments organized through a consolidated account. TAMG provides clear and detailed reports to help you monitor your assets and understand how your portfolio is being managed. This gives you a clearer view of your investments and helps you stay informed about your financial position.
Trust Products and Services
1. Asset Management Services for Individual and Institutional Clients Investment Management Account (IMA)
An Investment Management Account (IMA) provides professional management of your financial assets through a fiduciary relationship. Depending on your arrangement, TAMG may manage your portfolio on a discretionary or non-discretionary basis.
Your investment strategy is tailored to your financial goals, investment objectives, preferred level of risk, and long-term plans. Our team carefully manages your portfolio and monitors your investments to help keep them aligned with your needs.
2. Financial and Estate Planning for Individuals Personal Management Trust (PMT)
A Personal Management Trust (PMT) allows you to place your assets under the management of TAMG as your trustee. The assets may be managed for your benefit or for the benefit of the beneficiaries you designate.
The trust can be structured around your personal needs, financial goals, lifestyle requirements, and plans for the future. It can also help you organize and manage your assets as part of your long-term estate planning.
3. Other Fiduciary and Trust Services
Escrow Services
TAMG can act as a neutral third party to securely hold funds, securities, or documents until the agreed conditions of a transaction are met. This provides added structure and security for transactions such as property sales, stock transfers, large payments, and other important agreements.
Retirement Fund Accounts (Employee Benefit Plans)
Retirement Fund Accounts provide a professionally managed trust structure for corporate retirement and employee benefit plans. TAMG manages the retirement fund in accordance with the plan's terms applicable laws and regulations, helping employers provide an organized and professionally administered retirement benefit for their employees.
Documentary Requirements
To open an account with Veterans Bank TAMG, you will need to provide the required forms and documents. Additional requirements may apply depending on the type of account or service.
1
Account Opening
The following documents may be required: Customer Information Form (Trust), Client Suitability Assessment (CSA) Form, Investment Policy Statement (IPS) Form (when applicable), and Risk Disclosure Statement (RDS).
2
IMA, Trust, or Escrow Agreement
A signed agreement outlining the terms, responsibilities, and conditions of the Investment Management Account (IMA), Trust, or Escrow arrangement.
3
Investment Instruction Letter
Written instructions that provide details on how your funds or assets should be invested or managed.
4
Supplemental Agreement
Additional agreement or document that may be required depending on the specific service or arrangement.
5
Valid Identification
A copy of valid government issued identification documents may be required for account opening and verification.
Important Disclosures
Trust investment management, agency, and fiduciary accounts are not deposit products. They are services provided by trust entities and are not insured or covered by the Philippine Deposit Insurance Corporation (PDIC).
These accounts are not guaranteed by Veterans Bank or its affiliates. Any income or loss resulting from investments belongs to the client. Investment values may increase or decrease depending on market conditions and the performance of the underlying investments.
Veterans Bank TAMG is not liable for investment losses except in cases of willful default, bad faith, or gross negligence, subject to applicable laws and regulations.
Philippine Veterans Bank is regulated by the Bangko Sentral ng Pilipinas (BSP).
Want to Know More?
Schedule a Consultant on Trust and Asset Management Group
Address
Philippine Veterans Bank Building
101 V.A. Rufino corner Dela Rosa Street
Legazpi Village, Makati City, Philippines 1229
