Corporate Financial Strategy | BDO Unibank, Inc.

As your institution grows, the assets you generate and administer grows with you. Let BDO manage your excess or reserved funds for future growth provisions such as long term operational needs and expansion projects. Our strong client base includes top corporations, schools, religious institutions and organizations, foundations and non-profit organizations, among others.

Benefits to clients

Values-driven Investment Strategy

BDO crafts tailored investment strategies for institutions, aligning with their values and purpose based on its own environmental, social, and governance principles.

Professional Financial Stewardship

Your funds will be managed by an experienced and dedicated account management team to ensure achievement of institutional purpose.

Professional Fund Management

BDO offers disciplined fund management, accessing diverse high-quality investments for strong, consistent returns to meet long-term needs.

Documentation Requirements

Account Opening Forms
- Customer Account Record – Trust
- Investor Profile Questionnaire (IPQ)
- Client Investment Suitability (CIS)
- Risk Disclosure Statement (RDS)
Trust Agreement
Investment Instruction Letter
Supplemental Agreement (if any)
BIR Tax-exemption Certificate (if applicable)
Signature Cards
Secretary’s Certificate of the Board Resolution on the following: Appointment of BDO as Trustee and Appointment of Authorized Signatories of the Trust Account.
Photocopy of Certificate of Filing, Articles of Incorporation and By-Laws.
Photocopy of two (2) valid IDs for each signatory