BDO Easy Investment Plan (EIP) now available for both Peso and Dollar Unit Investment Trust Funds (UITFs)
Home » BDO Easy Investment Plan (EIP) now available for both Peso and Dollar Unit Investment Trust Funds (UITFs)
Good News!
Effective November 17, 2017, the EIP feature is now available for both Peso and Dollar UITFs starting at P1,000 OR $200 per contribution, respectively.
What's more? EIP participants also now have the option to determine their desired amount for the issuance of their respective Confirmation of Participation (COPs).
EIP Features
Before November 17, 2017
Effective November 17, 2017
Peso UITFs
BDO Peso Money Market Fund
BDO Peso Bond Fund
(formerly BDO Peso Fixed Income Fund)
BDO Peso Balanced Fund
BDO Equity Fund
(formerly EPCIB Equity Fund)
BDO Peso Money Market Fund
BDO Peso Bond Fund
(formerly BDO Peso Fixed Income Fund)
BDO GS Fund
BDO Peso Balanced Fund
BDO Equity Index Fund
BDO Equity Fund
(formerly EPCIB Equity Fund)
BDO ESG Equity Fund
BDO Sustainable Dividend Fund
BDO Focused Equity Fund
Dollar UITFs
NONE
BDO Dollar Money Market Fund
BDO Medium Term Dollar Bond Fund
(formerly EPCIB US Dollar Bond Fund)
BDO Dollar Bond Fund
Minimum Amount Per
EIP Contribution
PhP 1,000 except for Peso Money Market Fund which is at Php 10,000
NONE for Dollar UITFs
PhP 1,000
including Peso Money Market Fund
$200 for Dollar UITFs
Amount for COP issuance
Amount for COP issuance is defaulted to start at the minimum participation amount of the selected UITF.
Aside from the default, there is an option to determine the desired amount for COP issuance, provided that amount should not be lower than the minimum participation amount of the selected UITF and shall be the basis for the non-completion fee, if applicable.
Available channel
Branches and Invest Online
Branches and Invest Online
*The inclusion of the BDO Feeder Funds and the BDO Short Term Fund under the EIP will be implemented as soon as system enhancements are completed. Participants will be notified once this feature is available for the BDO Feeder Funds and the BDO Short Term Fund.
