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How to Open a UITF Account?

Steps on how to open a UITF Account:

  1. Take the Client Suitability Assessment (CSA). The CSA is a guide for the Certified UITF Sales Person (CUSP) to determine your investment preference and be able to suggest the most appropriate UITF. After, the CUSP would discuss the recommended UITFs based on the results of the CSA. You would then select your preferred UITF appropriate for your investment goals and risk appetite.

  2. The CUSP would then explain the risks of investing in UITFs as well as the features of your chosen fund using the Risk Disclosure Statement (RDS). You would be required to sign the RDS to attest that you have understood the risks of investing.

  3. You would then be required to read, understand, and execute the UITF Participating Trust Agreement. The UITF Participating Trust Agreement is a written contract that forms part of the evidence of participation of a UITF investor. The document incorporates the UITF terms & conditions, rules & regulations, and other important disclosures.

  4. The Branch would provide you a Client Information Sheet and Signature Card (CISSC) and would require you to present a valid government issued ID.

  5. The branch personnel would then assist you in funding your investment.

  6. A Certificate of Participation (COP) would then be issued by LANDBANK Trust Banking Group and would be sent to your present address or preferred LANDBANK branch. The branch would notify you once your COP is ready for pick-up.

For UITF or Trust Account opening inquiries you may contact our Trust Sales and Marketing Officers through (02) 405.7119 / 405.7100 / 405.7761


UITF Acount Opening Forms
Frequently Asked Questions - Unit Investment Trust Fund

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