TRUST SERVICES
Corporate fund management
Enter a trust relationship with us and open a business trust account to grow, manage, and distribute funds. You can also establish savings or retirement plans for your employees.
Management of corporate and business funds
With our portfolio management services, you get a dedicated fund manager who will create a customized portfolio to meet your objectives.
Management of pension and provident funds
Create an employee benefit trust fund with the added benefit that is based on their salary; a benefit that is a percentage you set as an employer.
Other trust services
Metrobank also has fund management services for specific tasks such as stock transfers, loan management, and collateral management.
Manage your corporate and business funds
As your business grows, so do your business needs. That’s why we offer a comprehensive suite of corporate trust services designed to help you manage your finances, meet regulatory requirements, and grow your business. Here is why you need Metrobank trust services:
We take a comprehensive approach to wealth management, working with you to create a customized portfolio that meets your specific goals. With years of experience in the industry, our fund managers are experts at navigating the ever-changing markets.
A business trust account provides employees with a way to save for retirement on a tax-deferred basis. This means that the money in the account can grow over time without being subject to income taxes. For employers, offering a business trust account can help to attract and retain talented employees.
You can also have Metrobank take care of more specific tasks such as setting up a corporate trust fund and investment management.
How to apply for Metrobank corporate fund management
Avail of Metrobank’s business fund management services. Here’s what you’ll need.
For Sole Proprietorship
Certificate of Business Registration
Application for Registration of Business Name
One government-issued photo ID
Proof of Income
Standard Business Loan Application Form (SBLAF) - Individual
For Partnership
Valid government-issued photo IDs of authorized signatories
Registration papers with the Securities and Exchange Commission (SEC)
Articles of Co-Partnership
Partnership Resolution to Open a Basic Business Checking Account
For Unincorporated Accounts
Valid government-issued photo IDs of authorized signatories
Articles of Association, Constitution and/or By-laws
Original Secretary's Certificate of Board Resolution preferably with the associate’s seal and duly notarized
SEC Certificate of Registration or Housing and Land Use Regulatory Board (HLURB) registration
Notarized Information Sheet (for Homeowners’ Association) and General Information Sheet (GIS)
GET STARTED
Establish a strong financial foundation
Let us help you make the right investment decisions. Invest in Metrobank corporate fund management services if you seek wealth protection, financial growth, and convenience.
Apply for Metrobank trust services today!
