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CORPORATE TRUST
•

Employee Benefit Plans (EBP)
• Preneed Services (PNS)
• Corporate / Institutional Fund Management
• Employee Savings Plans (ESP)
   
WEALTH MANAGEMENT
• Family Wealth Planning
• Court Appointed Roles (CAR)
• Investment Advisory
   
UNIT INVESTMENT TRUST FUNDS (UITF)
• United Cash Management Fund
• United Conservative Fund
• United US$ Money Market Fund
• United Balanced Fund
• United Equity Fund
   
SPECIAL TRUST SERVICES
• ESCROW (EServ) Arrangement
 
  • EServ CapGains
  • EServ Buy/Sell
  • EServ POEA
• Mortgage Trust Indenture
• Loan Agency
• Stock Transfer & Payment
• Bond Sinking Fund
   
For more information on the Funds, please contact:
Talin Cruz (632) 811-9214 cmcruz@ucpb.com
Elena Hong (632) 811-9516 eshong@ucpb.com
Mabelle Lorenzo (632) 811-9590 iglorenzo@ucpb.com
Weena Estrella (632) 811-9593 riestrella@ucpb.com
Dicky Janeo (632) 811-9513 rcjaneo@ucpb.com
Jojo Villanueva (632) 811-9522 cmvillanueva@ucpb.com
Gail Tupaz (632) 811-9596 gwtupaz@ucpb.com
Marilyn Pabustan (632) 811-9512 mdpabustan@ucpb.com
     
UCPB Trust and Investment Management services/products are not deposit or substitutes, and not insured by the Philippine Deposit nad Insurance Corporation (PDIC). UCPB does not guarantee yield or rate of return, and any loss or income is for the account of the client. UCPB shall not be held liable for losses unless such is due to the willful default of UCPB.
     
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