Personal Fund Management Arrangements

1. Living Trust Account (LTA)

 

A trust agreement between LANDBANK Trust Banking Group and the trustor or grantor during the lifetime of the trustor, with the purpose of providing for the financial need of the trustor and his/her designated beneficiaries.

 
Initial Investment :P100,000.00
Preferred Holding Period :Six (6) months
Trustee Fee :0.50% p.a. based on the total average monthly market value of the fund, subject to minimum of P10,000.00
 

2. Personal Retirement Trust Account (PRTA)
A trust agreement established to cater to the retirement needs of the trustor, whether for build-up, pension or lump sum needs.

 
Initial Investment :P500,000.00
Preferred Holding Period :One (1) Year
Trustee Fee :0.50% p.a. based on the total average monthly market value of the fund, subject to minimum of P10,000.00
 

3. Living Insurance Trust
A trust agreement wherein the trustee is appointed to collect and manage and disburse the proceeds of the life insurance policies of the trustor for the benefit of his beneficiaries of estate