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Investment Management Account (IMA)

Under this service, LANDBANK – Trust Banking Group (TBG) acts as a portfolio manager for both individual and institutional clients. In an IMA, clients gain access to different financial markets without the need to transact with different brokers or counterparties. Their funds are prudently managed by LANDBANK’s seasoned traders guided by sound fundamentals and trading policies.  Latest investment research and information prepared by TBG’s dedicated Economist are also made available to clients. IMA arrangements could either be directional, wherein investment decisions for the account remain with the client and instructions are sent to TBG to execute the trade; or discretionary, wherein the TBG is given full authority and discretion to invest the fund based on pre-agreed investment guidelines. Based on a client’s requirements and risk appetite, an IMA may invest in bank deposits, government securities, corporate bonds, equities, pooled funds, and other alternative investments which are prudently assessed and evaluated to balance safety, liquidity, and profitability.

Initial Investment PhP 1,000,000.00 / US$ 25,000.00
Preferred Holding Period One (1) year
Document / Contract Investment Management Agreement

For more information or for any inquiries, you may call TBG’s Trust Sales and Marketing Officers through 8405-7119, 8405-7100, 8405-7761, and 8405-7193 or email us at lbp_trust@mail.landbank.com.

Documentary Requirements for IMA (Individual)
Documentary Requirements for IMA (Government Institution)
Documentary Requirements for IMA (Private Institution)
Frequently Asked Questions - Investment Management Account (IMA)

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