Investment Management Account
Reap all the rewards of having your assets managed by experts.
About the Arrangement
Investment Management Account refers to the management of assets of individual and corporate clients. SBC TAMG, as agent, does not hold legal title to the assets as it remains with the client. SBC TAMG, as Investment Manager, designs and implements investment strategies suited to the client’s specific requirements.
How we can help you
Enjoy the benefits of opening an investment management account:
- Get professional fund managers to prudently administer and manage your funds.
- Ensure liquidity requirements are met and fund transfers are timely processed to your designated accounts.
- Get legal assistance in customizing the IMA agreement according to your terms and conditions on the management of the funds.
What perks do you get as a DIMA investor?
- Receive a Confirmation Advice for each investment made for your DIMA account.
- Receive quarterly statements of your outstanding investments in the DIMA account.
- Consolidate your investments in one (1) DIMA account.
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Invest in other securities using the same DIMA account. Subsequent investments will only require a Letter of Instruction (LOI).
- Get regular and timely market updates as they will be part of TAMG mailing list.
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Make equity investments (e.g. preferred shares) without having to open a separate stockbrokerage account.
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TAMG helps investors in their investment decision thru the issuer brief provided.
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For significant events about the issuer, TAMG provides key information and recommendation, when warranted.
We have two types of funds available just for you!
Directional IMA
A DIMA is a type of Investment Management Account wherein the client directs SBC TAMG on where to invest his/its funds, under specified terms and conditions.
Minimum Requirement: PHP1,000,000
Regular IMA
A Regular IMA is an arrangement wherein SBC TAMG is given full discretionary authority in the management of your funds.
Minimum Requirement: PHP100,000,000
Requirements
From Individual Clients:
Government-issued IDs
- For Resident Filipino Citizen, Non-resident Filipino Citizen* and Resident Alien, 1 primary valid ID or 2 secondary valid IDs
Click here for the list of valid IDs
- For Non-resident Alien* Passport or Alien Certificate of Registration (ACR) I – Card
*For Directional IMA, must be non-resident Filipino citizen or non-resident alien engaged in business in the Philippines
From Corporate Clients:
- Government-issued IDs
- Articles of Incorporation/Partnership
- SEC Registration
- Latest General Information Sheet with Beneficial Ownership Declaration Form
- Secretary’s Certificate
From SBC TAMG (both for individual and corporate accounts)
- Customer Information Form
- Universal Specimen Signature Card
- IMA Agreement
- Client Suitability Questionnaire
- Risk Disclosure Statement
- Investment Guidelines – for regular/directional IMA only
What our clients say about our investment products and services
St. Peter Life Plan, Inc. has made history by surpassing PHP 100 billion in trust funds last July 2024, a milestone never before achieved in the Pre-need industry. SBC TAMG has been managing a portion of St. Peter’s trust funds since 2016.
St. Peter Life Plan, Inc.
Security Bank client since 2016
Wealth creation and protection should come hand in hand. We have celebrated major milestones in our 10-year partnership with Security Bank all to champion our customers’ needs and interests, and we’re looking forward to creating more value.
FWD Philippines
Security Bank client since 2014
