BDO’s Easy Investment Plan-Brochure
Fill out the EIP Application Form and enroll your BDO Savings/Checking Account in the EIP at any BDO branch.
Decide on the following details of your contribution:
Amount: Minimum of Php1,000.00 per contribution
Frequency and schedule: Once a month (5th, 10th, 15, 20th, 2th or 30th) or Twice a month (every 5th & 20th, 10th & 25th or 15th & 30th)
So with the EIP, saving and investing become a habit. It’s simple, it’s easy and it’s automatic.
Choose your Investment
Choose where your monthly investment will go.
BDO Peso Fixed Income Fund
A medium-term bond fund which aims to provide a high level of income with preservation of capital and maintenance of liquidity. This fund invests in a combination of short to long-term fixed income securities. The fund is suitable for risk toleranct investors.
BDO Peso Balanced Fund
The fund aims to achieve capital appreciation over the medium-term by investing primarily in equities and to some extent in fixed income securities, the allocation of which shall be determined by the Trustee depending on market conditions. The fund is suitable for risk-taking investors.
BDO Equity Fund
The fund aims primarily for capital growth over the medium to long-term by investing in a selection of exchange-listed equities. The fund is ideal for risk-taking investors.
The Perfect Opportunity
The time for investing is now. With the BDO Easy Investment Plan (EIP), it has never been easier.
Automatic savings and investment
The EIP has an auto-debit facility to regularly set aside funds for immediate investment.
Enrollment can be don in any of the BDO branches nationwide.
The BDO EIP is multi-purpose since it can be used for a variety of your major projects (i.e. education for your children, family vacation/s, special family celebrations, retirement). THis is unlike private and government pension funds and pre-need and insurance funds which can be withdrawn/distributed only upon retirement, disability or death.
With a minimum of Php1,000.00, an investment can be made in the chosen UITF.
Professional Fund Management
Gain access to the services of BDO professional fund managers who keep constant watch over the BDO UITFs.
The BDO EIP enables you to benefit from Peso Cost Averaging, a time-tested personal wealth-building strategy wherein fixed amounts of investment in regular intervals over a period of time allow you to average your costs. This allows you to invest without having to constantly monitor the market. Any time is a good time to invest!
The BDO EIP is the perfect opportunity for you to invest. Rush to your nearest branch today.”
Well, that’s it. Now, your call :).
**Disclaimer: I’m not Financial savvy. I’m just sharing what I learned from the seminar. I hope to at least become financially literate though :). **