What is a UITF (Unit Investment Trust Fund)?
It is a way to save money and an alternative to normal bank savings. A UITF acts like a savings program where you put a one-time investment (minimum P1000). You are not required to add additional investments after, but you may.
How much can I earn if I invest in UITF?
The possible return ranges from 4% to 30% per year, depending on the type of investment fund chosen. You can choose to invest in the stock market, bonds, real estate investment trust, bonds or money market.
How to open a UITF Account (How to get a Manulife Account Number)
- Please prepare the three (3) needed documents as required by the Bangko Sentral ng Pilipinas (BSP) and Manulife to prevent financial fraud:
- Identification Document (ID) – A picture or scanned copy of your Philippine government-issued identification document
- Residential Address Proof – A picture of a document with your name and mailing address on it, like credit card, bank statement, electricity, water, telco statement (needed to verify that you live at that address)
- Bank Account Proof – Screenshot of online banking app or bank statement that shows your name and account number (blur other sensitive info, need confirmation of correct bank account number in case you withdraw funds)
- Open Google Chrome on your cellphone and go to bit.ly/manulifeuitf
- If asked for a wealth specialist code, use code of your agent or 375705
- Please take note to indicate the correct wealth specialist code so that your agent can see your account and give you correct recommendations
- If asked if we had a meeting to discuss UITF, please answer yes
- Once you have answered the questions, please text your agent/financial advisor so the agent can review if your application form and activate your account. Or you may call or text 09914314388.
- Once activated, you will receive a Manulife Investment Account Number, which you can use to make a bill payment to pay your investment.
- You may ask your agent/financial advisor which investment fund is best for you
- To see the fund available to invest in, please go to https://bit.ly/aetosuitf
- Minimum of P1,000 per fund chosen (one-time investment)
How to pay your investment (you need to have a Manulife Account Number to do this)?
- Log-in to www.manulifeim.com.ph
- Click transact
- Click subscription
- Choose the type of fund, and indicate one one-time investment, and then click Next
- Choose bills payment to use your mobile app to do a deposit at: BDO, BPI, Metrobank, Security Bank, Union Bank, or Maya (you can also go to BDO, BPI, Metrobank, Securitybank or Unionbank to make a face to face bills payment)
- Take a screenshot of a successful bills payment
- Wait for the email that your email confirmation
VERY IMPORTANT: Subscription will not proceed unless you receive an email confirmation. If no email confirmation within 24 hours, please subscribe again.
If you have questions on the process feel free to call your agent or email aetos@companysupport.net or call 09914314388.
