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● Living Trust Accounts & PLI Gold Customized
Portfolio
These are tailor-fitted investment portfolios
to suit your objectives. We give you portfolios
that may be diversified to yield higher earnings
and at the same time meet your liquidity
requirements. Clients are given periodic financial
reports to apprise them of their portfolio
composition and the performance of their
investments.
● Epic Jade Fund & Long-Term Revocable Trust
Accounts
These are various long-term investments that
can maximize the highest return from diversified
investment outlets while enjoying the tax
incentive offered by the Comprehensive Tax Reform
Law. Minimum participation of P10,000,000.00 with
a 5-year holding period.
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