The PSBank Investor Management Account (IMA) is for executives or professionals who have neither the time, the expertise or the resources to manage their own portfolios from day to day such as placements in the stock market, money market, Government Securities and Private Corporate Bonds.

PSBank Trust acts on behalf of the client based on his / her specific instructions. These investments may be in the form of corporate notes, government securities and equities.

By opening an IMA, we can assist you to/in: 

  • Directional Fund Management
  • Design an investment portfolio that is appropriate for your needs and risk appetite
  • Formulate and implement an investment strategy that is tailor-fit to your objectives
  • Seek best rate for your funds
  • Advisory Services

Directional Fund Management

PSBank Trust acts on behalf of the client based on his / her specific instructions. These investments may be in the form of corporate notes, government securities and equities.



Subject to exemptions under Bangko Sentral ng Pilipinas (BSP) regulations governing the mandatory cooling-off period, the TRUSTOR/s is/are entitled to a cooling-off period of two (2) banking days from the date of initial participation (the “Cooling-Off Period”) in the applicable FUND. Should the TRUSTOR/s decide(s) to avail of their right to Cooling-off period, the TRUSTOR/s shall give the TRUSTEE / MANAGER a written notice to cancel within such 2-banking period. In which case, the TRUSTEE / MANAGER shall refund or return to the TRUSTOR/s the amounts invested, including the documents submitted, without undue delay and within a maximum period of fifteen (15) banking days after receipt of such notice to cancel and shall charge ad withhold from said refund such processing fees or charges that are not greater than the actual or reasonable approximation of administrative costs incurred by the TRUSTEE as recovery thereof. As a result of the cancellation, the TRUSTOR/s understand(s) that such a cancellation may also result in a mark to market gain or loss depending on the prevailing NAVPU which shall be for the TRUSTOR/s’ own account. Otherwise, if the TRUSTOR/s fail to exercise such a right within the said Cooling-off period, the cancellation of investment beyond which shall be treated as a normal redemption subject to the applicable early redemption penalty.  The cooling-off period is available for financial consumers who are individuals, or micro and small enterprises as defined in applicable DTI regulations.

For more information:

  • Chat with us through PSBank LiveChat, para lahat ng tanong mo may sagot ora mismo!
  • Call PSBank Trust Division at (632) 8885-8287.
  • Contact our Customer Experience Hotline at (632) 8845-8888.
  • Visit any PSBank branch near you!



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