bdo easy investment plan

BDO Easy Investment PlanMONEY SUMMIT AND WEALTH EXPO 2011Carlos P. Romulo Auditorium, RCBC Plaza, Makati City

July 22-23, 2011

BDO Easy Investment Plan (EIP)

Outline:

I. Financial Facts That We Know

II. Common Concerns of Investors and Would-be Investors

III. Easy Investment Plan as a Practical Investment Solution

I. FINANCIAL FACTS THAT WE KNOW

FACT 1: We need to save and invest.• We don’t want to work forever.• We don’t know how long we will be able to work.• Saving and investing will provide us with more options.

FACT 2: Investment literacy - Wrong notion that investments are only for the wealthy. Investing is for everyone.

FACT 3: Investment Vehicles - Limited to products like pre-need plans, traditional bank deposits and the ever popular “Paluwagan” systems.

The bottom line is that investment is a NEED and not a choice.

I. FINANCIAL FACTS THAT WE KNOW

II. COMMON CONCERNS OF INVESTORS AND WOULD-BE INVESTORS

•For as low as PhP 1,000.00 per month• The lowest fees in the industry; no hidden fees

• Access to the bond and equity markets• Opportunity to earn begins with the first P1,000 contribution

•Choose which investment best suits your needs (“risk-reward” principle)• Benefit from the Peso Cost Averaging Strategy•Diversification

Affordability• Minimum Investment

Amounts• Fees

Returns• Better than regular deposit

rates• Beat inflation

Managing and Understanding Risks

II. COMMON CONCERNS OF INVESTORS AND WOULD-BE INVESTORS

Gain access to the services of professional fund managers

• Incorporating the best, tried and tested principles • Allows regular and automatic saving and investing

• 733 branches nationwide; longest banking hours and open even on weekends• Availability of info through various channels• Multipurpose

Investment Expertise

How to achieve a successful financial plan

Other Concerns• Convenience• Flexibility

III. EASY INVESTMENT PLAN AS A PRACTICAL INVESTMENT SOLUTION

MECHANICS of the EIP:

1. Under the EIP, you as the participant, decides on the following details of your contribution:

• Amount: Minimum of PhP 1,000.00 per contribution• Frequency and schedule: Once a month (5th, 10th, 15th,

20th, 25th, 30th) or Twice a month (5th&20th, 10th&25th, or 15th&30th)

2. Choose what type of Unit Investment Trust Fund (UITF) is best for you:

• BDO Peso Fixed Income Fund• BDO Peso Balanced Fund• BDO Equity Fund

III. EASY INVESTMENT PLAN AS A PRACTICAL INVESTMENT SOLUTION

MECHANICS of the EIP:

3. Once enrolled, the amount you have chosen will regularly and automatically be debited from your account and will immediately be invested in the UITF of your choice.

4. Every time the market value of your investment reaches P10,000.00 on a contribution date, your investment will be issued a Confirmation of Participation (COP).

5. The cycle of saving, investing and issuance of COP continues for as long as you are enrolled in the program.

III. EASY INVESTMENT PLAN AS A PRACTICAL INVESTMENT SOLUTION

With the EIP, savings and investing becomes a habit.

It’s simple, it’s easy and it’s automatic.

III. EASY INVESTMENT PLAN AS A PRACTICAL INVESTMENT SOLUTION

You worked hard for the money.

Now, make money work for you.

DO IT NOW!

Thank you.www.bdo.com.phThank you.www.bdo.com.ph