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Page 1 of 12DECLARATION OF TRUST PNB PHILANDER TRACKER FUND A Unit Investment Trust Fund Structured as a Multi class Fund KNOW ALL MEN BY THESE PRESENTS: PHILIPPINE NATIONAL BANK, a banking corporation
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01
Start by researching different unit investment trust funds to find the one that matches your investment goals.
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Contact a financial advisor or broker to discuss your investment options and decide on the best UIT fund for you.
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Fill out the necessary paperwork provided by the financial institution managing the UIT fund.
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Provide information such as your name, contact details, investment amount, and any other required information on the application form.
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Review and sign the legal documents related to the UIT fund to complete the registration process.
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Make the initial investment payment as specified by the UIT fund guidelines.
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Monitor your investment periodically and make any necessary adjustments to achieve your financial goals.

Who needs unit investment trust fund?

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Individuals looking to diversify their investment portfolio with a low-cost option.
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Investors seeking a long-term investment strategy with a fixed maturity date.
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Those who prefer a professionally managed investment option without the daily trading activity of mutual funds.
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A unit investment trust fund is a type of investment fund that pools money from multiple investors to purchase a specific portfolio of stocks, bonds, or other securities.
Investment companies and other entities that offer unit investment trust funds are required to file with regulatory authorities.
To fill out a unit investment trust fund, it is necessary to provide information about the portfolio of securities held by the fund, the fund's objectives, and performance data.
The purpose of a unit investment trust fund is to provide investors with a way to invest in a diversified portfolio of securities without having to individually select and manage the securities themselves.
Information such as the fund's net asset value, total returns, expenses, and holdings must be reported on a unit investment trust fund.
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