Pre-need plans provide for the performance of a future service or benefit for planholders and includes pension, education, interment and others. We provide fund management solutions to companies operating pre-need plans enabling them to deliver on plan benefits and services.
The trust fund should be managed with utmost good faith, care, and prudence required by the fiduciary relationship and in accordance with regulatory requirements.
Ensure that the trust fund’s investment parameters adheres to the rules and regulations of the Pre-Need Code.
Ensure that the Trust Fund shall not invest in or extend any loan or credit accommodation to the pre-need company, its directors, officers, stockholders, and related interests.
Ensure the liquidity of the trust fund to ensure the delivery of the benefits.
There should be sufficient capital growth to meet growing actuarial reserve liabilities.
All investments of the Trust Fund shall be subject to limitations stated in the Pre-Need Code
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Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas.
Disclaimer: Any information contained on this website is for general information only and should not be solely relied upon to make any business or investment decisions. It is not intended to provide professional, investment or any other type of advice or recommendation in relation to purchases or sales of securities whether or not they are related to SLIMTC. It is recommended that you should seek professional advice before making any such investment decision. Any information reflected herein are subject to change at any time without notice.
Our expertise enables clients to craft customized portfolios given our access to a wide spectrum of financial instruments and asset types.
Comprehensive services in establishing and managing pension and provident funds for your employees.
We enable companies to deliver benefits and services in compliance with regulatory requirements.