ALFM Mutual Funds: Invest and Earn Double Rewards


  1. The privilege is exclusive to Ayala Rewards Circle (ARC) Members only, who are new and existing individual investors of the ALFM Mutual Funds.
  2. ARC Members can avail the privilege by investing a minimum fresh funds of PHP 1,000,000 or USD 20,000 or EUR 20,000 in the identified ALFM Mutual Funds below, through BPI and BPI Family Savings Bank as receiving branches. Combination of investments in the identified funds is allowed, provided the total investment meets the minimum of PHP 1,000,000 (i.e. PHP 800,000 investment in the ALFM Peso Bond Fund and PHP 200,000 investment in the Philippine Stock Index Fund)
  3. Participating ALFM Mutual Funds are the following:
    • ALFM Money Market Fund
    • ALFM Peso Bond Fund
    • ALFM Dollar Bond Fund
    • ALFM Euro Bond Fund
    • ALFM Growth Fund
    • Philippine Stock Index Fund
  4. Funds are subject to availability of mutual fund shares.
  5. Privilege is offered From December 14 to December 31, 2017. Redemption of rewards is until January 31, 2018.
  6. ARC Members are entitled to receive PHP 2,000 worth of BPI Express Gift Card as a complimentary gift for every PHP 1,000,000 or USD 20,000 or EUR 20,000. The total value of the gift/s will depend on the total amount of investment.

  • Privilege is limited to a maximum entitlement of PHP 10,000 worth of reward/s per primary investor for the entire promo duration.



  1. For the purpose of this privilege, investments will have a 180-day holding period. Full or partial redemption is not allowed. In the event that the ARC member fails to meet the required 180-day holding period, BPI Investment reserves the right to deduct the value of the complimentary gift from the member/s’ redemption proceeds.
  2. Privilege is limited to a maximum entitlement of PHP 10,000 worth of reward/s per primary investor for the entire promo duration.
  3. Only fresh funds invested in any of the available ALFM Mutual Funds will be rewarded in this privilege. (i.e. Proceeds from redemption from BPI Unit Investment Trust Funds and other ALFM Mutual Funds are not considered as fresh funds).
  4. Privilege cannot be availed in conjunction with other complimentary gift – earning promotion being offered by ALFM Mutual Funds or BPI Investment.
  5. To avail of the privilege and claim the gift card/s, ARC member must fill out the claim certificate in the branch where the investment was made. Complimentary gift will be delivered to this branch. Turn-around-time* (TAT) for the processing of claims will be as follows:
    • GMMA: 15 banking days
    • Provincial: 18 banking days

*Gift requests will be processed every first banking day of the month. Day 1 is the first banking day of the month.

  1. ARC Members may also invest through BPI Expressonline. Clients who made the investment online must forward the investment confirmation e-mail to (with SUBJECT: ALFM-ARC Invest and Earn Double Rewards 2017), together with their complete name, investment account number and delivery address. Clients also have a choice to pick-up gift card/s at 3/F Ayala Wing, Insular Life Building, Ayala Avenue, Makati City. BPI Investment will reply within 5 banking days to confirm receipt of promo participation and date of delivery of complimentary gift/s.
  2. Switching of funds is strictly not allowed. (e.g. if a client has an existing Mutual Fund (MF) account invested in the ALFM Peso Bond Fund, he cannot terminate this particular MF account for reinvestment to a new or another MF account.)
  3. BPI Investment shall have the right to verify the investments and to check whether the investment is still outstanding at the end of the holding period.
  4. All unclaimed gift card/s after the holding period will be forfeited.

For more information, visit the ALFM Mutual Funds website.


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