Retail Treasury Bonds Requirements: What You'll Need To Invest In RTB

List of Retail Treasury Bonds Requirements

RETAIL TREASURY BONDS REQUIREMENTS – Here is a list of the documents that you will need to invest to Retail Treasury Bonds (RTB) in the Philippines.

There are a lot of ways on how to make your money, specifically your savings, grow. You can invest it on a business or you may also have it kept in a bank to gain interest.

Aside from the aforementioned ways, there is actually another way offered by the government. It is through the Retail Treasury Bonds which are income investments.

You may invest your money to Retail Treasury Bonds through your bank depending on its availability. Based on Philpad, the issue rate is at 4.875% per year.

You can check on the offer of the Philippine government over the RTB through the Bureau of Treasury. You may visit – http://www.treasury.gov.ph/.

To be able to invest your money, you should prepare the Retail Treasury Bonds requirements. Here is a list of what you need to prepare:

Bureau of Treasury (BTr) Investor’s Undertaking
Special Power of Attorney
Client Suitability Assessment Form
Risk Disclosure Statement
Client Agreement
Checklist
Order Ticket
Data Privacy Form

Based on the article, aside from the aforementioned Retail Treasury Bonds requirements, your bank may have other specific documents that you should comply with.

Here is a list of the banks that are agents of the RTB: