1. Visit any BPI branch during the Offer Period and request the forms to invest in RTB-27. Be sure to bring a photocopy of one (1) valid government-issued I.D.
2.Fill out all the necessary details and submit the complete documentary requirements.
3. Give the cash to be invested to the branch personnel. If it would be debited from your account, please make sure your account is funded

RTBs are medium- to long-term debt securities issued by the Republic of the Philippines (“ROP” or “the Republic”) through the Bureau of the Treasury (“BTr”). The RTBs are part of the government’s savings mobilization program designed to make government securities available to retail investors; hence, the name Retail Treasury Bonds. RTBs are fixed-income securities that pay a fixed interest rate per annum over a specified period of time with a promise to return the principal at the end of the term.

The proceeds will be allocated to the country’s emergency, recovery, and resiliency funds. The funds will finance expenditures focused on:

1. Supporting sectors most affected by the COVID-19 pandemic (i.e., the unemployed, MSMEs, and the country’s healthcare system)
2. Construction of Infrastructure projects
3. Refinancing of existing debt
4. Other key national expenditures, focused more on the country’s efforts against the pandemic

Investing in RTBs is considered safe and low-risk because they are a direct obligation of the Philippine government. However, they are still affected by risk and opportunity cost. Thus, it is highly recommended that you understand it first and all the risks involved before investing in RTBs.

For more information, you may contact BPI Capital by e-mailing bpicapital@bpi.com.ph.