The bank’s Trust and Asset Management Group (TAMG) now oversees the FWD Peso Fixed Income Fund, FWD Peso Equity Fund, and FWD Peso Balanced Fund.
This strategic integration, which took effect on Nov. 13, allows Security Bank to provide customers with comprehensive financial solutions, blending life insurance benefits with investment opportunities.
By leveraging TAMG's expertise, customers gain access to professionally managed funds that optimize performance and simplify financial planning.
“We’re excited to welcome these funds into our management portfolio and offer our customers a holistic approach to financial planning,” said Sanjiv Vohra, president and CEO of Security Bank. “This integration highlights our commitment to delivering accessible and high-performing financial solutions.”
“This strategic collaboration between Security Bank and FWD Life Insurance will enable us to further enhance our market share in the insurance and trust sector,” added Maricar Lopez, SVP and TAMG head at Security Bank.
Through its collaboration with FWD Life Insurance, Security Bank offers a range of products designed to combine wealth creation and protection. Notable offerings include:
Set for Life: Flexible payment terms and investment options with additional protection add-ons.
All Set Higher: No premium charges, full fund allocation, and no medical exam requirements.
Set for Health: Covers up to three major critical illnesses until age 75, includes premium waivers, and offers a return of premiums if no claims are made.
USD All Set Higher: Gives access to a global investment portfolio with no premium charges and no medical exam.
Digital Set for Health: Can be bought online, with insured sums ranging from P1million to P5 million.
“This partnership strengthens our shared commitment to champion customers’ needs,” said Lee Longa, FWD Philippines CFO. “Together, we aim to enrich and protect more Filipinos.”
With its robust portfolio, including other FWD VL funds, Security Bank continues to empower clients with tailored solutions for financial growth and security.
