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What are the other Subscription Payment Options?

WHAT ARE THE OTHER SUBSCRIPTION PAYMENT OPTIONS?

 

Aside from the direct remittance and deposit into our accounts, the following are subscription payment options for Optima investors. This will make investing in the Optima products easier and more convenient.

 

I.         Bank of the Philippine Islands (BPI) Online

 

If you are an existing BPI account holder, you can invest in the Optima Funds by transacting through bpiexpressonline.com (for individual clients) or bpiexpresslink.com (for corporate clients).

 

All you have to do is:

 

A.      Inform Bonds, Equities, Securities and Traders, Inc. (BEST, Inc.). BEST, Inc. will give your OPTIMA FUNDS ACCOUNT NO. (OFA) through email, text or phone.  You will need the OFA No. when you include BEST Inc. as one of your merchants.

B.     Enroll your BPI account in the BPI Online Facility. Go to www.bpiexpressonline.com / www.bpiexpresslink.com  and follow the instructions on how to apply.

C.     Include BEST, Inc. as one of your Merchants Go to www.bpiexpressonline.com / www.bpiexpresslink.com and follow the instructions on how to include.

D.     Invest  using the BPI Online Facility. Go to www.bpiexpressonline.com / www.bpiexpresslink.com and follow the instructions.

 

II.       Automatic Debit Arrangement (ADA) with the Bank of the Philippine Islands (BPI) or Banco de Oro (BPI)

 

The ADA is a facility agreement between Bonds, Equities, Securities and Traders, Inc. (BEST) with BPI and BDO wherein Optima investors can use their BPI or BDO accounts to periodically invest in the Optima Funds.

 

How to Apply in the Automatic Debit Arrangement (ADA) Facility?

(Note: Investors should be an existing BPI or BDO Account Holder)

 

  1. Accomplish the following forms:

 

1.       Optima Deposit Program (ODP) Agreement (Pls. click to download form)

2.       For BPI Account Holders : Automatic Debit Arrangement Subscriber Enrollment Form (Pls. click to download form)

3.       For BDO Account Holders : Auto-Debit Arrangement Enrollment Form. This form is a BDO form and cannot be downloaded. The form is available through the BEST, Inc./Optima Fund Head Office or through any BDO branch nationwide.

 

  1. Submit the forms to BEST, Inc. at the following address:

 

2nd Floor Basic Petroleum Bldg., 104 C. Palanca St., Legaspi Village, Makati City

 

  1. BEST will coordinate with BPI or BDO for your application.

 

As soon as BEST receives confirmation from the bank, BEST shall start the investor’s ADA on the next instalment schedule.

 



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