About Us

History of Trust Officers Association of the Philippines

The Trust Officers Association of the Philippines (TOAP), organized in 1964, is one of the oldest professional associations in the financial industry. TOAP is established primarily with the objectives of uniting, professionalizing and promoting the Philippine Trust and Investment Management Industry. All member-institutions are licensed by the Bangko Sentral ng Pilipinas (‘BSP’) to perform trust, investment management, and other fiduciary functions.

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Mission

We are the association of Trust Professionals bestowed with the highest fiduciary mandate. Our purpose is to grow the Trust and Asset Management Industry to a level at par with international standards. We actively contribute to the development of the capital markets and promote the interests of our customers and the investing public.

Vision

To become the authoritative private sector association in trust, fiduciary and asset management in the Asia Pacific Region. We will play the following roles: Prominent driver and catalyst of change in the fiduciary and financial markets. Developer of competent, knowledgeable and qualified professionals. Enforcer of the highest level of ethical standards. Trusted educator of clients.

Values

In pursuit of our mission, we will live the values of: Integrity, Fidelity to Client, Innovation, Teamwork, Leadership, Professionalism, Excellence,

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Unit Investment Trust Funds

UITF Resource Center sponsored by members of the Trust Officers Association of the Philippines (TOAP) to provide relevant information and data about Unit Investment Trust Funds (UITFs) of the participating TOAP Members.

News and Updates

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Your family is worry-free sa tulong ng P.E.R.A. NOW, PERA LATER!

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P.E.R.A NOW, PERA LATER? PAANO?

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