UITF Suitability Assessment Questionnaire | Metrobank (2024)

Start investing in UITFs so you can reach your financial goals.

To get started, just follow these steps:

  1. Download and fill out the suitability assessment questionnaire.
  2. Print and bring a copy of your suitability assessment questionnaire to your nearest Metrobank branch.
  3. Invest in the UITF of your choice.

For more information on UITFs, you can also ask us about investment options.

Find a branch near you

Not sure where your nearest Metrobank branch is? Use the Branch, ATM, and CAM Locator to find it!

Already have UITFs with Metrobank?

Monitor and manage all your existing UITFs by enrolling them to UITF Online on Metrobank Online.

Just follow these steps:

  1. Go to Metrobank Online
  2. Log in with your username and password. For new users, click Sign Up and follow the instructions shown on screen.
  3. Select UITF under Investments menu then select Enroll UITF Account to begin.

By enrolling your UITFs, you will be able to view your portfolio anytime, invest based on your needs, redeem your profits when you’re ready, and more. Visit the UITF Online page to learn more.

UITF Suitability Assessment Questionnaire | Metrobank (2024)
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