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  • REQUEST SUBMITTED

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    Date: 2023-08-14 23:33:08.041365

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    Date: 2023-08-15 08:23:52.300661

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    Date: 2023-08-15 14:03:07.047444

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Unit Investment Trust Fund Statistics

Requested from SEC by T. Tan at 11:33 PM on Aug 14, 2023.
Purpose: Research
Date of Coverage: 01/01/2019 - 07/31/2023
Tracking no: #SEC-063354107394

Tan 11:33 PM, Aug 14, 2023

You 07:00 PM, Aug 12, 2023

Hi, good day! 

I would like to request for monthly statistics on Unit Investment Trust Funds from 2019 to 2023. In particular, I'm hoping to get statistics on 
1. Total Assets 
2. Number of Accounts
3. New Deposits/Contributions/Investments
4. Withdrawals/Redemptions

Thank you very much!

Gonzales 08:23 AM, Aug 15, 2023

August 15, 2023

Dear Trenton,

Thank you for your request dated Aug 14, 2023 under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch, for Unit Investment Trust Fund Statistics.

We received your request on Aug 14, 2023 and will respond on or before Sep 04, 2023 11:33:08 PM, in accordance with the Executive Order's implementing rules and regulations.

Should you have any questions regarding your request, kindly contact me using the reply function on the eFOI portal at https://zcwdv320190208-dot-efoi-ph.appspot.com/requests/aglzfmVmb2ktcGhyHQsSB0NvbnRlbnQiEFNFQy0wNjMzNTQxMDczOTQM, for request with ticket number #SEC-063354107394.

Thank you.

Respectfully,

Isma Gonzales
FOI Officer

August 15, 2023

Dear Trenton Tan,

Greetings!

Thank you for your request dated Aug 14, 2023 11:33:08 PM under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch.

Your request

You asked for statistics on Unit Investment Trust Funds (UITFs).

Response to your request

While our aim is to provide information whenever possible, in this instance this Office does not have the information you have requested. However, you may wish to contact the Bangko Sentral ng Pilipinas (BSP) which supervises UITFs, or resubmit your request addressed to the correct agency on the eFOI portal.

For further assistance you may review the FAQ section of the eFOI site: http://efoi-ph.uc.r.appspot.com/help.

Your right to request a review

If you are unhappy with this response to your FOI request, you may ask us to carry out an internal review of the response by writing to Chairperson Emilio B. Aquino (ebaquino@sec.gov.ph) . Your review request should explain why you are dissatisfied with this response, and should be made within 15 calendar days from the date when you received this letter. We will complete the review and tell you the result within 30 calendar days from the date when we receive your review request.

If you are not satisfied with the result of the review, you then have the right to appeal to the Office of the President under Administrative Order No. 22 (s. 2011).

Thank you.

Respectfully,
Rose Ann Espiritu
FOI Officer

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