CODE COMPLIANCE. Trust Officer Robert B. Ramos, Chairman and CEO Justo A. Ortiz, CFA Institute Director for Global Investment Standards Annie Lo, CFA Institute for Institutional Partnerships Asia Pacific Richard McGillivray, Director Cholo Bernad and President and COO Victor B. Valdepeñas.

Banking and Financial Services

UnionBank is first local trust group to comply with Asset Manager Code

  • Code outlines global standards of ethical and professional integrity
  • Compliance signals UnionBank’s adherence to a rigorous ethical and professional standard

The Asset Manager Code of Professional Conduct outlines global standards of ethical and professional Integrity expected of firms that manage assets on behalf of clients.

Recently, the UnionBank Trust and Investment Services Group (TISG) voluntarily complied with the “Code” to further reinforce its commitment to ethical conduct as it puts its investors first – upholding the covenant of trust, loyalty, prudence and care that UnionBank-TISG has with its clients.

This sends a message to investors, regulators, and partners that UnionBank-TISG is operating under a rigorous ethical and professional standard. Also, it creates a strong reputation that UnionBank-TISG, with its values, can build investor confidence to attract and retain clients.

UnionBank-TISG embodies Magis by doing more, doing better and doing greater for its clients by being the first in the Trust Industry to comply with the CFA Institute’s Asset Management Code of Professional Conduct.