Investment Rules for Pre-Need Trust Funds

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SEC MEMORANDUM CIRCULAR NO. 1, S. 2000: Investment Rules for Pre-Need Trust Funds

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Title Supreme Court: Investment Rules for Pre-Need Trust Funds

Law: Sec Memorandum Circular No. 1, S. 2000

Decision Date: Jun 21, 2000

The SEC Memorandum Circular No. 1, S. 2000 mandates that pre-need companies limit their trust fund investments to fixed income instruments, mutual funds, equities, and real estate, ensuring liquidity and capital growth while safeguarding planholders' benefits.

trust fund

investment portfolio

need companies

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