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RG Financial Services Limited (Philippines), Inc.


The RGFS was established in 2001. It offered fund administration services required by companies for investment products. The company also helped support employee benefit plans. The services offered evolved over the intervening 16 years or so. Investment product support is now available for private clients, corporate bodies as well as financial organizations.
The company has been able to build up strong credentials by adhering to expected standards. That is made possible by deploying key people with appropriate technical skills and expertise for key roles. These are standards that would be expected of global and local financial areas. Custom built solutions for the business areas addressed are backed by business continuity (Disaster Recovery) plans.

Fund services, employee plans, estate planning and consumer lending support are the services available from the company. The funds services include investment products like NAV calculation and evaluation of securities in different markets. Calculations offered include income and accruals from Funds, dividends and distribution, online access to customer registry. Generation of all kinds of reports that may be required.

Data set-up, maintenance of ledgers for employee benefits plans, benefit calculation and report generations are part of the employee benefit services. Appropriate services are offered for the estate planning and consumer lending support bouquet of services.



Public or Private


Seats or staff









Year Founded


Countries of fulfillment




Contact information

44) 033 022 33792

About RG Financial Services Limited (Philippines), Inc.: Review and comparison

Founded in 2001, RGFS provides fund administration assistance for investment, private, financial, and corporate clients. 

Over the years, RGFS has built sturdy credentials by going above and beyond industry standards by employing key staff members who are skilled with a variety of technical expertise for lead positions. 

RG Financial Services Limited (Philippines), Inc. Outsourcing

Since 2001, RG Financial Services (RGFS) has supplied fund administration services to investment products and employee benefit plans. RGFS has broadened it’s services to include private clients, corporate, and financial institutions. 

RGFS strives to produce custom and comprehensive services at the highest level for it’s global financial institutional clientele.

RG Financial Services Limited (Philippines), Inc.’s BPO services and pricings

  • Fund Services
  • Investment Products
  • Calculation of Net Asset Value
  • Mark to Market Valuation of Securities
  • Calculation of the funds income and expense accruals
  • Calculation of dividends and distribution
  • Calculation of fees and commissions
  • Customer Online Registry Access
  • Generation of Financial Reports
  • Employee Benefit Plans
  • Data Set-Up
  • Record keeping 
  • Maintenance of Ledgers
  • Benefit Calculation
  • Report Generation
  • Online Services
  • Estate Planning Solutions
  • Formulation of Design, Structure and Implementation
  • Financial Statement Preparation
  • Regulatory Compliance
  • Lectures
  • Consumer Lending Administrative Support
  • Property Acquisition Assistance
  • Reconstitution and Annotation of Titles
  • Registration of Chattel Mortgage
  • REM and Chattel Mortgage Foreclosure
  • Loan Administration System Services

RGFS’s pricing

For comprehensive pricing, please contact them at [email protected]

How RG Financial Services Limited (Philippines), Inc. outshines its competition

RGFS’s strengths include: 

  • High standard employee competency through various expertise
  • Customized plans
  • Disaster contingencies

Key executives

Julieta C. Lagmay (President and CEO)

Julieta has been an integral piece of RGFS’s growth. She’s been with RGFS since inception, and has worked with foreign counterparties on settlement and documentation of trades. She has previously been Head of the Portfolio Management Department and a member of the Investment Committee of the former Far East Bank and Trust Company (FEBTC). 

Rodolfo B. Fernandez (Director)

Rodolfo is a lawyer with banking expertise. He is a trust practitioner, compliance officer, and estate planner. Rodolfo has served as Chief Legal counsel, Chief Compliance Officer, AMLA head, compliance officer, and chairman of multiple legal committees involved in banking and real estate. 

Rosa Maria C. Tantoco (Director)

Rosa is a former Senior VP of HSBC Securities, Global Trade, and Receivables Finance. Her expertise is in developing client strategy, and she has worked for over 30 years in a variety of fields including international operations, credit management, and securities services.

Clarissa M. Peñalosa (Director)

Clarissa has been a lawyer in trust banking for 32 years. She specializes in employee plan, wealth management, estate planning, and trust investment. Attorney Peñalosa has worked with multiple bank and trust companies and currently designs planning tools customized for client needs.

Gloria S. Calonge (Director)

Gloria is a licensed lawyer in the Philippines and the U.S, where she studied law in Washington DC. She has actively practiced law in the fields of Immigration, Domestic Relations, and Philippine matters for 35 years. 

Rachelle Maria C. Bunao (Director and Team Head)

Rachelle has worked with Far East Bank, Trust Company, Bank of the Philippine Islands, and GE Money Bank working on Trust Banking Products, Personal Wealth Management, and Compliance. She has managed middle and back office requirements for offshore funds. She currently leads the Pension Team at RGFS.

RG Financial Services Limited (Philippines), Inc. reviews and comparisons

RG Financial Services currently has no reviews or comparisons. 

RG Financial Services Limited (Philippines), Inc.’s contact information

RG Financial Services Limited (Philippines), Inc.’s main headquarters is located in:


Further, you may virtually reach out the company through the following contact information:

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In addition, you may email them at [email protected] or call 44) 033 022 33792.

RG Financial Services Limited (Philippines), Inc. news, podcast & articles

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