Tuesday, January 23, 2018

Types of Benefits - HDMF

The Home Development Mutual Fund (HDMF, formerly Pag-IBIG fund) is a mutual provident savings system for employees. The Fund offers its members the following benefits:
Savings;
The total amount of employee and employer’s contribution will be credited to TAV (Total Accumulated Value). There are conditions on when a member can claim TAV but basically you can claim the total amount upon reaching the mandatory retiring age 65.
Short Term Loans;
Housing Programs;

The employer must remit to the HDMF:
The employee's contribution to the HDMF, which the employer must deduct from the employee's salary;

The employer's share of the contribution to the HDMF;


Refusal or failure (either without lawful cause, or with fraudulent intent) to comply with the provisions of the HDMF law and its pertinent rules and regulations (particularly with respect to the registration of employees, collection and remittance of employee and employer contributions, or remitting the correct amount due) can leave the employer liable to a fine and/or imprisonment. Employers in breach of the provisions concerning HDMF can also be liable for civil claims.

Notes: I think the interest rate of HDMF housing loan is not low enough considering that it’s a government guaranteed fund.

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MARKET ISSUES

[last partial update : 02/28/2018] Macro and Overseas (a) US interest rate : 1.25 ~ 1.5%, May increase 3 times in 2018 (b) US 10 yr bond...