Caritas Financial Plans, Inc.

5.0 1 Review
Company name
Caritas Financial Plans, Inc.
Address
15F, Regalia Tower B, 150 P. Tuazon St., Cubao, Quezon City, Quezon City, Metro Manila, Philippines
Phone
(02) 913-9917
Contact Person
J Espino
Establishment year 2007
Employees 201-500
Registration code PN-2013-9-R
Company manager M Luciano

Reviews

5.0

1 Review
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5.0
Friendly Associate
I would like to commend the associate based in Cubao who had been very patient with my friend. She explained everything in detail to us and we were able to understand concepts such as retirement, fixed income fund and the need to save. Thank you very much.
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Company Details

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Description
Caritas Financial Plans was incorporated and registered with the Securities and Exchange Commission on July 20, 2007, with an initial paid-up capital stock of P150M. On November 25, 2007 the Insurance Commission granted Caritas Financial Plans its Certificate of Authority to operate as a Pre-Need Company with a paid-up capital of P150M.

Caritas Financial Plans is a 100% subsidiary of CARITAS HEALTH SHIELD, INC., the umbrella organization of the Caritas Group of Companies.

From its modest beginnings in 1995, Caritas Health Shield now ranks as one of the country’s top providers of personalized health care services. With an asset base of over P8.5 Billion as of yearend 2011, Caritas Health Shield confidently provides customer-friendly medical services for all its privileged and ever-growing number of 400,000 members.

Board of Directors

In pursuit of its desire to provide excellent and diversified services to the changing needs of the Filipino family, Caritas Health Shield has established subsidiaries which individually and collectively cater to its members’ medical and financial requirements: Caritas Life Insurance, Clinica Caritas, Caritas Financial Plans, Caritas Health Shield Foundation, and the Caritas Family Hospital and College.

Caritas Financial Plans has been of service to the Filipino family since 2007 and started with 3 branches in Metro Manila. It hasn't looked back since. Now we are present in 29 locations nationwide and are expanding rapidly.

Originally incorporated and registered on October 8, 1993 as Vantage Pension and Education Plans, Inc., the company was acquired by Caritas Health Shield, Inc., on September 21, 2005. On March 8, 2007, the company was subsequently renamed CARITAS FINANCIAL PLANS, INC.

On June 29, 2007, the Securities and Exchange Commission (SEC) formally approved the registration of the P150 Million-capitalized CARITAS FINANCIAL PLANS as a dealer of securities in the form of pre-need plans. Marketing operations began on July 27, 2007. After the supervision and regulation of all pre-need companies have been transferred to the Insurance Commission (IC) as an effect of the 2010 Pre-Need Code of the Philippines (RA 9829), CARITAS FINANCIAL PLANS was issued by the new regulator its initial Certificate of Registration and License to Act as a Pre-Need Company dated April 26, 2010.

MISSION

The leading financial services company to market investment and financial products to the average Filipino, help alleviate poverty by fostering the habit of savings, and build financially stable families.

VISION

To help create strong middle income Filipino by helping them achieve financial independence through its business opportunity, products and services.
Working hours
  • Monday:9:00AM - 5:00PM
  • Tuesday:9:00AM - 5:00PM
  • Wednesday:9:00AM - 6:00PM
  • Thursday:9:00AM - 6:00PM
  • Friday:9:00AM - 6:00PM
  • Saturday:9:00AM - 3:00PM
  • Sunday:CLOSED
Products & Services
Sakto Plan
The Sakto Plan is the most affordable retirement plan in the Philippines. At only 440 per month, you can start planning for your retirement as early as today. Check it out at <a href="http://www.caritasplans.com/products/pension/sakto-pension-plan/">Caritas Financial Plans Website</a>

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Last update: November 2017 - View Status

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