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June 1, 2022

FIT AND PROPER RULE UNDER THE REAL ESTATE INVESTMENT TRUST (REIT) ACT OF 2009

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Published — June 8, 2021

The following post does not create a lawyer-client relationship between Alburo Alburo and Associates Law Offices (or any of its lawyers) and the reader. It is still best for you to engage the services of your own lawyer to address your legal concerns, if any.

Also, the matters contained in the following were written in accordance with the law, rules, and jurisprudence prevailing at the time of writing and posting, and do not include any future developments on the subject matter under discussion.

Read also: PROPERTY MANAGER UNDER THE REAL ESTATE INVESTMENT TRUST (REIT) ACT OF 2009

  • To maintain the quality of management of the REIT and afford better protection to REIT investors, the Securities and Exchange Commission (Commission), or the concerned regulatory agency, shall prescribe or pass upon and review the qualifications of individuals elected or appointed as directors or officers of the REIT, REIT fund managers, REIT property managers, distributors and other REIT participants and disqualify those found unfit.

  • The appropriate regulatory agency may disqualify, suspend or remove any director or officer who commits or omits an act which renders him unfit for the position.

  • In determining whether an individual is fit and proper to hold the position, regard shall be given to his integrity, experience, education, training and competence.

To  maintain  the  quality  of  management  of  the  REIT  and  afford  better protection  to  REIT investors,  the  Securities and Exchange Commission (Commission),  or  the  concerned  regulatory  agency,  shall  prescribe  or  pass  upon  and  review  the  qualifications  of  individuals  elected   or  appointed   as   directors or officers  of the REIT, REIT fund managers, REIT property managers, distributors  and  other  REIT  participants  and  disqualify  those  found  unfit.  The  appropriate  regulatory  agency  may  disqualify,  suspend  or  remove  any  director or  officer  who  commits  or  omits  an  act  which  renders  him unfit  for the position. In determining whether an individual  is fit  and proper to hold the position, regard shall  be  given  to his  integrity,  experience,  education,  training  and  competence.

Implementing   Rules  and  Regulations  of  the  Real  Estate  Investment   Trust  (REIT)  Act  of2009   (R.A. No.  9856)  provides for the persons who shall not be allowed to serve or act  as  director  or officer  or consultant  of  any  REIT, to wit:

The  following persons shall  in no  case be  allowed to serve or act  as  director  or officer  or consultant  of  any  REIT, REIT fund  manager, or  REIT property manager:

  1. Any  person  convicted  of any  crime involving any  security  or financial  product; 
  2. Any  person  convicted  of  an  offense  involving fraud  or  embezzlement,   theft,  estafa  or  other fraudulent acts or  transactions; 
  3.  Any  person  who,  by  reason   of  any  misconduct,   is  enjoined   by  order,  judgment,  or  decree  by   any   court,  quasi-judicial   body   or  administrative  agency  of   competent   jurisdiction from acting  as  a director, officer,  employee,  consultant,  or agent  occupying  any  fiduciary  position; 
  4.  Any  person  found  by  the  appropriate  regulatory  agency  to  have  violated,  or  aided,  abetted,  counseled,   commanded,   induced,  or  procured  the  violation  of  this  Act,   the   Revised Corporation  Code, the General Banking  Law, the Insurance  Code, the Securities Regulation  Code, or  any  related  laws  and  any  rules, regulations  or orders  thereunder; 
  5. Any person judicially declared  to be  insolvent,  or incapacitated  to contract;  and 
  6. Any person found guilty by a foreign court, regulatory authority or government  agency  of  the  acts  or  violations.  A conviction in the first  instance  shall  be  considered  sufficient  ground  for disqualification.

Applicants shall submit the pertinent clearances relative thereto.


Alburo Alburo and Associates Law Offices specializes in business law and labor law consulting. For inquiries, you may reach us at info@alburolaw.com, or dial us at (02)7745-4391/0917-5772207.

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