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First Union Plans, Inc. is a financial services provider founded by a group of professionals who are innovation-driven and are acknowledged leaders in investment banking, marketing, selling, operations, and technology.

First Union Plans, Inc. is proud to be the first to be equipped with an automated fully integrated system which accurately monitors all planholders.

The company is an affiliate of Unionbank of the Philippines- one of the country's top ten universal banks- and First Union Direct, a Philippine-based direct selling company of retail financial services and products.

With P70 M paid-up capital, the company was established on the 24th of February 2000 and was granted a license to sell on the 7th of July 2000 by the Securities and Exchange Commission.