Agency Suitability Review: Review of whether BOI, PEZA or another investment promotion pathway may be more appropriate based on the company’s proposed Philippine activity, location, structure and commercial objectives.
BOI & PEZA Applications (Philippines)
Management and coordination of BOI and PEZA application support for Philippine businesses seeking investment promotion agency registration, incentives assessment and approval pathways.
Practical BOI and PEZA application support for eligible Philippine projects
Strategic guidance on agency fit, eligibility, documentation and post-approval obligations
About This Service
BOI and PEZA Applications forms part of Ryoss’ Philippines-specific incorporation, registration and investment incentive support. It is designed to help businesses assess, prepare and coordinate applications with the Board of Investments or the Philippine Economic Zone Authority where the proposed project may qualify for investment promotion agency registration. BOI and PEZA pathways can support eligible projects through fiscal and non-fiscal incentives, but eligibility depends on the company’s business activity, location, ownership structure, export profile, investment plan and the applicable Strategic Investment Priority Plan. Ryoss works with the client to assess the most suitable pathway, prepare application materials, coordinate adviser input and manage agency follow-up, helping foreign-owned, export-oriented and strategically aligned businesses approach the application process in a structured and commercially informed way.
What's Included
Eligibility Assessment Support: Assessment of key eligibility considerations, including business activity, export orientation, ownership structure, investment plan, employment profile, operating location and applicable SIPP classification.
BOI Application Coordination: Support preparing and coordinating BOI application materials, project information, business plans, supporting documents and agency follow-up where BOI is the preferred pathway.
PEZA Application Coordination: Support preparing and coordinating PEZA application materials, locator requirements, ecozone or IT park considerations, site documentation and agency follow-up where PEZA is the preferred pathway.
Incentive Pathway Mapping: Guidance on potential incentive pathways, including income tax holiday, special corporate income tax, enhanced deductions, VAT-related incentives, customs duty exemptions and other available benefits where applicable.
Business Plan and Project Documentation Support: Assistance preparing or coordinating the project description, business plan, feasibility information, financial assumptions, export profile, employment plan and other supporting documents required for agency review.
Site and Location Coordination: Support reviewing site-related considerations, including PEZA ecozone or IT park requirements, location suitability, lease documentation, site endorsement requirements and operating address implications.
Adviser and Stakeholder Coordination: Coordination with legal, tax, accounting, corporate, real estate and other professional advisers where specialist input is required for structuring, tax, documentation or eligibility assessment.
Application Submission and Follow-Up Support: Management and coordination of application submission, agency queries, clarification requests, supporting document updates and status tracking through the relevant approval pathway.
Post-Approval Compliance Briefing: Summary of key post-approval obligations, including reporting, incentive compliance, registration conditions, project limitations, documentary evidence and ongoing monitoring requirements.
Alignment With Broader Setup and Managed Compliance Services: BOI and PEZA application support is aligned with the broader Philippines setup and managed compliance process, including incorporation, tax registration, business permits, local authority coordination, payroll readiness and recurring jurisdiction-specific compliance obligations.
Typical Use Cases
Foreign-Owned Philippine Subsidiary
You are establishing a foreign-owned Philippine company and want to assess whether BOI or PEZA registration may be available for your proposed activity.
Export-Oriented Services Business
Your business intends to provide services primarily to overseas clients and needs guidance on whether an investment promotion agency pathway may be suitable.
PEZA Ecozone or IT Park Operations
You are considering operating from a PEZA-registered building, IT park or ecozone and need support with application planning, site requirements and documentation.
BOI Strategic Project Assessment
Your proposed activity may fall within a strategic investment priority area and you need support assessing BOI eligibility and preparing the application.
Tax Incentive Planning
You want to understand whether income tax holiday, special corporate income tax, enhanced deductions, VAT incentives or customs duty exemptions may be relevant to your Philippine setup.
Location and Structure Decision-Making
You are still deciding between office locations, entity structures or operating models and need to understand how these choices may affect BOI or PEZA eligibility.
Post-Incorporation Incentive Application
Your Philippine entity has already been incorporated and you now need to assess and coordinate a BOI or PEZA application.
Managed Application Support
You want Ryoss to manage application coordination, document preparation, adviser input, agency follow-up and post-approval handover on behalf of your entity.
Step-by-Step Engagement Process
Discovery & Project Review
We meet with your team to understand your Philippine entity status, ownership structure, proposed activity, export profile, operating location, investment plan and incentive objectives.
Agency and Eligibility Mapping
Ryoss reviews whether BOI, PEZA or another pathway may be most appropriate based on your project, location, business model, SIPP alignment and agency requirements.
Application Preparation and Adviser Coordination
Ryoss coordinates the preparation of required application documents, project information, business plans, financial assumptions, site records and specialist adviser input where required.
Agency Submission and Follow-Up
Ryoss supports the application process with the relevant agency, coordinates responses to queries, tracks outstanding requirements and manages follow-up through the review process where applicable.
Approval Handover and Compliance Alignment
Once the application outcome is confirmed, Ryoss helps organise approval documents, registration evidence, conditions and reporting requirements, and aligns the outcome with your broader Philippines setup and managed compliance obligations.
Let's build the right solution for you.
Tell us what your business needs help with, whether it's a quick idea or a detailed brief. Our team will work on a tailored solution and reach out right away.