Here are a few steps that you need to follow to invest in mutual … Simply proceed to any of our listed partner banks and make a regular deposit. Self-service Cash Deposit Machines are available at the following branches: Important reminders before using the CDM: For new business or initial payments, please talk to our Client Service Associates for assistance. DETAILS: Add to your mutual fund investments by selecting “Add Fund” under the Mutual Fund section. DETAILS: Add to your peso-denominated Sun Life Prosperity Funds through any of our bank partners’ payment channels. The Bills Payment facility through OTC transactions is available with the following partner banks: Bills Payment through OTC transactions is available to all investors. The Auto-Invest facility is available with the following participating banks: Get started by filling out the Auto-Invest Enrollment Form and your bank’s debit arrangement form. fields blank. Select either, To proceed with sending of One-Time Pin (OTP), click, Encode the OTP sent to the registered mobile number. DETAILS: Use your Prosperity Card when you invest through our Client Service Centers or advisors. Leave the Reference No. Review payment transaction once redirected in the Transaction Acknowledgement page. Take the Brighter Life Institute Course on: 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. Acknowledgement. Click “Okay” to continue, or click “Cancel” to return to the previous page. Sun Life Financial Philippines offers a wide spectrum of products that include Life Insurance, Accidental Insurance, and Mutual Funds. front-end/ FE or back-end/ BE). You are about to be redirected to a page that is not optimized for this device. {{cookieNotificationLbl}} Learn more. DETAILS: Automatically add monthly or quarterly investments to your peso-denominated Sun Life Prosperity Funds – straight from your bank accounts. You are about to be redirected to a page that is not optimized for this device. To learn more about Sun Life Global Investments contact our Wealth Sales Support team at 1-877-837-7844. DETAILS:Add to your mutual fund investments by selecting “Add Fund” under the Mutual Fund section. Payment can be made through the bank’s online platform or mobile app. Please be guided by the following merchant names when enrolling and making a payment: Use your bank account to automatically add funds to your peso-denominated Sun Life Prosperity Funds on a regular basis. Fill out the details, such as the amount of your premium and payment … Region and language selection is expanded. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … For existing clients, please submit a Request for Additional Investment Form with your proof of payment. Account name is Sun Life Asset Management, Inc. (SLAMCI). Aditya Birla Sun Life Mutual Fund is a smart way to accumulate wealth for your financial goals.. Pay Premium Online. The Achiever Funds are available with BDO and Metrobank. DETAILS: Local bank deposits are available for both new and existing Sun Life clients. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. Sun Life Equity Mutual Fund Review. Pre-need plan payments. Enrollment is not needed. Click this button to collapse it. and Phone No. Your mutual fund account number will soon reflect on your list of billers. ... Payment options for your mutual fund investments. Launch the Metrobank Mobile Banking application and login to your account. Enter purpose by selecting Others and typing Mutual … Select relationship which is Colleague/Others. Rizal Drive, Taguig City, Quezon City Client Service Center G/F Orcel II Building 1611 Quezon Avenue, Quezon City, ACE Client Service Center 2/F Ace Building Rada St. Legaspi Village, Makati City. On Page 3, Section E Initial Investment Details, item 65 (Payment Details) of the form, indicate “Prosperity Card” and the Card Number. a. BDO ONLINE BANKING, MOBILE BANKING, & ATM, (BPI Express Online & BPI Express Mobile Application), Via Mobile Banking (BPI Express Mobile Application), c. Metrobank ONLINE BANKING (Metrobankdirect), MOBILE BANKING (Metrobank Mobile Banking Application). Proceed to the Pay Bills page, select Sun Life of Canad a in the list of registered billers. Just inform our Client Service Center representative about your account information and transaction details to process your payment. Existing clients can now make additional investments in peso-denominated Sun Life Prosperity Funds through a bank partner’s various payment channels: online banking, mobile banking, automated teller machine (ATM), or over-the-counter (OTC). Pay from – select the account from which the payment will be debited from, Pay this Company/ Biller – select biller (along with the corresponding mutual fund account details and sales load, i.e. Visit any of our Sun Life Client Service Centers across the country to add to your Sun Life Prosperity Fund investments. Launch your BDO Mobile Banking application and log in to your account. If you pay this charge when you buy the fund, it’s called an initial sales charge or front-end load. Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Philippine Stock Index Fund. The Cash Deposit Machine (CDM) facility is now available in select branches! Download a Request for Additional Investment Form here. For the Money Market Fund, simply input on the, Account Number – account to debit the payment. Confirm Selections. DETAILS:Skip the lines! Once confirmed, the mobile application may require a One-Time Password (OTP) depending on the amount disbursed. Sun Life Prosperity Money Market Fund) Bond Funds invest … For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Watch this video to learn about the basics of mutual investments to achieve financial goals. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Validate Details. Now make your renewal premium payment from the comfort of your home or office with our Pay … Payment is automatically credited to your investment account without the need to fill out a Request for Additional Investment Form or present proof of payment. For new clients, please include your Account Opening Form with your proof of payment. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. So here’s how to pay your Sun Life plan via Metrobank online. Payment is automatically credited to your investment account without the need to fill out a Request for Additional Investment Form or present proof of payment. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the … … 1-877-SUN-LIFE (1-877-786-5433) Monday-Friday: 8am-8pm ET. Select the type of account from which the payment will be debited from. The “Print receipt” option will be displayed. Enjoy the flexibility of choosing your preferred sales load, without having to submit an Order Ticket to our Client Service Centers. Prepare your policy number or account number for reference. Existing clients can now make additional investments in peso-denominated Sun Life Prosperity Funds through a bank partner’s various payment … Click on the bank names below to view their auto debit arrangement registration form: Over-the-counter (OTC) Bank Bills Payment. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Await your transaction confirmation. Please be guided by the following merchant names when enrolling and making a payment: Please take note that payment will be posted to your account upon confirmation of our bank partners. *On July 29, 2015, the word … Present your proof of payment (validated deposit slip) to any Sun Life Client Service Center representative or upload your proof of payment through your My Sun Life account. version: 20f4cb3m. Click, Amount to pay – indicate amount to be paid, Pay to – select biller (along with the corresponding mutual fund account details and sales load, i.e. Milestone Fund. Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years … The Bills Payment facility through electronic banking channels is available with the following participating banks: Bills Payment through electronic banking channels is available to investors who are accountholders of the participating banks. Choose the funding/source account. Insert one Peso note at a time. Visit our trusted local bank partners to add to your peso-denominated Sun Life Prosperity Funds. (e.g. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide. Sign In. Visit our trusted local partner banks for your payment transactions. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … Payment … Tap the Sun Life button and follow the easy payment steps. close the customer sign in panel by clicking on the x button, For all peso-denominated funds (except Money Market), BPI Express Online, BPI Express Mobile App, What is the transaction fee for OTC transactions?*. Use your Prosperity Card to invest in peso-denominated Sun Life Prosperity Funds. Ideally, to do monthly payments, initial payment is either quarterly, semi annual or annual. Partner with Sun Life for a brighter future today! Ex BE12345678CF01, For Money Market Fund, a no sales load fund, simply use your 12-digit mutual fund account number. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Find out more today! Some funds are sold on a “no-load” basis, which means you pay … If you need help with your own personal financial plan, retirement planning or personal insurance and investments: Talk to an advisor to help answer your questions. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. A mutual fund typically focuses on specific types of investments. Find out more. Download SLAMCI’s auto-invest enrollment form here. Simply fill out the payment form and hand your payment to the teller. Bring the following requirements: Account Opening Form, one (1) valid ID, and a photocopy of the Prosperity Card. Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life of Canada Prosperity Balanced Fund. Conveniently upload proof of payments through My Sun Life Client account. Fill up the form. Note: The Achiever Funds are available as payment merchant in BDO and Metrobank. BGC Client Service Center G/F Sun Life Centre 5th Ave cor. That way, when the next … It will take some time to update our websites, materials and forms and until that is … On Page 1, Section B Additional Investment Details, item 4a (Payment Details) of the form, indicate “Prosperity Card” and the Card Number. Some funds may invest in a mix of stocks and bonds, or other mutual … Download the my Sun Life mobile app. Sun Life Asset Management Company, Inc. (SLAMCI) has partnered with Banco De Oro (BDO), Bank of the Philippine Islands (BPI), and Metrobank for its Bills Payment Program to make investing easier and more convenient. Get started with Sun Life. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Select Payment Option. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … You may deposit through any of the SLAMCI accounts below: Sun Life Client Service Centers – Cash Deposit Machine. Enroll the corresponding mutual fund by clicking the drop down button on the. Go to the Metrobankdirect online account and log-in. When you buy a front-end load fund, you are paying the sales commission up front, which is usually anywhere from 0% to 5%. Complete your registration by submitting both forms to any representative of our Client Service Centers. Enroll the corresponding SLAMCI mutual fund by searching the Biller Name. Aditya Birla Sun Life Savings Direct - Growth is a Debt mutual fund scheme from Aditya Birla Sun Life Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by … 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. What are the available payment platforms? Select “Mutual Funds” on the left menu on the menu bar. Upload the proof of payment you made through over-the-counter bank deposit or online transfer to any of Sun Life Asset Management Company Inc.’s (SLAMCI) accounts.You may deposit or transfer through any of the SLAMCI accounts below: Leverage on your bank’s bills payment feature by enrolling your peso-denominated Sun Life Prosperity Fund as payment merchant. 5. To choose Front-End Load, use the prefix "FE", followed by the 12-digit mutual fund account number. ... {{cookieNotificationLbl}} Learn more.Learn more. Once okay, click. Download SLAMCI’s auto-invest enrollment form here. If you haven’t registered for an account yet, click here: 4 Steps to Create a Sun Life Mutual Fund Online Account and just follow the instructions listed. Click “Okay” to continue, or click “Cancel” to return to the previous page. The OTP is sent to the registered mobile number or e-mail. Ex FE12345678CF01, To choose Back-End Load, use the prefix "BE", followed by the 12-digit mutual fund account number. Insert your debit card in the ATM, then remove the card once prompted. Offers a comprehensive range of mutual funds for affluent investors. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Learn how to pay for your mutual funds . This can be done in a simple and convenient manner on the Paytm Money app and Paytm Money website. Login to your Sunlink Online account. Region and language selection is expanded. Payment through automated teller machines (ATM) is also available to BDO clients. Sun Life Asset Management Company, Inc. (SLAMCI) has partnered with Banco De Oro (BDO), Bank of the Philippine Islands (BPI), and Metrobank for its Bills Payment Program to make investing easier and more convenient. Enter the bank account number of SLAMCI which is 0073179807. front-end/ FE or back-end/ BE). Upload the proof of payment you made through over-the-counter bank deposit or online transfer to any of Sun Life … Email: service@sunlife… DETAILS:Add to your peso-denominated Sun Life Prosperity Fund through any of our bank partners’ electronic banking channels. Start investing today! Click this button to collapse it. Pay only with Peso notes. Again, this amount is not billed to you, but is instead taken off the amount … Congratulations on your investment! Launch your BPI Mobile Banking application and log in to your account. Congratulations on your investment! Once enrolled, you can simply add to your investment anytime without the burden of presenting any proof of payment. If you pay it when you sell, it’s called a deferred sales charge or back-end load. Bring the following requirements: Request for Additional Investment Form, one (1) valid ID, and a photocopy of the Prosperity Card. On the menu bar located at the left-hand side under, Select ‘Investments’ in the Category dropdown field. Close signin . Investing in mutual funds offered by . To use this facility, enroll the Sun Life Prosperity Fund as payment merchant, then proceed with payment. Experience a safe and convenient way to regularly add to your peso-denominated Sun Life Prosperity Fund/s* through the Scheduled Bills Payment facility of our partner banks (BDO, BPI, and Metrobank). 12345678CF01, Electronic Banking Channels: 12:00 PM (midnight). If payment falls within the cut-off time, the NAVPS computed the next business day will be applied. DETAILS:You can visit any of these Client Service Centers to add to your investment. Take out money or change your fund lineup in your Group Choices plan Call the Client Solutions Centre at 1-877-893-9893, Monday to Friday, 8 a.m. to 8 p.m. … If you are enrolled to our e-notice services, you will receive your investment information through SMS or email. Click on your Mutual … Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, https://personal.metrobankdirect.com/RetailInternetPortal/, If enrolling your Money Market Fund, simply input on the. Account number of Sun Life Asset Management. So you pay the first 3 months, then you immediately pay the monthly the next month. 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