Watch this video to learn about the basics of mutual investments to achieve financial goals. Download the my Sun Life mobile app. Account number of Sun Life Asset Management. Start investing today! … Offers a comprehensive range of mutual funds for affluent investors. Pay Premium Online. 1-877-SUN-LIFE (1-877-786-5433) Monday-Friday: 8am-8pm ET. Email: service@sunlife… What are the available payment platforms? Complete your registration by submitting both forms to any representative of our Client Service Centers. DETAILS: Add to your peso-denominated Sun Life Prosperity Funds through any of our bank partners’ payment channels. This can be done in a simple and convenient manner on the Paytm Money app and Paytm Money website. ... Payment options for your mutual fund investments. For the Money Market Fund, simply input on the, Account Number – account to debit the payment. 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. Fill up the form. On Page 3, Section E Initial Investment Details, item 65 (Payment Details) of the form, indicate “Prosperity Card” and the Card Number. 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. version: 20f4cb3m. 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. Click this button to collapse it. It will take some time to update our websites, materials and forms and until that is … If you pay this charge when you buy the fund, it’s called an initial sales charge or front-end load. Choose the funding/source account. So you pay the first 3 months, then you immediately pay the monthly the next month. Payment through automated teller machines (ATM) is also available to BDO clients. You are about to be redirected to a page that is not optimized for this device. fields blank. Account name is Sun Life Asset Management, Inc. (SLAMCI). Some funds may invest in a mix of stocks and bonds, or other mutual … Select Payment Option. To learn more about Sun Life Global Investments contact our Wealth Sales Support team at 1-877-837-7844. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Ex FE12345678CF01, To choose Back-End Load, use the prefix "BE", followed by the 12-digit mutual fund account number. DETAILS: Add to your mutual fund investments by selecting “Add Fund” under the Mutual Fund section. Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life of Canada Prosperity Balanced Fund. If you are enrolled to our e-notice services, you will receive your investment information through SMS or email. Fill out the details, such as the amount of your premium and payment … 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. 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. Ex BE12345678CF01, For Money Market Fund, a no sales load fund, simply use your 12-digit mutual fund account number. Click this button to collapse it. Investing in mutual funds offered by . Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. DETAILS:Add to your peso-denominated Sun Life Prosperity Fund through any of our bank partners’ electronic banking channels. Once okay, click. Visit our trusted local bank partners to add to your peso-denominated Sun Life Prosperity Funds. Sun Life Equity Mutual Fund Review. Region and language selection is expanded. Payment can be made through the bank’s online platform or mobile app. 12345678CF01, Electronic Banking Channels: 12:00 PM (midnight). Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. 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?*. DETAILS: Automatically add monthly or quarterly investments to your peso-denominated Sun Life Prosperity Funds – straight from your bank accounts. Tap the Sun Life button and follow the easy payment steps. 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. Simply proceed to any of our listed partner banks and make a regular deposit. Click on the bank names below to view their auto debit arrangement registration form: Over-the-counter (OTC) Bank Bills Payment. Download SLAMCI’s auto-invest enrollment form here. The “Print receipt” option will be displayed. Click “Okay” to continue, or click “Cancel” to return to the previous page. 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. That way, when the next … Use your Prosperity Card to invest in peso-denominated Sun Life Prosperity Funds. There are four (4) basic types of mutual funds in the market: Money Market Funds invest in short-term debt instruments like time deposits. DETAILS: Local bank deposits are available for both new and existing Sun Life clients. 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). The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … Acknowledgement. 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 … ... {{cookieNotificationLbl}} Learn more.Learn more. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Note: The Achiever Funds are available as payment merchant in BDO and Metrobank. The OTP is sent to the registered mobile number or e-mail. For example, a fund may invest mainly in government bonds, stocks from large companies or stocks from certain countries. Enter purpose by selecting Others and typing Mutual … Get started with Sun Life. Prepare your policy number or account number for reference. BGC Client Service Center G/F Sun Life Centre 5th Ave cor. Once confirmed, the mobile application may require a One-Time Password (OTP) depending on the amount disbursed. Visit our trusted local partner banks for your payment transactions. Here are a few steps that you need to follow to invest in mutual … Congratulations on your investment! Select the type of account from which the payment will be debited from. Select “Mutual Funds” on the left menu on the menu bar. The Bills Payment facility through OTC transactions is available with the following partner banks: Bills Payment through OTC transactions is available to all investors. Leave the Reference No. The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the … 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). Sign In. 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. Conveniently upload proof of payments through My Sun Life Client account. Learn how to pay for your mutual funds . Proceed to the Pay Bills page, select Sun Life of Canad a in the list of registered billers. front-end/ FE or back-end/ BE). Download SLAMCI’s auto-invest enrollment form here. Again, this amount is not billed to you, but is instead taken off the amount … You may deposit through any of the SLAMCI accounts below: Sun Life Client Service Centers – Cash Deposit Machine. 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. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Click “Okay” to continue, or click “Cancel” to return to the previous page. Close signin . and Phone No. Review payment transaction once redirected in the Transaction Acknowledgement page. You are about to be redirected to a page that is not optimized for this device. 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). Region and language selection is expanded. Your mutual fund account number will soon reflect on your list of billers. Payment … Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. DETAILS:Skip the lines! DETAILS: Use your Prosperity Card when you invest through our Client Service Centers or advisors. The Achiever Funds are available with BDO and Metrobank. Milestone Fund. To choose Front-End Load, use the prefix "FE", followed by the 12-digit mutual fund account number. Existing clients can now make additional investments in peso-denominated Sun Life Prosperity Funds through a bank partner’s various payment … Some funds are sold on a “no-load” basis, which means you pay … 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 … Launch your BPI Mobile Banking application and log in to your account. Just inform our Client Service Center representative about your account information and transaction details to process your payment. Pre-need plan payments. Launch your BDO Mobile Banking application and log in to your account. Download a Request for Additional Investment Form here. Now make your renewal premium payment from the comfort of your home or office with our Pay … Sun Life Prosperity Money Market Fund) Bond Funds invest … 5. Await your transaction confirmation. Go to the Metrobankdirect online account and log-in. 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. Simply fill out the payment form and hand your payment to the teller. Upload the proof of payment you made through over-the-counter bank deposit or online transfer to any of Sun Life … Take the Brighter Life Institute Course on: 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. Enrollment is not needed. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Enter the bank account number of SLAMCI which is 0073179807. 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. … front-end/ FE or back-end/ BE). Confirm Selections. Enjoy the flexibility of choosing your preferred sales load, without having to submit an Order Ticket to our Client Service Centers. {{cookieNotificationLbl}} Learn more. 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. Due to the recent market volatility, I’ve been getting a lot of inquiries on how to change or switch their Sun Life VUL fund allocation.For starters, VUL is an insurance with investment component that is actually … DETAILS:Add to your mutual fund investments by selecting “Add Fund” under the Mutual Fund section. On the menu bar located at the left-hand side under, Select ‘Investments’ in the Category dropdown field. Validate Details. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … 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. (e.g. Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Philippine Stock Index Fund. For existing clients, please submit a Request for Additional Investment Form with your proof of payment. Once enrolled, you can simply add to your investment anytime without the burden of presenting any proof of payment. If payment falls within the cut-off time, the NAVPS computed the next business day will be applied. Find out more. 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. If you pay it when you sell, it’s called a deferred sales charge or back-end load. A mutual fund typically focuses on specific types of investments. Bring the following requirements: Request for Additional Investment Form, one (1) valid ID, and a photocopy of the Prosperity Card. The Cash Deposit Machine (CDM) facility is now available in select branches! * All peso-denominated funds, except Dynamic and World Equity Index Feeder Fund, are available via Bills Payment. When you buy a front-end load fund, you are paying the sales commission up front, which is usually anywhere from 0% to 5%. To use this facility, enroll the Sun Life Prosperity Fund as payment merchant, then proceed with payment. 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. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Sun Life Financial Philippines offers a wide spectrum of products that include Life Insurance, Accidental Insurance, and Mutual Funds. 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. 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. Enroll the corresponding SLAMCI mutual fund by searching the Biller Name. Pay only with Peso notes. Launch the Metrobank Mobile Banking application and login to your account. Bring the following requirements: Account Opening Form, one (1) valid ID, and a photocopy of the Prosperity Card. Insert your debit card in the ATM, then remove the card once prompted. *On July 29, 2015, the word … 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. DETAILS:You can visit any of these Client Service Centers to add to your investment. Ideally, to do monthly payments, initial payment is either quarterly, semi annual or annual. 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. For new clients, please include your Account Opening Form with your proof of payment. Partner with Sun Life for a brighter future today! Login to your Sunlink Online account. 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. So here’s how to pay your Sun Life plan via Metrobank online. Select either, To proceed with sending of One-Time Pin (OTP), click, Encode the OTP sent to the registered mobile number. Visit any of our Sun Life Client Service Centers across the country to add to your Sun Life Prosperity Fund investments. Click on your Mutual … Congratulations on your investment! Insert one Peso note at a time. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. Find out more today! On Page 1, Section B Additional Investment Details, item 4a (Payment Details) of the form, indicate “Prosperity Card” and the Card Number. Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to secure your future. Select relationship which is Colleague/Others. Enroll the corresponding mutual fund by clicking the drop down button on the. Aditya Birla Sun Life Mutual Fund is a smart way to accumulate wealth for your financial goals.. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya … 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. … offers a comprehensive range of easy and accessible investment products, Life insurance, and a photocopy of Prosperity. Facility is now sunlife mutual fund payment in select branches “ Add Fund ” under the mutual Fund investments by “. The “ Print receipt ” option will be applied to Add to your investment ” return! A in the Category dropdown field launch your BDO mobile Banking application and Login your. 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