Sunlife mutual fund online

Sunlife mutual fund online DEFAULT

Mutual Fund Payments | Sun Life Philippines

Leverage on your bank’s bills payment feature by enrolling your peso-denominated Sun Life Prosperity Fund as payment merchant. Once enrolled, you can simply add to your investment anytime without the burden of presenting any proof of payment.

DETAILS:
Add to your peso-denominated Sun Life Prosperity Fund through any of our bank partners’ electronic banking channels. 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 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. To use this facility, enroll the Sun Life Prosperity Fund as payment merchant, then proceed with payment. Payment can be made through the bank’s online platform or mobile app. Payment through automated teller machines (ATM) is also available to BDO clients.

Please be guided by the following merchant names when enrolling and making a payment:

Sours: https://www.sunlife.com.ph/en/about-us/become-an-empowered-sun-lifer/investments/

SLAMCI Online

Opening a mutual fund account online

Start your journey to financial wellness. Apply for an investment account online today!

  • Learn about mutual funds
  • Know what type of funds are best for your goals
  • Apply for a mutual fund account online

Read the online application platform Frequently Asked Questions (FAQs).

Viewing and managing investments online

Transact with ease using the My Sun Life web client portal and the Sun Life PH mobile app.

  • Check investment values
  • Make additional investment transactions
  • Request for redemptions
  • File for fund switch requests
  • Monitor transaction status
  • Enroll to e-notices
  • Download Statements of Account (SOAs)
  • Update account profile and settings

Important Note: Adding to and switching your investments using the Client Portal and Mobile App should only be done while in the Philippines.

Reference:SLAMCI Online Client Portals Guide

Sours: https://www.sunlife.com.ph/en/investments/sun-life-prosperity-funds/our-programs-video/slamci-online/
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Good news! We are pleased to announce that new clients may now
open amutual fund account online with Sun Life! 🙂

This means that you can begin your investment journey with just a few clicks.

And – it only takes a selfie and Php to Php1, to get started!

In case you&#;re wondering what is a mutual fund, I also made a detailed post about it where you&#;ll know how it works, how to choose an investment fund, the charges, the requirements to open an account, and etc. 

READ: Mutual Fund Start Investing in the Stock Market Thru Sun Life Mutual Fund

Here are the steps on how you can open a mutual fund account online:

Step 1: Go to www.sunlife.com.ph.

open-a-mutual-fund-account

Step 2: Go to the &#;Investments&#; tab and click &#;Sun Life Prosperity Funds&#;.

open-a-mutual-fund-account

Step 3: Scroll down and click the plus &#;+&#; sign to see the different Sun Life Prosperity Peso and Dollar Funds you can choose from.

open-a-mutual-fund-account-prosperity-funds

There is a minimum initial investment requirement set per fund:
a. Sun Life Prosperity Money Market Fund: Php
b. All other peso-denominated Funds (Bond, Balanced etc.): Php1,

Also, at the moment, sales load options for initial investments are set to:

FundSales Load
Money Market FundNo Load
Achiever FundsBack Load
All other Peso FundsFront Load

Subsequent investments made through the My Sun Life account web portal and the Sun Life PH mobile app will have the option to be invested using the Front-End or Back-End load.

Step 4: Click the particular fund you want to invest in.

On each page of the prosperity funds, you can see their latest Fund Fact Sheet and also the Fund Prospectus which can help you decide whether it&#;s the perfect fund for your investment goals.

Step 5: Once decided on which fund to invest in, click &#;Buy Now&#; on the right side portion of the page to start opening an account.

P.S. It&#;s important that you read and understand the Online Investment Application Notice before proceeding to the next step.

Step 6: When you proceed, you&#;ll now have to answer the &#;Investor Suitability Assessment&#;. Then click &#;Continue&#;.

This assessment will give you an idea of what type of investor you are, whether a conservative one, moderate or aggressive. It serves as a reference to your ability and willingness to absorb losses from your investments (risk appetite), which may change over time based on your current goals and life stage.

Take note that this is for reference only and is not to be taken as advice from SLAMCI on how to manage your investment.

Step 7: Fill up the &#;Client Information&#; with your details.

This is the part of online application where you need to upload a valid government ID and a selfie with it.

Step 8: Fill up the &#;Financial Advisor Information&#;.

If you wish to have a Financial Advisor to assist and guide you all throughout your investment journey, as long as he/she is licensed to offer and sell mutual funds, fill up the Financial Advisor Information field of your advisor&#;s code.

This is recommended so they can have an access with your account, for monitoring and update purposes, and especially in case you have concerns about your mutual fund account.

As for me, here&#;s my Advisor&#;s code:

&#; Christine Caranyagan

Send me a message so I can assist you better in opening your mutual fund account online with Sun Life and in your investment journey.

Step 9: Read the &#;Investor&#;s Acknowledgement and Agreement&#; and click &#;I Agree&#;.

After filling up the Client Information page, a pop up window will appear so you can review your details. Double check everything to avoid delay of processing.

After doing so, you have to acknowledge them through the Investor&#;s Acknowledgement and Agreement by scrolling down and clicking I Agree button.

Step Lastly, select Payment Method.

open-a-mutual-fund-account-payment-method

You have three payment methods to choose from to complete your mutual fund account opening.

✅Bank deposit or online fund transfer

✅Sun Life Prosperity Card

✅Sun Life Financial Store

Once you have completed this step, then your application will be subjected for review and processing within 2 business days. Please note, however, that SLAMCI may ask for additional details prior to application approval.

Other Things You Need to Know in Opening a Sun Life Mutual Fund Account Online

✅ Accounts opened online, through Electronic Know-Your-Client (eKYC), have a maximum gross investment limit of Php50,. Upon Face-To-Face verification at selected Sun Life Client Service Centers, verified accounts will no longer have a prescribed investment limit.

✅ The verification requirement may be completed at select Sun Life Client Service Centers (CSC) in the Philippines. Please remember to visit the branch personally and bring a valid primary government ID for checking and validation purposes.

✅ A verified client has the credit to bank account or CSC check pick-up redemption options. Meanwhile, only the latter option is available to an unverified online client.

Want to get started?

Click hereto open an account today and start your financial journey by investing in mutual funds.

Christine Caranyagan

Christine Caranyagan

Christine Caranyagan is a Licensed Financial Advisor, a Certified Investment Solicitor (CIS), Associate Wealth Planner (AWP), and Associate Estate Planner of the Philippines (AEPP). 

Her mission is to help fellow Filipino people achieve lifetime financial security & healthier lives.

If you want to learn more about financial planning, she conducts it for FREE. Her office is located at 15F Frabelle Business Center Rada Street, Legaspi Village Makati City.

Or you can just reach her thru this number: or send her a message here.

It will be her pleasure to be your Financial Advisor for Life.

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Sours: http://mymoneywisetips.com/open-a-mutual-fund-account/

Invest Now

Invest Now | Invest Your Money | Investment Options - ABSLMF

We sincerely advise you to take the assistance of a Financial Advisor to plan and invest your hard earned money. A financial advisor assists in understanding your finances, planning your investment and in the procedural aspects of investing. To contact a financial advisor please visit our locator section or just give us a call.

Below is a step by step guide of investing in Aditya Birla Sun Life Mutual Fund schemes.

If you are a first time investor in Aditya Birla Sun Life Mutual Fund -

  • Step 1

    Choose the scheme that you wish to invest in.

  • Step 2

    Fill out the application form for purchasing units.
    You can obtain the form by either downloading it from the website or by contacting a branch office or a CAMS branch office or by requesting our customer care team.

  • Step 3

    Submit it along with a copy of PAN card, address proof and cheque/DD at any of the fund's official points of acceptance centers. Investors investing Rs 50, or more in a scheme need to comply with the Know Your Client (KYC) norms.

If you are an existing investor in Aditya Birla Sun Life Mutual Fund –

Online Purchase

You can choose to invest online with Aditya Birla Sun Life Mutual Fund. Its extremely convenient and the fastest way to invest. To activate your online account, you will require having your email id registered and have an online banking account from where you would be required to make the investment. To register your email id/update your contact details with us, please contact our customer care team.

Procedure for Online Purchase additional units

(Buying additional units of same scheme or of a different scheme under the same folio number).
  • Step 1

    Visit the LOGIN SECTION of Aditya Birla Sun Life Mutual Fund website

  • Step 2

    Generate your CIP/TPIN - Please enter your folio number and your registered email id. The CIP/TPIN will be generated by email to your registered email id

  • Step 3

    Once you have received your CIP/TPIN, please visit the LOGIN SECTION of Aditya Birla Sun Life Mutual Fund website and enter your FOLIO number and your unique CIP/TPIN

  • Step 4

    Using the step by step process, invest in your chosen Aditya Birla Sun Life Mutual Fund scheme.

Procedure for Online Purchase additional units

(Buying additional units of same scheme or of a different scheme under the same folio number)

Invest Now

Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc.

Copyright Aditya Birla Sunlife Mutual Funds All Rights Reserved.

BUY NOW

more

Sours: https://mutualfund.adityabirlacapital.com/help-centre/invest-now

Mutual fund online sunlife

How to Open Sun Life Mutual via Online

how to open sun life mutual fund

Good news! Sun Life is now accepting online application for mutual fund accounts anywhere in the Philippines. Now, you can open a Sun Life mutual fund account via online application. It gives you another reason to start investing today!

If you do not have enough knowledge yet with a mutual fund, then you may click the link below. It contains most of the things you must know about mutual funds.

READ: Mutual Fund | Sun Life Prosperity Funds

You may also message me on Facebook by clicking [HERE], so we can have a short discussion about this.

Basic Requirements

I know you are ready to start your application. But before that, you may prepare the following first so that you can finish it in just a couple of minutes.

  • One (1) valid ID
  • Selfie while holding the valid ID
  • Initial investment (minimum of Php 1,)
  • SSS number
  • TIN

10 Steps to Open a Sun Life Mutual Fund via Online

Now that you have prepared the requirements, you can quickly finish your application in 5 minutes. Above all, you can easily follow the steps with the links, images, and short descriptions I provided.

So here are the steps on how to open a Sun Life mutual fund account via online:

1. Go to Sun Life official website

How to Open Sun Life Prosperity Funds Online

You may click this link or simply type www.sunlife.com.ph on your browser.

Do you want to make it even faster? Then proceed to the 3rd step now.

2. Go to the &#;Investment&#; tab and click &#;Sun Life Prosperity Funds.&#;

How to Open Sun Life Mutual Fund Online

Hover your mouse over the investment tab and then click the Sun Life Prosperity Funds. So it will lead you to a new page where you can discover it&#;s benefits.

But you may skip reading it if you have read my blog about Sun Life Mutual Funds.

3. Scroll down and look for &#;Peso Funds&#; or &#;Dollar Fund.&#;

sun life mutual fund online 02

There are several funds you may choose from, but I have recommended funds. In short, interest and timeframe are the two factors considered.

So here&#;s the table of my recommended fund for you.

Peso Funds                   Description
Money Market Fund% p.a.*
less than 5 years (time frame)
Conservative
Bond Fund% p.a.*
5 to 10 years (time frame)
Moderate
Index Fund% p.a.*
more than 10 years
Aggressive

Minimum Investment:

  • Php 1, is the minimum investment for peso-denominated funds except for money market funds, which you can open for as low as Php
  • $ 1, is the minimum investment for all dollar-denominated funds.

*Historical return is not indicative of future performance.

4. Click the &#;BUY NOW&#; button

sun life mutual fund online 03

Click the BUY NOW button on the left side if you have chosen a fund you like. It will lead you to another page.

READ: Sun Life | The Top Life Insurer in the Philippines

5. Read the Notice and then Click &#;Proceed.&#;

open sun life mutual fund online 05

Firstly, read the online application notice and click proceed if you agree and understand the stated terms and conditions.

6. Answer the Investment Suitability Assessment (ISA) and click &#;Continue.&#;

open sun life mutual fund online 06

Fill out the Investment Suitability Assessment (ISA) and then click continue. Click the continue again.

The assessment aims to give you an idea if your chosen fund is aligned to the type of investor you are—conservative, moderate, and aggressive.

It will provide you with an idea if your selected fund is suitable for you. However, these are just recommendations you may or may not follow.

7. Fill out the &#;Client Information&#;

open sun life mutual fund online 07

Just like opening a bank account, you must fill out the client information form. You must also upload the following:

  • one (1) valid ID
  • selfie while holding the valid ID

READ: Sun Maxilink Prime | The Best-Selling  VUL Plan of Sun Life

8. Fill out the &#;Financial Advisor Information&#;

open sun life mutual fund online 08

Now, you may put the following details on the financial advisor information.

Financial Advisor Name: Federico Suan, Jr.

Financial Advisor Code:

Please don&#;t forget to connect with me on Facebook by clicking [HERE] so I can monitor your application.

9. Read the &#;Investor&#;s Acknowledgement&#; then click &#;I Agree.&#;

open sun life mutual fund online 09

Check if the information is correct and read the &#;Investor&#;s Acknowledgment and Agreement.&#; And then scroll down, and if you agree, click, &#;I Agree.&#;

Select your payment method

open sun life mutual fund online 10

Choose from any of the 3 payment methods, i.e., bank deposit, Sun Life Prosperity Card, or via Sun Life Financial Store.

Congratulations! You have now completed the steps. Meanwhile, processing of your application will take 2 to 3 business days.

Frequently Asked Questions (FAQs)

What is the investment limit?

The limit for accounts opened online is Php 50,

How to remove the investment limit?

You may go to any Sun Life Client Center near your place and have a face-to-face verification. Most importantly, don&#;t forget to bring a valid ID with you for confirmation. A verified account has no investment limit.

Are there any charges on investment?

Yes, there will be charges on your mutual fund. It is called the sales load, which can be front-end (deposit) or back-end (withdrawal). If you chose back-end, after 5 years, your investment would no longer be charged.

Start Investing NOW!

You may message me on Facebook by clicking [HERE] or using the following details.

Engr. Federico Suan, CIS

(Globe) or (Sun or Smart)

[email protected]

*****

Disclaimer: I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. However, my posts only reflect my personal views and opinions.

Federico Suan, Jr.

Federico is an electronics engineer, financial blogger, insurance agent, and a certified investment solicitor. A multi-awarded financial advisor with clients ranging from lawyers, doctors, engineers, accountants, business owners, company directors, and OFWs to minimum wage earners had sought advice from him in achieving lifetime financial freedom.

Sours: http://www.thewiseguyph.com/open-sun-life-mutual-fund-online/
How to open a Mutual Fund Account via Online with Sun Life Ph

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