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Auto-Invest

 

Auto-Invest is an investment program that enables existing clients to add monthly or quarterly investments to their peso-denominated Sun Life Prosperity Funds automatically from their bank accounts*.

Auto-Invest instills discipline to clients by investing on a regular basis, and allows clients to benefit from peso cost averaging, by riding the ups and downs of the market. No one can really time the market. Invest regularly through Auto-Invest!

Get started by filling out the Auto-Invest Enrollment Form and your bank’s automatic debit agreement form in the Auto-Invest Forms section (c) of this guide.

 * Participating banks include Banco De Oro (BDO), Bank of the Philippine Islands (BPI), Metrobank, and Security Bank.

1. Completely fill out the following forms:

BDO BPI Metrobank Security Bank

  1. SLAMCI Auto-Invest        Enrollment Form

  2.  BDO Auto-Debit        Service Enrollment Form (1 form only)

  1. SLAMCI Auto-Invest Enrollment Form

  2. BPI Auto-Debit Service Enrollment Form (1 form only)

  1. SLAMCI Auto-Invest            Enrollment Form

  2. Metrobank Auto-Debit Service Enrollment Form (1 form only)

  1. SLAMCI Auto-Invest              Enrollment Form

  2. Security Bank Auto-Debit Service Enrollment Form (1 form only)

 

2. Submit the accomplished forms to any Sun Life Client Service Center or Sun Life Mutual Fund Advisor.          Partner banks will NOT process these enrollments at their respective bank branches.

3. You will be notified through SMS and/or email once your account is successfully enrolled. 

4. You will receive an SMS and/or email notification for each successful subscription.

 

1.  Who may invest via Auto-Invest?

Existing SLAMCI clients who are accountholders of participating banks can make additional investments in peso-denominated Sun Life Prosperity Funds through Auto-Invest. Standard SLAMCI terms and conditions apply.

By enrolling in this facility, funds will automatically be transferred from one’s bank deposit account to his SLAMCI investment account.

 

2.  Which Funds are available via Auto-Invest?

The following Funds are available via Auto-Invest:

  • Sun Life of Canada Prosperity Bond Fund
  • Sun Life of Canada Prosperity Balanced Fund
  • Sun Life of Canada Prosperity Philippine Equity Fund
  • Sun Life Prosperity Peso Starter Fund (formerly Money Market Fund)
  • Sun Life Prosperity GS Fund
  • Sun Life Prosperity Philippine Stock Index Fund
  • Sun Life Prosperity Achiever Fund 2028
  • Sun Life Prosperity Achiever Fund 2038
  • Sun Life Prosperity Achiever Fund 2048
  • Sun Life Prosperity World Equity Index Feeder Fund

 

3.  How often can I invest through Auto-Invest?

Investments can be made monthly or quarterly on the 5th or 20th day. Funding must be available at least a day before subscription date (i.e. account will be debited on the 4th or 19th for subscription the following day). Should the subscription schedule fall on a weekend or holiday, the transaction will be moved to the next banking day.

4.  What is the enrollment cut-off?

Enrollment cut-off is every 1st day of the month. Enrollments received after the cut-off will be processed the following month.

a. For investments scheduled every 5th – If the enrollment is done within   the cut-off, the first subscription will be on the 5th of the following month. The investor’s bank account will be debited a day prior.

b. For investments scheduled every 20th – If the enrollment is done within the cut-off, the first subscription will be on the 20th of the same month. The investor’s bank account will be debited a day prior.

5.  What is the minimum amount accepted for Auto-Invest?

 

Bank

Fund

Amount

  BDO

  World Equity Index Feeder Fund*

  PHP 1,000

  All other peso-denominated funds

  PHP 1,000

  BPI

Peso Starter Fund (formerly Money Market Fund)

  PHP 500

  All other peso-denominated funds

  PHP 1,000

  Metrobank

  Peso-denominated funds

  PHP 1,000

  Security Bank

  Peso-denominated funds

  PHP 1,000

 

* Minimum initial investment for the Fund is Php 10,000.

6.  What happens when my funds are not sufficient?

Investors whose bank deposit accounts are not sufficiently funded will be notified via SMS and/or email. After three (3) unsuccessful attempts to collect, subscription to the Auto-Invest facility will be cancelled.

  1. Auto-Invest Enrollment Form (August 2022)
  2. Auto-Invest Cancellation Form (August 2022)
  3. Auto-Invest Amendment Form (August 2021)
  4. BDO ADA Enrollment Form 
  5. BPI ADA Enrollment Form
  6. Security Bank ADA Enrollment Form
  7. Metrobank ADA Enrollment Form (August 2021)