We believe that new investors need to thoroughly understand the benefits and risks of investing in mutual funds. In order to ensure this, some required forms for first time investors are available only through your Sun Life Mutual Fund Representative or from the Head Office. If you are planning to invest in the Sun Life Prosperity Funds for the first time, we encourage you to see your Sun Life Mutual Fund Representative. You may also call SunLink at 849-9888 for assistance. Our official business hours are from 8 am to 5 pm, Mondays to Fridays.

The Adobe Acrobat Reader is needed in order to open these documents. If you don't have this application, please click here to download.

You may fill up these forms using your keyboard. Just place the cursor over the space to be filled in and type the information needed. You may also use the tab key to go to the next field to be filled up. Note that dates should be typed in this format: "01/17/2005" for January 17, 2005.

Completed forms may then be printed and submitted to your Sun Life Mutual Fund Representative or directly to the Head Office at

The forms in this page may also be requested from a Sun Life Mutual Fund Representative or our Investor Services Department.

Forms:

Address Change Form   70 KB
For current Prosperity Fund investors with changes in mailing address, or who would simply like to update their business or residence address.

Confirmation of Trust Form   110 KB
For new and current Prosperity Fund investors who want to open an ITF (In-Trust-For) account. Please note that ITF accounts may only be created for a minor (below eighteen years old) and are subject to certain terms and conditions. We encourage you to call SunLink at 849-9888 or ask your Sun Life Mutual Fund Representative for more details.

Enrollment to MF Services Form   44 KB
For new and current Prosperity Fund investors who would like to avail of the following services: (1) have their redemption proceeds automatically credited to their bank accounts; (2) discontinue mailing of quarterly statement of accounts in favor of online viewing (available to SunLink Online users only; SunLink Online services may be availed of by registering here); (3) faxing in of Order Ticket instead of submitting original documents (applicable to current Prosperity Fund investors).

Letter of Intent Form  42 KB
For new and current Prosperity Fund investors who intend to invest an accumulated amount of at least Php 5,000,000 (or its dollar equivalent) within 12 calendar months, and would like to avail of a reduced Option A or C load. Please note that this privilege is still subject to approval. We encourage you to call SunLink at 849-9888 or ask your Sun Life Mutual Fund Representative for more details.

Name Change Form   74 KB
For current Prosperity Fund investors who like to update their names on record due to change in marital status, etc.

Order Ticket Forms
Order ticket for Subsequent Investment   171 KB
Order ticket for Redemption/Interfund   156 KB
For new and current Prosperity Fund investors who would like to make subscriptions, redemptions, and inter-fund transfers. Before proceeding with subscriptions and inter-fund transfers, please check whether there has been any update in the prospectuses of the funds you plan to invest in or transfer your investment to. Click here for the latest downloadable copies.

Please note as well that the following documents must be submitted together with the Order Ticket: For subscriptions, a validated deposit slip or confirmation of money transfer. For inter-fund transfers and redemptions, the original share certificate (if issued) of the investment being redeemed for transfer or withdrawal.

Stock Certificate Form   74 KB
For new and current Prosperity Fund investors who like to request for a stock certificate.

Waived Clearing Form   38 KB
For current Prosperity Fund investors who like to request for Waived Clearing Privilege. Please note that this privilege is still subject to approval and may be applied only to local peso cheques. We encourage you to call SunLink at 849-9888 or ask your Sun Life Mutual Fund Representative for more details.