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 here.
* Participating banks include Banco De Oro (BDO), Bank of the Philippine Islands (BPI), Metrobank, and Security Bank.
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FREQUENTLY ASKED QUESTIONS Bank Partner BDO BPI Metrobank Security Bank What is the
minimum required investment?For all
peso-denominated fundsPhp1,000
For all
peso-denominated funds (except Money Market)Php1,000 For all
peso-denominated fundsPhp1,000 For all
peso-denominated fundsPhp1,000 Money Market Fund Php500 How often can I do Auto-Invest? Monthly Subscription date every 5th of the month - account to be debited every 4th of the month; last day of enrollment is 20th of the previous month Subscription date every 20th of the month - account to be debited every 19th of the month; last day of enrollment is 5th of the same month Quarterly What are the necessary forms needed for enrollment? Sun Life Prosperity Funds
Auto-Invest Enrollment FormSun Life Prosperity Funds
Auto-Invest Enrollment FormSun Life Prosperity Funds
Auto-Invest Enrollment FormSun Life Prosperity Funds
Auto-Invest Enrollment FormBDO Auto-Debit Service Enrollment Form
(1 form only)BPI Expresslink
Automatic Debit Arrangement Form
(1 form for each fund)Metrobank Authorization
to Debit Account Form
(1 form for each fund)Security Bank Auto-Debit Enrollment Form
(1 form for each fund)
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