*Forms updated as of September 3, 2018

SLAMCI Welcome Kit

Account Opening Form (with previous form title of Investor Information Form, Investor Profile Questionnaire and Order Ticket – New)    - Accomplish this form to open an account. 

Application for Additional Co-Investor - Accomplish this form to add an investor

Confirmation of In-Trust-For (ITF) Arrangement  (with previous form title of Confirmation of ITF Agreement Form)   – Use this form along with the Account Opening Form when opening an account on behalf of a minor 

Application for Reduced Sales Load (with previous form title of Letter of Intent Form)   – Use this form if you want to avail of the reduced front-end sales load privilege.

Sun Synergy Client Authorization Form- Submit this form if you want to avail of the reduced front-end sales load privilege

Proxy Form – Use this form to authorize a proxy who will attend shareholder meetings during your absence.

 Authority to Transact (with previous form title of Trading Authorization and Indemnification Form) –   – Use this form to authorize a person to transact on your behalf. The person you authorize shall be designated as your “Authorized Representative.”

Checklist for Account Opening (with previous form title of Initial Investment Checklist for Basic Mandatory Requirements)  This is the checklist of what needs to be submitted.

 

While the required forms for opening a Sun Life Prosperity Fund account are available, we highly encourage you to get in touch with a Sun Life Mutual Fund Advisor to thoroughly understand the benefits and risks of investing in mutual funds. SLAMCI shall only accept Account Opening Forms duly signed by a Sun Life Mutual Fund Advisor.

 

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form .

Request for Additional Investment (with previous form title of Order Ticket – Subsequent)   - Accomplish this form to add to your existing investments. Please attach applicable proof payment (e.g. deposit slip, money transfer receipt, etc...).

Application for Reduced Sales Load (with previous form title of Letter of Intent Form )- Use this form if you want to avail of the reduced front – end sales load privilege.

Auto-Invest Enrollment Form  (with previous title of Sun Life Prosperity Funds Auto-Invest Enrollment Form ) – Use this if you want to automatically debit investments from your bank account.

SLAMCI Auto-Invest Cancellation Form

SLAMCI Auto-Invest Amendment Form

BDO ADA Form

BPI ADA Form

Bills Payment with BPI Form

Security Bank ADA Form

Metrobank ADA Form

Request for Redemption/Fund Switch (with previous form title of Order Ticket for Redemption / Interfund Transfer)  - Use this to redeem or transfer your investments. Attach original share certificate (if available).

Request for Check Uncrossing Form – applicable for requests for uncrossed checks.

Non-Financial Amendment Form – Use this form to update information about your account. (i.e. Change of Name, Change of Legal Residence, Change of Citizenship, etc.).

Proxy Form – Use this form if you have not submitted the proxy form upon account opening.

Checklist for Subsequent Transactions (with previous form title of Subsequent Investment Checklist for Basic Mandatory Requirements)-This is the checklist of the necessary documents.

Advisor Change Request  (with previous form title of Service Request Form) – Use this to have your advisor changed.

Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices.

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request .