Mutual fund payments

Here are bright ways you can add to your mutual fund investments:

Online Payments

Conveniently upload proof of payments through My Sun Life Client account.

 

DETAILS:
Add to your mutual fund investments by selecting “Add Fund” under the Mutual Fund section. Upload the proof of payment you made through over-the-counter bank deposit or online transfer to any of Sun Life Asset Management Company Inc.’s (SLAMCI) accounts.

You may deposit or transfer through any of the SLAMCI accounts below:

 

Peso-Currency Transactions

Bank

Account Number

BDO 00046-004225-4
BPI 0073-1798-07
China Bank 203-1036216
China Bank Savings 359-047171-9
Chinatrust Bank 025-020-00310-4
Citibank 5-602714-022
HSBC 000-270579-070
Landbank 1801-0249-00
Maybank 01-059-003283-8
Metrobank 066-3718-10691-6
PNB 1403-1001-5188
RCBC 3-001-00840-3
Robinsons Bank 1023-301-00000-143
Security Bank 0514-020724-200
Standard Chartered Bank 014-0953811-004
UCPB 104-1659638
Unionbank 101540-001-485
Dollar-Currency Transactions

Bank

Account Number

BDO 100-46-006383-9
BPI 1624-0061-07
Chinatrust Bank 025-060-00076-7
Citibank 5-602714-057
Deutsche Bank 1204-668305
Maybank 01-759-000153-0
Metrobank 066-2066-10860-5
PNB 1403-6001-5194
RCBC 8-001-00967-3
Security Bank 0514-020724-201
Standard Chartered Bank 905-534910-3349
UCPB 01-104-300835-0

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:

  • BDO
  • BPI
  • Metrobank

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:

Mutual Fund

Merchant Long Name

Short Name

Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund SLMCEQ
Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund SLMCBO
Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund SLMCBA
Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund SLMCIX
Sun Life Prosperity GS Fund SLAMCI GS Fund SLMCGS
Sun Life Prosperity Money Market Fund SLAMCI Money Market SLMCMM

Please take note that the payment posting to your account will be dependent on the bank’s payment confirmation.

Add to your peso-denominated Sun Life Prosperity Fund with the online payment facility right on our website.

DETAILS:

The Sun Life Online Payment Page is a facility where investors of peso-denominated Sun Life Prosperity Funds may conveniently add to your investments from your BPI deposit accounts. The transactions you will make through this facility will be credited to your investment account on the same day*, with no need to submit a proof of payment or any form.

*Subject to applicable terms & conditions and fund prospectus. Transactions within the daily cut-off time will be processed using the applicable NAVPS/ NAVPU at the end of business day.

 Auto-Invest

Use your bank account to automatically add funds to your peso-denominated Sun Life Prosperity Funds on a regular basis.

 

DETAILS:
Automatically add monthly or quarterly investments to your peso-denominated Sun Life Prosperity Funds – straight from your bank accounts.

The Auto-Invest facility is available with the following participating banks:

  • BDO
  • BPI
  • Metrobank
  • Security Bank


Get started by filling out the Auto-Invest Enrollment Form and your bank’s debit arrangement form.

Complete your registration by submitting both forms to any representative of our Client Service Centers.

Download SLAMCI’s auto-invest enrollment form here.

Click on the bank names below to view their auto debit arrangement registration form:

 Over-the-counter Payment

Visit our trusted local bank partners to add to your peso-denominated Sun Life Prosperity Funds.

 

DETAILS:
Add to your peso-denominated Sun Life Prosperity Funds through any of our bank partners’ payment 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 OTC transactions is available with the following partner banks:

  • BDO
  • BPI
  • Metrobank

Bills Payment through OTC transactions is available to all investors. Enrollment is not needed. Simply fill out the payment form and hand your payment to the teller.

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

Mutual Fund

Merchant Long Name

Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund
Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund
Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund
Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund
Sun Life Prosperity GS Fund SLAMCI GS Fund
Sun Life Prosperity Money Market Fund SLAMCI Money Market

Please take note that payment will be posted to your account upon confirmation of our bank partners.

Visit our trusted local partner banks for your payment transactions.

 

DETAILS:
Local bank deposits are available for both new and existing Sun Life clients. Simply proceed to any of our listed partner banks and make a regular deposit.

Present your proof of payment (validated deposit slip) to any Sun Life Client Service Center representative or upload your proof of payment through your My Sun Life account.

  • For new clients, please include your Account Opening Form with your proof of payment.

Download an Account Opening form here.

If you are enrolled to our e-notice services, you will receive your investment information through SMS or email.

You may deposit through any of the SLAMCI accounts below:

Peso-Currency Transactions

Bank

Account Number

BDO 00046-004225-4
BPI 0073-1798-07
China Bank 203-1036216
China Bank Savings 359-047171-9
Chinatrust Bank 025-020-00310-4
Citibank 5-602714-022
HSBC 000-270579-070
Landbank 1801-0249-00
Maybank 01-059-003283-8
Metrobank 066-3718-10691-6
PNB 1403-1001-5188
RCBC 3-001-00840-3
Security Bank 0514-020724-200
Standard Chartered Bank 014-0953811-004
UCPB 104-1659638
Unionbank 101540-001-485
Dollar-Currency Transactions

Bank

Account Number

BDO 100-46-006383-9
BPI 1624-0061-07
Chinatrust Bank 025-060-00076-7
Citibank 5-602714-057
Deutsche Bank 1204-668305
Maybank 01-759-000153-0
Metrobank 066-2066-10860-5
PNB 1403-6001-5194
RCBC 8-001-00967-3
Security Bank 0514-020724-201
Standard Chartered Bank 905-534910-3349
UCPB 01-104-300835-0

Client Service Center Payment

The Cash Deposit Machine (CDM) facility is now available in select branches!

 

DETAILS:
Skip the lines! Self-service Cash Deposit Machines are available at the following branches:

  • BGC Client Service Center G/F Sun Life Centre 5th Ave cor. Rizal Drive, Taguig City
  • Quezon City Client Service Center G/F Orcel II Building 1611 Quezon Avenue, Quezon City
  • ACE Client Service Center 2/F Ace Building Rada St. Legaspi Village, Makati City

Important reminders before using the CDM:

  1. Prepare your policy number or account number for reference.
  2. Tap the Sun Life button and follow the easy payment steps.
  3. Pay only with Peso notes. Insert one Peso note at a time.

 

For new business or initial payments, please talk to our Client Service Associates for assistance.

Visit any of our Sun Life Client Service Centers across the country to add to your Sun Life Prosperity Fund investments.

 

DETAILS:
You can visit any of these Client Service Centers to add to your investment. Just inform our Client Service Center representative about your account information and transaction details to process your payment.

The following are the accepted modes of payment:

  • Cash - PHP 100,000 limit
  • Check

Click for the complete list of Sun Life Client Service Centers nationwide.

Use your Prosperity Card to invest in peso-denominated Sun Life Prosperity Funds.

 

DETAILS:
Use your Prosperity Card when you invest through our Client Service Centers or advisors.

For new investors

  • Bring the following requirements: Account Opening Form, one (1) valid ID, and a photocopy of the Prosperity Card.
  • On Page 3, Section E Initial Investment Details, item 65 (Payment Details) of the form, indicate “Prosperity Card” and the Card Number.

For existing investors

  • Bring the following requirements: Request for Additional Investment Form, one (1) valid ID, and a photocopy of the Prosperity Card.
  • On Page 1, Section B Additional Investment Details, item 4a (Payment Details) of the form, indicate “Prosperity Card” and the Card Number.

Transactions received before 12nn will be processed within the same business day. Anything received beyond this cut-off will be processed on the next business day.