Expert-driven investing from your Partners for Life.

Discover who we are

Authorized by the
Bangko Sentral ng Pilipinas

With PHP400Billion +
Assets Under Management

Managed by Seasoned
Investment Experts

Solutions-based Investment Strategies

Investment strategies are constructed specific to our clients' objectives and requirements.

Local and Global Investment Assets

SLIMTC has access to a wide range of investment outlets enabling us to provide our clients with well diversified portfolios.

Macro-economic, Credit, and Equity Research

Our investment strategies are backed by in-depth macro-economic, credit, and equity research leveraging from both our local and global expertise.

Our Products and Services

Unit Investment Trust Fund (UITF)

Our UITFs offer simple and efficient way of investing in a wide selection of financial instruments and securities in Philippine Peso and US Dollar denomination. 

Pre-need Account

We provide expert fund management solutions to companies operating pre-need plans, enabling them to deliver guaranteed benefits and services in compliance with regulatory requirements. 

Retirement Fund Management

We provide comprehensive services - establishing and managing pension and provident funds for the designated beneficiaries of our clients.

Corporate Trust Account

We provide solutions for clients in need of trust arrangements for a specific purpose or beneficiaries. Our expertise enables clients to comply with regulatory requirements.

Investment Management Account

We customize fund management solutions based on specific client objective and need, allowing them to diversify their portfolio across wide spectrum of funds and assets.

Announcements

SLIMTC Invest and Enjoy Rewards Promo 2026

March 25, 2026

Invest away to get eGCs from Giftaway. Build delightful rewards from single or accumulated investments worth P250 during the promo period to qualify to the promo.

Data Privacy

In compliance with the Data Privacy Act of 2012 (Republic Act No. 10173), SLIMTC shall process your personal data to:

  • evaluate your application and administer your account;
  • process transactions and enforce/fulfill contractual rights/obligations;
  • improve the provision of products and services (including improvement in systems and business processes, data analytics, automated processing, etc.);
  • comply with legal obligations, as well as laws and regulations (domestic or foreign); and
  • manage risks and pursue its legitimate interests, including verification and obtaining additional personal data from third party sources.

The Company may disclose your personal data to its affiliates, service providers, regulators, and other third parties for processing consistent with the foregoing purposes, who shall be bound by contractual or other reasonable means to protect your personal data. SLIMTC, also, implements technology and security measures to avoid unauthorized use, loss, alteration, or destruction of your personal data.

Your personal data shall be retained throughout the existence of your account(s) and/or upon the later of the expiration of the retention limit set by Company standards, laws and regulations, counted from account closure. The Company has policies and procedures in place for the use, protection, and retention of your personal data.

Your rights include the right to be informed, access your data, rectify errors, object to automated processing or profiling, and file a complaint.

For more information about your rights and how we protect your data, you may access our privacy policy at https://www.sunlife.com/sl/pslf-philippines/en/privacy/

Should you have data privacy related concern or inquiry, you may contact our Data Protection Officer through the following channels:

  • Email: privacy.slimtc@sunlife.com
  • Postal mail: Sun Life Investment Management and Trust Corporation. 11F Sun Life Centre, 5th Ave. corner Rizal Dr., Bonifacio Global City, Taguig
  • Telephone: (+632) 8555-8888

Contact us

For any inquiries, feedback or concerns regarding any of SLIMTC products and services, reach us through: 

  • Email: SLIMTC.Communications.Notice@sunlife.com
  • Postal mail: Sun Life Investment Management and Trust Corporation. 11F Sun Life Centre, 5th Ave. corner Rizal Dr., Bonifacio Global City, Taguig. 
  • Address: 11F Sun Life Centre, 5th Ave. corner Rizal Dr., Bonifacio Global City, Taguig. 
  • SUNLINK Client Care: (+632) 8849-9888* (8AM - 5PM, Mon-Fri, except holidays). Calls outside the Philippines may incur international call charges.

Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas (BSP).

Disclaimer: Any information contained on this website is for general information only and should not be solely relied upon to make any business or investment decisions. It is not intended to provide professional, investment or any other type of advice or recommendation in relation to purchases or sales of securities whether or not they are related to SLIMTC. It is recommended that you should seek professional advice before making any such investment decision. Any information reflected herein are subject to change at any time without notice.

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