Transition to Fully Digital Account Opening and Subsequent Subscription Process

Dear Valued Investor,

We are delighted to announce improvements in our account opening and subscription processes, designed to make your investment journey smoother and more efficient and secure.  Starting January 1, 2026, we're transitioning to a fully digital system that will allow you to manage your investments anytime, anywhere. 

Below are the key changes you can look forward to: 

• Digital-first Approach. Account opening and subsequent subscriptions will be processed entirely online through SLAMCI's email or digital payment channels. This shift allows minimized paperwork and flexibility to complete your transactions without the need to visit our offices.
• Modernized Payment Methods. Cash and check payments will no longer be accepted at Client Service Centers (CSCs). We encourage using our convenient digital payment channels or bank deposit options for improved security, quicker payment posting, and alignment with industry’s best practices.

To ensure a smoother experience, we encourage you to keep your contact details updated so you can receive transaction updates and important notifications without delay. Rest assured that we’re here to help you navigate this change. You may reach us through any of the following channels:

• Your Sun Life Mutual Fund Advisor 
• Client Service Centers: Visit any of our CSCs nationwide, specifically for assistance with fund switches, redemption transactions, and general inquiries. Find a CSC near you here.   
• SUNLINK: Email us at sunlink@sunlife.com or call SUNLINK Client Care at (+632) 88499888 or the PLDT Toll-free number: 1-800-10-SUNLIFE (7865433). Please note that business hours are from 8:00 AM to 5:00 PM, Mondays to Fridays (excluding holidays). Calls outside the Philippines may incur international call charges.

To know more, please read through our FAQs regarding this announcement. Click HERE.

Thank you for your continued trust in Sun Life.

Your Partner for Prosperity,

Sun Life Asset Management