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Here's Our Hundredfold Thanks For Being Our
Partner for Life.

As a treat, your first investment is on us!

Congratulations for being pre-selected to receive a Sun Life eProsperity Card (ePC) worth One Hundred Pesos (P100.00)! 

This is just one of our simple ways of expressing our gratitude to you for your trust through the years. Please know that you inspire us to be the best Partner for Life we can be for you. 

Use the ePC as your initial investment to open a Sun Life Prosperity Peso Starter Fund account online. This offer is valid for 6 months from the time you received our email. It is non-transferrable and exclusive only to you.

 

Activating the Sun Life eProsperity Card (ePC)

Once you have received an email from SLAMC@sunlife.com, open your ePC attached in the email and take note of your virtual card details (card number and security code). Instructions on how to access your ePC are also included in the email.

To activate:

  • Step 1: Click "Buy Now" below to be redirected to MF eApp (our self-service or agency-assisted online onboarding platform)  
  • Step 2: Fill out the Investment Suitability Assessment (ISA)
  • Step 3: Choose Sun Life Prosperity Peso Starter Fund*
  • Step 4: Fill out the Online Application Form. Don't forget to upload a copy of your valid ID and a Selfie.
  • Step 5: Upon checkout, choose ‘Prosperity Card’ as your payment option. Enter the details found in the ePC found in the email (Virtual Card Number and Security Code)

    *You may choose a different fund, however the P100 ePC cannot be applied and will require a different payment option during the checkout process.

Check your new Fund via CPMA

After account creation and validation, you should be able to see your new Sun Life Prosperity Peso Starter Fund when you log in to your Sun Life Client Portal and Mobile App (CPMA).

You may also choose to add funds to your Peso Starter Fund or invest in a different Sun Life Prosperity Fund via the CPMA.

Not Sure Which Fund is For You?

Check out our recommended Mutual Funds for various investor profiles.

Program Period: 
December 7, 2023 to February 29, 2024

ePC Activation Period:
6 months

 

For more inquiries, clients may contact our Client Care at (632) 8849-9888 or email us at Sunlink@sunlife.com. 

1. Eligibility. The program is available to select Sun Life clients with at least two (2) Life Products availed and having at least one (1) policy active and inforced but with no Mutual Fund account with Sun Life Asset Management Company, Inc. as of December 31, 2019.

2. Reward. Eligible clients will receive a loyalty e-voucher worth One Hundred Pesos (P100.00) in the form of investment credit through their Sun Life registered e-mail address and/or mobile number, which they may invest in the Sun Life Prosperity Peso Starter Fund. 

3. Update of Client Contact Information. In case eligible clients need to update their contact details, they may visit their My Sun Life Client Portal and Mobile App (CPMA). For non-CPMA users, they may contact our Client Care at (632) 8849-9888 or email us at Sunlink@sunlife.com.

4. Availment. For purposes of this program, the investment credit may only be availed through MF eApp (SLAMCI’s existing self-service or Agency-assisted Online Onboarding Platform) at sunlife.co/MF-eApp, which may be used to invest in the Sun Life Prosperity Peso Starter Fund. 

5. Validity. The investment credit is valid for six (6) months from the date of release of the loyalty e-voucher. Unused investment credit will automatically be forfeited after said period. 

6. Exclusivity of Use. The investment credit is exclusive to eligible Sun Life clients in the program and is non-transferable. 

7. Use of Investment Credit. This will be on a one-time basis and cannot be used to fund two (2) or more funds. To avail the investment credit, the eligible and participating clients will complete the standard client due diligence and investor suitability assessment. Once the SLAMCI account opening process has been completed, participating clients will receive a notification confirming that the investment credit has been added to their initial Sun Life Prosperity Peso Starter Fund. 

8. Option to Use/Not Use. For clients who availed of the promo and deemed that there are other fund/s that they wish to invest in, they may opt to switch to or add in any of the existing Sun Life Prosperity Funds, as allowed in their respective Prospectuses, and subject to their minimum investment amount/s and risk profile. 

9. Clients may opt to reject the investment credit should the client deem that the Sun Life Prosperity Fund is not suitable for his/her needs, and the investment credit will be forfeited. 

10. Rewards Dispute. Sun Life reserves the right to dispute eligibility of a client or his/her investment in the program. 

11. Data Protection. The promotion of this program is subject to the Data Protection Agreement (DPA) between Sun Life Asset Management Company, Inc. and Sun Life of Canada (Philippines), Inc. Only clients who opted-in for communications will receive the notices from Sun Life. 

SLAMCI is regulated by the Securities and Exchange Commission
For consumer assistance and financial consumer complaints, you may contact the Corporate Governance and Finance Department (CGFD) through the following:
Email : CGFD@sec.gov.ph | Tel. No. : 8818-5952 / 5322-7696 loc. 114 

Disclaimer. This material is for your reference only and does not constitute advice given by SLAMCI. Please review your financial needs depending on your personal situation and objectives.