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Our Broker Partners

Our Broker Partners

Sun Life Asset Management Company, Inc.’s Broker Partners

With over 65 years of industry presence, AB Capital Securities, Inc. (ABCSI) has become a major player in Philippine financial markets as one of the pioneers in online stock trading. Leveraging on its expertise, ABCSI provides investment research and an online stock trading platform that allows investors to more conveniently manage investments in the Sun Life Prosperity Funds.

ABCSI is committed to becoming the country’s premier financial institution, most admired for enhancing quality of life through its services.

COL Financial is the Philippines’ largest and leading online stockbroker, offering both stocks and mutual funds through its online platform at Established in 1999 and formerly known as CitisecOnline, COL is trusted by over 330,000 clients today.

COL is committed to help its clients build wealth and achieve financial independence through the stock market, equipping them with the tools and guidance they need to make better investment decisions. They have also reached hundreds of thousands of people in its mission to bring financial literacy to Filipinos nationwide and abroad.

Established in 1994, First Metro Securities Brokerage Corporation (FirstMetroSec) is a trusted provider of equity brokering services and solutions to individuals, public and private corporations, and other financial institutions.

FirstMetroSec features a one-stop-shop for investment funds, FundsMart, where investors can choose from a wide range of products, including Sun Life Prosperity Funds. Here, one can buy and redeem investments online, similar to online stock trading. Having a trading account with FirstMetroSec gives investors exclusive access to sophisticated tools for analyzing, screening, and comparing mutual funds, so they may easily choose products that best fit their investing needs.

Rampver Financials’ humble beginnings trace back to September 1993, when the company began offering financial services distribution, training, and trading. It was in March 2008 when it ventured to the distribution of mutual funds. At that point, the company had grown into a business of investments, functioning as a full-blown financial advisory firm positioned in an open-architecture platform.

Today, Rampver Financials continues to grow, fulfilling its mission to become the leading financial intermediary, advisory, training, and consulting team in the field of investments.

Unicapital Securities, Inc. opened its doors to clients in 1997, offering traditional brokerage services. Since then, the company has created a name for itself as an active player in the trading of equity securities and the distribution of mutual funds.

Recognizing the opportunity to launch an online platform that makes trading stocks and investing in mutual funds easier and more convenient, it launched its own online platform, UTrade by Unicapital Securities, Inc. continues to grow its client base with a promise of a reliable platform and the assurance of exceptional customer service.

Wealth Securities, Inc. (WSI) was incorporated in 1986 primarily to engage in the financial industry business as a broker and/or a dealer of securities. Through the years, Wealth consistently ranked among the top local brokers in terms of value turnover and has since become among the highest capitalized brokers in the industry.

WSI has continued to be a trailblazer in the industry by offering online trading in 2006; launching the WealthSec Mobile App for iPhone and Android in 2017; offering mutual funds on its online platform in 2018 and launching its Premier platform in 2019, which allows clients to experience features only available to industry professionals before. WSI offers broker-assisted and online trading of peso and dollar denominated stocks and mutual funds.

Backed by 40 years of experience in equities research using a global macro perspective, excellent customer service and support and powerful trading platforms, WSI aims to position itself at the forefront of the growing financial markets.

InvestaFinancial, Inc.

Investa is a startup whose mission is to enable more than 10 million FIlipinos in their investing journey with the right tools, education, and technology.

Started in 2015, Investa has been offering analytic tools, education modules, and a social network which have made an impact on the financial lives of over 1 million Filipinos. They have also spearheaded some of the biggest stock market events in the country such as the Investa Trading Cup and the Investa Summit.

To continue with this mission, Investa is introducing the new Investa app, an investment platform for every Filipino – now offering Sun Life Prosperity Funds. This is powered by InvestaFinancial Inc., a licensed Mutual Fund distribution company.