Auto-Invest is an investment program that enables existing clients to add monthly or quarterly investments to their peso-denominated Sun Life Prosperity Funds automatically from their bank accounts*.
Auto-Invest instills discipline to clients by investing on a regular basis, and allows clients to benefit from peso cost averaging, by riding the ups and downs of the market. No one can really time the market. Invest regularly through Auto-Invest!
Get started by filling out the Auto-Invest Enrollment Form and your bank’s automatic debit agreement form here.