Auto-Invest

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.

 * Participating banks include Banco  De Oro (BDO), Bank of the Philippine Islands (BPI), Metrobank, and Security Bank.

Bank Partner  BDO  BPI  Metrobank  Security Bank
What is the
minimum required investment?
For all
peso-denominated funds

Php1,000

For all
peso-denominated funds (except Money Market)

Php1,000

 

Money Market Fund

Php500

For all
peso-denominated funds

Php1,000

For all
peso-denominated funds

Php1,000

How often can I do Auto-Invest?

 

Monthly

Subscription date every 5th of the month - account to be debited every 4th of the month; last day of enrollment is 20th of the previous month

Subscription date every 20th of the month - account to be debited every 19th of the month; last day of enrollment is 5th of the same month

 

Quarterly

What are the necessary forms needed for enrollment? 

Sun Life Prosperity Funds 
Auto-Invest Enrollment Form

BDO Auto-Debit Service Enrollment Form
(1 form only)

Sun Life Prosperity Funds
Auto-Invest Enrollment Form

BPI Expresslink
Automatic Debit Arrangement Form
(1 form for each fund)

Sun Life Prosperity Funds
Auto-Invest Enrollment Form

Metrobank Authorization
to Debit Account Form
(1 form for each fund)

Sun Life Prosperity Funds
Auto-Invest Enrollment Form

Security Bank Auto-Debit Enrollment Form
(1 form for each fund)