Bills Payment Program

Sun Life Asset Management Company, Inc. (SLAMCI) has partnered with Banco De Oro (BDO), Bank of the Philippine Islands (BPI), and Metrobank for its Bills Payment Program to make investing easier and more convenient.

Existing clients can now make additional investments in peso-denominated Sun Life Prosperity Funds through a bank partner’s various payment channels: online banking, mobile banking, automated teller machine (ATM), or over-the-counter (OTC). Enjoy the flexibility of choosing your preferred sales load, without having to submit an Order Ticket to our Client Service Centers.

FREQUENTLY ASKED QUESTIONS
Bank BDO BPI Metrobank
What is the minimum required investment? For all peso-denominated funds For all peso-denominated funds (except Money Market) For all peso-denominated funds (except Money Market)
BDO Online, ATM Php1,000 BPI Online, BPI Online Mobile App Php1,000 Metrobankdirect, Metrobank Mobile App Php1,000
Over the Counter (OTC) Php1,040* Over the Counter (OTC) Php1,014* Over the Counter (OTC) Php1,035*
  Money Market Fund Money Market Fund
BPI Express Online, BPI Express Mobile App Php100 Metrobankdirect, Metrobank Mobile App Php100
Over the Counter (OTC) Php114* Over the Counter (OTC) Php135*
What is the transaction fee for OTC transactions?* Php40* Php14* Php35*
What are the available payment platforms? Online Banking Online Banking Online Banking
ATM Mobile Banking Mobile Banking
Over the Counter (OTC) Over the Counter (OTC) Over the Counter (OTC)
How do I apply a sales load? To choose Front-End Load, use the prefix "FE", followed by the 12-digit mutual fund account number. Ex FE12345678CF01
To choose Back-End Load, use the prefix "BE", followed by the 12-digit mutual fund account number. Ex BE12345678CF01
For Money Market Fund, a no sales load fund, simply use your 12-digit mutual fund account number. 12345678CF01
What is the cut-off time? Electronic Banking Channels: 10:00 PM Electronic Banking Channels: 10:00 PM Electronic Banking Channels: 12:00 PM (midnight)
Over the Counter: Branch Operating Hours Over the Counter: Branch Operating Hours Over the Counter: Branch Operating Hours
What NAVPS will be applied? If payment falls within the cut-off time, the NAVPS computed the next business day will be applied.

* From October 12, 2020 to December 31, 2020, SLAMCI is waiving all over-the counter (OTC) Bills Payment transaction fees charged by our partner banks. This privilege will be applied to all OTC Bills Payment transactions, regardless of investment amount. 

Original Mutual Fund Name Merchant Long Name

Short Name

1

Sun Life of Canada Prosperity Philippine Equity Fund

SLAMCI Equity Fund

SLMCEQ

2

Sun Life of Canada Prosperity Bond Fund

SLAMCI Bond Fund

SLMCBO

3

Sun Life of Canada Prosperity Balanced Fund

SLAMCI Balanced Fund

SLMCBA

4

Sun Life Prosperity Philippine Stock Index Fund

SLAMCI Index Fund

SLMCIX

5

Sun Life Prosperity GS Fund

SLAMCI GS Fund

SLMCGS

6

Sun Life Prosperity Money Market Fund

SLAMCI Money Market

SLMCMM

7

Sun Life Prosperity Achiever Fund 2028

SLAMCI Achiever 2028

 

8 Sun Life Prosperity Achiever Fund 2038 SLAMCI Achiever 2038  
9 Sun Life Prosperity Achiever Fund 2048 SLAMCI Achiever 2048  

Note: The Achiever Funds are available as payment merchant in BDO and Metrobank.

a. BDO ONLINE BANKING, MOBILE BANKING, & ATM

How to Enroll:

  1. Go to https://online.bdo.com.ph and log in to your account.
  2. Go to Enrollment Services, Company/ Biller, then Enroll.
  3. On Company/ Biller Name, select the mutual fund you wish to invest in.
    Original Mutual Fund Name Company/Biller Name
    Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund
    Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund
    Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund
    Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund
    Sun Life Prosperity GS Fund SLAMCI GS Fund
    Sun Life Prosperity Money Market Fund SLAMCI Money Market
  4. On Subscriber Number, input the corresponding mutual fund account number to be enrolled. Indicate the appropriate prefix for front-end or back-end load (except for Money Market Fund). Example: FE12345678CF01 (front-end) or BE12345678CF01 (back-end).
  5. If enrolling your Money Market Fund, simply input on the Subscriber Number field, the corresponding mutual fund account number to be enrolled using the original 12-digit account number format. Example: 12345678CF01.
  6. Input Subscriber Name and Preferred Nickname.
  7. Tick Bills Payment channels for enrollment.
  8. Click Submit.
  9. Your mutual fund account number will soon reflect on your list of billers. Start investing today!
How to Pay:

Via BDO Online Banking

  1. Go to https://online.bdo.com.ph and log in to your account.
  2. Go to Financial Services, Bills Payment, Pay Bills.
  3. Once in the Payment page, input the following:
    a. Pay from – select the account from which the payment will be debited from
    b. Pay this Company/ Biller – select biller (along with the corresponding mutual fund account details and sales load, i.e. front-end/ FE or back-end/ BE)
    c. Amount – indicate amount to be paid
    d. Remarks (optional)
  4. Review transaction details and click Submit.
  5. Await your transaction confirmation. Congratulations on your investment!

 

Via BDO Mobile Banking

  1. Launch your BDO Mobile Banking application and log in to your account.
  2. Click Pay Bills.
  3. In the Pay Bills page, input the following:
    a. Pay from – select the account from which the payment will be debited from
    b. Pay this Company/ Biller – select biller (along with the corresponding mutual fund account details and sales load, i.e. front-end/ FE or back-end/ BE)
    c. Amount – indicate amount to be paid
    d. Remarks (optional)
  4. Click Continue.
  5. Await your transaction confirmation. Congratulations on your investment!

 

Via BDO ATM

  1. Insert your debit card in the ATM, then remove the card once prompted.
  2. Select Bills Payment.
  3. Select the type of account from which the payment will be debited from.
  4. Select Enrolled Accounts.
  5. Select subscriber number to be paid.
  6. Enter the amount to be paid.
  7. The “Print receipt” option will be displayed. Select either Yes or No.
  8. Enter your PIN and press Confirm.
  9. Await your transaction confirmation. Congratulations on your investment!

 

Important Reminders:

  • The minimum amount the bank’s system will accept is Php 1,000 for all SLAMCI Funds. 
  • You must be enrolled in BDO’s Online Banking to be able to use Bills Payment via Electronic Banking Channels.

b. BPI ONLINE BANKING & MOBILE BANKING

 (BPI Express Online & BPI Express Mobile Application)

 How to Enroll:

  1. Go to https://online.bpi.com.ph/ and log in to your account.
  2. Go to Other Services, Manage Recipients. Click Add New Recipient. Select Billers in the dropdown.
  3. On the Biller field, select the Biller Name of the mutual fund you wish to invest in. 
    Original Mutual Fund Name Mechant Long Name Merchant Short Name
    Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund SLMCEQ
    Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund SLMCBO
    Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund SLMCBA
    Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund SLMCIX
    Sun Life Prosperity GS Fund SLAMCI GS Fund SLMCGS
    Sun Life Prosperity Money Market Fund SLAMCI Money Market SLMCMM
  4. On Reference Number, input the corresponding mutual fund account number to be enrolled. Indicate the appropriate prefix for front-end or back-end load (except for Money Market Fund). Example: FE12345678CF01 (front-end) or BE12345678CF01 (back-end).
    a. If enrolling your Money Market Fund, simply input on the Reference Number field, the corresponding mutual fund account number to be enrolled using the original 12-digit account number format. Example: 12345678CF01.
  5. Click Next.
  6. Review enrollment details and click Confirm.
  7. To proceed with sending of One-Time Pin (OTP), click Yes, send me the code.
  8. Encode the OTP sent to the registered mobile number. Click Submit.
  9. Your mutual fund account number will soon reflect on your list of billers. Start investing today!

How to Pay:

Via Online Banking (BPI Express Online)

  1. Go to https://online.bpi.com.ph/ and log in to your account.
  2. Go to Payments/Load, Pay Bills.
  3. Once in the Pay Bills page, input the following:
  4. Pay from – select the account from which the payment will be debited from
  5. Amount to pay – indicate amount to be paid
  6. Pay to – select biller (along with the corresponding mutual fund account details and sales load, i.e. front-end/ FE or back-end/ BE)
  7. Notes (optional)
  8. Click Next.
  9. Review transaction details and click Confirm
  10. To proceed with sending of One-Time Pin (OTP), click Yes, send me the code.
  11. Encode the OTP sent to the registered mobile number. Click Submit.
  12. Await your transaction confirmation. Congratulations on your investment!

 

Via Mobile Banking (BPI Express Mobile Application)

  1. Launch your BPI Mobile Banking application and log in to your account.
  2. Click this icon ☰, Payments/ Load, then Pay Bills.
  3. In the Pay Bills page, input the following:
  4. Pay from – select the account from which the payment will be debited from
  5. Amount to pay – indicate amount to be paid
  6. Pay to – select biller (along with the corresponding mutual fund account details and sales load, i.e. front-end/ FE or back-end/ BE)
  7. Click Next.
  8. Review transaction details, then click Confirm.
  9. To proceed with sending of One-Time Pin (OTP), click Yes, send me the code.
  10. Encode the OTP sent to the registered mobile number. Click Submit.
  11. Await your transaction confirmation. Congratulations on your investment!

 

Important Reminders:

  • The minimum amount the bank’s system will accept is Php 1,000 for all SLAMCI Funds except Money Market Fund.  Any amount below Php 1,000 will prompt an error message. 
  • For Money Market Fund, the minimum amount of investment is 100 pesos. Any amount below 100 will prompt an error message.
  • You must be enrolled in BPI’s Online Banking to be able to use Bills Payment via Electronic Banking Channels.

c. Metrobank ONLINE BANKING (Metrobankdirect)

How to Enroll:

  1. Go to https://personal.metrobankdirect.com/RetailInternetPortal/ then log in to your Metrobankdirect Personal Online Banking account.
  2. On the menu bar located at the left-hand side under eBANKING SOLUTIONS, click on the following: PAY BILLS > REGISTER A NEW BILLER.
  3. Select ‘Investments’ in the Category dropdown field. Enroll the corresponding mutual fund by clicking the drop down button on the Biller Name Make sure to choose the correct mutual fund you wish to enroll. Please refer to table below:
    Original Mutual Fund Name Biller Name
    Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund
    Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund
    Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund
    Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund
    Sun Life Prosperity GS Fund SLAMCI GS Fund
    Sun Life Prosperity Money Market Fund SLAMCI Money Market
    Sun Life Prosperity Achiever Fund 2028 SLAMCI Achiever 2028
    Sun Life Prosperity Achiever Fund 2038 SLAMCI Achiever 2038
    Sun Life Prosperity Achiever Fund 2048 SLAMCI Achiever 2048
  4. On the Subscriber/Account No. field, input the corresponding mutual fund account number to be enrolled. Indicate the appropriate prefix for front-end or back-end load (except for Money Market Fund). Example: FE12345678CF01 (front-end) or BE12345678CF01 (back-end).
  5. If enrolling your Money Market Fund, simply input on the Subscriber Number field, the corresponding mutual fund account number to be enrolled using the original 12-digit account number format. Example: 12345678CF01.
  6. Leave the Reference No. and Phone No. fields blank.
  7. Click
  8. Click Register New Biller.
  9. Your mutual fund account number will soon reflect on your list of billers. Start investing today!

 How to Pay:

  1. Once in the Pay Bills page, select the SLAMCI Fund Name (along with the corresponding mutual fund account details and sales load, i.e. front-end/ FE or back-end/ BE) in the list of registered billers and the Metrobank account to debit.
  2. Fill out the following fields:
    a. Amount
    b. Payment Type – select “Immediate”
    c. Remarks – optional, input as desired.
    d. Choose the funding/source account. Once okay, click Continue to proceed with the payment.
    e. Click Confirm once redirected in the Confirmation page.
    f. Review payment transaction once redirected in the Transaction Acknowledgement page. Congratulations on your investment!

 

Important Reminders:

  • The minimum amount the bank’s system will accept is Php 1,000 for all SLAMCI Funds except Money Market Fund.  Any amount below Php 1,000 will prompt an error message. 
  • For Money Market Fund, the minimum amount of investment is 100 pesos. Any amount below 100 will prompt an error message.
  • You must be enrolled in Metrobank’s Online Banking to be able to use Bills Payment via Electronic Banking Channels.

 

 

MOBILE BANKING (Metrobank Mobile Banking Application)

How to Enroll:

  1. Launch the Metrobank Mobile Banking application and login to your account.
  2. Select My Bills and click the plus “+” button in Enrolled Billers section.
  3. Enroll the corresponding SLAMCI mutual fund by searching the Biller Name.
    Original Mutual Fund Name Biller Name
    Sun Life of Canada Prosperity Philippine Equity Fund SLAMCI Equity Fund
    Sun Life of Canada Prosperity Bond Fund SLAMCI Bond Fund
    Sun Life of Canada Prosperity Balanced Fund SLAMCI Balanced Fund
    Sun Life Prosperity Philippine Stock Index Fund SLAMCI Index Fund
    Sun Life Prosperity GS Fund SLAMCI GS Fund
    Sun Life Prosperity Money Market Fund SLAMCI Money Market
    Sun Life Prosperity Achiever Fund 2028 SLAMCI Achiever 2028
    Sun Life Prosperity Achiever Fund 2038 SLAMCI Achiever 2038
    Sun Life Prosperity Achiever Fund 2048 SLAMCI Achiever 2048
  4. Select the Biller Name of the specific fund that will appear in the Search result.
  5. On the Subscriber/Account No. field, input the mutual fund client account number to be enrolled. Indicate the appropriate prefix for front-end or back-end load (except for Money Market Fund). Example: FE12345678CF01 (front-end) or BE12345678CF01 (back-end).
  6. For the Money Market Fund, simply input on the Subscriber Number field, the corresponding mutual fund client account number to be enrolled using the original 12-digit account number format. Example: 12345678CF01.
  7. Click Submit.
  8. Await your transaction confirmation. Congratulations on your investment!

 

Important Reminders:

  • The minimum amount the bank’s system will accept is Php 1,000 for all SLAMCI Funds except the Money Market Fund. An error message will appear for any amount below Php 1,000.
  • For the Money Market Fund, the minimum investment amount is 100 pesos. An error message will appear for any amount below Php 100.
  • You must be enrolled in Metrobank’s Online Banking to be able to use Bills Payment via Electronic Banking Channels.

Experience a safe and convenient way to regularly add to your peso-denominated Sun Life Prosperity Fund/s* through the Scheduled Bills Payment facility of our partner banks (BDO, BPI, and Metrobank).

* All peso-denominated funds, except Dynamic and World Equity Index Feeder Fund, are available via Bills Payment. The Achiever Funds are available with BDO and Metrobank.

Learn more about the facility here