SLIMTC Invest and Enjoy Rewards Promo 2026

March 25, 2026

Invest away to get eGCs from Giftaway. Build delightful rewards from single or accumulated investments worth P250 during the promo period to qualify to the promo.

  1. The Invest and Enjoy Rewards Promo is open to all new and existing investors of Sun Life Investment Management and Trust Corporation (SLIMTC).
  2. To qualify, investors must make an initial and/or additional investment of at least P500,000 or USD Equivalent FRESH FUNDS in any of the Qualified SLIMTC UITFs.
  3. Only FRESH FUNDS (Funds that did not come from any redemption proceeds from existing UITFs  ) will be considered for the promo.
  4. Investors will be rewarded P250 worth of Giftaway eGCs for every P500,000 or USD equivalent FRESH FUNDS in any of the Qualified SLIMTC UITFs Class
  5. Sales and redemptions in US Dollar denominated UITFs will be converted to Philippine Peso using the FX rate during trade date.
  6. Giftaway eGCs will be sent to the e-mail address on record of the primary investor/s.
  7. For purposes of this promo, Unit Class A and B of the following are the Qualified UITFs:
    •  SLIMTC PHP Multi-Class Medium Term Fixed Income Fund
    • SLIMTC PHP Multi-Class Long Term Fixed Income Fund
    • SLIMTC PHP Multi-Class Equity Index Fund
    • SLIMTC USD Multi-Class Long Term Fixed Income Fund-of-Funds
    • SLIMTC PHP Multi-Class Nasdaq-100 Index Equity Feeder Fund
    • And any other non-money market UITF which will be launched during the promo period
  8. Individual, joint, and corporate accounts may qualify for the promo. Sun Life Employees, advisors, and representatives may join and avail of the Invest and Enjoy Rewards Promo, subject to all the Terms and Conditions of the promo.
  9. Investors who wish to participate in the promo are required to sign the Invest and Enjoy Rewards Promo Redemption Form, and agree that the qualified investment/s (i.e. equivalent number of units received on trade date) will be subject to a holding period of 365 calendar days (1 year), which shall commence on the trade date of the investment.
  10. Should the investor redeem his/her qualified investment prior to the expiry of the holding period, the investor agrees that SLIMTC may deduct the total amount of rewards he/she received from the redemption proceeds. Partial withdrawal/s from the qualified investment amount will also trigger the right of SLIMTC to deduct the full amount of rewards from the redemption proceed  s.
  11. Inter-Fund Switches.
    • From Money Market Fund to a Qualified SLIMTC UITF. Inter-Fund switches from any SLIMTC Money Market Fund to a Qualified SLIMTC UITF will be allowed and considered as FRESH FUNDS. Only the first/original investment amount will be considered qualified for the promo.
    • From a Qualified SLIMTC UITF to any SLIMTC Money Market Fund. Inter-fund switches from a qualified UITF to any SLIMTC Money Market Fund during the promo holding period will disqualify and forfeit the investor/s’ reward. SLIMTC reserves the right to deduct the amount of rewards from the switch proceeds should the switch happen prior to the expiry of the holding period.
    • From a Qualified UITF to another Qualified UITF. Inter-fund switches from a qualified UITF to another qualified UITF during the promo holding period will be allowed only once, but will carry the remaining holding period. In this case however, client will not be entitled to a new/additional reward.
  12. Inter-Class Switches. 
    • Inter-class switches from Class A or B of any Qualified SLIMTC UITF to Class A or B of the same fund will be allowed but will carry the remaining holding period, and will not qualify to a new/additional reward. 
  13. Accumulation of Investments.
    • Accumulation of qualified investments in the same Fund is allowed. However, these qualified investments must   reach a total of at least PHP500,000 and be made within the same calendar month. Transactions must be cleared and invested before 12:00 noon   of the last trading day of the month. The holding period of the accumulated investment will commence on the latest trade date of the last transaction.
    • Investments in a combination of qualified SLIMTC UITFs will be considered as long as the combined total investment will be under the same account/client number.
    • SLIMTC shall consolidate accumulated investments within the same calendar month. These will then be cross checked against actual investments declared in the Invest and Enjoy Rewards Promo Redemption Form.
    • SLIMTC reserves the right to verify the list of investors’ accumulated investments.
  14. Personal investments of SLIMTC Advisors are qualified to avail of the promo subject to all the Terms and Conditions of the promo.
  15. Promo duration is from January 01, 2026 to December 18, 2026. Only cleared funds and settled transactions as of Friday, December 18, 2026, close of business day, shall be included in this promo. The reference date for the investment eligibility will be the posting date of the transaction.
  16. Deadline to submit Invest and Enjoy Rewards Promo Redemption Form to SLIMTC is on December 29, 2026.
  17. Failure to submit the Invest and Enjoy Rewards Promo Redemption Form to SLIMTC (physical or digital) by the deadline forfeits the investor’s eligibility to claim reward(s). SLIMTC shall not be liable for the investor’s failure to submit the Invest and Enjoy Rewards Promo Redemption Form within the promo period.
  18. Following the submission of Invest and Enjoy Rewards Promo Redemption Form, SLIMTC will require 30 working days to validate and process the rewards for the clients.
  19. Lost or damaged Invest and Enjoy Rewards Promo Redemption Form and/or Giftaway eGC shall be considered forfeited and will not be replaced by SLIMTC.
  20. SLIMTC shall not be liable for the use of the Giftaway eGCs  on the Giftaway platform or its merchants (online/in-store), including any and all charges, taxes, and fees that may be charged by Giftaway or its merchants, nor cash change unreceived upon purchase of item/service. The use of the eGCs shall be subject to the terms and conditions of Giftaway or its merchants.
  21. SLIMTC’s responsibility under this promo terminates upon the delivery of the Giftaway eGC to the investor’s e-mail address. SLIMTC shall not be responsible for any errors, delays and downtime or failure to process by Giftaway and/or its merchants.
  22. SLIMTC reserves the right to dispute the eligibility of an investment for the promo.
  23. Any deviation from the Program Details/Mechanics/Terms and Conditions shall require at least two approvals from the authorized approvers in SLIMTC.
  24. The Unit Investment Trust Fund (UITF) is a trust product. It is not a deposit and is not insured nor governed by the Philippine Deposit Insurance Corporation (PDIC). The UITF is not an obligation of, nor guaranteed, nor insured by SLIMTC or its affiliates. Returns cannot be guaranteed and historical NAVPU is for illustration of NAVPU movements/fluctuations only. When redeeming, the proceeds may be worth less than the original investment and any losses will be solely for the account of the participant. Any income or loss from the said products and services shall be for the account of the client. SLIMTC is not liable for losses unless upon willful default, bad faith, or gross negligence. Prior to investing to the fund, the investor must read the complete details of the fund in the plan rules of the UITF, make his/her own risk assessment, and when necessary, seek an independent/professional opinion before making an investment.

     

For any inquiries, feedback or concerns regarding any of SLIMTC products and services, you may send an email to: SLIMTC.Communications.Notice@sunlife.com.

Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas.
Telephone: +632-8708-7087 | Email: consumeraffairs@bsp.gov.ph