We offer the following types*:
Defined contribution: An employer contributes a specified proportion of its employees' monthly base salary to the fund. The accumulating amount is intended to benefit the employee upon retirement. Employees may contribute to the fund, which the company may match. This encourages a saving culture and helps employees save for their future.
Defined benefit: An employee's retirement payout is determined and known in advance. The amount is computed based on the employee's years of service and final monthly basic salary. The company is the sole contributor to the fund.
* These plans facilitate the availment of tax benefits under Republic Act No. 7641 or the Compulsory Retirement Law and Republic Act No. 4917 (Tax Benefits and Incentives)
Republic Act No. 7641 or the Compulsory Retirement Law and
Republic Act No. 4917 (Tax Benefits and Incentives)
Design a suitable investment strategy tailored to your company’s objectives and risk profile.
Implementation of investment strategies that aims to deliver on its retirement obligations.
Quarterly Financial Reports
Annual Fund Performance Review.
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Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the Bangko Sentral ng Pilipinas.
Disclaimer: Any information contained on this website is for general information only and should not be solely relied upon to make any business or investment decisions. It is not intended to provide professional, investment or any other type of advice or recommendation in relation to purchases or sales of securities whether or not they are related to SLIMTC. It is recommended that you should seek professional advice before making any such investment decision. Any information reflected herein are subject to change at any time without notice.
Our expertise enables clients to craft customized portfolios given our access to a wide spectrum of financial instruments and asset types.
Our expertise enables clients to craft customized portfolios given our access to a wide spectrum of financial instruments and asset types.
Our UITFs offer a simple and efficient way of investing in a wide selection of financial instruments and securities denominated in Philippine Pesos and US Dollars.