General Disclaimer

Sun Life Investment Management and Trust Corporation (SLIMTC) makes no representation as to the accuracy or completeness of the information contained herein. The information contained in this presentation is for information purposes only. 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 does not constitute any guarantee of performance; and neither does it take into account the particular investment objectives, financial situation or needs of individual recipients. Any opinions or estimates herein reflect our judgment as at the date of this presentation and are subject to change at any time without notice.

All products and services offered by SLIMTC are not covered by the Philippine Deposit Insurance Corporation (PDIC). 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.

SLIMTC UITF Offerings

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.

SLIMTC is regulated by the Bangko Sentral ng Pilipinas. 

For concerns, inquiries, or feedback regarding SLIMTC products and services, you may reach us at SUNLINK Client Care: (+632) 8849-9888 (8AM - 5PM, Mon-Fri, except holidays). Calls outside the Philippines may incur international call charges. EMAIL: SLIMTC.Communications.Notice@sunlife.com. You may also contact the BSP Financial Consumer Protection Office at +632-8708-7087 or email consumeraffairs@bsp.gov.ph. 

Copyright and Trademarks

This material is a copyrighted work. You may not share, distribute, revise, transform, or build upon this material without prior written consent of, and proper attribution to SLIMTC. All trademarks are the properties of their respective owners.