How to add money to your Mutual Fund account via Sun Link Online
You can add money to your Sun Life Mutual Funds Account easily. Just follow the steps below:
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Deposit the Money
You may deposit the money via any of following, according to your preference:
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- Over the counter bank deposit
- Online Banking: BPI Express Online, BDO Online Banking or Metrobank Direct, etc.
- Mobile Banking App fund transfer (bank transfer / fund transfer to anyone)
Take note of the following account details (For PESO Deposits):
- Account Name: Sun Life Asset Management Inc.
- Account Number:
- BPI: 0073-1798-07
- Banco de Oro: 00046-004225-4
- Metrobank: 066-3718-10691-6
- Chinabank: 203-103621-6
- Citibank: 5-602714-022
- HSBC: 000-270579-070
- Maybank: 01-059-003283-8
- Phil. National Bank: 390-5704000-12
- Security Bank: 0514-020724-200
- RCBC: 3-001-00840-3
- Standard Chartered: 014-0953811-004
- UCPB: 104-165963-8
The following banks have charges for deposits outside Metro Manila: BDO, Chinabank, Land Bank, Maybank, PNB, RCBC, Security Bank, Standard Chartered, UCPB. Metrobank – cash deposits, with charges
Take note of the following account details (For DOLLAR Deposits):
- Account Name: Sun Life Asset Management Inc.
- Account Number:
- BPI: 1624-0061-07 (With bank charges for amounts above$5,000, minimum of 5 banking days)
- Banco de Oro: 100-046-006383-9 (Minimum of 7 banking days clearing)
- Metrobank: 066-2066-10860-5 (14 banking days clearing. With bank charges for amounts above $5,000)
- Citibank: 5-602714-057 (No clearing. No charges)
- Maybank: 01-759-000153-0 (15 days clearing. With charges)
- Phil. National Bank: 390-5704000-20 (Minimum of 10 banking days clearing.)
- Security Bank: 0514-020724-201 (15 banking days clearing. With bank charges for amounts above US$5,000.)
- RCBC: 8-001-00967-3 (No clearing)
- Standard Chartered: 905-5349103-349 (No clearing. No charges)
- UCPB: 01-104-300835-0 (10 banking days clearing)
Access your SLAMCI MF Online:
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- Login to your Sunlink Online account. If you haven’t registered for an account yet, click here: 4 Steps to Create a Sun Life Mutual Fund Online Account and just follow the instructions listed.
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- Select “Mutual Funds” on the left menu on the menu bar.
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- Click on your Mutual Funds account
- Click on “+add” on the upper right side of the page
Input your deposit details to your existing Mutual Fund Account:
The following screen will appear:
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Choose bank for bank deposit.
Let’s browse through the selections one by one:
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- Type of Payment: Input the type of payment – cash or cheque
- Bank Name: Input the name of the bank which you’ve made the deposit to
- Deposit Amount: Input the deposit amount
- Date of Deposit: Input the date of deposit
- Proof of Payment: Attach the proof of your deposit. For over the counter deposits, attach your bank deposit slip. For online banking and bank transfer, just upload a screenshot of the banks confirmation email
- Fund Type: Write down which fund you’d like to place your money in (Index, Equity, Balanced, Bond, etc)
- Sales Load:
- Front End – With upfront charges, no holding period.
- Back End – No upfront charges, with 5 year holding period.
- Investment Amount: Input the amount which you’d like to add to the particular fund
- Source of Fund: Input your source of fund
- Accept the terms of agreement and click submit
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