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3 Steps to Add Money to your Sun Life Mutual Funds Account

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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:

    1. 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.

    1. Select “Mutual Funds” on the left menu on the menu bar.

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    1. Click on your Mutual Funds account
    2. 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:

    • 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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