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How to Open a Mutual Fund Account with Sun Life

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Opening a Mutual Fund Account with Sun Life Asset Management is easy. All you need is: TIME, MONEY and KNOWLEDGE.

Assuming that you have time to grow your money and funds to meet Sun Life Asset Management’s minimum amount, you need to know the basic FAQs to open an account.

Sun Life Prosperity Funds

Choose which fund you’d like to invest your money in. Each fund has their own professionally trained fund managers who will take care of your money. The most popular funds are the Equity, Balanced and Bond Fund (peso denominated) and Dollar Abundance and Dollar Advantage (dollar denominated) Funds.

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Information taken from Sun Life Financial Website (www.sunlife.com.ph)

Information taken from Sun Life Financial Website (www.sunlife.com.ph)

Sales Load/ Fees/ Charges

Are you familiar with front-end or back-end sales load? How about trust fees in your bank? Every financial institution has a form of charge or holding period. Know your sales load options.

OPTION A: NO HOLDING PERIOD.

You may withdraw your funds anytime without back-end charges. However, your initial investment will be charged upfront. Charges would depend according to the amount invested. Please view file below:

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Information taken from Sun Life Financial Website (www.sunlife.com.ph)

Information taken from Sun Life Financial Website (www.sunlife.com.ph)

OPTION B: NO FRONT-END CHARGES

but with 5 year holding period. Option B does not deduct ANY front-end charge to your investmen

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