Making Additional / Subsequent Investments to your Sun Life Mutual Funds
How to Add to your Sun Life Mutual Funds via Online Fund Transfer
Originally, the way to make additional investments is via bank deposit or thru Sun Life Sales offices – step by step procedure here. But if you’re a busy person working on an 8-5 or 9-6 job, going out of the office may not be a pleasant idea especially if the bank nearest you would require riding a jeep or a tricycle only to find out that you have to fall in line for 30 minutes.
So what’s the next best alternative? Do it via Online Fund transfer if you have BPIExpressonline, BDO Online or even MetrobankDirect account. All of these are online accounts where you can easily make Fund Transfer and Bills payment online.
Assumption is that you already have an online account of course. Also, your Mutual Fund Account with Sun Life should be enrolled to Mutual Fund Services -> Facsimile transactions. (if you’re my client, you’re automatically enrolled to this).
If you want to regularly add on your Sun Life Mutual Funds minus the hassle of going out and falling in line, then follow these simple instructions.
BPIExpressonline.com – for an Online Tour for 1st Timers, try this https://www.bpiexpressonline.com/direct_onlinetour.htm
1. Login to your BPIExpressonline.com
2. Under Fund Transfer, click Enroll Third Party Accounts. You will then be brought to a page similar to this. Then select the method that is most convenient to you. Personally I chose number 2.
3. The account that you will Enroll is this - 0073-1798-07 (Sun Life Asset Management Company Inc.
4. Once you submitted the form to your branch, you just wait 'til it appears under Third Party Accounts. Something like the image below and make the Transfer in a Flash.
5. .Once you made the Transfer, you will then receive a Confirmation Email. You will then need the screenshot of the Confirmation email to be Faxed to Sun Life or Uploaded to your Sun Link Account.
Via Fax
• Accomplish a Subsequent Order Ticket and along with the Printed Confirmation email from BPI, fax the document to (632) 849-9744 or 849-9740. The document will be processed based on the time when the faxed document was received by SLAMC. Or if you’re my client, you can simply scan the Subsequent Order Ticket and email it to me along with the Confirmation Email and I’ll do the rest.
Via Sun Link Online
1. Log in to your Sun Link Online account.
2. On the Top Menu, click on My MF Orders.
3. Click Add.
4. Fill in the details of your Fund Transfer and Investment.
5. Upload the screenshot of BPI's Confirmation Email. Then you're done.
6. Check your subsequent investment the next day if it's properly reflected.
For BDO Online and MetrobankDirect, almost the same concept. You have to Enroll the Account of Sun Life Asset Management Company Inc. as 3rd Party Account then you can easily make your Online Fund Transfers anytime you want at the frequency you want.
Here’s the corresponding Account Number for BDO and Metrobank
• www.BDO.com.ph - Banco de Oro 00046-004225-4
• www.Metrobank.com.ph - Metrobank 066-3718-10691-6 (with charges if provincial account)
If there’s anything I missed or a little confusing, please call my attention by texting or calling me.
You may either deposit in Cash, Cheque or Direct Transfers to any Sun Life offices nationwide or any of the accredited banks. (see lists below)
