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Sun Life Prosperity Funds

purplehazel · 454 · 114554

baludoy

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Reply #60 on: Sep 07, 2007, 11:06 AM
ma'am nailbiter, can you pls pm me the contact details of your mother asap.  :thankyou:


nailbiter

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Reply #61 on: Sep 07, 2007, 11:10 AM
baludoy, PM sent.


Just wanna ask if does anyone knows sunlife agents now handling institutional account or group insurance?


My mom handles those too, khrish. PM mo na lang ako if you want her contact info.


purpleglaze

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Reply #62 on: Sep 10, 2007, 01:18 PM
may option ba sa sunlife na dividend reinvestment kapag hindi mo ni-reredeem yung shares mo? hingi rin po sana ako contact info ng mom mo, nailbiter. thanks


yellowminded

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Reply #63 on: Sep 11, 2007, 08:52 AM
Hello. A question for the Sunlife gurus of the forums.

Does Sunlife still allow you to switch funds (from equity to balance to bond etc.) free of charge?

Madali lang ba gawin yun if you already have an account with them?

TIA!!!

-y-


nailbiter

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Reply #64 on: Sep 11, 2007, 09:24 AM
purpleglaze, afaik, it's not an option left to shareholders. How dividends are distributed will depend on company policy. However, almost always, dividends are automatically reinvested as shares. Re: my mom, no problem. I'll PM you her contact info in a while.

yellowminded, it's free of charge for a maximum of four times within a year. Beyond four times, it's subject to documentary stamps tax. I think you just need to execute an order ticket.


teq

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Reply #65 on: Sep 14, 2007, 11:02 PM
Hi, I've been reading several posts re Sun Life MF and am very interested.  Is it possible to avail the Sun Life Prosperity Fund while abroad?  If so, what are the procedures.  Any output would be highly appreciated.

Thanks


genesisb

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Reply #66 on: Sep 17, 2007, 10:01 AM

Hi ma'am nailbiter, have been a lurker of this forum for quite sometime now and am interested to invest in Sun Life Prosperity Fund. Can you please pm me with your mom's contact details.

Thanks.



nailbiter

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Reply #67 on: Sep 17, 2007, 11:56 AM
teq, Sun Life insists that you meet with an agent so that you can make an informed choice in your investments. What you could do, perhaps, is to have someone that you trust, like a member of your family, to open the account in your behalf. You could just apply for transfer of ownership when you come home.

genesisb, I'll send you a PM shortly.


bizmen

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Reply #68 on: Sep 17, 2007, 01:24 PM
dear nail,

pls provide ur mom details too...

thanks.


teq

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Reply #69 on: Sep 21, 2007, 02:18 AM
Hi Nailbiter!  Thanks for the info/suggestion.  Would you know if there is a charge for transfer of ownership, just incase I'd let one of my relatives open an account for me?

 :thankyou:


baludoy

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Reply #70 on: Sep 21, 2007, 02:16 PM
which is the best option for you guys: the front end "plan" or the back end "plan"?  :dunno:


nailbiter

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Reply #71 on: Sep 22, 2007, 01:31 PM
^Personally, I opt for front-end. Madali naman mabawi e. Of course, if you anticipate that you won't be needing to pull out or move your funds in the long term, then back-end may be your best bet.

teq, yes, there may be documentary stamp charges for change of account name.


syd24phil

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Reply #72 on: Sep 23, 2007, 08:46 PM
Hello Nailbiter!

Interested po in Sunlife MF.. pa pm na lang po ng contact info ng mom niyo.. thanks! :)


Sue

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Reply #73 on: Sep 23, 2007, 11:02 PM
Nailbiter, re:yellowminded; Are you sure that there is no charging of fees, if an investor shifted from one fund to another? Could I see this in the prospectus? Because, last March 2007, I sold my bond funds and shifted to equity fund but the agent (main office) in Makati charge me a correponding fee of 2%. I hope na ma refund ko ang fee na eto, If true ang information mo, thats mean may double talk dito, sa tagal kong nag invest, mukhang di trustworthy.


yellowminded

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Reply #74 on: Sep 23, 2007, 11:17 PM
^sue, it says right there on their website that it's free. it should also be in the prospectus.

http://www.sunlifefunds.com/mutualfunds/default.asp


 


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