PMT Forum
How do you want to make money today?

Sun Life Prosperity Funds

purplehazel · 454 · 114566

nailbiter

  • Alalay ng
  • Moderator
  • *
    • Posts: 4,323
    • Likes Received: +1/-0
Reply #90 on: Oct 03, 2007, 10:40 AM
baludoy, Sun Life commits to issue and release requested certificates after 3 business days. You have to request for them first then pick them up. Personally, though, I haven't requested for my certificates. Basahin mo na lang yung terms on requesting share certificates, pages 51 to 53 ng Investor's Guide: http://www.sunlifefunds.com/faqs/Investors%20Guide%202005.pdf

Sue, I can't know how you filled up your form so I can't answer if you're covered. Check your order ticket. You should have filled one up or you should have been asked to sign one.

See here: http://www.sunlifefunds.com/mutualfunds/order_ticket_aug_2006V17.pdf

May section diyan under Financial Transaction Details na Interfund Transfers. If the P50K came from your bond fund and you filled out your order as a transfer, then the fee would have to be waived. But on the P50K you added to your investment, that would still be subject to sales load if you availed of Option A (Front-End).


raven13

  • Senior Member
  • **
    • Posts: 51
    • Likes Received: +0/-0
Reply #91 on: Oct 04, 2007, 12:43 PM
I've read a lot, and i've decided to make my first investment on Sun Life Prosperity Funds.
How do I go about with this? Do I really need to talk to an agent first?


nailbiter

  • Alalay ng
  • Moderator
  • *
    • Posts: 4,323
    • Likes Received: +1/-0
Reply #92 on: Oct 04, 2007, 12:53 PM
From the Sun Life website:

We believe that new investors need to thoroughly understand the benefits and risks of investing in mutual funds. In order to ensure this, some required forms for first time investors are available only through your Sun Life Mutual Fund Representative or from the Head Office. If you are planning to invest in the Sun Life Prosperity Funds for the first time, we encourage you to see your Sun Life Mutual Fund Representative.

Even if you do not contact an agent first and go direct to their office, the person who will attend to you there will become your agent.


raven13

  • Senior Member
  • **
    • Posts: 51
    • Likes Received: +0/-0
Reply #93 on: Oct 04, 2007, 01:24 PM
Well, okay then. Hiya kasi ako eh :hihi:

Could I have your mom's contacts too miss nailbiter? :)


nailbiter

  • Alalay ng
  • Moderator
  • *
    • Posts: 4,323
    • Likes Received: +1/-0
Reply #94 on: Oct 04, 2007, 01:45 PM
PM sent. Huwag kang mahiya. Mag-i-invest ka ng pera mo at trabaho nilang ipaliwanag sa iyo ang options mo. :)


nutzloki

  • Junior Member
  • **
    • Posts: 39
    • Likes Received: +0/-0
Reply #95 on: Oct 13, 2007, 09:58 AM
i've been a lurker here sa forum and i've learned a lot really.
i'm planning to invest na rin sa Sun Life kaya lang i'm from cebu.
anyone knows an agent from here?


louaiza

  • Probie
  • **
    • Posts: 13
    • Likes Received: +0/-0
Reply #96 on: Oct 13, 2007, 01:12 PM
Hi nutzloki,

I am also a lurker...  :hihi:  have learn a lot also...
try Elean Louise C. Magno her mobile num is 0926-6862738, she is my agent in sun life... just tel her you got her name from me Lou... or you could go directly to the office...
The address is
Acacia New Business Office
3/F Innove Plaza
Panay Road cor. Samar Loop
Cebu Business Park, Cebu City
« Last Edit: Oct 13, 2007, 01:14 PM by louaiza »


nutzloki

  • Junior Member
  • **
    • Posts: 39
    • Likes Received: +0/-0
Reply #97 on: Oct 15, 2007, 05:48 PM
thanks lou..i'll contact her then.. :cool2:


Sue

  • Probie
  • **
    • Posts: 20
    • Likes Received: +0/-0
Reply #98 on: Oct 16, 2007, 08:38 PM
Hi, Nailbiter, I'm here working abroad? my question is, could I transfer my sunlife equity funds to sunlife bond funds without my being present in Phils? Can I be represented by my daughter, her only documents to show is the sale documents from SL and power of ATTY and Identification card are this documents suffix?


pierre

  • Newbie
  • *
    • Posts: 5
    • Likes Received: +0/-0
Reply #99 on: Oct 21, 2007, 11:11 AM
I've looked into several equity funds and noticed that Sun's Management Fees (the one they charge distributed in the NAV, annually) is 2% as compared to others (Philequity and Philam 1.5%, UITFs BPI 1.5% and BDO 1%), although Sun's entry fees are lower compared to Philequity and Philam except for UITFs which usually have no entry fees. I think that a 0.5% difference in the management fee could cost a long term investor (0.5% of an investment of 1m is 5k a year and 50k in 10 years). However, if 0.5% means better service and performance, then its a good investment.  


nailbiter

  • Alalay ng
  • Moderator
  • *
    • Posts: 4,323
    • Likes Received: +1/-0
Reply #100 on: Oct 21, 2007, 05:30 PM
Sue, ngayon ko lang nakita yung tanong mo. You need to submit a signed order ticket. There's a link to it on my post, Reply #90. Under Financial Transaction Details, skip the boxes for Initial/Subsequent Investment and Redemptions. What you need to fill in is Interfund Transfers. You can fax your order ticket to Sun Life but the original must be received within 3 business days. Pwedeng ipadala mo na lang yung signed order ticket sa daughter mo along with the power of attorney, ID and share certificate, if it was issued to you before. Siya na lang mag-submit.

Another form you could submit along with your order ticket is this one: http://www.sunlifefunds.com/mutualfunds/enrollmentmfservicesOct2005.pdf

It's an enrollment form for their fax service. That way, if you have new instructions, you can just send your order ticket via fax without having to send in the original.

OT: pierre, according to PAMI President Karen Roa, Philam's management fee for their equity fund is 2% as well. It was also mentioned in the interview and in the 2001 prospectus on their website that PAMI fund managers charge an incentive fee, 1/10 of the excess of a 12% NAV increase over a one year period.  
« Last Edit: Oct 22, 2007, 01:24 PM by nailbiter »


pierre

  • Newbie
  • *
    • Posts: 5
    • Likes Received: +0/-0
Reply #101 on: Oct 23, 2007, 12:34 AM
Yup correction 2%  :thankyou:, "PAMI will charge a management fee equivalent to a 1/6 of 1% of the average net assets value of the fund per
month computed on a daily basis".


Gawee

  • Guest
Reply #102 on: Nov 10, 2007, 02:52 PM
NB excuse me, anong mga araw open ung office nung sunlife sa makati? 8:00 AM to 8:00 PM ba weekdays? thnx  :thankyou:


nailbiter

  • Alalay ng
  • Moderator
  • *
    • Posts: 4,323
    • Likes Received: +1/-0
Reply #103 on: Nov 10, 2007, 10:26 PM
My mom's office? Hindi lang isa ang office ng Sun Life sa Makati ha. Magkakaibang branch yan. Hindi ko kabisado ang office hours e. Ang agents hindi rin palaging nasa office since nagka-client call din sila minsan. Kontakin mo na lang to set an appointment.


baludoy

  • Senior Member
  • **
    • Posts: 69
    • Likes Received: +0/-0
Reply #104 on: Dec 03, 2007, 12:15 PM
how long does it usually take sunlife to deliver their mf certificates?  we requested for them  last oct. and we still have yet to receive them.


 


PMT Shoutbox

Refresh History
  • Post only questions or comments here. Advertisements NOT ALLOWED.
  • edzlpdac: goood day po sa lahat!
    Oct 12, 2019, 03:37 PM
  • bpc85: ask lng sana ako kung may makukuha ba kami ng Mama ko at ako or mga kapatid ko sa benepisyo ng aming Ama bilang membro ng AFPSLAI. thank you po.
    Sep 27, 2019, 12:52 PM
  • bpc85: Hi guys, im new here,.
    Sep 27, 2019, 12:52 PM
  • Anaperdi: Hi just want to know if meron dito who is into boundary hulog ng motorcycle? For mga riders ng courier. Pwede ba magpashare how it works? Naisip ko lang baka pwede ko ibusiness, meron na pala mga posts online pero di pa clear ang system sa akin. thank  you sa makakapansin
    Sep 21, 2019, 11:32 AM
  • Anaperdi: Hi newbie here..
    Sep 21, 2019, 11:19 AM
  • jprios: May contact ba kayo kung sakali?
    Sep 18, 2019, 06:11 PM
  • jprios: Sino pwedeng mahiraman dito?
    Sep 18, 2019, 06:09 PM
  • kfg52: Present!
    Sep 15, 2019, 07:26 PM
  • juju31: san po ba may nag papahiram dito
    Sep 14, 2019, 07:18 PM
  • juju31: hello
    Sep 14, 2019, 07:18 PM
  • FutureGizmo: Thanks julz! Medyo ganun nga trabaho namin ngayon, to monitor spam posts kasi ang daming spam bots. But thanks for reporting. Auto-ban agad ang spammers sa amin haha
    Sep 07, 2019, 12:17 PM
  • julz: @FutureGizmo si @nikkikv18 just posted more than 10 posts about porn sites. hay, spam.
    Sep 03, 2019, 01:05 PM
  • Cid_brent: sino po dyan pwede magbigay send ng paypal funds and I will pay you using gcash?
    Aug 25, 2019, 08:58 PM
  • Meghan91811: Sino po may alam about Rice Farming...
    Aug 25, 2019, 07:44 AM
  • roselove: hello po sa inyo... newbie here
    Aug 06, 2019, 03:31 PM
  • Niel Jhacoubs: Sino palaging active dito?
    Jul 30, 2019, 04:15 PM
  • dagocjasonrey: Anong update dito?
    Jul 22, 2019, 08:49 PM
  • mark_Lee: anong bago dito
    Jun 28, 2019, 01:03 AM
  • mark_Lee: balita
    Jun 28, 2019, 01:03 AM
  • Lovelyprincess72: hi everyone , I'm newbie here
    Jun 27, 2019, 02:36 PM
  • Niel Jhacoubs: Musta?
    Jun 26, 2019, 01:43 PM
  • Forexanalysis: Hello
    Jun 25, 2019, 06:33 PM
  • Niel Jhacoubs: Hello sa mga online jan! :)
    Jun 15, 2019, 02:58 PM
  • oragon: :applause:
    May 20, 2019, 03:53 PM
  • FutureGizmo: Thank you for reporting those spam posts, oragon! Spam posts now deleted.
    May 20, 2019, 01:59 PM
  • oragon: Admin kindly monitor some peps! posting and sharing inappropriate nude photos and website links
    May 20, 2019, 01:52 PM
  • @culinary10: Hello I am new here! Regarding sa bdo life insurance for 8 years, pwede pa kaya ma refund yung binayad ko na 50k last year? Gusto ko sana icancel kasi lack of financial na, last may 15 2018 po un nag start ako ng life insurance, pinili ko annually kaso etong may 15 2019 wala nako ma ipay so gusto ko sana icash out, may alam ba kayo kung pano marerefund?
    May 17, 2019, 07:56 PM
  • FutureGizmo: Hi Sonny, the posting issue is now resolved. Thanks for informing us! We're currently testing a new, mobile-ready theme so let us us know kung may problema pa sa Forum. :)
    Apr 04, 2019, 10:40 AM
  • sonny.wapak: Nakaka receive din ba kayo nito pag gawa ng new post? "Please try again. If you come back to this error screen, report the error to an administrator."
    Apr 03, 2019, 10:56 PM
  • leonine_zafiro: what product nun?
    Apr 01, 2019, 10:25 PM
  • dhondiex27: hi
    Mar 30, 2019, 10:55 PM
  • lusart: jayrob i agree 200%. hulog ng langit organico. legit na legit
    Mar 29, 2019, 09:08 AM
  • palemelch: Hi
    Mar 28, 2019, 04:08 PM
  • O.C.W._AK: Magandang Araw sa Lahat! Blessings! (",)
    Mar 28, 2019, 08:42 AM
  • thor15: hello everyone, newbie here
    Mar 25, 2019, 01:47 AM
  • captjaylo: present newbie here
    Mar 22, 2019, 10:06 AM
  • balboagilbert26: hello Guys .. Newbie here
    Mar 21, 2019, 10:55 PM
  • businesswoman2019: @jefsanity nag inquire na po ako pero di sila nagdidisclose. Yung branch po kasi na target ko, currently building pa.
    Mar 21, 2019, 04:27 PM
  • jefsanity: @businesswoman2019, much better inquire ka na lang sa admin nila.
    Mar 21, 2019, 01:51 PM
  • businesswoman2019: Hello! Any idea how much ang stall sa waltermart. 2m x 2m
    Mar 21, 2019, 08:28 AM
  • John Neil: Looking for an accredited iron foundry
    Mar 17, 2019, 03:19 PM
  • jayrob: Mark_Lee ung organico legit po yan..  Member din AQ..
    Mar 17, 2019, 12:57 AM
  • perlymelad: Hello po! Need advice, why my new MLM leaders failing?
    Mar 14, 2019, 08:51 PM
  • perlymelad: Present
    Mar 12, 2019, 07:53 PM
  • kennethmauricio: Hi saan po dito pwede mag post ng for sale properties?
    Mar 11, 2019, 07:58 PM
  • jefsanity: @mark_lee isipin mo anu passion mo at skills mo...
    Mar 11, 2019, 06:52 PM
  • sniperaj09: BAGO LANG
    Mar 10, 2019, 11:16 AM
  • mark_Lee: magandang investnent ngayon sa 30k suggest naman keo mga boss
    Mar 10, 2019, 03:07 AM
  • perlymelad: E-BOOK PO SIR @JEFSANITY
    Mar 09, 2019, 05:40 PM
  • perlymelad: @jefsanity Good Morning Po
    Mar 09, 2019, 05:39 PM