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Sun Life Prosperity Funds

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kithe

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Reply #420 on: Mar 12, 2013, 04:33 PM
Hello guys.. Newbie here.. First time ko mag iinvest and maliit lang kaya ko.. Friendly ba sunlife lalo na sa mga newbie?  Nahihiya kasi ako pumunta sa main office nila kaya sa online ako tumitingin..

Hello nicoli,, oo naman mababait kami..  :hihi:

Madami naman kami financial store located around the metro.. Saan ka ba located..

You can pm me if you want to know more about Sun Life.. :)


nicoli26

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Reply #421 on: Mar 13, 2013, 12:36 AM
Hello nicoli,, oo naman mababait kami..  :hihi:

Madami naman kami financial store located around the metro.. Saan ka ba located..

You can pm me if you want to know more about Sun Life.. :)

hi Kithe.. Sa Makati po ako located.. Other side of Makati, hehe.. Dito ako malapit sa Taguig.. I'll send you pm, hopefully matulungan mo ako. :)

Edit: Mam, hindi ko kayo ma send ng PM, inbox full na.. Anyways, pwede malaman what are the requirements and additional benefits sa SunLife? Prefer ko yung equity fund..
« Last Edit: Mar 13, 2013, 12:47 AM by nicoli26 »


milag

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Reply #422 on: Apr 01, 2013, 12:29 PM
Hello nicoli,, oo naman mababait kami..  :hihi:

Madami naman kami financial store located around the metro.. Saan ka ba located..

You can pm me if you want to know more about Sun Life.. :)

hi kithe! i tried sending you PM too but your inbox is full. can you also please inform me about sunlife prosperity fund? thanks so much!


nicoli26

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Reply #423 on: Apr 02, 2013, 11:08 AM
I decided to invest na sa BPI, tagal din kasi mag reply ng sunlife thru email. Hindi ko naman sila ma reach thru landline


wannaberich

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Reply #424 on: Apr 16, 2013, 04:09 PM
Ilang percent po ba yung entry fee and exit fee ng mutual fund ng Sunlife?
Wala po kasing nakalagay sa website.


sphinxz

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Reply #425 on: Apr 16, 2013, 05:09 PM
you may check here the sales loads.
http://apps.sunlife.com.ph/faq/faq_mf.asp


kithe

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Reply #426 on: Apr 16, 2013, 08:53 PM
Sa mga gusto po maginquire regarding Sun Life Mutual Funds, here is my email address, napupuno po kasi inbox ko.. Libre lang po magtanong..

cristina.ortiz@sunlife.com.ph

Ilang percent po ba yung entry fee and exit fee ng mutual fund ng Sunlife?
Wala po kasing nakalagay sa website.

Pwede ka magchoose kung anong sales load ang gusto mo,

OPTION A or front end load, babawasan ka kaagad ng sales load sa investment amount mo, walang holding period ito, pwede ka magwithdraw kung kailan mo gusto na wala ka ng sales load or charges..
P5,000 - 99,999.00 -- 2.24% (inclusive of 12% vat)
P100,000 - 999,999.00 -- 1.68%
P1M - 5M -- 1.12%

OPTION B or back end load, walang charges sa investment mo, lahat ay ibibili ng shares, pero nakahold for 5 years ang investment mo..
Pero kung gusto mo iwithdraw pwede naman, kaya lang dun ka babawasan ng charges, depende kung how much at kailan ka magwiwithdraw.
yr -- % of sales load (exit fee)
1  -- 5.6 %
2  -- 4.48 %
3  -- 3.36 %
4  -- 2.24 %
5  -- 1.12 %
6  -- 0 %




xyphrus

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Reply #427 on: Apr 18, 2013, 05:18 AM
Ask ko lang kung pwede din ba mag-additional (subsequent investment) dito sa Sunlife by depositing to a bank, and then scan na lang yung deposit slip, tapos email sa Sunlife? Possible ba yung ganun? Ang alam ko lang kase dati thru fax eh. TIA..


kithe

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Reply #428 on: Apr 18, 2013, 08:49 AM
@xyphrus, thru fax lang kung diretso sa Sun Life, order ticket and validated deposit slip, and dapat naka enroll ka sa facsimile transaction..

Pero kung wala kang fax machine, pwede mo scan order ticket and deposit slip and email sa agent mo, then agent na lang magsubmit sa SunLife.


smasayuki

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Reply #429 on: Apr 18, 2013, 10:42 AM
^^ay hindi pede directly email? mendokusai..

Pano kung mag-aabroad?


kithe

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Reply #430 on: Apr 18, 2013, 10:49 AM
^ganun din, scan the docs and email it to your agent, agent na lang mag submit sa Sun Life.. :)


jjalfonso1

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Reply #431 on: Apr 18, 2013, 12:51 PM
kithe,

What are the annual expenses for the mutual funds?

Thanks.


kithe

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Reply #432 on: Apr 18, 2013, 03:07 PM
Base sa balance sheet po, sorry di ko masyado kabisado.. Pero ito po ay sa whole funds ng sunlife.. Operating expenses po like, investment management fees, taxes and licenses, custodian fees, prefessional fees, directors fees, printing and supplies, etc..

Pero as a shareholder, pwede kayo makakuha ng copy ng financial statement and pwede din kayo umattend ng annual shareholders meeting..  :)


bauer

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Reply #433 on: Apr 18, 2013, 03:10 PM
just received my statement of account from sunlife balanced fund.  so far it's doing great from a NAVPS of 1.0 to almost 4 in 12 years plus.


jjalfonso1

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Reply #434 on: Apr 20, 2013, 07:21 AM
Base sa balance sheet po, sorry di ko masyado kabisado.. Pero ito po ay sa whole funds ng sunlife.. Operating expenses po like, investment management fees, taxes and licenses, custodian fees, prefessional fees, directors fees, printing and supplies, etc..

Pero as a shareholder, pwede kayo makakuha ng copy ng financial statement and pwede din kayo umattend ng annual shareholders meeting..  :)

Do you know what the investment management fees are?


 


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