How to Add to your Sun Life Mutual Funds via FAX

To Add or Make Subsequent Investments to your Sun Life Mutual Funds via FAX, simply follow these steps.

  1. Deposit your additional investment (cash or check) to any of our accredited bank partners (see lists below)

    Account Name:  Sun Life Asset Management Company Inc.
    Sample Deposit Slip

    Accredited BanksAccount No.Charges
    PESO DENOMINATED FUNDS
    Banco de Oro046-004225-4
    Bank of the Phil. Islands0073-1798-07
    Chinabank203-103621-6
    Citibank5-602714-022
    HSBC000-270579-070
    Land Bank1801-0249-00
    Maybank01-059-003283-8With charges for deposits outside Metro Manila
    Metrobank066-3718-10691-6Cash deposits, with charges outside Metro Manila
    Phil. National Bank264-522191-8With charges for deposits outside Metro Manila
    RCBC3-001-00840-3
    Security Bank0514-020724-200
    Standard Chartered014-0953811-004
    UCPB104-165963-8With charges for each additional deposit slip
    DOLLAR DENOMINATED FUNDS
    Banco de Oro046-006383-9Minimum of 7 banking days clearing. No charges
    Bank of the Phil. Islands1624-0061-07No clearing. With bank charges on US$5,000 and above*
    Citibank5-602714-057No clearing. No charges.
    Deutsche Bank1204-668-305No clearing. No charges.
    HSBC001-095603-130No clearing. No charges.
    Maybank01-759-000153-0Minimum of 7 banking days clearing. No charges
    Metrobank066-2066-10860-515 days clearing. With bank charges on US$5,000 and above*
    Phil. National Bank264-707757-1Minimum of 10 banking days clearing. With charges for deposits outside Metro Manila
    RCBC8-001-00967-3No clearing. No charges.
    Security Bank0514-020724-201No clearing. With bank charges on US$5,000 and above
    Standard Chartered905-5349103-349No clearing. No charges.
    UCPB01-104-300835-015 days clearing. No charges.

    Important Reminders
    • Local cheques will be subjected to 3 banking days clearing, while regional cheques shall clear after 7 banking days. Out-of-town cheques will clear after 31 banking days.
    • Investments made through fund transfer are subject to bank charges.
    • Investment made through PDDTS or wire transfer are subject to bank charges.
    • All cheque dollar investments are subject to a minimum of 21 to 31 banking days clearing and bank charges.
  2. Download Order Ticket and fill out with the following information

    Account No.: (the one with CF01 / CF02 / CF03 at the end)
    Account Name:
    Fund Name:
    Sales Load: (A if Front End, B for Back End)
    Amount :
    Payment Type: (select)
    Deposit Slip / Check details:
    Acknowledgment Receipt No. (if issued):
    Source of Funds: (select)

    Investor Signature (Co-Investor if applicable) and Date:

     Name of Mutual Fund Representative / Rep Code:
    (Here’s mine just in case Garry Zaldy De Castro 084955)

  3. FAX the document to (632) 849-9744 or 849-9740 or Submit the Original form to any Sun Life offices nationwide. The document will be processed based on the time when the faxed document was received by Sun Life Asset Management Company Inc. (SLAMC). Cut off time is 12nn.

    Below is a sample Filled Up Order Ticket with Deposit slip attached ready to FAX.

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