How to Monitor your Sun Life Mutual Funds Online?

Another advantage of having a Sun Life Mutual Fund is the ability to monitor your investments online. Not many mutual fund companies in the Philippines have this feature. (You may also register your policies in Sun Life using the same procedures).



So how do you monitor your Sun Life Mutual Funds online? Does it come automatically when you invest? The answer is no. But you can register it as soon as you have your investments placed. Here's how.

  1. On Sun Life Philippines website - http://www.sunlife.com.ph, select SunLink Online and then Sign In.



  2. It will open a pop-up window where you will be asked to enter your username and password. But since you don't have any yet, click Register so that we can register your account.


  3. It will then open go to the Terms and Conditions page. Read it and once done, click Agree.




  4. The Registration Form will open. Fill it up with your personal details and more importantly with the correct Mutual Fund account number and Account Type. Please remember the USERNAME that you will nominate.



  5. If there are no errors or mistakes, you will then be directed to the Thank You page that says "you will receive an email for confirmation" - something like that.


  6. Check your email to see the password given to you. Then Sign In to check your Online Account. Congratulations, you can now monitor the movement of your investments. 

9 Responses to “How to Monitor your Sun Life Mutual Funds Online?”

  1. 5k po minimum monthly po yun na 5k kung ang ctegory po is for retirement panu po kung walang 5k montly anu na po mangyayari may penalty po ba mag kanu po ang debedendo sa loob ng iasng taon.

    ReplyDelete
  2. Hi Annalyn, the P5k minimum is the initial investment required to open the account only. You are not obliged to put P5k monthly. In fact, you can put as low as P1k for your additional investments at any time you want. It's like putting money in the bank, you can deposit when able.

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  3. pano po kung hindi po nag email ung sunlife sakin after ko mag sign up? pag nag po fporgot password naman po ako account is not yet validate.. pano po to? thanks

    ReplyDelete
    Replies
    1. Hi Ana. If you've registered but didn't get the validation email, you can either call our hotline at (02) 849 9888 or email sunlink@sunlife.com

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  4. Hi po, paano po kung ung annual report po is hinde ko po na received via post. Expected ko po kasi ung 2nd year annual report po is mabgay sakn. Dun po kc q nag base if papalitan ko ung % ng funds ko to get higher returns. Pwede ko paba makuha un?

    ReplyDelete
  5. Paano po kapag yung annual report po ng funds is hinde na send sakin via post? Kasi po expected ko ma send sakin yung 2nd annual report ko lng nung first year meron. Dun po kasi ko nag base ng fund allocation ko.

    ReplyDelete
    Replies
    1. Yes you can request for a copy from your Financial Advisor or directly request from Sun Life by calling (02) 849 9888

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    2. Salamat po, tatawag nalang ko sa hotline. Nag request po ko sa advisor ko kaso parang ayaw nya gawin. She just advise me to check online e d naman kompleto online ung details na kailangan ko wala online.

      Thank You,

      Delete
  6. Hi Garry, how can I start investing in slamc? what's the first step?

    ReplyDelete

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