The Sun Life Prosperity Card

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Photo courtesy of www.sunlife.com.ph

Sun Life Asset Management Company, Inc (SLAMCI), one of the largest asset management companies in the country, does not stop in coming up with new and exciting ways of investing. Launched last February 8, 2016, the Sun Life Prosperity Card – the first of its kind in the market – will redefine ease of investing in mutual funds. The launching was in time with the celebration of the Chinese New Year. A timely introduction of an investment instrument to bring luck and fortune in the coming Year of the Fire Monkey.  (Also read Sun Life Launches the Prosperity Card – A New Way in Investing)

 

What is a Sun Life Prosperity Card?

The Sun Life Prosperity Card is a gift card with a fixed value of Php5,000 which can be used to invest in any of the peso-denominated mutual funds (collectively called as the Sun Life Prosperity Funds) offered by SLAMCI.

One may use it as a starter fund or give it as a gift for to loved ones so they can have their own starter fund. The user or recipient of the Card should be the one to activate it.

Who can buy the Prosperity Card?

Filipino citizens who are at least 18 years old can purchase the Prosperity Card.

How do I purchase the Prosperity Card?

One may may purchase the Prosperity Card through any of the following:

Online

  1. Log on to sunlifeprosperity.com.ph.
  2. Create a Prosperity Card Online account using your e-mail address.
  3. After signing up, log in to your account and click “Purchase Card.”
  4. Fill out the Purchase Form and ensure that the information you entered is accurate and complete.
  5. Upload one valid ID and your validated deposit slip or fund transfer confirmation as proof of payment. You may also pay through your debit card online.
  6. The Prosperity Card will be delivered to your mailing address within 1-2 weeks upon validation of payment.

Financial Store

  1. Fill out the Purchase Form and present one valid ID to the cashier.
  2. Pay in cash and get your Prosperity Card and Official Receipt.

Sun Life Advisor

  1. You may get in touch with a Sun Life Advisor to purchase the Prosperity Card.

How do I activate my Prosperity Card?

Online

  1. Go to sunlifeprosperity.com.ph and click “Activate Card.”
  2. You will need to sign up if you don’t have a Prosperity Card Online account yet. If you already have an account, log in and click “Activate Card.”
  3. Fill out the investor forms – Investor Information Form, Investor Profile Questionnaire and Order Ticket. Indicate the Card Number under Payment Details in the Order Ticket.
  4. Upload one valid ID and proof of billing/supporting document.
  5. Read through the terms and conditions and click “Agree”
  6. A Customer Service Representative will contact you within 1-2 business days to verify the information provided. Once you’ve completed ALL requirements, your Prosperity Card will be activated. You will receive an SMS and e-mail notification confirming the card activation and subscription of shares (card value is invested in your chosen Prosperity Fund) on the next business day.

Financial Store

  1. Submit the following forms/documents to the Cashier.
    a. Investor Information Form
    b. Investor Profile Questionnaire
    c. Order Ticket – Indicate the Card Number under Payment Details in the Order Ticket.
    d. Prosperity Card
    e. One valid ID
    f. Billing statement/Supporting document
  2. A Customer Service Representative will contact you within 1-2 business days to verify the information provided. Once you’ve completed ALL requirements, your Prosperity Card will be activated. You will receive an SMS and e-mail notification confirming the card activation and subscription of shares (card value is invested in your chosen Prosperity Fund) on the next business day.

Sun Life Advisor

If you need assistance in filling out the forms, you may speak to a Sun Life Advisor.

IMPORTANT REMINDER:
Documents and transactions received on or before the 12 noon cut-off will be processed within the same business day. Anything received after the 12 noon cut-off shall be processed the next business day.

What IDs are considered valid?

The following are the acceptable:

  1. Passport
  2. Driver’s License
  3. National Bureau of Investigation Clearance/ID
  4. Philippine National Police Clearance/ID
  5. Unified Multipurpose ID (UMID)
  6. Postal ID
  7. Voter’s ID
  8. Barangay ID/Certification
  9. Senior Citizen’s Card
  10. National Council for the Welfare of Disabled Persons (NCWDP) ID/ Certification
  11. Department of Social Welfare and Development (DSWD) ID/Certification
  12. Firearms License
  13. Bureau of Internal Revenue (BIR) ID.

 

For more information, visit SLAMCI website at https://sunlifeprosperity.com.ph.

Source: https://sunlifeprosperity.com.ph

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