Forms and Guidelines

Want to invest in mutual funds? We believe that clear, step by step processes are an important in removing barriers in execution.

Please see the lists below to help you get started!

SOLDIVO

ATRAM

PHILEQUITY

SUN LIFE

FAMI

BIMI-PAMI

PROSPECTUS & FUND FACT SHEETS

SOLDIVO FUNDS

Investments that fulfill life’s dreams

Year Founded: 2014
Company Affiliation: Rampver Financials
Fund Manager: ATR Asset Management, Inc

ATRAM FUNDS

Your Future. Our Present

Year Founded: 2014
CompanyAffiliation:ATRAM

OPEN ACCOUNT

○ Account Opening
○ Additional Investments

FORMS

○ ATRAM Account Opening Checklist
○ Data Privacy Consent Form
○ Client Account Form (Account Opening)
○ Investment Application Form (Additional Investment)
○ Notice Letter For Use of 3rd Party Accounts
○ E-SOA Enrollment Form
○ Seedbox Offsite Registration Form

GUIDELINES

○ How to open an ATRAM Mutual Fund Account?
○ How to top-up your ATRAM investment?
○ ATRAM Form Guidelines

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PHILEQUITY FUNDS

Fund Manager of leading mutual funds in the Philippines

Year Founded: 1994
Company Affiliation: Vantage Equities, Inc.

OPEN ACCOUNT

○ Account Opening
○ Additional Investments

FORMS

○ Philequity Account Opening Checklist
○ Data Privacy Consent Form
○ Account Opening Form (Account Opening)
○ Investment Application Form (Additional Investments)
○ Signature Cards
○ Account Update Form
○ Certification Request Form
○ Redemption Order Form
○ Auto-Invest Form
○ BPI Auto-Debit Form
○ BDO Auto-Debit Form

GUIDELINES

○ How to open a Philequity Mutual Fund Account?
○ How to top-up your Philequity Mutual Fund investment?
○ PEMI Form Guidelines
○ PEMI BDO Auto-Invest Program Procedures
○ PEMI BPI Auto-Invest Program Procedures

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SUN LIFE MUTUAL FUNDS

Life is brighter under the Sun

Year Founded: 2000
Company Affiliation: Sun Life Global Investments,
Massachusetts Financial Services, Birla Sun Life

OPEN ACCOUNT

○ Account Opening
○ Additional Investments

FORMS

○ SLAMCI Account Opening Checklist
○ Data Privacy Consent Form
○ Checklist for Account Opening
○ Account Opening Form (Account Opening)
○ Request for Additional Investment (Additional Investments)
○ Application for Additional Co-Investor
○ Confirmation of In Trust For Arrangement
○ Application For Reduced Sales Load
○ Request for Redemption/Fund Switch
○ Request for Check Uncrossing
Supplement for Units
○ Authority to Transact
○ Auto Invest Enrollment Form
○ Non-Financial Amendment Form

GUIDELINES

○ How to open a Sun Life Mutual Fund Account?
○ How to top-up your Sun Life investment?
○ SLAMCI Funding Procedure
○ SLAMCI BDO Bills Payment Application
○ SLAMCI BPI Bills Payment Application
○ Sun Life Client Portal Guide

FAMI MUTUAL FUNDS

Transforming Filipinos from Savers to Investors

Year Founded: 2005
Company Affiliation: First Metro Investment Corp,
Marist Brothers, CEAP

OPEN ACCOUNT

○ Account Opening
○ Additional Investments

FORMS

○ FAMI Account Opening Checklist
○ Data Privacy Consent Form
○ Customer Data Sheet
○ Signature Card
○ Redemption/Fund Switching Form

GUIDELINES

○ How to open a FAMI Mutual Fund Account?
○ How to top-up your FAMI investment?
○ FAMI Forms Guidelines
○ FAMI BPI Express Online Guide
○ FAMI BDO Online Banking Payment Guide
○ FAMI Investor Portal Guide

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BIMI-PAMI MUTUAL FUNDS

Formerly Philam Asset Management, Inc.

Year Founded: 1993
Company Affiliation: Bank of the Philippine Islands

OPEN ACCOUNT

○ Account Opening
○ Additional Investments

FORMS

○ PAMI Account Opening Checklist
○ Data Privacy Consent Form
○ Customer Information Sheet (Account Opening)
○ Subscription Transaction Form (Additional Investments)
○ FAO Confirmation Form
○ Redemption Transaction Form

GUIDELINES

○ How to open a PAMI Mutual Fund Account?
○ How to top-up your PAMI investment?
○ How to Enroll your PAMI Folio Number to BPI Online?
○ PAMI Forms Guidelines

PROSPECTUS AND FUND FACT SHEETS

Soldivo Bond Fund, Inc. | Prospectus | FFS

Soldivo Strategic Growth Fund, Inc. | Prospectus | FFS

PAMI Equity Index Fund, Inc. | Prospectus | FFS

Philam Managed Income Fund, Inc. | Prospectus | FFS

Philam Bond Fund, Inc. | Prospectus | FFS

Philam Dollar Bond Fund, Inc. | Prospectus | FFS

PAMI Global Bond Fund Philippines, Inc.| Prospectus | FFS

Philam Fund, Inc. | Prospectus | FFS

PAMI Horizon Fund, Inc. | Prospectus | FFS

PAMI Asia Balanced Fund, Inc. | Prospectus | FFS

Philam Strategic Growth Fund, Inc. | Prospectus | FFS

ATRAM Philippine Balanced Fund, Inc. | Prospectus | FFS

ATRAM Philippine Equity Opportunity Fund, Inc. | Prospectus | FFS

ATRAM Alpha Opportunity Fund, Inc. | Prospectus | FFS

ATRAM Total Return Dollar Bond Fund, Inc. | Prospectus | FFS

ATRAM AsiaPlus Equity Fund, Inc. | Prospectus | FFS

ATRAM Corporate Bond Fund, Inc. | Prospectus | FFS

ATRAM Dynamic Allocation Fund, Inc. | Prospectus | FFS

Sun Life of Canada Prosperity Bond Fund, Inc. | Prospectus | FFS

Sun Life of Canada Prosperity Balanced Fund, Inc. | Prospectus | FFS

Sun Life of Canada Prosperity Philippine Equity Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Money Market Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Government Security (GS) Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Philippine Stock Index Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Achiever 2028 Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Achiever 2038 Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Achiever 2048 Fund, Inc. | Prospectus | FFS

Sun Life Dollar Wellspring Fund, Inc. | Prospectus | FFS

Sun Life World Voyager Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Dollar Starter Fund, Inc. | Prospectus | FFS

Sun Life Prosperity Dollar Abundance Fund, Inc. | Prospectus | FFS

Sun Life Dollar Advantage Fund, Inc. | Prospectus | FFS

First Metro Save and Learn Equity Fund, Inc. | Prospectus | FFS

First Metro Save and Learn Balanced Fund, Inc. | Prospectus |FFS

First Metro Save and Learn Fixed-Income Fund, Inc. | Prospectus | FFS

First Metro Save and Learn Philippine Index Fund, Inc. | Prospectus | FFS

First Metro Save and Learn Dollar Bond Fund, Inc. | Prospectus |FFS

First Metro Consumer Fund on MSCI Philippines IMI, Inc. | Prospectus | FFS

First Metro Save and Learn Money Market Fund, Inc. | Prospectus | FFS

Philequity PSE Index Fund, Inc. | Prospectus | FFS

Philequity Peso Bond Fund, Inc. | Prospectus | FFS

Philequity Fund, Inc. | Prospectus | FFS

Philequity Dollar Income Fund, Inc. | Prospectus | FFS

Philequity Dividend Yield Fund, Inc. | Prospectus | FFS

Philequity MSCI Philippines Index Fund, Inc. | Prospectus | FFS

Philequity Alpha One Fund, Inc. | Prospectus | FFS