Para makapag-open ng isang personal Mutual Fund Account, kailangan mo ng initial investment na P5,000.
Teka review muna tayo. Ano nga ba ang Mutual Funds?
Panoorin itong video:
Buti na lang at naipaliwanag ito in less than 2 minutes!
Thank you, Pesos and Sense!
Wow! May ganun? Pwede na pala ako mag-invest kahit full time ako sa aking trabaho.
Kaso yun nga, para makapag open ka ng isang personal Mutual Fund Account, kailangan mo ng initial investment na P5,000.
Pano na? Eh wala pa akong 5,000 pero gusto ko na mag-start?
May nilabas na bagong Investment Program ang Sun Life Asset Management Company, Inc., or SLAMC
Ang tawag sa program na ito ay SUN R.I.S.E. or
Sun Life Regular Investments Simplified for Employees
Ito ay pure investments, walang halong insurance
Isa itong monthly investment program made through salary deductions that will allow employees to gain access to the Sun Life Prosperity Funds (or Mutual Funds).
Sa halagang P300 pwede ka na mag-open ng account!
Bakit ang mura?!
Layunin kasi ng SLAMC na ipalaganap ang financial freedom sa lahat ng Pilipino
At para strategic ang pagkamit ng goal na ito, shempre unahin muna natin ang mga Pilipino na naghahanap-buhay na at kumikita:
Ang mga Empleyado
Makes sense 🙂
Interesado ka ba?
Kailangan makipag-partner ang Employer ninyo at ang SLAMC dahil may mga roles sila sa programang ito
Kailangan na munang kausapin ni SLAMC ang inyong HR Head for Employee Benefits or Chief Financial Officer para maipaliwanag ang program
30 minutes lang naman
Ito ang Benefits ng SUN R.I.S.E. program sa inyong Employer (in English)
- Benefits Enhancement. This monthly investment program supplements the existing benefits enjoyed by your employees at no additional cost to your Company. It also sends them a message that their Company cares for their financial well-being.
- Increased Employee Productivity. Your Company is able to extend goodwill to your employees thereby motivating them to be more productive and committed to their jobs.
- Employee Retention. By providing employees with a regular investment program to help address their financial goals, your Company may improve the overall well-being and job satisfaction and therefore raising employee retention rates. The welfare of employees has a direct impact on the success of a Company.
- Financial Literacy. This program builds a financially-literate workforce through the regular investment forums conducted to employees. Topics to be discussed includes investing for retirement, investing for child’s education, effects of inflation, value of investing early, and other investment strategies to address various financial goals.
Ito naman ang Benefits ng SUN R.I.S.E. program sa mga Employees (in English pa rin)
- Convenience and affordability. Through payroll deduction, your employees will be able to save on a regular basis for an amount within a budget determined by the employee. Monthly payroll deductions will be remitted by your Company and remitted to SLAMCI through accredited banks or other pre-arranged modes.
- Cost-efficiency. Making periodic contributions to SUN R.I.S.E allows for peso-cost averaging. This investment strategy eliminates the need to time the market. It provides the opportunity to buy more shares when the price is low and lesser shares when the price is high.
- Professional Fund Management. The Company’s employees get to benefit from the expertise of seasoned and professional fund managers of the Sun Life Prosperity Funds, whose services are usually accessible only to those with sizeable investments.
- Portability. Employees may be allowed to continue maintaining their investment even after they retire or resign from the Company.
- Reporting. The Company and/or employees will be provided with periodic reports showing the details of contributions such as the corresponding number of shares and current value as of a given cut-off date.
- Potential for higher returns. This program allows employees access to higher yielding instruments that normally require large amounts of investments.
- Financial Security. In addition to adapting the habit of saving, your employees are able to build their investment fund making them secure that money is set aside for the rainy days and even for their long term financial goals.
Bilang empleyado, bakit ko naman ilalagay ang P300 ko buwan-buwan sa Sun Life Prosperity Funds?
Bigyan kita ng Track Record ng performance ng mga Sun Life Prosperity Funds for the past 5 years
Gusto niyo ba ng sample formal letter na pwedeng ibigay sa inyong HR or CFO?
Makiki fillout lamang ng form sa ibaba
- Rona J Bartolini
- Financial Advisor
- Pinoy Outsourcing Company, Inc.
- Ms. Terry P. Picache, Chief Financial Officer
- Ako po ay interesadong interesado dito sa SUN Rise dahil gusto ko bago ko gastusin ang aking sweldo ay automatic nang nakaltas ang investments ko!
Ano na ang next?
Pagkatapos na mag-usap si HR or CFO and SLAMC, magkakaroon ng SUN R.I.S.E. Orientation sa inyong Company.
Dapat ay nandun ka.
Dahil bago ka mag-invest ay kailangan muna maintindihan natin bakit tayo nag-i-invest. At para magkaroon tayo ng pag-asa na kahit magtabi lang tayo ng P10 pesos a day or P300 pesos a month, may mararating ang ating in-invest na pera through mutual funds.
Gusto mo na ba mag-invest? Sa halagang P300? Then, ikaw ang maging daan para ma introduce ang SUN R.I.S.E. investment program sa inyong Kumpanya by filling out the form above.
Pwede ka ng maging Financial Literacy Ambassador 🙂
Images from Sun Life Financial and Google Images.
P.S.1. Alam mo ba na pwedeng wala kang babayarang fees kung nag-invest ka for at least 5 years? Read here.
P.S.2. Nag-invest ako directly sa stock market, tuluy-tuloy for 3.5 years. Gusto mo ba malaman kung nakamagkano ako after? Read here.
P.S.3. Meron ka bang naiisip na pwedeng i-feature dito sa Dear Petiks? Click here.
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