FundsMart Dollar Mutual Funds Promo

Sep 01, 2019

FundsMart First Timer's Php 500 Cashback Promo - Dollar Funds Style



Invest at least $1,000 in any participating dollar-denominated mutual funds and get Php 500 instant cashback in your FirstMetroSec Account's buying power! 

Participating Funds: 

  • ALFM Dollar Bond Fund
  • ATRAM AsiaPlus Equity Fund
  • ATRAM Total Return Dollar Bond Fund
  • First Metro Save and Learn Dollar Bond Fund
  • Philam Dollar Bond Fund
  • PAMI Global Bond Fund
  • PAMI Asia Balanced Fund
  • Philequity Dollar Income Fund
  • Sun Life Dollar Advantage Fund
  • Sun Life Dollar Abundance Fund
  • Sun Life Dollar Wellspring Fund
  • Sun Life Dollar World Voyager Fund
  • Sun Life Dollar Starter Fund*
*Php 100 cashback

Promo Mechanics:
  • Promo period is from September 1-30, 2019.
  • Holding period is 6 months, subject to 1% Early Redemption Fee or Php 500 whichever is higher.
  • Qualified clients will receive an official email from FirstMetroSec.
  • Some funds may require your confirmation of the holding period prior to awarding of the cashback.
  • A client can only qualify once per fund house, and a maximum of 6 times if investing for the first time in each fund house (ALFM Mutual Funds, ATR Asset Management, First Metro Asset Management, Philam Asset Management, Philequity Management Inc, Sun Life Asset Management Company Inc)
  • Cashback shall be awarded based on the following cut-offs:
    • Investment date is 1st-15th of the month: 30th/31st day of the same month
    • Investment date is 16th-31st of the month: 15th day of the succeeding month




STEP 1:
On the FirstMetroSec website, click on OPEN AN ACCOUNT. Under account information, select USD. 

Note: No need to nominate a USD settlement bank account 

STEP 2:
Fill in the online form with the required information and verify your email address.

STEP 3:
Upload the required documents online.

And you're done! 

For more information, visit the Account Opening FAQs and Dollar-Denominated Investing FAQs posted on our website email accountopening@firstmetrosec.com.ph, or call us at (02)859-0600, (0917)589-7245, (0999)229-1586