FundsMart first timerÔÇÖs Php 500 cashback promo - October
Oct 04, 2019
Get Php 500 instant cashback in your buying power!
Invest at least Php 50,000 or USD 1,000 in any participating peso or dollar-denominated bond or balanced mutual funds thru FundsMart and get Php 500 instant cashback in your FirstMetroSec Account's buying power!
| PARTICIPATING PESO FUNDS | PARTICIPATING DOLLAR FUNDS: |
| 1. ALFM Peso Bond Fund | 1. ALFM Dollar Bond Fund |
| 2. ATRAM Corporate Bond Fund | 2. ATRAM Total Return Dollar Bond Fund |
| 3. ATRAM Dynamic Allocation Fund | 3. First Metro Save and Learn Dollar Bond Fund |
| 4. ATRAM Philippine Balanced Fund | 4. PAMI Global Bond Fund |
| 5. First Metro Save and Learn Fixed Income Fund | 5. Philam Dollar Bond Fund |
| 6. First Metro Save and Learn Balanced Fund | 6. PAMI Asia Balanced Fund |
| 7. Philam Bond Fund | 7. Philequity Dollar Income Fund |
| 8. Philam Fund | 8. Sun Life Dollar Advantage Fund |
| 9. PAMI Horizon Fund | 9. Sun Life Dollar Abundance Fund |
| 10. Philequity Peso Bond Fund | 10. Sun Life Dollar Wellspring Fund |
| 11. Sun Life Prosperity Bond Fund | |
| 12. Sun Life Prosperity GS Fund | |
| 13. Sun Life Prosperity Balanced Fund |
Promo Mechanics:
- Promo period is from October 1-31, 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 (ALFM), ATR Asset Management (ATRAM), First Metro Asset Management (FAMI), Philam Asset Management (PAMI), Philequity Management Inc (PEMI), and Sun Life Asset Management Company Inc (SLAMCI))
- 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
