As part of Sun Life or SLAMCI's requirements to purchase their funds, clients are required to provide the following details. Kindly email the complete information to customerservice@firstmetrosec.com.ph with the subject: SLAMCI Requirements
UNEMPLOYED
Current Employment Status
Last employment details (year and occupation)
Third-Party Details with Source of Funds
Name:
Relationship to the investor:
Occupation:
Permanent Address:
Birthplace:
TIN:
STUDENT
Third-Party Details with Source of Funds
Name:
Relationship to the investor:
Occupation:
Permanent Address:
Birthplace:
TIN:
HOUSEWIFE
Last employment details (year and occupation)
Third-Party Details with Source of Funds
Name:
Relationship to the investor:
Occupation:
Permanent Address:
Birthplace:
TIN:
Please note that failure to provide these details may result in the cancellation of SLAMCI subscription.
In case your employment status has changed, you may update your account by accomplishing the Account Update Form. Once accomplished, you may send it using this link.