Firsts with FundsMart: Invest and get rewards with our exclusive promo for first-time investors on FundsMart
Get ₱100 (or USD equivalent) for every ₱10,000 or $200 worth of investment in any participating non-money market fund from May 15 to July 15, 2021!
Mechanics:
- All FirstMetroSec accounts without prior investment on FundsMart are eligible.
- Non-FirstMetroSec clients may participate by creating a FirstMetroSec account at https://www.firstmetrosec.com.ph/fmsec/registration/path..
- Eligible clients will be notified through their registered email address.
- Reward will be credited on client's buying power. Crediting will be on the following dates:
| Period | Crediting Schedule |
| May 15-31 | June 15, 2021 |
| June 1-15 | June 30, 2021 |
| June 16-30 | July 15, 2021 |
| July 1-15 | July 30, 2021 |
- Participating funds are subject to a 6-month holding period. Redemptions within this period shall be subject to a 1% early redemption fee or the cost of the reward (whichever is higher).
- Cumulative investments of various funds are allowed as long as funds are under a single provider.
- Maximum rewards per single account is P5,000.
Participating non-money market mutual funds:
| Peso-denominated Funds | Dollar-denominated Funds |
| ATRAM Alpha Opportunity Fund | Sun Life Prosperity World Voyager Fund |
|
ATRAM Unicapital Diversified Growth Fund |
ATRAM AsiaPlus Equity Fund |
| Phil. Stock Index Fund | PAMI Asia Balanced Fund |
| Philequity Fund | ALFM Global Multi-Asset Income Fund |
| Philequity Dividend Yield Fund | |
| Philequity Alpha One Fund | |
| Sun Life Prosperity PH Stock Index Fund | |
| Sun Life Prosperity PH Equity Fund |
Promo period is from May 15 to July 15, 2021. FundsMart may be accessed through the websites (NEW, PRO, and Classic) only via https://www.firstmetrosec.com.ph/fmsec/.