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!
- 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:
|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/.