Mutual Funds - Thread # 4!

[LiveLoveInvest]

^ ako I have both  what I do is at the end of the year I compare as to which gave me better returns for the year. Pero hindi ko kayang talunin Philequity MF ko hehe magaling sila eh

[artificialstar]

^ paano mo kino-compute yung YTD gains mo sa stocks sis? Or do you just refer to your overall gains/loss mo stocks portfolio?

[Baby Madeline]

Sis both of you should have ID copy and signed documents.

Thank you! Yung pagdeposit na lang ng initial investment ang medyo hassle since we're based overseas. I'll ask someone there to deposit it for us and then have the deposit slip sent to us.

[smm_0411]

Sis if you have online banking like BDO, pwede ka mag transfer then print and scan the confirmation. You can find its respective account number sa website ng Philequity. HTH

[mxherr5]

Once COL finally launches its Mutual Fund platform.
Investing in MFs will be a breeze.

Plus they have managed to get the fund managers
to agree to waive the sales loads. 

I'm going to be investing in Philequity soon.

[marssie]

Magpi-Philequity na nga lang ako,imbyernang imbyera na ako sa FAMI, nakailang email na ako sa kanila walang sumasagot sa email ko.

[sachism]

^mabilis nga sumagot si PhilEquity pero after ko mafill out lahat ng forms at ipadala sa kanila for confirmation, they told me that I have to bring it personally. tsk. I just submitted my online application sa COL today. Mas mabilis. I cant wait na magstart na ang MF sa COL.

[marssie]

^Nye, what if OFW sis?

[sachism]

May nabasa akong feedback dati na pwede ang walang personal appearance kaya nagulat din ako. i have already emailed them back re other options since naka bed rest ako.

[marssie]

^thanks sis, balitaan mo kami ha, kung sakali maghihintay na nga rin ako magka MF ang COL 

[valhiei_11]

^Nye, what if OFW sis?

Hi sis pwede mo ipaverify sa third party agent ata tawag saknila.. Nabasa ko sa internet si Mon Lao, sa kanya ko sinend yung documents ko after nya maverify, sinend ko na sa office nila through LBC.. Mabilis at madali lang.. Same tayo OFW din ako.

[j.adore]

I read about COL earlier pero meron ba announcement kelan?

[sachism]

pumayag ng skype interview.

^ right. Sayang din ang 3.5% na sales load (100k and below). Sa COL ata wala na. I just dont know too when magsisimula.

[mxherr5]

@j.adore,

just google for "COL fund supermarket"

@sachism, according to their press release
parang soft opening next month and full blast
daw in a month or two after the soft opening.

so, basically no concrete timeline pero soon 

[marssie]

Hi sis pwede mo ipaverify sa third party agent ata tawag saknila.. Nabasa ko sa internet si Mon Lao, sa kanya ko sinend yung documents ko after nya maverify, sinend ko na sa office nila through LBC.. Mabilis at madali lang.. Same tayo OFW din ako.

Thanks, sige search ko

[LiveLoveInvest]

^Mon Lao and I are what you call mutual fund distributors

[sachism]

^^inip na nga ako. Ive been processing na yung PEMI forms namin for almost 2 weeks. Andami kasing corrections by their helpdesk. Pati ang ITF account, lito nako.

Printed the form for the 3rd time. I will have my husband sign them again. Tapos Ill scan and send to their HelpDesk for review. Sana maging ok na. Isasabay ko na ang pagship sa CoL forms and requirements din baka bigla ng magopen na ang MF sa kanila at UITF

Im on bed rest by the way, pumayag sila sa Skype Interview para dna magpunta sa office nila.

[LiveLoveInvest]

^If you want you take pictures of your forms, then email niyo lang sakin so I can check if everything is complete para hindi kayo mahassle with philequity pag pinadala niyo sa kanila yung docs niyo

[girlush]

^thanks sis, balitaan mo kami ha, kung sakali maghihintay na nga rin ako magka MF ang COL 

Sis,OFW din ako.And base here in SG.
I open my PEFI account with the help of Mon Lao. Mutual fund distributor siya. I email him and sent to me the necessary documents. Siya na nag ayos ng docs ko.
I never pay anything to him.
 

[rikki21]

Sisses, which one is better, Philequity or Sunlife MF? I actually have Sunlife MF pero kaka start ko lang june 2014. I would like to add my investments sana, I dunno if better sa Sunlife lang lahat (as I have life insurance sa kanila) or open naman ako sa Philequity..