Mutual Funds - Thread # 4!

[ieiky]

oo sis.

Sa BPI 'yata kase, walang fee pag mag transfer ka ng money sa Third party account kaya mas convenient. Kaya lang 'yung sweldo ko kasi, sa RCBC diretso eh.

Saan sis ang 50 per transaction kapag OTC?

[sweet angel]

^ sis thru Portal mo ba nagawang mag-redeem? naka-log in ako right now pero wala ako makita function for redeemeing shares.

sorry, sobrang late reply... sa firstmetosec (stock platform ng metro bank) ko kasi  inoopen ang link ng FAMI tapos me balance, subscribe, redeem ... me philequity, sunlife at fami ako, pinaka ok ang philequity pero mas convenient yung fami pagdating sa additional inv o pagredeem. pagredeem diretso na sa savings acct ko sa metrobank, pero yung pagsubscribe ko galing naman dun sa fmsec account ko...di na need magscan at email ng forms.

[angelzero]

When I inquired in BPI about mutual funds, eto ang inoffer nila sa akin, yung BPI-Philam Equity Index Fund 2. Is this the same as MF? Who else here has heard of this?

[mxherr5]

No, its a fund for VUL products.
You'll have to get a VUL policy to invest in that fund

[eischied_21]

What you can also do sa emergency fund mo is to put it in an investment fund na the following day makukuha na. May mga ganung fund Lumalaki din siya pero not that big but bigger that just savings. Ang catch lang, wag mong ilagay lahat ng emergency fund mo dun, magtira ka ng percentage para sa emergency na kelangan mo. Gets ba?

sis, do you know any investment fund na the following day makukuha mo na yun money? Yun emergency fund ko kasi nasa savings account lang. Parang gusto ko ilagay yun half sa mga short term funds lang.

[sachism]

Madami specially sa mga money market, bonds and short term UITFs

[beach_n_sunsets]

Oct 2013 pa pala pinag-iisipan ng COL mag-offer ng MF, and ang target daw ay Q1 2014:

COL Financial Eyes to offer Mutual Fund in Q1 2014

Baka hindi talaga magkasundo sa commission?

[mxherr5]

The latest article I had read on the subject says that
it was supposed to launch back in Feb

Yeah, I think they're having problems getting the
MF companies to agree to the 0 sales load. 

[caterpillar-girl]

Posted this question on the COL thread, but wanted to ask the experts here na rin. I don't have Philequity fund nor am I enrolled in COL. Should I wait for COL to start their Philequity fund or go directly to Philequity? I have some extra funds now and I'm not sure where to put them. Thanks!

[j.adore]

We're eyeing the same thing but I'll wait for COL para lesser requirements since I have an account there already.
I heard that if you get separately, it cannot be consolidated in COL.

I'll give them until this month. Pag wala pa din baka sa PhilEquity na directly😯

[sachism]

d nako nakaantay. sent mh forms to PEMI last week. Ambilis nagemail na sila earlier today re schedule for Skyp interview. Im excited. Efficient naman sila so far.

[momentum]

Same here. Im giving COL up to this month para sa MF. I've been wanting to open an account in Philequity since January but didn't push through with it bcoz of this, instead, I opened an account in COL and funded it narin, waiting and waiting for the MF.

Plan ko if wala parin this month I will just leave my COL account as it is then apply directly sa Philequity

Alam ko puwede parin magfund ng Philequity or other MFs thru COL kahit may account ka directly sa MFs. May blog about it. Unless nagbago na

[marssie]

Magda-direct na yata rin ako sa Philequity.

Yung FAMI nagemail sa akin ng SOA, di naman gumagana ang password ko,nag email ako etong customer service  na to panay ang tanong ng details paulit-ulit ko ng binigay di naman sinasagot ang tanong ko.  Di maganda ang customer service ng FAMI,unlike dati may sumasagot agad!

[sachism]

^re FAMI on statements, etc. Medyo may delay nga sa response nila.

re PEMI, we're done with Skype Call. They told me na for MM customers, SOP is personal appearance nga but I told them na I am on bed rest kaya hindi ako pwede magpunta. OK naman sa nag interview. She also called my husband separately sa Skype kasi nakaalis na ng bahay. She was very nice and accommodating. So far efficient si PEMI and I like that gusto ko kasi mabilis. Sayang ang oras 

I am just waiting for the email confirmation with the Account #s (1 Joint Account and 1 ITF) 24-48 hours daw para I can top up na. I can't wait for COL anymore. Purely stocks na lang siguro ako sa COL for the meantime.

[nikki]

Here's what happened naman to my PEMI application. I called them last 2/23, I was told nga na dapat in person ang submission if within Metro Manila but since ayoko ma-hassle, nagdahilan ako na I can't lol. I was told if I have to send via courier sa ebiz center daw.  So I sent via lbc sa pasig ebiz center last 2/24 and they were supposed to receive last 2/26 pa.

I got busy and were out of country last week so I called them yesterday to follow up. I guess mabait nakausap ko.. Hindi na niya pinilit ang personal appearance. And today, I received confirmation and details about the 3 accounts I opened. No more Skype or anything.. So Medyo inconsistent sila haha

[sachism]

Oo nga no. I didn't call kasi. Purely email lang. Mabilis din sila mag encash ng cheke ha. hehe. So far so good with PEMI.

[mameejhy]

Re COL Fund Supermarket - Walang problema sa 0 sales load. Inaayos na lang nila ang technicalities dun sa mismong website nila.

Re FAMI SOA - I usually send them an email for my SOA and I always receive it within 2 hours.

[mxherr5]

Yeah I heard that its a done deal..
Its more of the technology part of the equation causing
the delay. Beta testing.

Malapit na 

[Itsmai.Shop]

any feedback on Soldivo?

[msals2007]

Here's what happened naman to my PEMI application. I called them last 2/23, I was told nga na dapat in person ang submission if within Metro Manila but since ayoko ma-hassle, nagdahilan ako na I can't lol. I was told if I have to send via courier sa ebiz center daw.  So I sent via lbc sa pasig ebiz center last 2/24 and they were supposed to receive last 2/26 pa.

I got busy and were out of country last week so I called them yesterday to follow up. I guess mabait nakausap ko.. Hindi na niya pinilit ang personal appearance. And today, I received confirmation and details about the 3 accounts I opened. No more Skype or anything.. So Medyo inconsistent sila haha

Sa akin naman nag iinsist for a skype interview. They received my application last week. Eh sabi ko Sat lang kami pwede kasi we have full time day jobs. Wala naman akong access sa Skype pag nasa office ako. Wala daw silang office ng Sat. Tinanong ko if possible April 2 na lang, kaya lang siyempre holiday din sila nun. Pag hindi talaga pwede withdraw ko na lang siguro. Sana lang walang mga charges. Tinanong ko na anong procedure if magwiwithdraw and if there are charges.