Mutual Funds - Thread # 4!

[ieiky]

Nag email ako saknila about sa criteria sa pag top-up na walang sales load. Iniisip ko nga kase baka maliit lang 'yung ni-top up ko kaya may sales load eh.  Balitaan ko kayo pag nag reply sila.

[girlush]

Ang top up ako nung April 17, may sales load pa din. 

Sis nag top-up din ako nitong apr 22. me sales load padin...
Direct ka ba nag apply ng philequity mo?
  Yung sakin kase,nag ayos ng application ko is 3rd party agent (Rampver) baka kaya me sales load padin

[ieiky]

^ sis, parehas tayo. Rampver din 'yung sa akin. Nung nag ask ako sa Rampver (sabi ko kase may friend ako na nag top up na walang sales load), icoconfirm daw nila sa PhilEquity at hinihingi pa name ng friend ko. Till now wala pang sagot. Si PhilEquity naman ang sabi, sa Rampver daw ako mag ask. lol.

[ikaela]

Ah, I see. So it looks like there we have it. If through a middleman, there is still a sales load. Those middlemen might be forced to drop their sales load if direct to Philequity has no sales load. But then, it might not be worth it for them to push Philequity mutual funds anymore.

[smm_0411]

Hi sisses, just received my confirmation for my top up last april 24 and walang sales load.

[girlush]

@sis ieiky

eto reply nila sakin.Kas Im asking them what's the difference if direct application sa client and sa agent?

Your transactions and all your concerns should be emailed to your agent. We will just process your transactions, once we received the documents from your agent. Thus, we can't guarantee items discussed by RSA and we are not sure what are the offering of the agents to their clients.
If you want to make transaction directly to Philequity, you need to redeem your investment to your agent and open a new account directly to us.

[mxherr5]

@smm_0411, and to verify.. you're investing directly with Philequity correct?

[smm_0411]

Yes sis, I directly opened an account with them.

[mxherr5]

Thanks and another question.
Once you already have an account and
you want to to-up, do you need to go to
their office or is there an easier way?

[smm_0411]

bank transfer online ang ginagamit ko then will send email to Philequity attaching the additional investment form and bank transfer Receipt. HTH

[mxherr5]

^
It did. thanks!

[aNgelofThEMorning]

Direct ako sa Philequity pero may sales load ako...

[mxherr5]

Kailan ka nag invest po?
Baka nung time na yun may sales load pa?

[aNgelofThEMorning]

^ last week of March

[mxherr5]

Ahhh, that might explain it.
The people who didn't get charged
invested just this month.

[smm_0411]

Correct, last month may sales load din ang top up ko. But as I've mentioned previously walang sales load for my top up this month.

[imblack]

Baka 'yung sales load may minimum amount dapat. Will top up tomorrow, i'll see if may sales load pa rin ba.

[aNgelofThEMorning]

^ sabay kami ng officemate ko nag-open, 10k sa kanya 45k sa akin...if ever meron nga, ang laki naman ng minimum nila.

[beach_n_sunsets]

Nag-top up ako ng small amount nung Thursday sa PhilEquity, wala na ngang sales load. 

[bluish_mommy]

^magkano ang charge for top-ups?