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Apr 24, 2013

Mutual Fund Investing

If you have no time to learn and get update about the stock market even once a month, you can still have the chance to invest thru Mutual Fund. 

WHAT IS A MUTUAL FUND?
A mutual fund is a company whose capital is invested by a professional fund manager in investment-grade instruments like stocks, bonds, and so on.  If you invest in a mutual fund, you’re buying shares of that company, and your money is included in the pool of capital that is being invested by the fund manager.  The price of buying(or selling back) your shares is based on the market value of the investments of the company at that time.




With the help of First Metro Investment Corporation, your hard earn money can earn great returns.




For Initial Investment

Step 1. Get a copy of the Prospectus and study it.

Save & Learn Prospectus:
Step 2. Fill out an Account Opening Form (AOF), Investment Application Form (IAF) and  Signature Cards and submit the documents  together with the following:
  • For individual (personal) accounts, please submit a photocopy of two (2) valid IDs
  • For In-Trust For (ITF) accounts, please submit a photocopy of the following:
    • One (1) valid ID
    • Child’s birth certificate (must be below 18 years old)
  • Account Opening:
  • Signature Card:
Step 3. Make your investment through the following mode of payments:
  • Cash
  • Checks payable to the Fund of your choice:
    • First Metro Save & Learn Equity Fund, Inc.
    • First Metro Save & Learn Balanced Fund, Inc.
    • First Metro Save & Learn Fixed Income Fund, Inc.
    • First Metro Save & Learn Money Market Fund, Inc.
  • Deposit  directly at  Metrobank Account:
ACCOUNT NAMEMETROBANK ACCT. NO.PS BANK ACCT. NO.UTILITY CODE
First Metro Save and Learn Equity FundSA#016-3016-251-497SA#025-332-000-225621
First Metro Save and Learn Fixed Income FundSA#016-3016-251-462SA#025-332-000-214622
First Metro Save and Learn Balanced FundSA#016-3016-257-916SA#025-332-000-430625
First Metro Save and Learn Money Market FundSA#016-3016-277-216-NONE-626

Step 5. Submit a copy of the accomplished forms and deposit slip  and fax to Fax No. (02) 816-0467 or email atFAMI@firstmetro.com.ph, then forward the originals to our office address afterwards, or you can pouch it to any Metrobank Branches near you. FAMI Pouch Code# 90020. For checks received, booking of investment will be made upon clearing of the check.

For more Details: First Metro Asset Management Inc



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