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July 16, 2014

The procedure to invest follows after a person has fully understood how mutual funds work and has chosen the fund matching his goal, time horizon and risk profile.
Steps to opening your First Metro Save and Learn Mutual Fund
Step 1. Read the prospectus of the fund first. To start, please 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:**
Philippine passport or Foreign Passport
Driver’s License
Professional Regulations Commission (PRC) ID
Postal ID
Voter’s ID
Government Service Insurance System (GSIS)
Social Security System (SSS) card
Overseas Workers Welfare Administration (OWWA) ID
Seaman’s Book
Home Development Mutual Fund (HDMF ID)
Bureau of Internal Revenue (BIR) Taxpayer’s ID
National ID
Philhealth Card
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)
Scan email all filled-up forms, copy of valid ID (sign 3 times) to for checking of correctness. If forms are okay, you may proceed to the next step.
Step 2. Make your investment through the following:

Remit/Deposit via Metrobank/PSBank
Step 3.Send all copies of the accomplished forms, IDs, and deposit/remittance slip to:
Edmund Lao c/o Jason Gutierrez
Unit 6F, 6th Floor PDCP Bldg
V A Rufino cor Leviste St,
Salcedo Village, Makati
Philippines 1227
Tel (632) 8941811
FAMI will send confirmation of investment by email. The Confirmation Receipt will be sent to your mailing address.
For subsequent investment, you may follow the above procedures, but you only need to scan email the Investment Application form and the remittance slip.
Another way is to have someone in your family back home deposit for you using Metrobank’s green payment slip as shown below. No need for the forms as the deposit will be credited directly go to your fund. Please note that you should add 3 zeroes to your client code as shown below (reference number /subscriber number).

Please click the chosen funds to get the prospectus

Please click the forms to download
Account Opening Form
Signature Card
Investment Application Form


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