Save And Learn Prospectus

Save & Learn
Equity FundSave & Learn
Equity Fund (Revised)Save & Learn
Balanced FundSave & Learn
Balanced Fund (Revised)Save & Learn
Fixed Income FundSave & Learn
Fixed Income Fund (Revised)Save & Learn
Dollar Bond FundSave & Learn
Dollar Bond Fund (Revised)Save & Learn
Money Market FundSave & Learn
Money Market Fund (Revised)First Metro
Consumer FundFirst Metro
Consumer Fund (Revised)Save & Learn
Philippine Index FundSave & Learn
FOCCUS Dynamic FundFirst Metro
Exchange Traded Fund

Fund Fact Sheets

Save & Learn
Equity FundSave & Learn
Balanced FundSave & Learn
Fixed Income FundSave & Learn
Dollar Bond FundSave & Learn
Money Market FundFirst Metro
Consumer FundSave & Learn
Philippine Index FundSave & Learn
FOCCUS Dynamic FundFirst Metro
Exchange Traded Fund

Forms

Account Opening Forms

The following must be considered if you fill out the Account Opening Form on your browser:
INTERNET EXPLORER/MICROSOFT EDGE/MOZILLA FIREFOX – after filling out the form, click on either SAVE/DOWNLOAD or PRINT button.
GOOGLE CHROME – after filling out the form, click on PRINT button, then SAVE AS PDF.
Individual/Joint AccountInstitution Account

Other Forms

Investor Update Form Redemption Request Form Subscription Form Beneficial Owner/s Declaration Form

Certification Request Form

For Certification Request Form, please follow the steps below:

1. Fill-out the Certification Request Form
2. Pay the applicable processing fee and courier fee, if any
3. Submit the accomplished form together with proof of payment via email to operations@fami.com.ph.

Certification Request Form Courier Fees

LocationCourier Fee
NCR/CALABARZONPhp 100
North/South LuzonPhp 120
VisayasPhp 130
MindanaoPhp 150

IMPORTANT: Original request form is still subject for submission to:

  • any Metrobank Branches (Pouch Code #90020;ATTN:FAMI), or
  • any courier, or
  • directly through FAMI office (Makati, Cebu, or Davao)