Reading Time: < 1 minute

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

Account Certification Request Form

For Account Certification Request Form, please follow the steps below:

1. Fill-out the Account 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.

Account 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)