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Auto-inject Enrollment Format Management Sun Life Prosperity Funds, referred to as Funds, are all managed and distributed by Sun Life Asset Management Company, Inc. (SLA MCI), a member of the Sun
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How to fill out auto-invest enrollment form

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How to fill out auto-invest enrollment form

01
Obtain the auto-invest enrollment form from the financial institution or company offering the auto-invest service.
02
Provide personal information such as name, address, contact details, and identification number.
03
Specify the investment amount or frequency of deposits into the auto-invest account.
04
Select the investment options or portfolios that you want the auto-invest service to invest in.
05
Sign and date the enrollment form to authorize the financial institution to set up the auto-invest service.

Who needs auto-invest enrollment form?

01
Individuals who want to automate their investment strategy.
02
People who prefer a hands-off approach to investing.
03
Investors looking to dollar-cost average into the market over time.
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Auto-invest enrollment form is a form that allows individuals to enroll in automated investment services.
Individuals who wish to use automated investment services are required to file auto-invest enrollment form.
To fill out auto-invest enrollment form, individuals need to provide personal information, financial details, and select their investment preferences.
The purpose of auto-invest enrollment form is to collect necessary information from individuals to set up automated investment services for them.
Information such as name, contact details, financial goals, risk tolerance, and investment preferences must be reported on auto-invest enrollment form.
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