News releases

January 17, 2014

Invest and Travel

INVEST AND TRAVEL

Invest today and enjoy exciting getaways

 

PROMO MECHANICS

Promotion Period: January 2-December 29, 2014

 

Tier

Amount of Investment

Travel Packages

(Good for two persons)

Manila

Cebu

Davao

Iloilo

1

Php1,000,000-1,999,999

 

(USD20,000-39,999)

Overnight accommodation with breakfast

Edsa Shangri-La

Marriott Hotel

Marco Polo Davao

Sheridan Boutique Resort

 

2

Php2,000,000-4,999,999

 

(USD40,000-99,999)

 

Overnight accommodation with breakfast

Solaire Resort and Casino

Imperial Palace

 

Pearl Farm Beach Resort

Sheridan Boutique Resort (Suite)

3

Php5,000,000-6,999,999

 

(USD100,000-139,999)

3D/2N accommodation with daily breakfast

The Farm at San Benito

Plantation Bay Resort and Spa

Pearl Farm Beach Resort

Sheridan Boutique Resort

4

Php7,000,000-9,999,999

 

(USD140,000-199,999)

Dos Palmas Island Resort and Spa

 

  • 3D/2N accommodation with daily breakfast
  • Roundtrip airfare via Philippine Airlines

5

Php10,000,000-14,999,999

 

(USD200,000-299,999)

Discovery Shores Boracay | Shangri-La’s Boracay Resort and Spa

  • 3D/2N accommodation with daily breakfast
  • Roundrip airfare via Philippine Airlines

6

Php15,000,000-19,999,999

 

(USD300,000-399,999)

Bangkok | Singapore

•   Bangkok: 4D/3N accommodation with daily breakfast at Baiyoke Suite

•   Singapore: 3D/2N accommodation with daily breakfast at Peninsula Excelsior

•   Roundtrip airfare via Philippine Airlines

•   Half day city tour

7

Php20,000,000-49,999,999

 

(USD400,000-999,999)

Shanghai | Seoul | Tokyo

  • Shanghai: 3D/2N accommodation with daily breakfast at The Bund Riverside or Huang Ting Hotel
  • Seoul: 4D/3N accommodation with daily breakfast at Ramada Suites Hotel
  • Tokyo: 4D/3N accommodation with daily breakfast at Shinagawa Prince Hotel
  • Roundtrip airfare via Philippine Airlines
  • Half day city tour

8

50,000,000 and above

 

(USD1,000,000 and above)

Los Angeles | San Francisco | Sydney

  • Los Angeles: 5D/4N accommodation with daily breakfast at Holiday Inn La Mirada
  • San Francisco: 5D/4N accommodation with daily breakfast at Hilton Union Square
  • Sydney: 5D/4N accommodation with daily breakfast at Marriott Hotel
  • Roundtrip airfare via Philippine Airlines
  • Half day city tour

 

  • Black-out dates: Festive holidays (declared), convention period and trade fairs (dependent on various international organizations)
  • For Tiers 1, 2 and 3, Metro Manila, Cebu, Davao and Iloilo clients may avail of packages in their respective areas only. Airfare is not included.
  • Hotel accommodation is based on twin occupancy. Investors may choose other hotels of similar category. Any change in hotel may result in additional cost for the account of the Investor.
  • Airfare is based on restricted economy class. Booked flights are non-endorsable/non-re-routable/non-refundable.
  • Travel packages are:
  • Subject to availability
  • Subject to change without prior notice
  • Good for two persons
  • Inclusive of VAT, travel tax and final tax on prizes and winnings
  • Exclusive of terminal fee, visa fee and all other taxes and fees not mentioned above.

 

 

JOINING THE PROMO

 

  1. New and subsequent mutual fund investments (“Investments”) under Sales Load Option B (back-end sales load option) in any of the six (6) Sun Life Prosperity Funds (“Prosperity Funds”):
  • GS Fund
  • Bond Fund
  • Balanced Fund
  • Philippine Equity Fund
  • Dollar Advantage Fund
  • Dollar Abundance Fund
  • New Prosperity Funds, if any, shall be included in the promo. 

 

  1. Investments in the Money Market Fund are NOT included in the Promo. Transfers of investments from the Money Market Fund to any of the above-mentioned peso-denominated Prosperity Funds are qualified, provided that the investments are initial investments or FRESH FUNDS and did not originate from any of the six (6) Prosperity Funds.
  2. Minimum one-time investment to qualify is One Million Pesos (Php 1,000,000) for the peso-denominated Funds or Twenty Thousand US Dollars (USD20,000) for the US dollar-denominated Funds.
  3. Accumulation of investments to avail of higher tiers is allowed. The Investor is responsible for tracking his investments, and he may submit the Travel Redemption Form after accumulation.
  4. Investments under Sales Load Option B will be invested with no sales loads deducted upfront but will be locked in for five (5) years.
  5. Investments may be paid via deposit in designated bank accounts, cash, money transfers or cheques. Only cleared investments through initial and additional subscriptions will be eligible.
  6. SLAMCI reserves the right to dispute the eligibility of the investment under the Promo if churning or redemption of existing investments for reinvestment is identified.

 

REDEEMING THE PROMO INCENTIVE

 

  1. Participating investors should submit the Travel Redemption Form within the promo period. Failure to submit the Travel Redemption Form during the specified period forfeits the eligibility of the Investor to claim the promo incentive. SLAMCI shall not be liable for Investor’s failure to submit the Travel Redemption Form within the promotion period.
  2. The Prosperity Pass shall be valid for travel until March 31, 2015 only. Expired Prosperity Passes shall be considered forfeited and shall not be replaced by SLAMCI. Trips must be booked within three months from the date the voucher is issued.
  3. To redeem, the Investor may transact at HRG Philippines branches or via call and/or e-mail. (Please refer to the contact information and list of branches on page 8 and 9.)

 

Channel Requirements
Branch
  • Original Prosperity Pass
  • One valid photo-bearing ID
Call and/or E-mail
  • Scanned copy of the Prosperity Pass
  • One valid photo-bearing ID (scanned – front and back)

 

Additional documents may be required depending on the travel package selected.

 

 

  1. The Prosperity Pass is transferrable but shall be issued only to the Investor through his Sun Life Advisor. For Prosperity passes transferred or given to another person, the travel agency shall require:
  1. An authorization letter signed by the Investor
  2. Valid photo-bearing ID of the Investor and the person who will avail of the promo incentive
  3. Additional documents (i.e. passport) may be required depending on the travel package selected.

        Note: Booked trips cannot be transferred.

  1. Travel packages are non-negotiable/non-convertible to cash or other gift items.
  2. The Investor will be responsible for making any special arrangement with the travel agency. Anything in excess of the value of the travel package shall be paid by the Investor. In cases where the amount is lower than the value of the travel package, the difference cannot be converted to cash or other gift items.
  3. All matters concerning the travel agency and all related services shall be settled between the Investor and the travel agency. Any dispute arising therefrom shall be resolved by them. Lost or damaged Prosperity Passes shall be considered forfeited and shall not be replaced by SLAMCI.

 

Early Redemption of Investment

Redemption of investments under Sales Load Option B or within five (5) years from the date of investment shall be subject to redemption fees as indicated in the Prospectus below:

Redemption Period

Redemption Fee

(Exclusive of VAT)

First Year

5%

Second Year

4%

Third Year

3%

Fourth Year

2%

Fifth Year

1%

After the Fifth Year

0%

 

CONTACT INFORMATION

 

Sun Life Asset Management Company, Inc. (SLAMCI)

8F Sun Life Centre, 5th Avenue, corner Rizal Drive, Bonifacio Global City, 1634 Taguig City, Philippines

(632) 849-9888

sunlifefunds.com

 

For investor-related queries: 

SLAMCI Investor Services

(632) 849-9452 / 849-9495

phil_prosperity@sunlife.com

 

HRG Philippines Marsman Drysdale Travel Inc.

19F Robinsons Summit Center, 6783 Ayala Ave., 1227 Makati City, Philippines

Trunk Line: (632) 887-0000

Fax: (632) 887-7300 | (632) 887-7400

 

Domestic

Eden Grace F. Cacdac

Telephone:    +63 (2) 887-0000 loc. 303

Fax:               +63 (2) 8870655 / 887-7300 / 7400 or 887-7099

Email:            eden.cacdac@ph.hrgworldwide.com

 

International

Sheryl E. Martinez

Telephone:      +63 (2) 8870000 loc. 212

Direct Line:     +63 (2) 8885800

             Fax:                  +63 (2) 8877400

             Email:              sheryl.martinez@ph.hrgworldwide.com

 

After-office Hours Services:

International transactions:     63 918 979 0937

Domestic transactions:           63 918 910 1169

 

List of Branches

  1. c/o International Rice Research Institute
    Harrar Hall IRRI Building, Los Banos, Laguna
  2. c/o Amkor Technology Philippines Plant 1 and 2
    NSC Compound, Kilometer 22 East Service Road, Cupang, Muntinlupa
  3. c/o Amkor Technology Philippines Plant 3and 4
    119 North Science Avenue, SEPZ Laguna Technopark, Sta Rosa, Laguna
  4. c/o World Health Organization
    P.O. Box 2932 (United Nations Avenue), 1000 Metro Manila
  5. c/o Asian Development Bank
    6 ADB Avenue, Mandaluyong City, 1550 Metro Manila
  6. c/o Asian Development Bank
    6 ADB Avenue, Mandaluyong City, 1550 Metro Manila
  7. Australian Embassy
    23F RCBC Tower 2, Ayala Avenue, Makati City
  8. c/o Unilever Philippines
    1351 United Nations Avenue, Ermita, Manila
  9. University of Santo Tomas
    Albertus Magnus Bldg., Espana St. cor. Lacson Ave., Sampaloc, Manila