Press releases

April 19, 2017

Invest and Travel 2017

It’s back!


Investing can be rewarding not only in the future, but also in the present!

Travel Vouchers await Sun Life Prosperity Funds investors who will invest or accumulate at least PHP3,000,000 in participating Sun Life Prosperity Funds between until 29 December 2017, 12pm, under Sales Load Option B (back-end sales load).

Tier

Investment Amount

Philippine Airlines Travel Voucher

Suggested Destinations

1

PHP3,000,000 to PHP4,999,999

(USD60,000 to USD99,999.98)

PHP15,000 worth

Taiwan, Hong Kong

2

PHP5,000,000 to PHP9,999,999 (USD100,000 to USD199,999.98)

PHP30,000 worth

Singapore, South Korea, Indonesia, China, Japan

3

PHP10,000,000 and up

(USD200,000 and up)

PHP75,000 worth

Dubai, Australia, New Zealand, Canada, USA, UK


PROMO TERMS AND CONDITIONS 

QUALIFICATION CRITERIA

  1. Initial and subsequent investments under Sales Load Option B (back-end sales load) must be made in any of Sun Life Asset Management Company Inc.’s (SLAMCI) nine (9) participating Sun Life Prosperity Funds below and new Sun Life Prosperity Funds that may be launched within the promo period:

            Peso Funds:                                        Dollar Funds:

            - Philippine Equity Fund                     - Dollar Advantage Fund

            - Philippine Index Fund                       - Dollar Abundance Fund

            - Balanced Fund                                 - Dollar Wellspring Fund        

            - Bond Fund                                       - World Voyager Fund

            - GS Fund      


Note: Sales Load Option B refers to investments with no sales loads deducted upfront but shall be locked in for five (5) years.

  1. The minimum one-time or accumulated investment to qualify is PHP3,000,000 for the peso-denominated funds or USD60,000 for the US dollar-denominated funds. Accumulated investments may qualify for the promo, provided that the minimum initial investment amounts to at least PHP3,000,000 or USD60,000. Dollar investments are automatically converted into USD 1 = PHP 50.
  1. Investments in the Money Market Fund are not included in the promo.
  1. Transfers of investments from the Money Market Fund to any of the participating peso-denominated Sun Life Prosperity Funds are qualified provided that the investments are initial investments or are fresh funds and did not originate from any of the other Sun Life Prosperity Funds.   
  1. Only cleared investments through initial and additional subscriptions as of Friday, December 29, 2017, 12pm, will be eligible for the reward (i.e. Travel Voucher).
  1. Investments may be paid via deposits, cash, money transfer, cheque or any new payment gateway that may be allowed during the promo period. Investments must be credited to designated SLAMCI bank accounts.
  1. Redeeming of funds from one account then transferring it to another in order to join the promo is prohibited.
  1. SLAMCI reserves the right to dispute the eligibility of an investment for the promo.

INVESTMENT ACCUMULATION

  1. Accumulation of qualified investments is allowed. However, these must amount to at least PHP3,000,000 for eligibility in the promo.
  1. Investments in a combination of funds will be qualified for as long as the combined total investment will be under the Investor’s individual/personal mutual fund accounts, joint “and/or” accounts included.
  1. Institutional accounts are qualified but cannot be combined with individual accounts.
  1. The Investor must list down the summary of accumulated investments in the Travel Redemption Form.

            Sample list of accumulated investments:

Account Type

Account Name

Account Number

Total Amount Invested Upon Subscription

Individual Account

Juan Dela Cruz

XXXXXXXXXXXXX

PHP 1,000,000.00

Joint AND/OR Account (Including ITF)

Juan Dela Cruz or

Maria Dela Cruz

XXXXXXXXXXXXX

PHP 500,000.00

Juan Dela Cruz or

Maria Dela Cruz

XXXXXXXXXXXXX

USD 10,000.00

Juan Dela Cruz or

Maria Dela Cruz

XXXXXXXXXXXXX

PHP 200,000.00

 

  1. A transaction is eligible for accumulation and/or reward redemption only once.
  2. The Investor is responsible for monitoring his/her accumulated investments to determine promo eligibility. Investors may call the Investor Services Hotline at 849-9888 or access Sun Link Online at www.sunlife.com.ph to verify the details of the accumulated transactions.
  3. The Investor must submit the Travel Redemption Form to the SLAMCI Office or to his/her Relationship Manager/Financial Advisor after investment accumulation.
  4. SLAMCI reserves the right to verify the list of accumulated investments of the Investor. Should SLAMCI confirm that the information provided is not valid, the enrolled transaction will not be used for reward redemption.

REWARD REDEMPTION

  1. All qualified single or accumulated investments in any of the qualified Sun Life Prosperity Funds under the Sales Load Option B and within the promo period are entitled to receive a travel voucher for use to fly to their choice of local or international destination. Only cleared funds as of Friday, December 29, 2017, 12 pm, shall be included in this promo.
  1. A participating Investor must accomplish the enclosed Travel Redemption Form with their name, account, and investment information. Upon completion, the form must be submitted to the SLAMCI Office or to his/her Relationship Manager/Financial Advisor, who, in turn, must immediately submit the form to the SLAMCI Office for proper processing. The deadline for submission is on Wednesday, January 31, 2018, close of business day.
  1. Rewards applicable to the Investor will depend on his/her total investment amount.

Tier

Investment Amount

Philippine Airlines Travel Voucher

Suggested Destinations

1

PHP3,000,000 to PHP4,999,999

(USD60,000 to USD99,999.98)

PHP15,000 worth

Taiwan, Hong Kong

2

PHP5,000,000 to PHP9,999,999 (USD100,000 to USD199,999.98)

PHP30,000 worth

Singapore, South Korea, Indonesia, China, Japan

3

PHP10,000,000 and up (USD200,000 and up)

PHP75,000 worth

Dubai, Australia, New Zealand, Canada, USA, UK

Note: Dollar investments are automatically converted into USD 1 = PHP 50.

  1. Failure to submit the Travel Redemption Form to the SLAMCI Office by the aforementioned deadline forfeits the Investor’s eligibility to claim rewards. SLAMCI shall not be liable for the Investor’s failure to submit the Travel Redemption Form within the promo period.
  1. The Travel Voucher/s, to be issued within seven (7) working days upon submission of the Travel Redemption Form, shall be redeemed from the travel agency by Wednesday, February 28, 2018, close of business day. Tickets to be redeemed using these vouchers will not cover peak seasons (i.e. March to May 2017/ 2018), blackout dates, and declared holidays. Thus, these will be subject to availability. Flight schedules may also change without prior notice.
  1. The Travel Vouchers are transferrable but shall be issued only to the eligible Investor by an authorized SLAMCI representative. For travel vouchers that will be transferred or given to another person, the travel agency will require:
  • An authorization letter signed by the Investor
  • A valid photo-bearing ID of both the Investor and the person who will avail of the exclusive offer
  • Additional documents (i.e. passport), which may be required depending on the travel package selected

Note: Booked trips cannot be transferred.

  1. Lost or damaged Travel Redemption Forms and Travel Vouchers shall be considered forfeited and will not be replaced by SLAMCI.
  1. The Investor will be responsible for making any special arrangement with the travel agency. Anything in excess of the value of the travel voucher/s shall be paid by the Investor. In cases where the amount is lower than the value of the Travel Voucher/s, the difference cannot be converted to cash or other gift items.
  1. Airfare estimate is based on restricted economy class and is inclusive of tax. Booked flights are non-endorsable/non-re-routable/non-refundable. It is assumed that Manila is the ticket’s point of origin.
  1. To redeem tickets using the SLAMCI-issued Travel Vouchers, the Investor may coordinate with HRG Philippines, the official travel agency for this promo. Branches and contact details are available at http://marsman-travel.com.ph/contact-us/.

Channel

Requirements

Branch

  • Original Travel Voucher/s
  • One valid photo-bearing ID

Phone and/or E-mail

  • Scanned copy of the Travel Voucher/s
  • One valid photo-bearing ID (scanned – front and back)
  1. 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 the two parties.
  2. Redemption of investments under Sales Load Option B or within five (5) years from the date of the 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%

 

  1. For further inquiries, the following may be contacted:

 

For promo inquiries:

 

Mary Ritchelle Catana

Sun Life Asset Management Company Inc.

 

 

Trunk line/Local: 555 8888 local 5177

 

Email: mcata@sunlife.com

 

Address:

8F Sun Life Centre, 5th Ave. cor Rizal Drive, Bonifacio Global City, Taguig City, Philippines 1634

For investor-related inquiries:

 

SLAMCI Investor Services

 

 

Trunk line/Local: 849-9888

 

Email: phil_prosperity@sunlife.com

 

For travel reward redemptions:

 

Joyce Li/ Rose Baradas

HRG Philippines

Marsman Drysdale Travel, Inc.

 

 

 

Trunk line/Local: +63 (2) 887-0000 ext. 210

 

Email: rose.baradas@ph.hrgworldwide.com

leisure@ph.hrgworldwide.com

 

Address:

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

 

 

Travel Redemption Form