March 11, 2020

Invest For Rewards Sun Life Asset Management Investor Promo

Promo Period: January 2 to December 29, 2020
Terms and Conditions

Tier
One-Time or Accumulated
Investment Amount
(Applicable only to Option B/ Back-End Sales Load investments)
Rewards
Raffle
PHP500,000 to PHP999,999
(USD1,000 to USD19,999.98)
One (1) raffle entry for a chance to win PHP50,000 worth of Abenson/ Power Mac gift certificates or Sun Life Prosperity Cards. One winner will be drawn per quarter.
Tier
One-Time or Accumulated
Investment Amount
Reward Value
Rewards
Option A/ Front-End/ PROMO180
Option B/
Back-End
Gift
Certificate
Investment
Leisure Pass
1
PHP1,000,000 to PHP4,999,999
(USD20,000 to USD99,999)
PHP3,000
PHP5,000
SM Gift Pass
OR
Sodexo Premium Pass
 
For a complete list of Sodexo merchant partners, visit merchants.sodexo.ph
Investment credits in a chosen peso-denominated Sun Life Prosperity Fund
(except Dynamic)
 
OR
 
Sun Life
Prosperity Cards
Staycation packages at partner hotels.
 
This reward is available only for investments made under tiers 3-5.
  Partner hotels include: The Peninsula Manila, Conrad Manila, Raffles Makati, Seda Ayala Center Cebu, Dusit Thani Residence Davao, The Farm at San Benito, Richmonde Hotel Iloilo, Seda Centrio CDO and Limketkai Luxe Hotel
2
PHP5,000,000 to PHP9,999,999
(USD100,000 to USD199,999)
PHP15,000
PHP25,000
3
PHP10,000,000 to PHP14,999,999
(USD200,000 to USD299,999)
PHP30,000
PHP50,000
4
PHP15,000,000 to PHP19,999,999
(USD300,000 to USD399,999)
PHP45,000
PHP90,000
5
PHP20,000,000 and up
(USD400,000 and up)
PHP60,000
PHP125,000

Note: Dollar investments are automatically converted to prevailing foreign exchange rates.

QUALIFICATION CRITERIA

1.   To qualify, investors must make initial and subsequent investments under Sales Load Option A (front-end/ PROMO180 sales load), Sales Load Option B (back-end sales load) in any of Sun Life Asset Management Company Inc.’s (SLAMCI) twelve (12) participating Sun Life Prosperity Funds listed below, or any new Sun Life Prosperity Funds that SLAMCI may include in the promo: 

Peso Funds

Dollar Funds

Philippine Equity Fund

Philippine Stock Index Fund

Balanced Fund

Bond Fund

GS Fund

Achiever 2028 Fund*

Achiever 2038 Fund*

Achiever 2048 Fund*

Dollar Advantage

Dollar Abundance

Dollar Wellspring

World Voyager

 Note: Sales Load Option A refers to investments that require an upfront charge, depending on the amount invested. Investments made under this sales load may be redeemed any time after the chosen Fund’s 180-day holding period. Sales Load Option B, meanwhile, refers to investments with no sales loads deducted upfront but shall be locked in for five (5) years.

* Investments made in the Achiever Funds must be done under Sales Load Option B.

2.    Investors must meet the following minimum required investment amounts depending on the tier and sales load they wish to qualify for. 

Sales Load

Investment Amount

One-Time or Accumulated

under any of the participating Sun Life

Prosperity Funds identified in #1

Option B (back-end)

PHP500,000 or USD10,000

Option A (front-end/ PROMO180)

PHP1,000,000 or USD20,000

 Note: Dollar investments are automatically converted to prevailing foreign exchange rates.

3.    Investments made under Sales Load Option A will be subject to a 180-day holding period. Investments made under Sales Load Option B, meanwhile, will be subject to a 5-year holding period.

4.   Investments in the Sun Life Prosperity Money Market Fund and the Sun Life Prosperity Dollar Starter Fund are not included in the promo. Similarly, investments made via SLAMCI’s Online Application Form (available on www.sunlifefunds.com) shall not be included in the promo.

5.   Investors may transfer their investments from the Sun Life Prosperity Money Market Fund or the Sun Life Prosperity Dollar Starter Fund to any of the participating peso- and dollar-denominated Sun Life Prosperity Funds, respectively, in order to qualify, provided that the investments are initial investments or are FRESH FUNDS (i.e. may have originated from the Sun Life Prosperity Money Market or Dollar Starter Funds as the initial point of entry, or are invested for the first time in participating Sun Life Prosperity Funds). These investments must have been placed within the promo period. SLAMCI Investor Services shall validate each investment’s source to ascertain investors’ eligibility to the promo.

6.  Only investments made through initial and additional subscriptions in participating funds, and shifts from the Sun Life Prosperity Money Market Fund or the Sun Life Prosperity Dollar Starter Fund (as defined in item #5 under Qualification Criteria), and cleared accordingly as of Tuesday, December 29, 2020, close of business day, will be eligible for the rewards (i.e. gift certificates, investment cards/ credits, or leisure passes).

7.  Investments may be paid via deposits, cash, money transfer, check, or any new payment gateway that may be allowed during the promo period. Investments must be credited to designated SLAMCI bank accounts. Investments made in cash via any of Sun Life’s Client Service Centers must not exceed PHP100,000.

8. Joining the promo by redeeming funds from one account then transferring it to another is strictly prohibited.

9.  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 PHP500,000 or USD10,000 to be eligible in the promo.

2. Investments in a combination of participating funds will be considered as long as the combined total investment will be under the investor’s individual/personal mutual fund accounts, joint “and/or” accounts included.

3.  Institutional accounts are qualified but cannot be combined with individual accounts.

4.  The investor must list down the summary of accumulated investments in the Invest for Rewards Reward 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

 
5.     A transaction made under tiers 1 to 5 is eligible for accumulation and/or reward redemption only once. This means that investors shall be eligible to receive only one (1) reward per transaction.

 Examples:

  • For a Php2,000,000 Option A investment, an investor is entitled to only Php3,000 worth of only one (1) of the following options: SM Gift Passes, Sodexo Premium Passes, Sun Life investment credits, or Sun Life Prosperity Cards.
  • For a Php15,000,000 Option B investment, an investor is entitled to only Php90,000 worth of only one (1) of the following options: SM Gift Passes, Sodexo Premium Passes, Sun Life investment credits, Sun Life Prosperity Cards, or a staycation at a hotel of choice.

6.    Investors are responsible for monitoring their accumulated investments to determine promo eligibility. To verify the details of their transactions, they may call the Investor Services Hotline at 849-9888 or access the My Sun Life Client Portal at www.sunlife.com.ph.

7.   SLAMCI reserves the right to verify the list of investors’ accumulated investments. Should SLAMCI confirm that the information provided is not valid, the enrolled transaction will not be considered for reward redemption.
 

REWARD REDEMPTION

 1.     All qualified single or accumulated investments in any of the participating Sun Life Prosperity Funds under Sales Load Options A/ Front-End/ Promo180 or B/ Back-End and within the promo period are entitled to receive the following rewards:

  1. One (1) raffle entry for a chance to win PHP50,000 worth of Abenson/ Power Mac Gift Certificates or Sun Life Prosperity Cards, to be given away to one (1) lucky investor at the end of every quarter throughout the year 2020 (applicable only to investments made under Sales Load Option B or back-end sales load that meet the minimum investment amount of Php500,000 or USD10,000); and/or
  2. SM Gift Passes, which may be used at SM Department Store/ The SM Store, SM Supermarket/ Hypermarket, SM Appliances; and/or
  3. Sodexo Premium or Mobile Passes, which may be used at participating Sodexo merchants nationwide; and/ or
  4. Sun Life Prosperity Cards/ Investment Certificates, which may be used to invest in any of the peso-denominated Sun Life Prosperity Funds; and/or
  5. Leisure Passes, which may be used to avail staycation packages at partner hotels.

2.    Only cleared funds as of Tuesday, December 29, 2020, close of business day, shall be included in this promo.

3.   For Option A/ Front-End/ PROMO180 investments, participating investors must submit two forms: the (1) Invest for Rewards Reward Redemption Form, and the (2) Sun Life Account Opening Form or Additional Investment Form in which the code “PROMO 180” must be written.

  1. For first time investors in the Sun Life Prosperity Funds

    Write “PROMO180” on page 3 of the Account Opening Form (Section E - Initial Investment Details, item 65- Sales Load).



  2. For current investors in the Sun Life Prosperity Funds

    Write “PROMO180” on page 1 of the Request for Additional Investment Form (Section B – Additional Investment Details, item 4a - Sales Load).

These forms are available on the Sun Life website, www.sunlife.com.ph, under Sun Life Prosperity Funds: Downloadable Forms. 

These steps are necessary to ensure investments are considered eligible for the promo.

4.  For Option B/ Back-End investments, participating investors must accomplish the Reward Redemption Form.

5.   Investors must submit the fully accomplished Reward Redemption Form to the SLAMCI office or to their respective financial advisor/relationship managers after the required amount of investment is invested or accumulated. Financial advisors/ relationship managers must then submit the original form to the SLAMCI office, which is located at 8th Floor, Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City. Forms received through Sun Life Client Service Centers must also be submitted to the SLAMCI office for proper handling.
 
The Invest for Rewards Reward Redemption Form must be fully accomplished to reflect the necessary details for release of the reward. SLAMCI shall follow a “no form, no reward” rule.

6.    The deadline for submission of the forms is on January 29, 2021 (Friday), close of business day. In the Reward Redemption Form, investors must specify the investment tier and corresponding reward value to which he/she will be subscribing. Selecting a range of rewards is allowed provided that the total reward value is commensurate with the investment made within the promo period. This selection shall be the basis for SLAMCI’s issuance of the rewards.

7.   Rewards applicable to the investor will depend on his/her total investment amount, per transaction. Each investment will be taken as one transaction and the investor will receive the reward appropriate to the tier where the investment amount falls. For accumulated investments, the total accumulated investment shall be treated as one transaction. He/she may refer to the rewards summary page for the details of each reward. 

8.    The aforementioned rewards may not be converted to cash.

9.   Failure to submit the Reward 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 Reward Redemption Form within the promo period.

10.   SLAMCI shall follow the release schedule below for issuance of the rewards: 

Item

Cut-Off

Release

(Metro Manila)

Release

(Visayas/ Mindanao)

SM Gift Passes

Last business day of the current month

20th day of the next month

Last day of the

next month

Sodexo Premium Passes

Sun Life Prosperity Cards/ Investment Credits

None

20 working days from submission of the Reward Redemption Form to the SLAMCI Office

20-30 working days from submission of the Reward Redemption Form to the SLAMCI Office

Leisure Passes

These rewards may be claimed at the SLAMCI office during office hours or from the investor’s financial advisor/relationship manager (upon arrangement) except for the Prosperity Cards which may be claimed at selected Client Service Centers.

11.   The Abenson Gift Certificates, SM Gift Passes, Sodexo Premium Passes shall not have an expiration date. However, for gift certificates, gift passes, or premium passes that may need revalidation after one (1) year from the date of issue, investors may get in touch with the following contact centers:

        • Abenson - (02) 8921-0888 or 0920 932 8523  
        • Sodexo – (02) 8689-4700

12.   The rewards may be transferred to another person, but only the eligible investor or his/ her authorized representative may claim the rewards, which shall be issued by an authorized SLAMCI representative. The investor’s authorized representative must present the following:

        • An authorization letter signed by the investor
        • A valid photo-bearing ID of both the investor and the person who will avail of the reward

13.   Winners of the raffle tier under Invest for Rewards shall be generated electronically, using an online randomizer, on the following days:

        1. Quarter 1 (January to March 2020): April 6, 2020 (Monday)
        2. Quarter 2 (April to June 2020): July 6, 2020 (Monday)
        3. Quarter 3 (July to September 2020): November 9, 2020 (Monday)
        4. Quarter 4 (October to December 2020): January 11, 2021 (Monday)
Should there be changes with the indicated draw dates, SLAMCI shall advise investors via its different communication channels: Facebook, e-mail, or SMS.
The winning investors shall be notified via their nominated e-mail addresses/ addresses and contact numbers within one (1) week from the draw. To redeem the PHP50,000 worth of Abenson/ Power Mac Gift Certificates or Sun Life Prosperity Cards, winners must fully accomplish the Reward Redemption Form and submit to the SLAMCI office or to his/her financial advisor/relationship manager. Once drawn as a winner in any of the aforementioned draws, an investor may not qualify for the other remaining draws, or other raffle draws that may arise throughout the promo duration.
The four (4) winners (i.e. four winners of Abenson/ Power Mac Gift Certificates or Sun Life Prosperity Cards) may still accumulate investments to qualify for the other tiers in which investors may receive rewards, guaranteed. However, the amount invested to qualify in the raffle category (i.e. PHP500,000 to PHP999,999 or USD10,000 to USD19,999.98 for one-time/ accumulated investments under participating Sun Life Prosperity Funds) shall be deducted from the accumulated investment.
 

14.  Lost or damaged Reward Redemption Forms, Gift Certificates, SM Gift Passes, Sodexo Premium Passes, and Sun Life Prosperity Cards/ Investment Certificates shall be considered forfeited and will not be replaced by SLAMCI.

15.   Investors who will redeem staycation reward shall be responsible for making any special arrangement with the travel agency and shall shoulder any amount in excess of the stated value. In cases where the amount is lower than the value of the staycation, the difference cannot be converted to cash or other gift items, and shall therefore be forfeited.

16.    To avail any of the staycation packages offered in this promo under the Leisure Pass reward, investors may directly coordinate with HRG Philippines, the official travel agency selected for this promo. Branches and contact details are available at http://marsmantravel.com.ph/contact-us/. The following requirements must be submitted:

·         Original Leisure Pass issued by SLAMCI
·         One valid photo-bearing ID

17.    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.

18.  The terms and conditions for the Abenson Gift Certificate, Power Mac Gift Certificate, SM Gift Pass, Sodexo Premium Pass, Sun Life Prosperity Card/ Investment Certificate, and Leisure Passes shall apply.

19.  Redemption of investments under Sales Load Option A within the 180-day holding period shall be subject to redemption fees as indicated in the Prospectus below: 

Peso Investments

Dollar Investments

Redemption Fee

(Inclusive of VAT)

less than PHP100,000

less than USD2,000

2.24%

PHP100,000 to

less than PHP1,000,000

USD2,000 to less than USD20,000

1.68%

PHP1,000,000 to

less than PHP5,000,000

USD20,000 to less than USD100,000

1.12%

PHP5,000,000 and above

USD100,000 and above

0.56%

 Note: For redemptions made in the Sun Life Prosperity Philippine Stock Index Fund within one (1) month from investment, the amount shall be subject to a 1% exit fee.

20.    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%

 

For further inquiries, the following may be contacted:

For promo-related inquiries:
AGENCY DISTRIBUTION
Melissa Ferrer
(for Luzon-based clients)
Melgrace Castro
(for Visayas and Mindanao-based clients)

BANK & ALT. CHANNELS DISTRIBUTION

Lercy Cuenca

Sun Life Asset Management Company Inc.

Trunk line/Local:

8555-8888 local 5019 (Melissa), or (032) 415-8164 (Melgrace); 8555-8888 local 6741 (Lercy)

Email:

Melissa.Ferrer@sunlife.com,or Melgrace.Castro@sunlife.com; Lercy.Cuenca@sunlife.com 

Address:

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

For investor-related inquiries:

 Sun Life Asset Management Company, Inc. Investor Services

Trunk line/Local: 849-9888

 Email: sunlink@sunlife.com 

For leisure reward redemptions and other client relations concerns:

 Joyce Li

HRG Philippines

Marsman Drysdale Travel, Inc.

 

 

Trunk line/Local: 8-887-0000 local 220

Email: joyce.li@ph.hrgworldwide.com

Address:

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