INVEST FOR REWARDS
2018 CLIENT PROMO
Exciting rewards await Sun Life Prosperity Funds investors who will invest or accumulate at least PHP500,000 (or USD10,000) in participating Sun Life Prosperity Funds between 03 January 2018 and 28 December 2018, close of business day, under Sales Load Option B (back-end sales load).
Raffle
|
Investment Amount |
Reward |
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PHP500,000 to PHP999,999 (USD10,000 to USD19,999.98) |
One (1) raffle entry for a chance to win PHP50,000 worth of Abenson Gift Certificates. Four (4) winners will be drawn at the end of every quarter, from January 2018 to December 2018. |
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Tier |
Investment Amount |
Reward Value |
Select your reward! |
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(1) Travel Voucher |
(2) Gift Certificate |
(3) Hotel Vouchers/ Membership Cards |
(4) Investment |
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1 |
PHP1,000,000 to PHP2,999,999 (USD20,000 to USD59,999.98) |
PHP5,000 |
Cebu, Davao, Laoag, or Boracay |
Sodexo OR SM Gift Pass |
MANILA Makati Shangri-La Hotel Voucher (dining only)
Fairmont Hotel or Discovery Primea Voucher (dining or accommodation)
VISAYAS Radisson Blu Cebu, Plantation Bay Cebu, Marco Polo Plaza Cebu, Richmonde Hotel Iloilo, or L’ Fisher Hotel Bacolod Voucher (dining or accommodation)
MINDANAO Seda Abreeza Davao, Marco Polo Davao, or Seda Centrio Cagayan de Oro Voucher (dining or accommodation) |
Sun Life Prosperity Card |
2 |
PHP3,000,000 to PHP4,999,999 (USD60,000 to USD99,999.98) |
PHP15,000 |
Taiwan, Malaysia, Singapore, or Hong Kong |
MANILA Makati Shangri-La Hotel Voucher (dining only)
Fairmont Hotel or Discovery Primea Voucher (dining or accommodation)
Sofitel Manila, Marco Polo Ortigas, The Peninsula Manila, Dusit Thani, or Marriott Manila Membership Card (hotel membership cards)
VISAYAS Radisson Blu Cebu, Plantation Bay Cebu, Marco Polo Plaza Cebu, Richmonde Hotel Iloilo, or L’ Fisher Hotel Bacolod Voucher (dining or accommodation)
MINDANAO Seda Abreeza Davao, Marco Polo Davao, or Seda Centrio Cagayan de Oro Voucher (dining or accommodation) |
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3 |
PHP5,000,000 to PHP9,999,999 (USD100,000 to USD199,999.98) |
PHP30,000 |
Japan or South Korea |
MANILA Makati Shangri-La Hotel Voucher (dining only)
Fairmont Hotel or Discovery Primea Voucher (dining or accommodation)
Sofitel Manila, Marco Polo Ortigas, The Peninsula Manila, Dusit Thani, or Marriott Manila Membership Card (hotel membership cards)
VISAYAS Radisson Blu Cebu, Plantation Bay Cebu, Marco Polo Plaza Cebu, Richmonde Hotel Iloilo, or L’ Fisher Hotel Bacolod Voucher (dining or accommodation)
MINDANAO Seda Abreeza Davao, Marco Polo Davao, or Seda Centrio Cagayan de Oro Voucher (dining or accommodation) |
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4 |
PHP10,000,000 and up (USD200,000 and up) |
PHP75,000 |
Canada, USA, or UK |
MANILA Makati Shangri-La Hotel Voucher (dining only)
Fairmont Hotel or Discovery Primea Voucher (dining or accommodation)
Sofitel Manila, Marco Polo Ortigas, The Peninsula Manila, Dusit Thani, or Marriott Manila Membership Card (hotel membership cards)
VISAYAS Radisson Blu Cebu, Plantation Bay Cebu, Marco Polo Plaza Cebu, Richmonde Hotel Iloilo, or L’ Fisher Hotel Bacolod Voucher (dining or accommodation)
MINDANAO Seda Abreeza Davao, Marco Polo Davao, or Seda Centrio Cagayan de Oro Voucher (dining or accommodation) |
* For full reward redemption of hotel vouchers/ membership cards (i.e. solely hotel vouchers/ membership cards), eligible investors may select the corresponding number of rewards: Tier 1 (1 property); Tier 2 (any 2 properties); tier 3 (any 3 properties); and tier 4 (any 4 properties).
PROMO TERMS AND CONDITIONS
QUALIFICATION CRITERIA
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.
INVESTMENT ACCUMULATION
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 |
REWARD REDEMPTION
Item |
Cut-Off |
Release |
Sodexo Gift Certificates |
Last business day of the current month |
15th day of the next month |
SM Gift Passes |
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Travel Vouchers |
None |
15 working days from submission of the Reward Redemption Form to the SLAMCI Office |
Sun Life Prosperity Cards |
||
Hotel Vouchers/ Membership Cards |
None |
30 working days from submission of the Reward Redemption Form to the SLAMCI Office |
Channel |
Requirements |
Branch |
|
Phone and/or E-mail |
|
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 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: slamc@sunlife.com
|
For travel reward redemptions:
Joyce Li/ Jonna Imutan HRG Philippines Marsman Drysdale Travel, Inc.
|
Trunk line/Local: +63 (2) 887-0000 ext. 309
Email: jonnadell.imutan@ph.hrgworldwide.com leisure@ph.hrgworldwide.com
Address: 19F Robinsons Summit Center, 6783 Ayala Avenue, Makati City, Philippines 1227
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