March 09, 2018

Invest for Rewards

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).

For a limited time, you can get a pair of tickets to Celine Dion’s concert* for the first time in the Philippines on July 20, 2018 at the Mall of Asia Arena, MOA Complex J.W. Diokno Boulevard, Pasay City.

To qualify for the Celine Dion tickets reward, deadline for investment whether one-time or accumulated (PHP5,000,000 and up/USD100,000 and up) is on July 13, 2018.

*seats are subject to availability

Raffle

 

Investment Amount

Reward

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. 

Tier

Investment Amount

Reward Value

Select your reward!

(1)

Travel Voucher

(2)

Gift Certificate

(3)

Hotel Vouchers/ Membership Cards

(4) Investment

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)

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)

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 properites); tier 3 (any 3 properties); and tier 4 (any 4 properties).

 

PROMO TERMS AND CONDITIONS

QUALIFICATION CRITERIA

  1. To qualify, 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 listed below, or any new Sun Life Prosperity Funds included by SLAMCI in the promo:

        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. Investment must be at least PHP500,000 for the peso-denominated funds or USD10,000 for the US dollar-denominated funds, which may be invested one-time or accumulated. For accumulated investments, the minimum initial investment should be at least PHP500,000 or USD10,000. Dollar investments are automatically converted with the rate USD 1 = PHP 50.
  1. Investments in the Sun Life Prosperity Money Market Fund and Sun Life Prosperity Dollar Starter Fund are not included in the promo.
  1. Investors may transfer their investments from the Sun Life Prosperity Money Market Fund and 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 and did not originate from any of the other Sun Life Prosperity Funds. SLAMCI Investor Services shall validate each investment’s source to ascertain investors’ eligibility to the promo.
  1. Only investments made through initial and additional subscriptions and cleared as of Friday, December 28, 2018, close of business day, will be eligible for the rewards (i.e. Raffle Entry, Travel Vouchers, Sodexo Gift Certificates/ SM Gift Passes, Hotel Vouchers/ Membership Cards, or Sun Life Prosperity Cards).
  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. Investments made in cash via any of Sun Life’s Client Service Centers must not exceed PHP100,000.
  1. Joining the promo by redeeming funds from one account then transferring it to another is strictly 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 PHP500,000 (or USD10,000) to be eligible in the promo.
  1. 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.
  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 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

 

  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.
  1. 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 the My Sun Life Client Portal at www.sunlife.com.ph to verify the details of his/her accumulated transactions.
  1. The investor must submit the Reward Redemption Form to the SLAMCI office or to his/her financial advisor/relationship manager after the required amount of investment is investred or accumulated. The financial advisor/ relationship manager must then submit the form to the SLAMCI office, which is located at 8F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City.
  1. SLAMCI reserves the right to verify the list of the investor’s 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 the Sales Load Option B 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 Gift Certificates, to be given away to four (4) lucky investors at the end of every quarter throughout the year 2018 (for investments made under the raffe category); and/or
  2. Travel Vouchers, which they may redeem for a flight to their local or international destination of choice (on board Philippine Airlines); and/ or
  3. Sodexo Gift Certificates, which may be used at participating Sodexo merchants nationwide; and/ or
  4. SM Gift Passes, which may be used at SM Department Store/ The SM Store, SM Supermarket/ Hypermarket, SM Appliances; and/or
  5. Hotel Vouchers, which may be used at participating hotels nationwide; and/ or
  6. Sun Life Prosperity Cards, which may be used to invest in any of the peso-denominated Sun Life Prosperity Funds.
  1. Only cleared funds as of December 28, 2018 (Friday), close of business day, shall be included in this promo.
  1. A participating investor must accomplish the Reward Redemption Form, and, upon completion, submit this to the SLAMCI office personally or through his/her financial advisor/relationship manager. The deadline for submission is on January 31, 2019 (Thursday), close of business day. In the Reward Redemption Form, an investor 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 comensurate with the investment made within the promo period. This selection shall be the basis for SLAMCI’s issuance of the rewards.
  1. Rewards applicable to the investor will depend on his/her total investment amount, per transaction. Each investment will be taken as one transaction and client 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.  
  1. The aforementioned rewards may not be converted to cash.
  1. 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.
  1. SLAMCI shall follow the release schedule below for issuance of the rewards:
  2. Item

    Cut-Off

    Release

    Sodexo Gift Certificates

    Last business day of the current month

    15th day of the next month

    SM Gift Passes

    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

  3. These rewards may be claimed at the SLAMCI office during office hours or from the investor’s financial advisor/relationship manager (upon arrangement). The Abenson Gift Certificates, Sodexo Gift Certificates, SM Gift Passes, Travel Vouchers, and Hotel Vouchers/ Membership Cards shall be valid for one (1) year from date of issue.
  1. For the travel reward option, the Travel Voucher/s must be submitted to the travel agency for conversion to either airline tickets or hotel accommodations by February 28, 2019 (Wednesday), close of business day. Vouchers may not be availed during peak seasons (i.e. March to May), blackout dates, and declared holidays. These will be subject to availability. Flight schedules may also change without prior notice.
  1. The rewards may be transferred to another person, but only the eligible investor may claim the vouchers, which shall be issued by an authorized SLAMCI representative..
  1. Winners of the Abenson Gift Certificates shall be generated electronically, using an online randomizer, on the following days:
    1. Quarter 1 (January to March 2018): April 2, 2018 (Monday)
    2. Quarter 2 (April to June 2018): July 2, 2018 (Monday)
    3. Quarter 3 (July to September 2018): November 5, 2018 (Monday)
    4. Quarter 4 (October to December 2018): January 7, 2019 (Monday)
    5. Should there be changes with the indicated draw dates, SLAMCI shall advise investors via its different communication channels: Facebook, e-mail, or SMS. 
    6. The winning investors shall be notified via their nominated e-mail addresses and contact numbers within one (1) week from the draw. To redeem the PHP50,000 worth of Abenson Gift Certificates, each winner must fully accomplish the Reward Redemption Form and submit to the SLAMCI office or to his/her financial advisor/relationship manager. 
    7. Once selected as a winner in any of the aforementioned draws, an investor may not qualify for the other remaining draws. The four (4) selected winners may still accummulate investments to qualify for tiers 1 to 4, in which investors may receive rewards, guaranteed. 
    8. However, the amount invested to qualify in the raffle category (i.e. PHP500,000 to PHP999,999 or USD10,000 to USD19,999.98) shall be deducted from the accummulated investment.
  1. For travel vouchers that will be transferred or given to another person, the travel agency will require:
    1. 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
    • 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 Reward Redemption Forms, Gift Certificates, Gift Passes, Hotel Vouchers/ Membership Cards, Travel Vouchers, and Sun Life Prosperity Cards shall be considered forfeited and will not be replaced by SLAMCI.
  1. Investors who will redeem Travel Vouchers shall be responsible for making any special arrangement with the travel agency and shall shoulder any amount in excess of the Travel Voucher’s value. 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, and non-refundable. It is assumed that the ticket’s point of origin is Manila.
  1. To redeem airline tickets or hotel accommodations using the SLAMCI-issued Travel Vouchers, the investor may directly 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/. The following requirements must be submitted:
    1. 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. .
  1. The terms and conditions for the Abenson Gift Certificate, Sodexo Gift Certificate, SM Gift Pass, Hotel Voucher/ Membership Card (for participating hotels), and Sun Life Prosperity Card shall apply. 
  1. 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:
  2. 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: 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