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Please use our alternative payment methods: BPI Online Banking, Credit Card, Over the Counter
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.
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.
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 |
Examples:
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.
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:
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.
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.
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:
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:
13. Winners of the raffle tier under Invest for Rewards shall be generated electronically, using an online randomizer, on the following days:
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:
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.
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 |