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Original Promo Period: September 15 to December 31, 2021
Extended Promo Period: January 1 to March 31, 2022
This promo is applicable to direct clients only.
These clients are:
TERMS AND CONDITIONS
1. To join the promo, the client (as defined above) must either open a Sun Life Prosperity Funds mutual fund investment account or make an additional investment to their existing account in any of SLAMCI’s thirteen (13) participating Sun Life Prosperity Funds listed below:
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 World Equity Index Feeder Fund |
Dollar Advantage Fund Dollar Abundance Fund Dollar Wellspring Fund World Voyager Fund |
2. Accounts with qualified transactions will be entitled to rewards in the form of Giftaway.ph eGCs:
NEW CLIENTS
Tier |
Total initial investment amount in any of the participating funds |
Value of Giftaway eGC |
|
Base Reward |
Online Payment Reward* |
||
1 |
₱10,000 - 19,999 $200 – 399 |
₱100 |
₱125 |
2 |
₱20,000 - 49,999 $400 – 999 |
₱200 |
₱250 |
3 |
₱50,000 – 999,999 $1,000 – 19,999 |
₱500 |
₱600 |
*Clients who use BPI Online Checkout in the MF Online Account Opening Platform will receive a higher reward. |
EXISTING CLIENTS
Tier |
Total investment amount in at least two (2) of the participating funds |
Value of Giftaway eGC |
|
Base Reward |
Online Payment Reward** |
||
1 |
₱10,000 - 19,999 $200 – 399 |
₱100 |
₱125 |
2 |
₱20,000 - 49,999 $400 – 999 |
₱200 |
₱250 |
3 |
₱50,000 – 999,999 $1,000 – 19,999 |
₱500 |
₱600 |
**Clients who use the BPI Online Payment Page and Online Bills Payment to transact for all their qualified investments will receive a higher reward. |
3. Giftaway eGCs are not convertible to cash.
4. Initial investments that do not meet for the qualification criteria for the New Clients Rewards may be accumulated with additional investments to qualify under the Existing Client Rewards, provided the transactions are made within the same calendar month.
5. Qualifiers in multiple criteria (New Clients, Existing Clients, Online Payment) will only receive the higher reward applicable.
Example:
Subscription Date |
Type |
Fund |
Online |
Subscription Amount |
Sept 15, 2021 |
Initial Investment |
Index |
✓ |
Php 15,000 |
Sept 17, 2021 |
Additional Investment |
Bond |
✓ |
Php 10,000 |
Sept 27, 2021 |
Additional Investment |
Equity |
✘ |
Php 50,000 |
Client is qualified to receive Tier 3 Base Reward only under the Existing Client Rewards Table
6. Each investment will be counted as one transaction. The Direct Online team will validate the transactions and process the release of the reward credits to qualified accounts following the schedule below:
Covered Month |
Reward Date |
January |
February 15, 2022 |
February |
March 15, 2022 |
March |
April 15, 2022 |
7. Only cleared transactions confirmed within the specified business month shall be qualified for this promo.
8. SLAMCI reserves the right to dispute the eligibility of an investment for the promo.
For further inquiries, please contact PHIL-SLAMCI@sunlife.com.