SLAMCI Invest Online and be Rewarded Promo

September 22, 2021

SLAMCI Invest Online and be Rewarded Promo

Promo Period: September 15 to December 31, 2021

 

This promo is applicable to direct clients only.

These clients are:

  • Not solicited by / serviced by / tagged to an MF Advisor or bank / broker distributor
  • Not Sun Life employees and / or advisors

 

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
Payment

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

September

October 15, 2021

October

November 15, 2021

November

December 15, 2021

December

January 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.