Events and promos

Invest for Rewards 2021 Extension

Promo Period: July 01 to December 29, 2021

Commencing July 1 to December 29, the following revised mechanics will apply:

TERMS AND CONDITIONS 

1. To qualify, new and existing investors must make initial and subsequent investments in two (2) or more qualified Sun Life Prosperity Funds under Sales Load Option B (back-end sales load) in any of Sun Life Asset Management Company Inc.’s (SLAMCI) thirteen (13) participating Sun Life Prosperity Funds listed below:

Note: Sales Load Option B refers to investments with no sales loads deducted upfront but has diminishing charges on a five year schedule. (ie: 5% for the 1^s year, 4% on the 2^nd year, 3% for the 3^rd year, 2% for the 4^th year and 1% for the 5^th year).  

Only investments made from July 1, 2021 to December 29, 2021 are eligible for the revised promo mechanics.

2. Investors must meet the following minimum required investment amounts

Note: Dollar investments are automatically converted to prevailing foreign exchange rates.

3. Fund Exposure should be in two or more Qualified Sun Life Prosperity Funds and investments made under Sales Load Option B will be subject to a 5-year holding period.

         Sample Asset Allocations:

4. Investments in the Sun Life Prosperity Money Market Fund and the Sun Life Prosperity Dollar Starter Fund are not included in the promo.
5. Investors may transfer their investments from the Sun Life Prosperity Money Market Fund or the 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 (i.e. may have originated from the Sun Life Prosperity Money Market or Dollar Starter Funds as the initial point of entry, or are invested for the first time in participating Sun Life Prosperity Funds). These investments must have been placed within the revised promo period (July 1 to December 29, 2021) and the date of transfer also begins a new holding period for the investment. SLAMCI Investor Services shall validate each investment’s source to ascertain investors’ eligibility to the promo.
6. 1. Interfund Shifts from Sun Life Prosperity Money Market Fund or the Sun Life Prosperity Dollar Starter Fund to any of the participating Sun Life Prosperity Funds will be allowed provided these are investments made during July 1 to December 29, 2021.
   2. FRESH FUNDS for 2021 are defined as new money coming in into 2H (July 1 to December 29) 2021 to any of the Sun Life Prosperity Funds. These funds did not come from any redemption proceeds from existing/old MF investments prior to 2H 2021 in SLAMCI. Joining the promo by redeeming funds from one account then transferring it to another is strictly prohibited.
   3. Fresh funds placed within promo period, into one (1) participating fund, may partially switch into another participating fund, to be eligible with two (2) funds exposure requirement to be qualified for the promo.
   4. Shifting from participating funds to Money Market Fund or Dollar Starter Fund at any time within the promo period will disqualify the investor to be eligible from the promo.
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.
8. 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 ₱500,000 or USD$10,000 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:

5. 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 8849-9888 or access the My Sun Life Client Portal at www.sunlife.com.ph.
6. SLAMCI reserves the right to verify the list of investors’ 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 Sales Load Option B/ Back-End and within the promo period are entitled to receive the following (depending on the total amount of investment):

a.     One (1) raffle entry for a chance to win ₱50,000 worth of Sodexo Mobile Pass or Investment Credits, to be given away to one (1) lucky investor at the end of every quarter from July 1 to Dec 29, 2021 (applicable only to investments made under Sales Load Option B or back-end sales load that meet the required investment amount of ₱500,000 - ₱999,999 or USD$10,000 - USD$19,999); and/or

b.     Sodexo Mobile Passes which may be used at participating Sodexo merchants nationwide or Investment Credits which may be used to invest in any of the peso-denominated Sun Life Prosperity Funds (applicable to investments made under Sales Load Option B or back-end sales load that meet the minimum investment amount of ₱1,000,000 or USD$20,000).

2.     Only cleared funds as of Wednesday, December 29, 2021, close of business day, shall be included in this promo. The reference date for the investment eligibility will be the posting date of the transaction.

3.   Participating investors must accomplish the Invest for Reward Redemption Form.

4.     After the required amount of investment is invested or accumulated, investors must submit the fully accomplished Invest for Reward Redemption Form via any of the following:

• e-mail: PHIL-SLAMCI-AgencySales@sunlife.com
• Or through their respective financial advisor*

*Forms submitted through financial advisors must be sent to the above email for proper handling

The Invest for Rewards Reward Redemption Form must be fully accomplished to reflect the necessary details for release of the reward. SLAMCI will process ONLY COMPLETELY FILLED OUT forms.

5.     The deadline for submission of the redemption forms is on January 31, 2022 (Monday), close of business day.

6.     Rewards applicable to the investor will depend on the total investment amount, per transaction. For accumulated investments, the total accumulated investment shall be treated as one transaction. Investors may refer to the rewards summary page for details.  

7.     Both Investment Credits and Sodexo Mobile Passes are not convertible to cash.

8.     Failure to submit the Invest for Reward Redemption Form to SLAMCI office by the deadline forfeits the investor’s eligibility to claim reward(s). SLAMCI shall not be liable for the investor’s failure to submit the Invest for Reward Redemption Form within the promo period.

9.     Following the submission of Invest for Reward Redemption Forms and Request for Additional Investment Forms, SLAMCI will require 30 working days for processing the Investment Credit rewards for the clients.

10.  Winners of the raffle shall be generated electronically, using an online randomizer, on the following days:

a.    Quarter 3 (July to September 2021): October 4, 2021 (Monday)

b.    Quarter 4 (October to December 2021): January 10, 2022 (Monday)

Should there be changes with the indicated draw dates, SLAMCI shall advise investors via the Sun Life FB page.

The winning investors shall be notified via their nominated e-mail addresses within one (1) week from the draw. To redeem the ₱50,000 worth of Sodexo Mobile Pass or Sun Life Prosperity Cards, winners must fully accomplish the Invest for Reward Redemption Form and submit via:

•  e-mail: PHIL-SLAMCI-AgencySales@sunlife.com
• Or through their respective financial advisor. 

The winner in the third quarter will no longer be eligible for the raffle in the fourth quarter but may still accumulate investments to qualify for receiving the Sodexo Mobile Pass or Investment Credit reward. However the amount invested corresponding to winning the raffle will not be counted in computing for accumulation of investments. 

10.       Lost or damaged Reward Redemption Forms and/or Gift Certificates shall be considered forfeited and will not be replaced by SLAMCI.

11.   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:

For further inquiries, the following may be contacted: