Events and promos

March 15, 2021

INVEST FOR REWARDS 2021

Promo Period: January 2 to June 30, 2021

 

Type

One-Time or Accumulated

Investment Amount

(Applicable only to Option B/ Back-End Sales Load investments)

Reward

Raffle

₱500,000 - 999,999

(USD$1,000 - 19,999)

One (1) raffle entry for a chance to win ₱50,000 worth of Abenson/PowerMac gift certificates or Investment Credits. One winner will be drawn per quarter.

 

 

One-Time or Accumulated

Investment Amount

(in 2 or More Qualified

Sun Life Prosperity Funds)

 

Value of Sodexo Mobile Pass[1] or Investment Credit

Option A/ Front-End

Option B / Back-End

Every ₱1,000,000

(Every USD$20,000)

₱2,000

₱3,000

 

TERMS AND CONDITIONS

 

1.     To qualify, new and existing investors must make initial and subsequent investments in 2 or more qualified Sun Life Prosperity Funds under Sales Load Option A (front-end/PROMO180 sales load) and 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:

 

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

Dollar Abundance

Dollar Wellspring

World Voyager

[1] Sodexo Gift Certificates (printed variant) will be offered to only to qualified investors under Option C

 

Investors under select broker partners (known as Option C) are not required to have 2 or more qualified Sun Life Prosperity Fund investments

 

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. Investment in the Qualified Sun Life Prosperity Fund should stay in the same fund throughout the 180 day holding period. Sales Load Option B, meanwhile, refers to investments with no sales loads deducted upfront but has diminishing charges on a five year schedule. (ie: 5% for the 1s year, 4% on the 2nd year, 3% for the 3rd year, 2% for the 4th year and 1% for the 5th year).  Sales Load Option C (applicable to select broker partners) refers to investments with no sales load, but may subscribe to a 180-day holding period.

 

Only investments made from January 2, 2021 to June 30, 2021 are eligible for the promo.

 

2.     Investors must meet the following minimum required investment amounts depending on the 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)

₱500,000 or USD$10,000

Option A/C (front-end/ PROMO180)

₱1,000,000 or USD$20,000

 

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

 

  • Fund Exposure in two or more Qualified Sun Life Prosperity Funds must have a minimum exposure of at least 10% per fund on total placement. Examples on scenarios are found below:

 

Example 1: QUALIFIED FOR INVEST FOR REWARDS

Total Fresh Investible Amount: 

P 1,000,000

Break down of Qualified Sun Life Funds

 

Index Fund  

P 900,000

World Equity Index Feeder Fund 

P 100,000 (10% exposure per fund on total placement)


Example 2: QUALIFIED FOR INVEST FOR REWARDS

Total Fresh Investible Amount: 

P 1,000,000

Break down of Qualified Sun Life Funds

 

Index Fund  

P 800,000
World Equity Index Feeder Fund  P 100,000 
Bond Fund P 100,000 (10% exposure per fund on total placement)

 

Example 3: NOT QUALIFIED FOR INVEST FOR REWARDS

Total Fresh Investible Amount: 

P 1,000,000

Break down of NOT Qualified Sun Life Funds

 

Index Fund  

P 950,000

World Equity Index Feeder Fund 

P 50,000 (because 5% only per fund on total placement)


3.     Investments made under Sales Load Option A and C will be subject to a 180-day holding period. Investments made under Sales Load Option B, meanwhile, will be subject to a 5-year holding period.

 

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 promo period 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.     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 either:

 

6.1   Investments made during October 1, 2020 to December 29, 2020; or

6.2   FRESH FUNDS in 2021

 

FRESH FUNDS for 2021 are defined as new money coming in into 2021 to any of the Sun Life Prosperity Funds. These funds did not come from any redemption proceeds from existing MF investments in SLAMCI. Joining the promo by redeeming funds from one account then transferring it to another is strictly prohibited.

 

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:

Account Type

Account Name

Account Number

Total Amount Invested Upon Subscription

Individual Account

Juan Dela Cruz

XXXXXXXXXXXXX

₱ 500,000.00

Joint AND/OR Account (Including ITF)

Juan Dela Cruz or

Maria Dela Cruz

 

XXXXXXXXXXXXX

USD$ 10,000.00

 

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 Options A/ Front-End/ Promo180 or 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 Abenson/Power Mac Gift Certificates or Investment Credits, to be given away to one (1) lucky investor at the end of every quarter from Jan 2 to June 30, 2021 (applicable only to investments made under Sales Load Option B or back-end sales load that meet the minimum investment amount of ₱500,000 or USD$10,000); 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

 

2.     Only cleared funds as of Wednesday, June 30, 2021, close of business day, shall be included in this promo.

 

3.     For Option A/ Front-End 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 indicated.

a.     For first time investors in the Sun Life Prosperity Funds

Write “PROMO180” on page 3 of the Account Opening Form (Section E - Initial Investment Details, item 65- Sales Load).

b.     For current investors in the Sun Life Prosperity Funds

Write “PROMO180” on page 1 of the Request for Additional Investment Form (Section B – Additional Investment Details, item 4a - Sales Load).

These forms are available on the Sun Life website, www.sunlife.com.ph, under Sun Life Prosperity Funds: Downloadable Forms

.

These steps are REQUIRED to ensure investments are considered eligible for the promo.

 

4.     For Option B/ Back-End investments, participating investors must accomplish the Reward Redemption Form.

 

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

  • e-mail: sunlink@sunlife.com
  • Sun Life Client Service Centers
  • Or through their respective financial advisor/relationship manager*

*Forms submitted through financial advisors/relationship managers must endorsed to SLAMCI 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.

 

6.     The deadline for submission of the redemption forms is on July 30, 2021 (Friday), close of business day.

 

7.     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. 

 

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

 

9.     Failure to submit the 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 Reward Redemption Form within the promo period.

 

10.   Following the submission of reward redemption forms and request for additional investment forms, SLAMCI will require 30 working days for processing the investment credit rewards for the clients:

 

11.   The Abenson/PowerMac Gift Certificates shall not have an expiration date. For any concerns in the use of the gift certificates, investors may get in touch with the following contact centers:

  • Abenson - (02) 8921-0888 or 0920 932 8523  
  • PowerMac – (02) 8470-1917 or 1928

 

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

a.     Quarter 1 (January to March 2021): April 5, 2021 (Monday)

b.     Quarter 2 (April to June 2021): July 5, 2021 (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 Abenson/ Power Mac Gift Certificates or Sun Life Prosperity Cards, winners must fully accomplish the Reward Redemption Form and submit via:

 

  • e-mail: sunlink@sunlife.com
  • Or through their respective financial advisor/relationship manager.

 

The winner in the first quarter will no longer be eligible for the raffle in the second 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.

 

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

 

14.     Redemption of investments under Sales Load Option A within the 180-day holding period shall be subject to redemption fee of 1%.

 

15.     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 NCR-based clients)

melissa.ferrer@sunlife.com

 

Melgrace Castro

(for Provincial-based clients)

melgrace.castro@sunlife.com

 

 

 

BANK & ALT. CHANNELS DISTRIBUTION

Gez Marquez

geszillealexandra.marquez@sunlife.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For investor-related inquiries:

 

Sun Life Asset Management Company, Inc. Investor Services

 

Trunk line/Local:

8-849-9888

 

Email:

sunlink@sunlife.com