Privileged Customer Offer
Sun Life Financial Anniversary Lucky Draw prizes To celebrate the 150 th anniversary of our parent company, Sun Life Assurance Company of Canada, Sun Life Hong Kong Limited (“Sun Life”) is delighted to present you the Sun Life Financial 150th Anniversary Lucky Draw. We offer a total of 150 prizes to celebrate our anniversary. From now until 31 December 2015, for successful application of any Sun Life basic plan*, you can enjoy one lucky draw entry for every HKD5,000 of Annualized First Year Premium (AFYP)^ per policy. Sun Life Financial 150th Anniversary Lucky Draw prizes include: GRAND PRIZE Audi A3 Sedan (1 winner) Other prizes include: 2nd prize: HKD50,000 Travel coupon (2 winners) 3rd prize: 1-tael 999.9 gold ornament (3 winners) 4th prize: Smart Phone (64GB) (4 winners) th 5 prize: HKD1,000 shopping coupon (140 winners) * Investment-Linked Assurance Scheme is excluded ^AFYP is calculated based on the aggregate first year premium of basic plan and any riders attached (per policy). For single pay plans, the AFYP is 10% of the single premium amount of the basic plan. For more information, please contact your Consultant. Terms and Conditions: 1. Sun Life Financial 150 th Anniversary Lucky Draw (the “Lucky Draw”) is only applicable to successful application(s) of any Sun Life basic plan(s) (excluding Investment-Linked Assurance Scheme) submitted between 6 February 2015 and 31 December 2015, both dates inclusive (the “Promotion Period”). Such policy(ies) must be issued by Sun Life on or before 8 January 2016 (“Eligible Policies”). 2. During the Promotion Period, the Eligible Policies are entitled to a lucky draw entry in the Lucky Draw for every HKD5,000 of AFYP. There is no limit on lucky draw entries for customer of the Eligible Policies. 3. The Lucky Draw will be conducted in two phases. First phase and second phase will be conducted in July 2015 (for Eligible Policies issued between 6 February 2015 and 30 June 2015) and January 2016 (for Eligible Policies issued between 6 February 2015 and 8 January 2016) respectively. All lucky draw entries that entered the first phase (except those lucky draw entries that won a prize in the first phase) will be entitled to and automatically enter the second phase. Number of prize in each phase is allocated as follows. Prize Grand prize : Audi A3 Sedan 2nd prize : HKD50,000 travel coupon 3rd prize : 1-tael 999.9 gold ornament 4th prize : Smart Phone (64GB) 5th prize : HKD1,000 shopping coupon Number of prize in first phase 1 1 2 40 Number of prize in second phase 1 1 2 2 100 4. All winners will be drawn randomly by our computer system. 5. The Lucky Draw results will be announced in The Standard and Sing Tao Daily on 10 August 2015 (for first phase) and 5 February 2016 (for second phase) and the winners’ list will also be published on www.sunlife.com.hk. • A letter will be sent to the winners on or before 31 August 2015 (for first phase) and 29 February 2016 (for second phase) notifying them of the prize redemption arrangements. Winners can authorise their representatives to collect the prize if they cannot redeem the prize in person. The relevant policy of the winners must be in force at the time of prize redemption. • Winners or their representatives (if applicable) are required to present identity proof for verification purpose at the time of prize redemption. • Sun Life reserves the right to use the recorded footages and photographs of the winners or their representatives, where applicable for promotional purposes. 6. The Lucky Draw prizes are provided by external merchants. Sun Life is not the source supplier of any of the prizes to be awarded. To the fullest extent permitted by applicable laws, Sun Life offers no warranty or representation whatsoever, express, implied or statutory, in relation to the Lucky Draw and the Lucky Draw prizes including but without limitation, the merchantable quality and fitness for purposes in respect of the Luck Draw prizes and shall have no obligations and liabilities whatsoever in relation thereto. Any disputes arising from the prizes shall be resolved between the winners and the merchants or source suppliers directly. 7. Sun Life shall not be liable to any person for any personal injury, death, loss, damage or liability (whether direct, indirect or otherwise) arising from or in connection with the Lucky Draw or the Lucky Draw prizes. 8. The Lucky Draw prizes cannot be transferred or redeemed for cash, and are subject to the terms and conditions of the relevant merchants. 9. All photos and images of the prizes used in this leaflet are for reference only. 10. Employees, Financial Consultants or Financial Intermediaries of Sun Life are not eligible to participate in the Lucky Draw. 11. The exchange rate of USD1 to HKD7.8 is used for calculating the AFYP, while applicable. The exchange rate of RMB to HKD is determined by Sun Life from time to time. 12. Customers of Eligible Policies participated in the Lucky Draw can enjoy, where applicable, other promotions offered by Sun Life. 13. For the avoidance of doubt, the exercise by Sun Life of any of its foregoing rights shall not entitle any customers of the Eligible Policies or winners to any Lucky Draw prizes or claim for compensation against Sun Life or any of its affiliates or agencies. 14. In case of any disputes, Sun Life’s decisions are final and conclusive. 15. The terms and conditions herein shall be construed in accordance with and governed by the laws of Hong Kong. Notes: • This material contains general information only. It does not constitute any offer for a policy. Please refer to the relevant policy documents for detailed terms, conditions and exclusions of the relevant plan and any rider(s). If there is any conflict between the Policy Document and this leaflet, the Policy Document shall prevail. This leaflet is intended to be distributed in Hong Kong only and shall not be construed as an offer to sell or a solicitation to buy or provision of any of Sun Life’s products outside Hong Kong. Trade Promotion Competition Licence No.: 44857-60 Sun Life Hong Kong Limited (Incorporated in Bermuda) Sun Life Financial Cafe 8/F, Sun Life Tower, The Gateway, 15 Canton Road, Kowloon, Hong Kong www.sunlife.com.hk A member of the Sun Life Financial group of companies. Head Office in Toronto, Canada. Issued by Sun Life Hong Kong Limited Printed in February 2015 Sun Life Financial 150th Anniversary Special Offer Privileged Customer Offer To celebrate the 150th anniversary of our parent company, Sun Life Assurance Company of Canada, and express our gratitude to your continuous support, Sun Life Hong Kong Limited (“Sun Life”) is delighted to present a privileged customer offer to selected customers. With our comprehensive range of protection products, we can help you achieve your planned goals at different life stages and find the solution that best suit your needs. 5% Premium Rebate This offer is only applicable to our selected customers to whom we will issue the premium rebate coupon. From now until 31 December 2015, selected customers can enjoy a 5% premium rebate on annualized first year premium (AFYP)^ upon successful purchase of any Sun Life basic plans* by submitting the premium rebate coupon with their application. Transfer the Privileged Customer Offer to your Beloved and Enjoy HKD150 Gift Coupon Selected customers may transfer the 5% premium rebate offer to family members, relatives or friends. As a token of appreciation, if your designated person successfully apply any of Sun Life basic plans*, you can enjoy a gift coupon of HKD150. Act now and achieve your planned goals at different stages of life! * Investment-Linked Assurance Schemes and BRIGHT Universal Life (RMB) are excluded. ^ AFYP is calculated based on the aggregate first year premium of basic plan and any riders attached (per policy). For single pay plans, the AFYP is 10% of the single premium amount of the basic plan. For more information, please contact your Consultant. Terms and Conditions: •Sun Life Financial 150th Anniversary Special Offer - Privileged Customer Offer (“Privileged Customer Offer”) is only applicable to customers who have been issued a premium rebate coupon for the Privileged Customer Offer. Application(s) of the basic plans and any attached rider(s) (if applicable) must be submitted between 1 April 2015 and 31 December 2015, both days inclusive, and such policy(ies) must be issued by Sun Life on or before 8 January 2016. Policy issue date For any policy change made by the The premium rebate will be credited to Where selected policy owner on or before the following policy account(s) of the eligible basic customers successfully dates, the amount of premium rebate plans by the following dates to be used transfer the 5% will be adjusted accordingly for future premium payment premium rebate offer to their designated For policies with For policies with For policies with For policies with person, the gift annual payment semi-annual and annual payment semi-annual and coupon will be mode monthly payment mode monthly payment sent to them by the mode mode following dates Phase 1: 1 April 30 June 2015 30 June 2015 Phase 2: 1 July 30 September 2015 30 September 2015 Phase 3: 1 October 2015 8 January 2016 8 January 2016 31 July 2016 31 October 2016 28 February 2017 In August 2015 In August 2016 In November 2015 In November 2016 In March 2016 In March 2017 In August 2015 In November 2015 In March 2016 •For regular pay policy(ies), the Privileged Customer Offer is valid only if such policy(ies) are in force when the premium rebate is credited to the policy account(s) and the first year premium of the relevant policy(ies) and any attached rider(s) (if applicable) are paid in full. A letter will be sent to the policy owner upon our issue of the premium rebate. For single pay plans, the premium rebate will be deducted from the required premium payment amount directly. If the application or policy of the single pay plan is cancelled for any reasons, Sun Life will only refund the net premium amount paid by the customer. •Selected customers who intend to transfer the 5% premium rebate offer to a family member, relative or friend should complete the transfer form on the premium rebate coupon and upon the successful purchase of the basic plan and any attached rider(s) (if applicable) by their designated family member , relative or friend during promotion period, the selected customers will be entitled to a HKD150 gift coupon. •The use of gift coupons is subject to the terms and conditions stipulated by the relevant merchant. Sun Life is not the supplier of the coupons, the coupons are provided by an external merchant. Any disputes arising from the use of the coupons shall be resolved between the customers and the merchant or supplier, for which Sun Life accepts no responsibility or liability whatsoever. • To the extent permitted by laws, Sun Life does not accept any responsibility or liability whatsoever for any damage, loss, death or personal injury arising from or in connection with the use of any of the relevant coupons. • This offer can only be used once during the promotion period. This offer applies to the first policy issued if more than one policy is purchased during the promotion period. •The amount of premium rebate will be rounded to the nearest Hong Kong dollar. The premium rebate cannot be transferred or redeemed for cash. • The exchange rate of USD1 to HKD7.8 is used for this offer, while applicable. The exchange rate of RMB to HKD is determined by Sun Life from time to time. •This offer cannot be used in conjunction with any other promotion(s) offered by Sun Life, except the Sun Life Financial 150th Anniversary Lucky Draw. Notes: •This material contains general information only. It does not constitute any offer for a policy. Please refer to the relevant policy documents for detailed terms, conditions and exclusions of the relevant plan and any rider(s). If there is any conflict between the Policy Document and this leaflet, the Policy Document shall prevail. •Sun Life reserves the right to vary, suspend or cancel this offer and amend the terms and conditions at any time without prior notice. In the event of any disputes, the decision of Sun Life will be final and conclusive. This leaflet is intended to be distributed in Hong Kong only and shall not be construed as an offer to sell or a solicitation to buy or provision of any of Sun Life’s products outside Hong Kong. Campaign Code: PCC1 (For selected customer) PCC2 (For transferee) Sun Life Hong Kong Limited (Incorporated in Bermuda) Sun Life Financial Cafe 8/F, Sun Life Tower, The Gateway, 15 Canton Road, Kowloon, Hong Kong www.sunlife.com.hk A member of the Sun Life Financial group of companies. Head Office in Toronto, Canada. Issued by Sun Life Hong Kong Limited Printed in April 2015
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