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