SUN LIFE PROSPERITY CARD FREQUENTLY ASKED QUESTIONS

SUN LIFE PROSPERITY CARD

FREQUENTLY ASKED QUESTIONS

1. What is the Sun Life Prosperity Card?

The Sun Life Prosperity Card is a gift card that can be used to invest in any of the peso-denominated

Sun Life Prosperity Funds. You may purchase a card for your personal use or as a gift to your loved

ones.

2. What are the variants of the Prosperity Card?

The Prosperity Card has two variants:

 Php 1,000 (new) – Available as a physical card. It comes in white and has a light gray sticker

indicating the denomination.

 Php 5,000 – Available as a physical card. It comes in white and has a yellow sticker indicating

the denomination

3. Who can purchase a Prosperity Card?

Filipino citizens who are at least 18 years old.

4. How can I purchase a Prosperity Card?

Simply visit a Sun Life Client Service Center (Bonifacio Global City, Binondo, Greenhills, Lepanto,

Quezon City, Cebu, Iloilo, or Davao), accomplish a Purchase Form, and submit one (1) valid ID.

5. How can I invest using the Prosperity Card?

You may invest through our Client Service Centers, or through our advisors.

 For new investors

Present the following requirements: One (1) valid ID, a photocopy of the Prosperity Card, and an

accomplished Account Opening Form. Make sure to write “Prosperity Card” and the Card Number

on page 3 of the form (Section E - Initial Investment Details, item 65- Payment Details).

 For existing investors

Present the following requirements: One (1) valid ID, a photocopy of the Prosperity Card, and a

Request for Additional Investment Form. Make sure to write “Prosperity Card” and the Card

Number on Page 1 of the form (Section B - Additional Investment Details, item 4a - Payment

Details).

Prosperity Cards purchased before 2019 do not have stickers.

Transactions received before 12nn will be processed within the same business day. Those received

beyond the cut-off will be processed on the next business day.

6. Does the Prosperity Card have an expiry date?

No, the Prosperity Card does not have an expiry date. However, we strongly encourage you to activate

the card immediately upon purchase or receipt so you may begin your investment journey right away

and to avoid loss or theft.

7. Is the Prosperity Card reloadable?

No. The Prosperity Card has a fixed value of either Php 1,000 or Php 5,000 and cannot be reloaded.

8. Is the Prosperity Card refundable or convertible to cash?

No, the Prosperity Card is not refundable or convertible to cash. It can only be used to invest in peso-

denominated Sun Life Prosperity Funds.

9. Can the Prosperity Card be given to a minor?

Yes, the card can be given to a minor. To begin investing in the child’s name, the parent/legal guardian

may act as the principal investor/trustee.

10. What should I do if my Prosperity Card is lost or stolen?

Report lost or stolen cards immediately by calling (632) 849-9888. Lost or stolen cards shall not be

replaced. Clients, however, may still invest the amount upon presentation of the Site Receiving Form

and ID of the buyer. For your protection, we encourage you to activate the Prosperity Card

immediately upon purchase or receipt. Please also keep a copy of the Site Receiving Form.

The Sun Life Prosperity Card is available in the following Sun Life Client Service Centers:

Metro Manila

Bonifacio Global City

G/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, 1634 Taguig City

(02) 555-8888 local 5916

Binondo

G/F ETY Building, Quintin Paredes St., Binondo, Manila

(02) 771-5892

Greenhills

1F BTTC Centre, 288 Ortigas Avenue corner Roosevelt Street, Greenhills, San Juan City

(02) 719-3996

Lepanto

G/F BA Lepanto Bldg., 8747 Paseo de Roxas, Makati City

(02) 813-7229

Quezon City

G/F Orcel II Building, 1611 Quezon Avenue, Quezon City

(02) 448-6515

VisMin

Cebu

G/F The Globe Tower, Panay Road corner Samar Loop, Cebu Business Park, Cebu City

(032) 415-8540 to 43

Iloilo

G/F Paragon Square Building, Donato Pison Avenue, Brgy. San Rafael, Mandurriao, Iloilo City

(033) 328-7106 and (033) 328-7104

Davao

G/F Plaza de Luisa Commercial Complex, Ramon Magsaysay St., Davao City

(082) 227-7635

SLAMCI-Prosperity Card 2019.FEB.02