Network Partner Profile

• Belongs to Sun Life Financial, a leading international financial services organisation providing a diverse range of protection and wealth accumulation products and services to individual and corporate customers.
• Sun Life Financial is headquartered in Toronto, Canada, and trades on the Toronto (TSX), the New York (NYSE), and the Philippine (PSE) stock exchanges.
• As of June 30, 2010, the Sun Life Financial group of companies had total assets under management of CAD 434 billion.
• Sun Life Hong Kong started operations in 1892, and today employs over 2,400 staff and advisors.
• Sun Life Hong Kong ranked 236th in the Global 2000 list of Forbes Asia (April 2010).
• More than 400,000 individual and corporate customers are serviced via multi-distribution approach.
• Strong credit ratings: Standard & Poor’s rates Sun Life Financial AA- (very strong), and Sun Life Hong Kong A+ (strong).
• Member of the Swiss Life Network since 1988.

• Local experience refund available for sizeable group life cases.
• Local experience credits are used to offset future premiums upon the next policy renewal.
• Advance payment of the credits.
• Comprehensive range of life insurance, retirement plans and a host of other financial products and services are on offer.
• Provides unique Mandatory Provident Fund, a product that offers first-class MPF trustee, administration, investment and advisory services.
• Tailor-made group retirement schemes offering trustee, administration, investment management and professional advisory services.

Types of Benefit - Coverage available and poolable:

• Group Life
• Accidental Death & Dismemberment (rider)
• Permanent and Total Disability (lump sum rider)
• Medical

Types of Benefit - Coverage available:

• Group Retirement

Available Financial Products:

• Mandatory Provident Fund