SECURITY BANK WEALTH WELCOME REWARDS PROMO - 2019

Promo Mechanics:

1. The Promo is valid from March 1 to April 30, 2019 (“Promo Period”). (For Run 1 only)
2. This Promo is open to New-To-Bank* (“NTB”) clients who will start a Wealth Management relationship with Security Bank (“SBC”).* For the purpose of this Promo, NTB clients are defined as those clients whose First Customer Date (“FCD”) defined in the system falls within the Promo Period.
3. Participating products:
   • Tier 1 Products:
     • Peso & US Dollar Non-Term Deposit Products including All Access account, Money Builder Savings, Regular Build Up Savings
     • Peso and US Dollar Term Deposit Products including Peso and US Dollar Time Deposits, Premium Build Up Savings account, and Long-term Negotiable Certificate of Deposits (LTNCD).
   • Tier 2 Products:
     • Securities (Primary issuance & secondary trading) booked or sold through Fixed Income Securities Division (“FISD”)
     • UITF/Feeder Fund/DIMA/IMA bookings (Primary issuance & Secondary trading) through Trust Division.
4. To qualify for the Promo, NTB clients must do the following:
   • Open or avail any of the participating products defined in Item no. 3
   • Deposit / Invest and maintain at least P5,000,000 or its foreign currency equivalent per participating product for at least 6 calendar months (“Monitoring Period”).
5. Qualified clients shall enjoy cash rewards depending on the type of account opened:
   1. Tier 1 Products:
      

      Minimum Deposit Amount	Cash Rewards
      P5,000,000	P5,000
      P10,000,000	P10,000
      P20,000,000	P20,000
      P50,000,000	P50,000

   2. Minimum Investment Amount	Cash Rewards
      P5,000,000	P10,000
      P10,000,000	P20,000
      P20,000,000	P40,000
      P50,000,000	P100,000

6. Qualified Clients are eligible to earn cash rewards for all Tier 1 and Tier 2 products, provided they open and maintain the deposit / investment amount for each type of account opened.
7. Qualified Clients may open multiple deposit accounts and/or investment deals within the Promo Period.
8. Cash Rewards will be credited to the Qualified Client’s Security Bank Non-Term Deposit account after 30 Banking Days upon account opening. For Qualified Clients with no Non-Term Participating Deposit account or investment, Cash Rewards will be credited to the settlement account of their investment product.
9. To formalize their enrolment in the program, the Qualified Clients must sign and submit a Promo Agreement Form to their Security Bank branch of account. This Form states that, should the Qualified Client close his account / pre-terminate or pullout their funds prior to end of the Monitoring Period, the prorated amount of the cash rewards shall be charged to their deposit account or deducted from the proceeds of their investment amount. The amount deducted will be on top of any existing pre-termination/penalty fees of the deposit / investment product/s.
10. Subsidiaries, sister companies, and other affiliates of an existing Security Bank Corporate Client can also qualify for the Promo provided that the client is a separate entity.
11. This promo is not available in conjunction with the other promos of Security Bank.
12. All Participating Products are subject to existing policies and procedures of the bank including, but not limited to the following:
    • All accounts opened during the promo period will be subject to existing KYC/account opening policies.
    • Accounts closed within 90 days of the account opening will be subject to corresponding early closure penalty fees.
    • All existing product eligibility criteria shall apply unless otherwise specified.
13. All questions and dispute with respect to the promo shall be resolved by the Bank, and any decision shall be binding and conclusive on the Qualified Clients.

Per DTI-FTEB Permit No. 3332 Series of 2019