Sun Life Financial Inc. · TSX:SLF
Sun Life Financial — Merger or Acquisition (April 2022)
10 slides from Sun Life Financial's merger presentation, Apr 5, 2022
Slide 1: Sun Life and CIMB Niaga deepen bancassurance partnership in Indonesia
Sun Life and CIMB Niaga deepen bancassurance partnership in Indonesia April 5, 2022
Slide 2: Forward-looking statements and Non-IFRS Financial Measures
In this presentation, Sun Life Financial Inc. (“SLF”), its subsidiaries and, where applicable, its joint ventures and associates are referred to as “we”, “us”, “our”, “Sun Life” and the “Company”. Forward-looking statements Certain statements in this presentation, including, but not limited to, stat
Slide 3: Transaction Overview
Transaction Overview (1) • In line with Asia strategy to achieve • Sun Life Indonesia(2) will be the provider of life sustainable competitive positions and scale in insurance solutions to CIMB Niaga customers fast-growing markets • 6-year extension of current bancassurance Expands partnership in
Slide 4: Indonesia is an Attractive Market
Indonesia is an Attractive Market Indonesia is the largest economy in Southeast Asia (1) and represents the 4th largest population in the world More than half the population is under the age of 40, and the country is home to one of the world’s largest working-age populations Individual wealth
Slide 5: Sun Life Indonesia and CIMB Niaga
Sun Life Indonesia and CIMB Niaga A strong relationship since 2009 Sun Life in Indonesia • Established presence in the Indonesian • CIMB Niaga is the sixth largest bank in Indonesia by total assets and the second largest market in 1995 privately owned bank by total assets(3) • Entered into current b
Slide 6: Expanded Partnership with CIMB Niaga
Expanded Partnership with CIMB Niaga (1) Deepening a Strong Relationship Growing Scale and Profitability in a Key Market • Current bancassurance agreement commenced in 2016, including: • Bancassurance is a key priority of CIMB Niaga • Sale of Single Premium products in branches • New business sales
Slide 7: Key Takeaways
Key Takeaways • In line with Asia strategy to achieve sustainable competitive positions and scale in fast-growing markets Expands partnership in attractive Indonesian market, with a leading regional bank Strengthens Sun Life and CIMB Group relationship, with bancassurance partnerships in Indon
Slide 8: Appendix
Appendix S U N L I F E • C I M B N I A G A 8
Slide 9: Building Scale and Capabilities in Fast Growing Markets
Building Scale and Capabilities in Fast Growing Markets 2011 - 2013 2014 - 2016 2017 – 2022 Scaled-up & Strengthened via Acquisitions & Widened Footprint Consolidated Ownership & Control Partnerships • Expanded presence in the • Increased stake in Vietnam JV to 75%, • In Hong Kong, acquired FWD’s Ma
Slide 10: Investor Relations
Investor Relations Yaniv Bitton Vice-President, Head of Investor Relations and Capital Markets (416) 979-6496 yaniv.bitton@sunlife.com David Mathews Assistant Vice-President, Investor Relations and Capital Markets (416) 979-6464 david.mathews@sunlife.com
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