Sun Life Financial Inc. · TSX:SLF

Sun Life Financial — Merger or Acquisition (November 2020)

8 slides from Sun Life Financial's merger presentation, Nov 18, 2020

  1. Slide 1: Sun Life announces 15-year bancassurance partnership with ACB in Vietnam

    Sun Life announces 15-year bancassurance partnership with ACB in Vietnam November 18, 2020

  2. Slide 2: Forward-looking statements and Non-IFRS Financial Measures

    In this presentation, Sun Life Financial Inc. (“SLF” or “SLF Inc.”), 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 li

  3. Slide 3: Bancassurance Partnership Summary

    Bancassurance Partnership Summary (1) Overview Economics  Sun Life Vietnam will be the exclusive provider  An amount of approximately US$370 million (2) with of life insurance solutions to Asia Commercial ongoing variable payments to ACB based on the Joint Stock Bank (“ACB”) customers in Vietnam s

  4. Slide 4: Ranked 8th largest bank in Vietnam based on total assets

    R a n k e d 8 th largest bank in A robust network Vietnam based o f 3 7 1 b r a n c h e s (2)  Third largest in bancassurance sales for o n t o t a l a s s e t s (1) North excl. Hanoi the first half of 2020(3) 48 Hanoi 55  3.6 million clients(2) Strong financial Central  15% growth in total 58 pe

  5. Slide 5: Sun Life Vietnam

    Sun Life Vietnam  Entered market in 2012, initially as a joint venture  100% owned since 2016 Provides  Multi-channel distribution, with over 5,000 agents Sun Life  Bancassurance added in 2020 through partnership with TP Bank Vietnam with increased Sun Life Vietnam sales by ACB is a strong, stra

  6. Slide 6: Key Financial Metrics

    Key Financial Metrics (1) Consideration for exclusive An amount of approximately US$370 million (2) with ongoing variable partnership between Sun payments to ACB based on the success of the partnership Life Vietnam and ACB Impact on underlying Expected to be accretive to underlying EPS(3) after 2022

  7. Slide 7: Appendix: Forward-looking information

    Appendix: Forward-looking information Certain statements in this presentation are forward-looking, including but not limited to, statements relating to: (i) our growth strategies and strategic objectives, (ii) the expected timing of the launch of the bancassurance partnership, (iii) the expected imp

  8. Slide 8: Investor Relations

    Investor Relations Leigh Chalmers Senior Vice-President, Head of Investor Relations and Capital Management 647-256-8201 leigh.chalmers@sunlife.com Yaniv Bitton Vice-President, Investor Relations 416-979-6496 yaniv.bitton@sunlife.com

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