PERSONAL INFORMATION COLLECTION STATEMENT

I understand and consent that, any personal data collected by Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) ("Sun Life") (whether collected in this form or otherwise) may be used by Sun Life for the following purposes:

(i) processing and evaluating insurance applications and/or any other applications for financial services;

(ii) administering and providing services in relation to insurance or financial products;

(iii) processing, investigating and settling insurance claims and detecting and preventing fraud (whether or not relating to the policy issued by the Company) ;

(iv) conducting customer surveys;

(v) researching and designing financial, insurance or pensions products for clients’ use;

(vi) selecting and participating in reward, loyalty or privileges program and related service;

(vii) contacting clients for the above purposes;

(viii) purposes which are directly related to the above purposes; and

(ix) complying with applicable laws, regulation or court order or obligation or requirement under an agreement, or other commitment, between Sun Life or any entity within the Sun Life Group and the regulator or government in any jurisdiction (in relation to money laundering, terrorist financing and tax evasion or otherwise) to which Sun Life and its related companies are subject to (of Hong Kong or any other countries).

Sun Life may also use my contact details, demographic information and policy details to contact me with marketing information regarding Sun Life and third party pensions, financial and insurance products, including by phone calls, mail, email, SMS or any type of electronic message. Sun Life may not use my data for direct marketing unless Sun Life have received my consent (which includes an indication of no objection). I know I can tick the box below if I do not consent to receive direct marketing information.

Sun Life may disclose my personal data for any of the above purposes:

(a) to third parties who provide services in Hong Kong or elsewhere which assist the Company to carry out the above purposes, including claims investigators, insurance adjusters, medical advisors, health care professionals, medical service providers, hospitals, emergency assistance service providers, reinsurers, accountants, solicitors and professional financial advisors;

(b) to banks for payment purposes;

(c) to insurance brokers who are representing the policy owners or clients directly or indirectly;

(d) to the Company’s insurance agents and MPF intermediaries;

(e) to the Company’s related companies (as defined in the Companies Ordinance) including pensions services provider, financial services companies and insurance companies;

(f) to the Hong Kong Federation of Insurers (or any similar association of insurance companies) and its members;

(g) to the policy owner / employers of an insured employee under a group product;

(h) to any third party service provider appointed by the policy owner who provides administrative services for the policy owner;

(i) to organisations that consolidate claims and underwriting information for the insurance industry;

(j) to fraud prevention organisations;

(k) to other insurance companies (whether directly or through fraud prevention organisations or other persons named in this paragraph), the police and databases or registers (and their operators) used by the insurance industry to analyse and check information provided against existing information;

(l) to any person to whom the Company or its related companies (inside or outside Hong Kong) are under an obligation to make disclosure under the requirements of any law, regulation or court order binding on or applying to or to which the Company or its related companies (inside or outside Hong Kong) are subject to, or under and for the purposes of any guidelines issued by regulatory or other authorities with which the Company or its related companies (inside or outside Hong Kong) are expected to comply and

(m) as otherwise required or permitted by law. If third party personal information is supplied to the Company by the clients, clients’ service providers, claimants or applicants for services, such clients, service providers, claimants or applicants must inform these third parties about this personal information collection statement before they collect their information and supply it to the Company. For group clients, these information may include but not limited to information belonging to the clients’ employees, the group members, the insureds and/or their representatives or dependents.

I understand that it is voluntary for me to supply the information, but failure to provide the requested personal data may mean Sun Life is unable to process my application or continue to provide services to me. I have the right to seek access to and request correction of any personal data Sun Life holds about me by sending a written request to The Manager, Client Service Centre, Sun Life Hong Kong Limited, G/F, Tower B, Cheung Kei Center, 18 Hung Luen Road, Hunghom, Kowloon, Hong Kong.  Sun Life may charge a reasonable fee for the processing of any such requests. "Sun Life Group" means Sun Life together with its subsidiaries, subsidiary undertakings and associated companies (whether direct or indirect) from time to time.