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SEMI-ANNUAL GENERAL MEETING 2013

SEMI-ANNUAL GENERAL MEETING 2013. 26 July 2013. Agenda. Review of 2 nd Quarter Focuses in 3Q and 4Q Sales Marketing. Review of 2Q – ECA Updates. Status of ECA “PP” forms. Review of 2Q – Promotion programs launched. Super Star Challenge. Promotion Period: 1/4/2013 to 30/8/2013.

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SEMI-ANNUAL GENERAL MEETING 2013

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  1. SEMI-ANNUAL GENERAL MEETING 2013 26 July 2013

  2. Agenda • Review of 2nd Quarter • Focuses in 3Q and 4Q • Sales • Marketing

  3. Review of 2Q – ECA Updates Status of ECA “PP” forms

  4. Review of 2Q – Promotion programs launched Super Star Challenge Promotion Period:1/4/2013 to 30/8/2013 District District Award: Road show opportunity Agency Leaders • Agency Leaders Award: • HK$2,500 Sponsor+Personal profiling page for recruitment kit Agent Individual Award: 1. ECA AwardUp to HK$1,000 coupon + Certificate + Personal profiling page 2. Monthly Recognition AwardA badge of “Top MPF ECA Producer” 3. Campaign Recognition AwardTop 100 agents, would be entitled recognition in a local newspaper For details, please refer to Memo

  5. Review of 2Q – Promotion programs launched MPF First Challenge Promotion Period: 1/5/2013 to 30/11/2013 New Agent Individual Award: $500 or$1,000Award 1Completed retail case = Completed P(P)form or P(M) form + MPFPA。All MPF accrued benefits must be transferred from other trustees For details, please refer to Memo

  6. Review of 2Q – Promotion programs launched Double & Triple Up Campaign Bonus Employer Plan For details, please refer to Memo

  7. Review of 2Q – Marketing Campaign 7 Low fee funds advertising campaign MTR in-train (27 May – 29 Jun) Tram body (23 May – 12 June) Bus body (Feb 4 – Mar 6)

  8. Review of 2Q – Marketing Campaign • Total 32 media coverage including around 1-minute coverage in TVB Live News and NOW TV, as well as Commercial Radio on 29 May 2013 7

  9. Focuses in 3 & 4 Q - Sales New Agents Continued • MPF First Challenge (Cover Period: 1 May 2013 to 30 Nov 2013) • 10 cases = $500 or 20 cases = $1,000 for new agents who successfully close MPFPA s with PP and/or PM forms within 3 months from MPF license registration date • New Agent MPF Seminar (7 August 2013) • Venue: Harbour Grand Hotel, North Point • Target audience: New agents, leaders and District Directors • Theme: Super Brand Myself • FPTP Training (4Q) • MPF session will be added • Objective: • Engage new agents to sell MPF and become a professional financial planner who can provide total solution for their customers

  10. Focuses in3Q - Marketing • Free Movie Tickets Giveaway (1 July – 31 July)

  11. Focuses in 4Q - Marketing • New Fund Launch with strong sales and marketing support Advertising: Print and outdoor Agent Seminar PR Special Event Premium For reference only

  12. Thank You

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