Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

1 SURVIVE THRIVE Sponsorship Prospectus SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

2 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Invitation from the President Iam delighted to invite you to participate in the Actuaries Institute 2018 Financial Services Forum which will be held in Sydney from Monday 21 until Tuesday 22 May 2018. Natural Selection highlights the changing environment within financial services. You have the choice to either survive or thrive, it’s time to take action! At FSF2018 we will explore: ● lessons learnt; ● what the future holds; and ● what will equip you with the insight you require to thrive.

Superannuation, life insurance, banking, data analytics, wealth management and investments will all be covered in the program.

The Organising Committee led by Melinda Howes have done an outstanding job revolutionising the program consisting of keynote address, four broad plenaries, practice area specific plenaries and concurrent sessions addressing: The Productivity Commission; Advice; Disruption; Customer Outcomes; Genetics; Wealth Retirement; Capital Requirements; Housing and Vertical Integration to name a few. The Actuaries Institute is committed to offering sponsorship packages which are flexible and can be tailored to meet your specific needs. For further information, contact: Sarah Gibson, Events Manager and Team Leader, on +61(0) 2 9239 6101, she will be delighted to assist you.

John Evans President Actuaries Institute As the sole professional body for actuaries in Australia, the Actuaries Institute represents the interests of its members to government, the business community and the general public. Actuaries assess risks through long-term analyses, modelling and scenario planning across a wide range of business problems. This unrivalled expertise enables the profession to comment on a range of business-related issues including enterprise risk management and prudential regulation, retirement income policy, finance and investment, general insurance, life insurance, health financing, and energy and the environment.

The Actuaries Institute fosters growth within the profession by providing pre-qualification education services to aspiring actuaries and conducts a program of continuing professional development for its members. This includes hosting special interest Forums, events and study programs that help keep members abreast of key industry issues and trends, whilst networking with their professional peers. Find out more about the Actuaries Institute at www.actuaries.asn.au

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

3 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney About the 2018 Financial Services Forum Every two years the Actuaries Institute hosts the Financial Services Forum.

Attracting close to 500 industry professionals from around Australia, this Forum has built up a reputation for revealing the latest industry updates and providing a platform for industry discussion. Program Overview Monday 21 May Full-Day Forum Sessions and Cocktail Party Tuesday 22 May Full-Day Forum Sessions Job titles of FSF Attendees Appointed Actuary CEO CFO Chairman CRO Chief Actuary Commercial Manager Consultant Director Director Business Management Fund Actuary General Manager General Manager Investments Group Head Strategic Initiatives Head of Analytics Head of Capital and Risk Management Head of Claims and Underwriting Head of Client Solutions Head of Group Pricing Head of Products Manager Partner Portfolio Strategist Reinsurance Actuary Valuation Actuary Previous Delegate Numbers: FSF2016 held in Melbourne – Total 445 Feedback: • ‘The plenary sessions were exceptional.’ • ‘I got something out of every session.’ • ‘Very professionally run conference.’ • ‘Networking is of a very high value to delegates.’ Previous Delegate Numbers: FSF2014 held in Sydney – Total 510 Feedback: • ‘Top notch plenary speakers.’ • ‘There was a wealth of interesting ideas and questions, which challenged and broadened my perspectives.’ • ‘Great networking opportunities.’ • ‘Well organised and interesting sessions.

I enjoyed the two days.’

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

4 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Benefits to Sponsors Sponsorship of the 2018 Financial Services Forum provides a wide range of ongoing benefits including: ● The opportunity to reinforce and strengthen your corporate position within the actuarial profession. ● Maximum exposure at an Actuaries Institute premier event. ● The opportunity to deliver a clear message that you have a genuine commitment to the actuarial industry. ● The opportunity to network with key industry figures.

● Strengthen and develop key business relationships.

● Direct access to the decision-makers in your target market. ● High visibility on the Financial Services Forum website and marketing collateral. ● Build prospect databases. ● The opportunity to link your brand to high-profile plenary sessions. Gold, silver and bronze sponsors also receive: ● Recognition (with logo) on all printed Forum materials. ● Logo on the official sponsorship banner onsite. ● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website.

● Acknowledgement during the Forum Opening and Closing Addresses. ● Logo on sponsorship slide displayed during session breaks. ● Logo published in pre and post Forum articles in Actuaries Digital. Additional Benefits Gold Sponsor: $18,000 + ● Acknowledgement as a Gold Sponsor in all marketing collateral and signage. ● Gold Sponsor Plaque presented onsite to acknowledge level of support. ● One Full Forum Registration. ● Presentation photo published in Actuaries Digital. ● Up to two delegate lists provided prior to Forum. Silver Sponsor: $8,000 – $17,999 ● Acknowledgement as a Silver Sponsor in all marketing collateral and signage.

● Certificate of appreciation presented onsite to acknowledge level of support. ● One Day Registration.

● Presentation photo published in Actuaries Digital. ● One delegate list provided prior to the Forum.

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

5 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney The sponsor choice allows flexibility while delivering our sponsorship principles of transparency, fairness, quality and the ability to negotiate. With sponsor choice you decide how would like your organisation to be aligned with this event. You can choose which level of sponsorship you would like to be represented at and then select your preferred sponsorship items from the menu to the value of your budgeted spend.

There are three levels of sponsorship: Gold, Silver and Bronze. Sponsorship items will be allocated on a first come, first served basis to ensure fairness across small and large organisations. To secure your package, simply complete and lodge the Booking Application Form and arrange payment by close of business Friday 9 March 2018.

Step 1 – Choose your sponsorship choice Choose your preferred options from the menu to the value you wish to spend. Offers for items not covered in the menu will be considered. Offers for items not taken up in the menu will be considered after Friday 9 March 2018. Step 2 – Upgrade your choice Decide whether you would like to upgrade your choice, by selecting an additional item on the right to add more value to your sponsorship package. Step 3 – Lodge Sponsorship Form Complete and lodge the form located at the end of this prospectus by Friday 9 March 2018. The Actuaries Institute reserves the right to approach sponsors from other industries to participate in marketing opportunities.

Sponsor Choice Menu (incl. GST) Upgrade your choice Barista Cart $15,500 Café (branded area with café tables and chairs to lounge in) – Total package of: $20,500 Cocktail Party Sponsor $12,100 Juice Bar $12,100 Actuaries Institute Events App $10,500 Branded poll feature used throughout plenary sessions – Total package of: $12,500 Soft copy Forum Newsletter $6,600 Hardcopy version – Total package of: $8,800 Lanyards $5,500 Name tag Sponsor $5,500 Mini Program Sponsor – Total package of: $11,000 Hospitality Sponsor $4,500 Charging Station – Total package of: $7,500 Water bottles $2,200 Pen Sponsor $2,200 Note pad Sponsor $2,200 Offset delegates carbon emissions for travel to Forum $1,100 SOLD OUT SOLD OUT SOLD OUT SOLD OUT SOLD OUT

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

6 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Barista Cart Sponsor $15,500 (incl. GST) or $20,500 (for Barista Cart with Café sponsor upgrade) There are two barista carts available at FSF2018. The costs of consumables are included. The Barista Cart is extremely popular with delegates. As Sponsor of the Barista Cart your company has the opportunity to achieve high level exposure before, during and after Forum breaks. Barista Cart Activities on the plenary room level extend across two days and will include all plenary sessions, concurrent sessions, morning and afternoon teas.

Barista Sponsor Benefits ● Naming rights to one Barista Cart. ● Recognition as the Barista Cart Sponsor (with logo) on all printed materials.* ● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website. ● Logo on the official sponsorship banner onsite. ● Coffee service will be operating before, during and after each day’s business sessions. Experienced baristas will be on hand to serve beverages such as: lattes, cappuccinos, long blacks, shorts blacks, mochaccinos, hot chocolates, etc.

● The Sponsor may provide a freestanding banner which will be positioned in a prominent location next to the Barista Cart (maximum size 2m high x 1m wide).

● Small table signs featuring your company name and logo displayed on the Barista tables (Actuaries Institute to supply). ● Opportunity for the Sponsor to provide branded coffee cups, t-shirt, apron and caps for Barista staff to wear.** ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by by Friday 9 March 2018.

** May incur a small surcharge from the venue. Upgrade Your Choice – Barista Cart with Café – total package of $20,500 (incl. GST) ● Delegates can enjoy coffee in a large branded café, complete with café tables and chairs and your choice of sponsorship additions. There will only be one Barista Café at FSF2018. SOLD OUT SOLD OUT

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

7 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Cocktail Party Sponsor $12,100 (incl. GST) There is one cocktail party sponsorship available. The costs of consumables are paid for by the Actuaries Institute.

Opportunity to brand the cocktail party which takes place on Monday 21 May from 6.00 – 9.00pm at Marble Bar, Sydney. Cocktail Party Sponsor Benefits: ● Naming rights to the cocktail party. ● Recognition as the cocktail party sponsor (with logo) on all printed materials.* ● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website. ● Logo on the official sponsorship banner onsite.

● The Sponsor may provide two freestanding banners which will be positioned in a prominent location of the cocktail party. ● Small table signs featuring the company name and logo displayed on the cocktail rounds where delegates place their drinks, around the cocktail party. ● Opportunity for the Sponsor to provide branded shirts for the cocktail party wait staff to wear during service. ** ● Verbal acknowledgment as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

** May incur a small surcharge from the venue.

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

8 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Juice Bar Sponsor $12,100 (incl. GST) The costs of consumables are included. There will only be one Juice Bar at FSF2018. The Juice Bar is extremely popular with delegates. As Sponsor of the Juice Bar your company has the opportunity to achieve high level exposure before, after and during Forum breaks. The Juice Bar will be located on the same floor as the morning and afternoon tea breaks. Juice Bar Sponsor Benefits ● Naming rights to one Juice Bar.

● Recognition as the Juice Bar Sponsor (with logo) on all printed materials.* ● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website. ● Logo on the official sponsorship banner onsite.

● The Juice Bar will be operating before, during and after each day’s business sessions. ● The Sponsor may provide a freestanding banner which will be positioned in a prominent location next to the Juice Bar (maximum size 2m high x 1m wide). ● Small table signs featuring the company name and logo displayed on the Juice Bar tables (Institute to supply). ● Opportunity for the Sponsor to provide branded cups, t-shirts, arons and caps for Juice Bar staff to wear.** ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines.

To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

** May incur a small surcharge from the venue.

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

9 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Actuaries Institute Events App $10,500 (incl. GST) or $12,500 (for Plenary Session Poll sponsor upgrade) As the 2018 Financial Services Forum is a paperless conference, delegates will be downloading the Actuaries Institute App in order to access important information about the Forum. The app includes; the program, delegate list, synopses, papers, plenary speaker information, delegate chat function and speaker feedback.

At the 2018 Actuaries Summit, 88% (350 delegates) of delegates downloaded the app. Actuaries Summit App Sponsor Benefits: ● Branded icon within the App with your chosen content. ● Brand featured throughout the pages of the App. ● Recognition as the Actuaries Institute Events App Sponsor (with logo) on all printed materials.* ● Recognition as the Actuaries Institute Events App Sponsor (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website.

● Logo on the official sponsorship banner onsite. ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018. Upgrade Your Choice – Plenary Session Poll – total package of $12,500 (incl. GST) ● Throughout the plenary sessions at the Financial Services Forum plenary speakers will be asking delegates to visit the App to answer live poll questions. Your name will be featured on these questions as they are asked and the results are displayed on the screen.

SOLD OUT

Natural Selection - Financial Services Forum 21-22 May 2018 Hilton Sydney

10 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Forum Newsletter Sponsor $6,600 (incl. GST) Exclusive Electronic Distribution Does someone in your organisation have a hidden talent as a writer? Or have you ever dreamed of being an editor? Now is your chance to produce the official, branded Forum Newsletter which will be distributed by email to all delegates during and following the Forum. This opportunity provides fantastic brand exposure. Newsletter Sponsor Benefits ● Recognition as a Forum Newsletter Sponsor (with logo) on all printed Forum materials.* ● Recognition as Forum Newsletter Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link to your website and logo on the official sponsorship banner onsite.

● Naming rights to the Forum Newsletter (subject to approval by the Organising Committee). ● Sponsor is provided with a template to construct the Forum Newsletter. Up to three newsletters can be distributed before, during and after the Forum. Electronic copies are distributed to delegates by the Actuaries Institute. Final wording is subject to Institute approval. ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. ● The newsletter will be published on the Forum website following distribution onsite. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines.

To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

Upgrade Your Choice – Exclusive Hardcopy version – total package of $8,800 (incl. GST) Lanyards Sponsor $5,500 (incl. GST) Exclusive Enhance your exposure at the Financial Services Forum by branding all Forum lanyards with your company name or logo. Lanyards Sponsor Benefits ● Naming rights printed on approximately 500 delegate lanyards.* ● Recognition as Lanyards Sponsor (with logo) on all printed materials.** ● Recognition as a Lanyards Sponsor (with logo) on the Sponsors’ page on the Forum website, including a hyperlink to your website.

● Logo on the official sponsorship banner onsite.

● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. ● Corporate logo on sponsorship slide displayed in plenary and concurrent rooms. * Sponsor to provide lanyards with company logos. ** Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

11 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Name Tag Sponsor $5,500 (incl. GST) Exclusive or $11,000 (for Mini Program sponsor upgrade) Logo featured on all name tags worn by those at FSF2018. Name Tag Sponsor Benefits ● Coloured logo on each name tag worn by approximately 500 delegates and staff attending the FSF2018. ● Recognition as the Name Tag Sponsor (with logo) on all printed materials.* ● Recognition as the Name Tag Sponsor (with logo) on the sponsors’ page on the Forum website, including a hyperlink to your website.

● Logo on the official sponsorship banner onsite.

● Acknowledgment as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018. Upgrade Your Choice – Mini Program – total package of $11,000 (incl. GST) The Forum Mini Program offers constant exposure that continues to relay your message repeatedly throughout the event. Utilised by delegates for all sessions, the Mini Program forms a valuable resource which often is retained for future reference after the event.

Mini Program Sponsor Benefits ● Full page colour advertisement* on the back cover of the Mini Program. ● Recognition as the Mini Program Sponsor (with logo) on all printed materials.** ● Recognition as the Mini Program Sponsor (with logo) on the Sponsors’ page on the Forum website, including a hyperlink to your website. ● Logo on the official sponsorship banner onsite. ● Acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Production cost of advertisements to be met by the sponsor.

** Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines.

To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

12 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Hospitality Sponsor $4,500 (incl. GST) Exclusive Demonstrate your organisation’s hospitality by sponsoring the daily morning tea, lunch and afternoon tea breaks. The breaks will be held outside the plenary room throughout the duration of the Forum. Hospitality Sponsor Benefits ● Recognition as a Hospitality Sponsor (with logo) on all printed Forum materials.* ● Recognition as a Hospitality Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link to your website.

● Acknowledgement on the official sponsorship banner onsite.

● Corporate literature about your organisation may be displayed in the hospitality area (Sponsor to supply).** ● Small table signs featuring the organisation name and logo will be displayed on the refreshment tables (Actuaries Institute to supply). ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

** Actuaries Institute to provide small table. Upgrade Your Choice – Charging Station – total package of $7,500 (incl. GST) ● Feature your brand on a charging station located near the registration desk where delegates can conveniently charge a range of types of phones.

13 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Water Bottles Sponsor $2,200 (incl. GST) Exclusive Enhance your exposure at the Forum by branding all water bottles with your logo. This is a valuable sponsorship opportunity offering exposure after the Forum.

Water Bottles Sponsor Benefits ● Naming rights printed on approximately 1000 delegate water bottles.* ● Recognition as a Water Bottles Sponsor (with logo) on the Sponsors’ page on the Forum website, including a hyperlink to your organisation’s website home page.

● Recognition as Water Bottles Sponsor (with logo) on all printed materials.** ● Logo on the official sponsorship banner onsite. ● Verbal acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. ● Corporate logo on sponsorship slide displayed in plenary and concurrent rooms. * Sponsor to provide water bottles with company logos at own expense. ** Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

14 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Forum Notepads Sponsor $2,200 (incl.

GST) Exclusive This is an opportunity to provide each delegate with your branded notepad at the Forum and gain continued exposure for your organisation that extends beyond the duration of the Forum. Please note the notepads are to be supplied by the sponsor. Forum Notepads Sponsor Benefits ● Recognition as the Forum Notepad Sponsor (with logo) on all printed materials.* ● Recognition as the Forum Notepad Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link to your website.

● Acknowledgement as a Sponsor on the official sponsorship banner onsite. ● Notepads, provided by the Sponsor, will be distributed at the Forum. ● Acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018. Forum Pens Sponsor $2,200 (incl. GST) Promotional plenary and concurrent pens are a cost-effective opportunity to gain brand exposure and communicate your corporate message and products/services directly to the Forum delegates.

Please note the writing pens are to be supplied by the sponsor.

Forum Pens Sponsor Benefits ● Recognition as the Forum Pens Sponsor (with logo) on all printed materials.* ● Recognition as the Forum Pens Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link to your website. ● Acknowledgement as a Sponsor on the official sponsorship banner onsite. ● Forum Pens, provided by the Sponsor, will be distributed at the Forum. ● Acknowledgement as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

SOLD OUT

15 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Socially Conscious Sponsor – Offset Delegate Carbon Emissions $1,100 (incl. GST) Exclusive As not all of the FSF2018 delegates are located in Sydney and will be flying to the Forum, help the environment by offsetting the carbon emissions. Socially Conscious Sponsor Benefits ● Recognition as the Socially Conscious Sponsor (with logo) on all printed materials.* ● Recognition as the Socially Conscious Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link to your website.

● Acknowledgment as a Sponsor on the Official sponsorship banner onsite. ● Acknowledgment as a Sponsor during the Forum’s Opening and Closing Addresses. * Exposure in the Forum publications is determined by confirmation of sponsorship prior to print deadlines. To maximise exposure, please lodge your booking application form by Friday 9 March 2018.

16 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Summary W e would like to help you achieve your business objectives and service your customer groups. If you would like to suggest other ways in which your company can be involved with the Financial Services Forum, please do not hesitate to contact the Events Team at the Actuaries Institute.

The sponsor choice packages outlined in this document can be tailored to meet your specific marketing goals. We would also welcome any additional new ideas to expand the available options.

The Actuaries Institute Financial Services Forum is a unique and prestigious marketing opportunity and we are confident your involvement as a Sponsor will provide your organisation with valuable rewards. Sarah Gibson Events Manager and Team Leader Actuaries Institute Level 2, 50 Carrington Street Sydney NSW 2000 t + 61 (0) 2 9239 6101 f + 61 (0) 2 9239 6170 e sarah.gibson@actuaries.asn.au w www.actuaries.asn.au Hilton, Sydney

17 SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney Sponsorship Booking Application Form Send to: Sarah Gibson: Events Manager Actuaries Institute, Level 2, 50 Carrington Street SYDNEY NSW 2000 t +61 (0) 2 9239 6101 f +61 (0) 2 9239 6170 e sarah.gibson@actuaries.asn.au w www.actuaries.asn.au SPONSORSHIP ITEM(S) REQUESTED AMOUNT AUD$ (incl.

GST) 1. 2. 3. 4. 5. Total (incl. GST) $ Full payment due and payable by Friday 9 March 2018 TOTAL AMOUNT PAYABLE (AUD) $ Organisation name (for marketing purposes) Organisation name (for invoicing purposes) Address City State Post Code Country Sponsor Contact Position Tel Mobile Email Website PAYMENT DETAILS (please tick) IMPORTANT: If you are planning to pay by cheque or EFT, a credit card number MUST be provided to secure your booking. If we do not receive a cheque or EFT payment within two weeks of receiving your Sponsorship Application Form, then the nominated credit card will be charged.

Please note that a credit card fee of 2.78% for AMEX and 1.31% for MasterCard/VISA applies to all credit card payments.

AMEX MasterCard VISA Expiry Date Date Credit Card Number CVV Name on Card Cardholder Signature We wish to pay by company cheque. Note: All cheques must be made payable to: The Institute of Actuaries of Australia and mailed to the Institute at the above address. We wish to pay by EFT. Bank details will be provided by the Institute with your tax invoice. Privacy policy: Your privacy is important to us. Personal information provided on this form will be collected and used by the Institute in accordance with our Privacy Policy available at www.actuaries.asn.au. As set out in our Privacy Policy, personal information collected from you may be shared with event sponsors or partners so that they may contact you directly.

SUBMISSION OF ALL BOOKING APPLICATIONS WILL REQUIRE CONFIRMATION OF ACCEPTANCE BY THE ACTUARIES INSTITUTE ON ACCEPTANCE OF YOUR APPLICATION THIS AGREEMENT IS BINDING. SEE OVER FOR TERMS AND CONDITIONS.

18 Sponsorship Booking Terms and Conditions 1. Sponsorship items for the 2018 Financial Services Forum will be allocated under the following terms and conditions on a ‘first come first served’ basis. To secure your items, complete and lodge this form together with payment by close of business Friday 9 March 2018. Once payment is received, a letter of confirmation will be provided to confirm your booking, together with a tax invoice covering the full amount paid.

2. The Australian Goods and Services Tax (GST) at 10% is applicable to all goods and services offered by The Actuaries Institute (the Institute) and all prices in this document are inclusive of GST. 3. All monies are payable in Australian dollars. Cheques should be made payable to the Institute of Actuaries of Australia and must be drawn on an Australian bank.

4. All monies due and payable must be received (and cheques cleared) by the Institute by Friday 9 March 2018. (No company will be listed as a Sponsor in any official marketing materials until full payment and a Booking Application Form have been received by the Institute (in accordance with term 1). 5. CANCELLATION POLICY – No refunds will be made for cancellations. Once Sponsorship has been confirmed and accepted, a reduction in Sponsorship is considered a cancellation. 6. No Sponsor shall assign, sub-license or apportion the whole or any part of their Sponsorship Package except upon prior written consent of the Institute.

7. Sponsorship monies will facilitate towards the successful planning and promotion of the Forum in addition to subsidising the cost of management, communications, invited speakers, program and publications. Sponsorship monies are not expended on any entertainment incurred which is incidental to the activities of this Forum. 8. Privacy Statement – All information provided on this application will be collected and used in accordance with the Institute’s Privacy Policy available at: www.actuaries.asn.au. This may mean the information is shared with suppliers and contractors of the Forum to assist with your participation and sponsorship.

The information will also be used for inclusion in participant lists and for information distribution in respect of other relevant events organised by the Actuaries Institute.

YES, I consent NO, I do not consent to the information provided being used as described above. Yes, I have read and agree to the Terms and Conditions set out above. Authorised by: Signature Date SURVIVE THRIVE Natural Selection Financial Services Forum 21-22 May 2018 • Hilton Sydney