Sun Life Opens New Trust Company in the Philippines

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Sun Life Opens New Trust Company in the Philippines

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Sun Life Philippines is officially entering the trust business with the launch of Sun Life
Investment Management and Trust Corporation (SLIMTC).

SLIMTC was established to provide multi-strategy local and global portfolio management
services and deliver superior risk-adjusted returns for both individual and institutional
investors in the Philippines.

The company will leverage on the strong leadership position
of its parent company, Sun Life of Canada. “We saw an opportunity to expand our business amid the continuous growth and evolution of investment products sought by both individual and institutional investors in the country,” Sun Life Philippines CEO & Country Head Benedict Sison said.

At the helm of SLIMTC is Michael Gerard Enriquez, who has been appointed as President
and Chief Investment Officer following nine (9) years as Chief Investment Officer for Sun
Life Philippines.

“There is a gap in the trust solutions and services being offered in the country. SLIMTC
was envisioned to fill this gap by providing more relevant investment solutions,” Enriquez
said. “Moreover, we will also provide the needed education that will empower investors
to take on more sophisticated financial instruments.”

SLIMTC is the latest addition to Sun Life’s businesses in the Philippines, which include life
insurance under Sun Life of Canada (Philippines), Inc., bancassurance under Sun Life
Grepa Financial, Inc., and asset management under Sun Life Asset Management
Company, Inc. Those eager to learn more about SLIMTC may e-mail

SLIMTC.Communications.Notice@sunlife.com.
Sun Life Investment Management and Trust Corporation (“SLIMTC”) is regulated by the

BOARD OF DIRECTORS
Sancho Constantino Y. Chan Chairman of the Board
Michael Gerard D. Enriquez President and Director
Michael Oliver G. Manuel Director
Olivier Joel Emile Szwarcberg Director
Emilio S. De Quiros, Jr. Independent Director
Consuelo D. Garcia Independent Director
Dominador T. Gregorio III Independent Director
Management Team

Michael Gerard D. Enriquez President and Chief Investment Officer
Maria Concepcion P. Cruz Chief Operations Officer
Ritchie G. Teo Deputy Chief Investments Officer
Jeanemar S. Talaman Finance Head
Grace T. Chua Marketing Head
Ramilo L. Ramirez Risk Officer

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