LIFE INSURANCE BREAKFAST SPONSORSHIP PROPOSAL 2015

LIFE INSURANCE BREAKFAST SPONSORSHIP PROPOSAL 2015

TACKLING THE ISSUES THAT MATTER MOST Every year, the ANZIIF Life Insurance Breakfast draws the Australian life insurance community to Sydney for one of the highlights of the industry calendar. Featuring influential panellists discussing the topics that matter most in the life sector, this event attracts an audience of respected business and thought leaders from across the industry. ANZIIF invites you to play a role in this event by becoming a sponsor at any one of the levels detailed in this proposal. Being a sponsor of the Life Insurance Breakfast provides you with access to and visibility among some of Australia s most influential industry leaders. This year s panel session will explore the findings and recommendations from the John Trowbridge report on the Review of Retail Life Insurance Advice, which was released in March this year. The 2015 Annual Life Insurance Breakfast will be held at Rydges World Square, Sydney, on Thursday 22 October. To be part of this event please return the Sponsorship Registration form by email. For further information, contact Sally Wilson, Event Coordinator, ANZIIF, on (03) 9613 7258 or swilson@theinstitute.com.au. Sponsorships will be allocated on a first come, first served basis. Sincerely, FRANK CRAPIS Chair Life, Health and Retirement Income FAB LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 02

ABOUT ANZIIF The Australian and New Zealand Institute of Insurance and Finance (ANZIIF), often referred to as The Institute, is a professional association and education provider for the insurance and financial services industry in the Asia-Pacific region. Established in 1884, ANZIIF has been supporting insurance professionals for 130 years and is one of the oldest professional associations in this region. ANZIIF supports and engages with the industry through education, the promotion of professional standards and the facilitation of building a community of practice enabling our members to achieve their career and corporate aspirations. Operating as a multi-disciplinary insurance, risk and financial management not-for-profit professional body, ANZIIF has approximately 15,000 members who are grouped into Faculties, which focus on specific areas of expertise. Faculties are led by the industry who input and partner with ANZIIF to ensure the relevance of program delivery from events. These Faculties are: Claims General Insurance Insurance Broking Life, Health & Retirement Income Reinsurance Risk Management ANZIIF receives advice and direction from our Councils and advisory groups who represents interest groups across Faculties: Generation i Council (under 35 s) Women s Council People and Talent Development Advisory Committee New Zealand Member Advisory Board ANZIIF is a Registered Training Organisation offering a diverse range of educational and compliance qualifications, customised education programs and education consulting services. Continuous professional development opportunities are provided through ANZIIF conferences, seminars, training and networking opportunities to both members and non-members. For members, these programs help them achieve the 25 hours of continuous professional development per calendar year required by ASIC, and maintain the status of CIP membership of ANZIIF. For more information about ANZIIF please visit www.theinstitute.com.au LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 03

ANNUAL LIFE INSURANCE BREAKFAST Tackling the issues that matter most to the life insurance industry, this event is a high-powered panel discussion facilitated by leading experts in there own field. Last year s event was facilitated by Simon Swanson, Managing Director, Clearview Wealth. 2014 s panellists included: Trevor Matthews Non Executive Director, AMP Craig Dunn Former CEO, AMP Ian Laughlin Deputy Chairman, APRA Alexis George Managing Director, Insurance, ANZ Global Wealth The Annual Life Insurance Breakfast is targeted to professionals working in the life, health and retirement sectors and is regarded by all as the major event for the life insurance sector. Sponsors are encouraged to be active throughout the breakfast. PROPOSED PROGRAM Thursday 22 October 2015 7.00 7.30 am Registration 7.30 9.00 am Breakfast and Panel Discussion LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 04

PLATINUM SPONSOR $4,000 1 AVAILABLE Platinum Sponsorship entitles you to the following benefits: Logo recognition on all pre-event communications including the event registration website pages (with hotlinks to your own company website), and on-site materials including name tags and printed collateral Recognition as the Platinum Sponsor throughout the breakfast A two-minute welcome speech at the commencement of the breakfast Two conference banners with your logo displayed inside the main conference room and registration area The premier display location for any props and product displays in the registration area The opportunity to provide attendees with a promotional gift and your company literature at the breakfast The opportunity to hold a business card draw and announce the winner at the end of the breakfast An invitation for four company representatives to attend Seating preference for your company at the breakfast Additional registrations available at the ANZIIF member price A list of delegates prior to the event, subject to privacy laws A list of delegates prior to the event, subject to privacy laws * Two representatives per state LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 05

GOLD SPONSOR $2,700 2 AVAILABLE Gold Sponsorship entitles you to the following benefits: Logo recognition on all pre-event communications including the event registration website pages (with hotlinks to your own company website). Recognition as the Gold Sponsor throughout the breakfast One conference banner in pre-conference area A prominent display location for any props and displays in the registration area The opportunity to provide attendees with a promotional gift and your company literature at the breakfast An invitation for two company representatives to attend the breakfast Seating preference for your company at the breakfast Additional registrations available at the ANZIIF member price A list of delegates prior to the event, subject to privacy laws A list of delegates prior to the event, subject to privacy laws * Two representatives per state LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 06

SILVER SPONSOR $1,500 MULTIPLE Silver Sponsorship entitles you to the following benefits: Recognition on all pre-event communications including the event registration website pages Recognition as the Silver Sponsor throughout the breakfast An invitation for one company representative to attend the breakfast Additional registrations available at the ANZIIF member price A list of delegates prior to the event, subject to privacy laws * Two representatives per state LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 07

SPEAKER GIFTS SPONSOR $750 1 AVAILABLE Speaker Gifts Sponsorship entitles you to the following benefits: Logo placement beside the ANZIIF logo on front of the speaker gifts Recognition of your level of sponsorship throughout the breakfast Registrations available at the ANZIIF member price A list of delegates prior to the event, subject to privacy laws * Two representatives per state LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 08

ANZIIF EXPECTATIONS ANZIIF organises the Life Insurance Breakfast in conjunction with the key insurance industry members. The Life Insurance Breakfast requires the coordination and cooperation of a large number of delegates, speakers and stakeholders. Our experience in running events has led us to develop a set of guidelines for sponsors to facilitate the smooth running of events. We assume that by signing up to sponsor the breakfast, you are happy to work with us to ensure that we deliver an exceptional experience to our attendees. Our expectations include: Showing respect at all times towards attendees, ANZIIF staff and other sponsors Ensuring that you read and understand your sponsorship entitlements If you wish to purchase additional tickets to the breakfast, these can be purchased online That upon return of your completed Sponsorship registration form, you provide us with a high res jpg and eps of your logo in both colour and mono Where a speaking time is included, respecting your time allocation Providing us with your intention to take up delegate spots and confirming attendee names no later than 1st October 2015 You undertake to ensure that all relevant materials and displays are set up no later than 30 minutes prior to the start time of the breakfast Samples or gifts for attendees are delivered to the venue 24 hours prior to the event. N.B. It is your responsibility to ensure delivery directly to the venue using the venue delivery docket. ANZIIF will not take any responsibility for items that are delivered late or lost. That you enjoy your time during the breakfast. LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 09

SPONSORSHIP SUMMARY PLATINUM ( 1 AVAILABLE ) GOLD ( 2 AVAILABLE ) SILVER ( MULTIPLE ) Banner display 2 1 - - Company logo on name tags - - - Recognition of sponsor level Recognition on all pre event communications Logo Logo Name - Recognition on all onsite communications Welcome address 2 mins - - - Company logo on speaker gifts - - - Provision of gift - - Inclusion of product literature - - Complimentary registrations 4 2 1 - Additional registrations at member price Seating preference for your company at the event - Total sponsorship investment (incl. GST) $4,000 $2,700 $1,500 $750 SPEAKER GIFTS ( 1 AVAILABLE ) If you would like to participate in the sponsorship of the Life Insurance Breakfast please return the sponsorship form to Sally Wilson, swilson@theinstitute.com.au, no later than 28 May 2015. After this time we cannot guarantee that the logo will appear on all pre-conference materials. If you have any questions, please contact Sally Wilson (03) 9613 7258. LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 010

SPONSORSHIP REGISTRATION Please complete the following and return it no later than 28 May 2015. Company Name: SPONSORSHIP PACKAGE: We wish to sponsor the following package: Platinum Sponsor $4,000 Gold Sponsor $2,700 Silver Sponsor $1,500 Speaker Gifts Sponsor $750 Invoices will be sent within 14 days of receiving your sponsorship confirmation. Signed: Date: Name (please print): Title: Phone: Email: To confirm your sponsorship interest, please send the completed form and company logos to: swilson@theinstitute.com.au SALLY WILSON Events and Sponsorship Coordinator Australian and New Zealand Institute of Insurance and Finance (03) 9613 7258 LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 011

TERMS AND CONDITIONS Payment Details On receipt of the sponsorship application form, confirmation will be sent with a tax invoice for the sponsorship total. Payment may be made by: Cheque or money order payable to Australian and New Zealand Institute of Insurance and Finance Electronic Funds Transfer to National Australia Bank; BSB 083-004; account number 51511 7195. To allow us to identify your EFT payment, please enter Sponsorship and your company name as the statement of reference and email, fax or mail remittance advice. Conditions The organisers reserve the right to change the venue and duration if exceptional circumstances demand. In the event of a change of venue and/or duration, the agreement to participate will remain in force as long as the sponsor is informed at least one month prior to the event The organisers reserve the right to accept or reject any application for sponsorship Specific details and specifications regarding the artwork for logos and advertisements will be sent through in your sponsorship pack post-approval. The pack also will contain all signage and collateral delivery information In the event that a sponsor changes logos or branding, the organiser reserve the right to use the original logo supplied throughout the duration of the event campaign. Substitutions to the new logos or branding will only be made at the start of a new event campaign Submission of sponsorship confirmation after the specified deadline may result in the sponsor not being provided with all of the listed benefits. Cancellation In the event of withdrawal of sponsorship, please be advised that unless that particular sponsorship is resold, the organiser reserves the right to retain the payment received to date. Notification of your intent to cancel must be in writing and the committee reserves the right to retain deposit monies received. LIFE INSURANCE BREAKFAST: SPONSORSHIP PROPOSAL 2015 P 012