Financial Services Forum - Actuaries Institute · $2,500 See p14 Bulletin Board $2,000 See p14...

Melbourne•30 April –1 May 2012SPONSORSHIP PROSPECTUSCrown Promenade Hotel

Financial Services Forum

Crown Promenade Hotel Melbourne•30 April –1 May 2012Financial Services ForumSponsorship Prospectus

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Invitation from the President

I am delighted to invite you to participate in the Actuaries Institute 2012 Financial Services Forum which

will be held in Melbourne from Monday 30 April – Tuesday 1 May. The Financial Services Forum theme is

Think Big. We must “think big” if we are to successfully navigate the short-term turmoil whilst preparing for

the long-term structural changes facing Australia and the global community. How can we manage the risks,

capitalise on the opportunities and push the boundaries to continue to add value to our industry and to the

millions of Australians who entrust their money to us? As the representative body for the actuarial profession, the

Actuaries Institute is committed to providing a Forum that is a premier event for professionals and leaders in the

financial services industry.

The Forum will have a diverse program featuring six plenary sessions and over 40 concurrent sessions, covering

a wide range of topics including Structural Reform & Public Policy, Driving Value in Financial Services,

Superannuation & Wealth Management, Enterprise Risk Management & Corporate Governance and

Connecting with Consumers. The Forum attracts attendees from the banking, investment, finance, financial

planning, life insurance, superannuation, wealth management and risk management industries, so provides

broad opportunities for sponsors to showcase their products and services.

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 contact Emma Simonson on +61(0) 2 9239 6122 at the

Institute, she will be delighted to assist you.

David Goodsall

President

Actuaries Institute

The Actuaries Institute is the sole professional body for actuaries in Australia. It is the public face of a learned

profession, which represents the interests of its members within government, the business community and the

general public. This is achieved through the activities of members in their roles as Institute Councillors and

members of professional committees and taskforces.

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 special interest forums and events plus study programs, to keep members abreast of key industry issues

and trends, while networking with their professional peers.

Find out more about the Actuaries Institute at www.actuaries.asn.au


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About the 2012 Financial Services Forum

Every two years the Actuaries Institute hosts the Financial Services Forum attracting close to 400 industry

professionals from around Australia and the Asia-Pacific region. These forums have built up a reputation for

showcasing the leading edge of new thinking in the financial services industry.

Dates: Monday 30 April – Tuesday 1 May 2012 • Venue: Crown Promenade Hotel, Melbourne

Program Overview

Monday 30 April – Full Day Conference Sessions (8.30am—5.30pm) and Cocktail Party (5.30pm – 8.30pm)

Tuesday 1 May – Full Day Conference Sessions (8.30am—5.30pm)

2010 Forum Delegate Attendants / Practice Areas

FSF2010 - Practice areas % of 77 Respondents:Banking and Finance 3%General Insurance 3%Investment & Funds Management 10%Life Insurance 55%Superannuation & other benefits 23%Other 7%

Banking and Finance, 3%

General Insurance, 3%

Investment & Funds Management, 10%

Life Insurance, 55%

Superannuation & other benefits, 23%

Other, 7%

FSF2010 - Practice areas % of 77 Respondents:

2010 Sydney2008 Melbourne2006 Sydney2004 Canberra2002 Melbourne373 329 331 249 204

2010 Sydney

2008 Melbourne

2006 Sydney

2004 Canberra

2002 Melbourne

373

329 331

249

204

Previous Delegate Numbers

FSF 2010 – Practice Areas: % of Respondents

Previous Delegate Numbers


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Benefits to Sponsors

Sponsorship of the 2012 Financial Services Forum provides a wide range of ongoing benefits including:

● The opportunity to reinforce and strengthen your corporate position within the financial services industry.

● Maximum exposure at a premier Forum devoted to the financial services industry.

● The opportunity to deliver a clear message that you have a genuine commitment to the financial services

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.

Additional Benefits for Major Sponsors

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 and investment.

● One Full Forum Registration.

● Presentation photo published in Actuary Australia.

● 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 Silver Level Sponsorship.

● Presentation photo published in Actuary Australia.

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 home

page.

● 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 Actuary Australia.


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Sponsor Choice – Your Choice

Sponsor Choice allows flexibility while delivering our

sponsorship principles of transparency, fairness, quality

and the ability to negotiate.

With Sponsor Choice you decide how you 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 10

February 2012.

Step 1 – Select Level of Sponsorship

Sponsorship LevelsGold $18,000+Silver $8,000 - $17,999Bronze Under $8,000

Step 2 – Choose from the Menu

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 10 February 2012.

Step 2 – Choose from the Menu

Complete and lodge the Sponsorship Application Form

on pages 18 and 19 by Friday 10 February 2012.

The Actuaries Institute reserves the right to approach

sponsors from other industries to participate in marketing

opportunities.

Sponsor Choice Menu – (Excl. GST)

Barista Lounge $15,000 See p6

Cocktail Party $12,000 See p7

Forum Massage Lounge $8,000 See p8

Plenary Session $7,000

+ Webcast Option $1,000 See p9

Delegate Satchels $7,000 See p10

Forum Mini Program $6,000 See p10

Sweets and Water $5,000 See p11

Forum Newsletter $6,000

+ Hardcopy Option $2,000 See p11

Internet Cafe $5,000 See p12

Hospitality Sponsor $3,800 See p13

Delegate Gift $3,300 See p13

Exhibition Booth $2,500 See p14

Bulletin Board $2,000 See p14

Forum Notepads $2,000 See p15

Forum Pens $2,000 See p15

Satchel Insert – Prize / Competition $2,500 – 2 sponsors & 2 prizes See p16

Satchel Insert – Literature / Product $2,000 – 1 maximum per sponsor See p16

Items not covered in the Menu will be considered. e.g. Forum Survey, t-shirts for waiters, registration competition, sponsor a juice bar.


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Barista Lounge Sponsor

$15,000 Exclusive (Excl. GST)

The costs of consumables are included.

There will be only one Barista Lounge at the Forum.

The Barista Lounge is extremely popular with delegates. As Sponsor of the Barista Lounge your company has

the opportunity to achieve high level exposure before, during and after Forum breaks.

The Barista Lounge will be located on the same floor as the morning and afternoon tea breaks and be

complemented with seating offering delegates an exclusive area to sit, relax and enjoy freshly brewed

coffee.

The Lounge adds value by offering the Sponsor an excellent networking location during breaks in the Forum

program. As the Barista Sponsor your organisation will receive significant exposure and recognition through

the following benefits:

● Naming rights to one Barista Lounge.

● Recognition as the Barista Lounge Sponsor (with logo) on all printed materials.*

● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your

website.


● 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 lack, 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 Lounge (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 Friday 10 February.

** May incur a small surcharge from the venue.


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Cocktail Party


The Financial Services Forum Cocktail Party is an excellent opportunity to make a strong, initial impact while

leaving a lasting impression on delegates. The Cocktail Party replaces our Gala Dinner, it will be held on

Monday 30 April and will provide delegates with a relaxed, flexible networking evening.

As the Cocktail Party Sponsor, your organisation will receive significant exposure and recognition through


● 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 during business sessions.

● The Sponsor may provide a freestanding banner which will be positioned at the entrance to the

Cocktail Party (maximum size 2m high x 1m wide).

● Small table signs featuring your company logo displayed on all the tables at the Cocktail Party(Actuaries

Institute to supply).

● Opportunity for one company representative to present a two minute speech at the Cocktail Party.

● Up to 15 invitations for the Cocktail Party for the Sponsor’s nominated guests.

● Verbal acknowledgement as a Sponsor during the Forum Opening and Closing addresses.


exposure, please lodge your booking application form by Friday 10 February


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Forum Massage Lounge


This is an exciting new initiative that will enable a sponsor to have their brand associated with providing

delegates with the opportunity to enjoy a relaxing massage throughout the date. The Massage Lounge

will be positioned on the same level as the morning and afternoon session breaks and provides a great

opportunity to position your organisation where it will get repeated exposure.

As the Massage Lounge Sponsor your organisation will receive significant exposure and recognition through


● Naming rights to one Massage Lounge.

● Recognition as the Massage Lounge Sponsor (with logo) on all printed materials.*

● Recognition as the Massage Lounge Sponsor (with logo) on the Sponsors’ page of the Forum website,

including a hyperlink to your website.


● The Massage Lounge will be operating before, during and after each day’s business sessions. An

experienced masseuse will be onsite, offering delegates the opportunity to enjoy a relaxing back

massage.

● The Sponsor may provide a freestanding banner which will be positioned in a prominent location next

to the Massage Lounge (maximum size 2m high x 1m wide).

● Small table signs featuring the company name and logo displayed on a small table (Actuaries Institute

to supply) next to the Massage Lounge.

● Opportunity for the Sponsor to provide branded t-shirt for massage staff to wear.





9

Plenary Session Sponsor

$7,000 – six sponsorship options available (Excl. GST)

A major highlight of the Forum Program is the plenary sessions presented by respected industry speakers. Due

to the popularity of these sessions, the Sponsor achieves premium and concentrated levels of exposure to a

captivated audience. As a Plenary Session Sponsor, your organisation will enjoy a strong alignment with the

Forum exclusive to your nominated plenary session.

As the Plenary Session Sponsor your organisation will receive significant exposure and recognition through


● Recognition as a Plenary Session Sponsor (with logo) on all printed materials.*

● Recognition (with logo) on the Sponsors’ page of the Forum website, including a hyperlink to your website.


● Your organisation logo will be displayed on the projection screen prior to your sponsored session

commencing and at the conclusion of the session.

● Verbal recognition by the Session Chair directly before and after the sponsored session.

● Your organisation’s banner will be displayed on the plenary stage driving the session you have chosen

to sponsor.

● Small table signs featuring your company logo will be displayed on delegate desks throughout the

plenary room (Actuaries Institute to supply).

● Two complimentary passes for nominated guests to attend the sponsored session. Attendance at other

sessions is not included.




Webcast Option

$1,000 (Excl. GST)

In addition to the Plenary Session Sponsor package, Plenary Session Sponsors have the opportunity to extend

their exposure beyond the Forum. Note: you must be a Plenary Session Sponsor to select this option

Extend your exposure with the Plenary Session Webcast which will be available on the Actuaries Institute

website shortly after the Forum. The webcast will provide ongoing exposure of your brand to delegates and

others accessing your sponsored session via the Institute’s website.

As the Sponsor of the Plenary Webcast, your organisation will be acknowledged as follows:

● Your logo to feature on the opening and closing slide of the Webcast Plenary Session.


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Delegate Satchel Sponsor


Enhance your exposure at the Financial Services Forum by branding all Forum Satchels with your logo. This is

a valuable sponsorship opportunity offering exposure after the Forum.

As the Satchel Sponsor your organisation will receive significant exposure and recognition through the

following benefits:

● Naming rights printed on approximately 400 delegate satchels.*

● Recognition as Satchel Sponsor (with logo) on all printed materials.**

● Recognition as a Satchel Sponsor (with logo) on the Sponsors’ page of the Forum website, including a

hyperlink to your website.



● Corporate logo on sponsorship slide displayed in plenary and concurrent rooms.

* Sponsor to provide satchels with company logos.

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


Mini Program Sponsor

$5,000* Exclusive (Excl. 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.

As the Mini Program Sponsor your organisation will receive significant exposure and recognition through the

following 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 organisation’s home page.


● Acknowledgement as a Sponsor during the Forum 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



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Sweets and Water Sponsor

$5,000* Exclusive (Excl. GST)

During each of the six plenary sessions throughout the Forum, sweets and water will be provided for

delegates. This opportunity provides continuous brand exposure throughout the Forum.

The Sweets and Water Sponsor has the option of providing their own branded products, or using the venue

supplied sweets and water. The Sponsor will receive the following entitlements and benefits:

● Recognition as the Sweets and Water Sponsor (with logo) on all printed material.**

● Recognition as the Sweets and Water Sponsor (with logo) on the Sponsors’ page of the Forum website,

including a link to your website.


● Table Cards to acknowledge your provision of refreshments will be displayed in the plenary room unless

the sponsor chooses to provide branded sweets and or water.*


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


** The Sponsor may opt to provide branded water and / or branded sweets, subject to venue approval.

Forum Newsletter Sponsor

$6,000 Exclusive Electronic Distribution (Excl. GST)$2,000 Exclusive Hardcopy extra (Excl. GST)

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.

As the Newsletter Sponsor your organsation will receive significant exposure and recognition through the

following 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.


● The newsletter will be published on the Forum website following distribution onsite.




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Internet Cafe


During session breaks delegates will undoubtedly welcome the opportunity to connect to their organisation,

check their emails or charge their mobile phones. This sponsorship option provides high profile positioning

and a hub for delegates to network while they check their communications. Representatives from your

organisation will be able to engage directly with delegates as they make use of the services offered in the

Internet Cafe.

As the Internet Café Sponsor there are several key features that provide direct benefit to your organisation:

● Recognition as the Internet Cafe Sponsor (with logo) on all printed Forum materials.*

● Recognition as the Internet Cafe Sponsor (with logo) on the Sponsors’ page of the Forum website,


● Recognition as the exclusive Internet Cafe Sponsor at the Forum.**

● Acknowledgement on the official sponsorship banner onsite.

● Two exhibitor passes for the Internet Cafe provided free of charge*** (enabling two representatives

from your organisation the opportunity to network with up to 400 delegates).

● Verbal acknowledgement as a Sponsor during the Forum Opening and Closing address.



** Additional requirements including furniture, internet charges and computer hire for the Cafe are to be funded by the

sponsor.

*** Two exhibition passes are for non-members only.


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Hospitality Sponsor


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.

As the Hospitality Break Sponsor you will enjoy the following entitlements:

● 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.


● 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 Opening and Closing address.



** Actuaries Institute to provide small table.

Delegate Gift


Provide a delegate gift personalised with your organisation logo or message. Gift ideas might include; USB

memory stick; bottle of wine; small box of chocolates; a book or compendium. Please note gifts are to be

approved by the Actuaries Institute and Organising Committee prior to the event.

As a Delegate Gift Sponsor you will enjoy the following entitlements:

● Recognition as the Delegate Gift Sponsor (with logo) on all printed materials.*

● Recognition as the Delegate Gift Sponsor (with logo) on the Sponsors’ page of the Forum website,


● Acknowledgement as a Sponsor on the official sponsorship banner onsite.

● Delegate gift will be handed directly to each delegate on behalf of the Sponsor during the registration

process.

● Sponsor may display their logo on each Delegate Gift.

● Acknowledgement as the Delegate Gift Sponsor during the Forum Opening and Closing address.




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Exhibition Booth


This is a great opportunity to interact with delegates and engage directly with people as they move around

the meeting areas, this sponsorship option provides high profile positioning with relatively low outlay.

As a Booth Sponsor there are several key features that provide direct benefit to your organisation:

● Recognition as a Booth Sponsor (with logo) on all printed Forum materials.*

● Recognition as a Booth Sponsor (with logo) on the Sponsors’ page of the Forum website, including a link

to your website.

● Booth 2m x 3m x 2.4, positioned in business session break area also included is a fascia sign, some

lighting and one powerpoint. **


● Two exhibitor passes per booth provided free of charge*** (enabling two representatives from your

organisation the opportunity to network with up to 300 delegates).

● Verbal acknowledgement as a Sponsor during the Forum Opening and Closing address.



** Additional requirements including furniture are to be funded by the sponsor.

*** Two exhibition passes are for non-members only.

Bulletin Board


The Bulletin Board will be located in the registration area and will be a central reference point for all Forum

delegates, including messages, a quote for the day and program changes.

As the Bulletin Board Sponsor you will enjoy the following entitlements:

● Recognition as the Bulletin Board Sponsor (with logo) on all printed materials.*

● Recognition as the Bulletin Board Sponsor (with logo) on the Sponsors’ page of the Forum website,



● Sponsor’s logo displayed on Bulletin Board.

● Sponsor may also display literature at the Bulletin Board (brochure stand and literature to be provided

by Sponsor).

● Acknowledgement as a Sponsor during the Opening and Closing addresses.




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Forum Notepads


This is an opportunity to provide each delegate with your branded notepad in the Forum Satchel, and gain

continued exposure for your organisation that extends beyond the duration of the Forum. As the Forum

Notepad Sponsor, no other company will be permitted to include notepads in the satchels.

As the Forum Notepads Sponsor you will enjoy the following entitlements:

Please note the notepads are to be supplied by the sponsor

● 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,



● Notepads, provided by the Sponsor, will be included in all delegate satchels.




Forum Pens

$2,000 (Excl. GST)

A promotional insert for the delegate satchels is a cost-effective opportunity to gain brand exposure and

communicate your corporate message and products/services directly to the Forum delegates.

As the Pens Sponsor you will enjoy the following entitlements:

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

● 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,


● Acknowledgement as a Sponsor on the official sponsorship banner onsite

● Forum Pens, provided by the Sponsor, will be included in all delegate satchels

● Acknowledgement as a Sponsor during the Opening and Closing addresses




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Promotional Insert

$2,500 (Excl. GST) – Two Opportunities Available

Prize/ Competition Flyer

Maximum one per Sponsor

Maximum two prizes per competition

If your organisation would like to conduct a competition or promotion during Forum, this is your opportunity.

Your organisation can relax knowing all is managed for you. The Actuaries Institute will provide end to end

management including:

● Inserting promotional flyer or entry form in each delegate satchel. (Sponsor to supply material).

● Entry box/bowl to be prominently located at the registration area during the Forum.

● The Chair or President to announce winners of your organisation’s prize as part of the closing plenary

session.

● Winners will be photographed in the foyer immediately following the session.

● Photos of winners and a company representative to be published in Actuary Australia as part of the

post-event article.

● Recognition as a Sponsor (with logo) on all printed materials.*



Satchel Insert

$2,000 (Excl. GST)

Satchel Insert

Maximum one per Sponsor

Promotional material to be approved by the Actuaries Institute

A promotional insert for the delegate satchels is a cost-effective opportunity to gain brand exposure and

communicate your corporate message and products/services directly to the Forum delegates.

● Organisation brochure or product sample to be inserted in each delegate satchel. A maximum of four

A4 pages is acceptable (Sponsor to supply material).

● Recognition as a Sponsor (with logo) on all printed materials*.




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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 Manager 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.

Ms Emma Simonson

Events Manager

Actuaries Institute

Level 7, 4 Martin Place

Sydney NSW 2000

T: + 61 (0) 2 9239 6122

F: +61 (0) 2 9233 3446

E: [email protected]

W: www.actuaries.asn.au


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Sponsorship Booking Application FormSend to: Emma Simonson: Actuaries Institute, Level 7, 4 Martin Place SYDNEY NSW 2000, AustraliaT +61 (0) 2 9239 6122 F +61 (0) 2 9233 3446 E [email protected] W www.actuaries.asn.au

SPONSORSHIP ITEM(S) REQUESTED AMOUNT AUD$ (Ex GST)

1.

2.

3.

4.

Total (excl. GST) $

GST $

Full payment due and payable by Friday 10 February 2012 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)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.

MasterCard VISA AMEX Expiry Date Date

Credit Card Number

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.


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Sponsorship Booking Terms and Conditions

1. Sponsorship items for the 2012 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 10 February, 2012. 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 exclusive 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 10

February, 2012. (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 my 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

Financial Services Forum - Actuaries Institute · $2,500 See p14 Bulletin Board $2,000 See p14...

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