SBC Wealth BBS Referral Program

This promo has already ended

Receive up to PHP10,000 worth in Giftaway credits delivered straight to your inbox!

Refer now Promo mechanics

Qualified Clients

Must not have any existing banking relationship with Security Bank.
Must start a Wealth Management relationship within the Promo Period or within three (3) months from the submission of the online lead form.
Must place and maintain a minimum of PHP5,000,000 for a minimum of three (3) consecutive months

How to join

Successfully accomplish and submit the online form below.
Deposit and/or invest a total of at least PHP5,000,000 within 30 days from account opening/customer onboarding date to any participating product/s.
Receive Giftaway credits in two (2) scheduled tranches with milestones and corresponding rewards as follows:

Milestone	Rewards
Customer placed a minimum of PHP5 million fresh funds within 30 days from the date of onboarding or account opening	PHP5,000 worth of Giftaway credits *1st tranche
Customer maintained a minimum of PHP5 million TRB for a minimum of three (3) consecutive months	PHP5,000 worth of Giftaway credits *2nd tranche
Total	PHP10,000 worth of Giftaway credits

To be eligible for the release of the 2nd tranche, the 1st tranche milestone must be achieved.

Promo Period: September 16, 2024 to March 31, 2025
DTI Fair Trade Permit No. FTEB-202283 Series of 2024

Fill out the form below to refer.

Referrer

First Name

Middle Name

Last Name

Referral

First Name

Middle Name

Last Name

Suffix

Birth Date

Mobile Number

Email Address

Region

Area

Declaration and Privacy Notice

By submitting the form, I hereby give my consent to the collection and processing of my personal data for purposes of participating in the SBC Wealth BBS Referral Program (the Program) of Security Bank Corporation and any other banking services in connection with the Program, including but not limited to Know-Your-Customer (KYC) verification, credit and/or background checks, and other purposes in compliance with relevant laws and regulations.

By participating in the Program, I expressly grant authorization for the transfer, disclosure, and communication of personal and account information to and from Security Bank, participating merchants, service providers, and pertinent third parties for purposes of verification, checking, validation, and fulfillment in relation to the Program.

For more information on how the Bank collects and processes personal data, you may visit the Security Information and Privacy Notice page of the Bank's website at https://www.securitybank.com/security-information.

Tracking Fields

Browser

Browser version

Device (if mobile)

Form URL

utm_source

utm_medium

utm_campaign

utm_content

utm_term

Last Touch Landing URL

First Touch Landing URL

utm_source_first

utm_medium_first

utm_campaign_first

utm_content_first

utm_term_first

gclid

Match Type

Device

Device Model

Keyword

Creative

Placement

Ad Position

Network

Loc Interest MS

Loc Physical MS

dcid

ga cid

Adwords

awadid

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Facebook

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Contact Information

Fine print

Terms and conditions

I. CUSTOMER REWARDS TERMS AND CONDITIONS

1. Overview: The SBC Wealth BBS Referral Program (“Program”) is open only to customers of Security Bank Corporation (“Security Bank”) who qualify under the criteria outlined below and are not prohibited under the applicable Gifts, Anti-Bribery and Corruption laws, regulations, and policies from participating in and/or qualifying for the Program.

2. Promo Period: The Program shall run from September 16, 2024 to March 31, 2025

3. Eligibility Requirements: Customers referred by the Business Banking Segment (“Customer”).

4. Participation: The customer must successfully accomplish and submit an online lead form to be qualified for rewards. The online lead form shall be available on the dedicated website landing page of the Program.

5. Qualification: The customer shall be qualified to receive rewards if the following requirements are met:

a. Must be a New-To-Bank (“NTB”) customer who does not have any existing banking relationship either as a primary or secondary account holder with Security Bank.

b. Must start a Wealth Management relationship with Security Bank as the primary account holder under Retail Banking Segment (“RBS”) within the Promo Period or within three (3) months from the submission of the online lead form.

c. Must place and maintain a minimum of PHP5,000,000 fresh funds¹ Total Relationship Balance² (“TRB”) or its foreign currency equivalent for a minimum of three (3) consecutive months. In cases of United States Dollar (USD)-denominated funds that is considered for the purpose of the Program, a fixed exchange rate of USD1.00 = PHP54 conversion rate shall be used.

6. Rewards: The customer shall receive Giftaway credits as rewards which shall be credited to the customer’s nominated active electronic mail address (email address):

Participant	Referral Type	Reward
Customer	New-To-Bank (NTB) Wealth customer	PHP10,000 worth of Giftaway credits

7. Release of Rewards: The customer shall receive the rewards in two (2) scheduled tranches with corresponding amount and milestone as follows:

Tranche	Rewards	Milestone	Schedule
1^st tranche	PHP5,000 worth of Giftaway credits	Customer placed a minimum of PHP5 million fresh funds within 30 days from the date of onboarding or account opening	On or before 2^nd month from achievement of fund placement
2^nd tranche	PHP5,000 worth of Giftaway credits	Customer maintained a minimum of PHP5 million TRB for a minimum of three (3) consecutive months	On or before 5^thmonth from achievement of fund placement
Total	PHP10,000 worth of Giftaway credits

To illustrate:

Timeline		Milestone	Rewards
0^th month	September 1, 2024	Date of onboarding or account opening
1^st month	October 1, 2024	Customer placed a minimum of PHP5 million fresh funds	Qualified for 1^st tranche
2^nd month	November 1, 2024	Customer maintained a minimum of PHP5 million TRB for a minimum of three (3) consecutive months
3^rd month	December 1, 2024		Release of 1^st tranche
4^th month	January 1, 2025		Qualified for 2^nd tranche
5^th month	February 1, 2025
6^th month	March 1, 2025		Release of 2^nd tranche

a. To be eligible for the release of the 2^nd tranche, the 1^st tranche milestone must be achieved.

b. Qualified customers shall receive a confirmation advisory after the crediting of the reward through email.

c. Rewards are non-transferrable and not convertible to cash, credit card points, or to any other form of reward.

d. Rewards may be redeemed for eGift^®vouchers at https://giftaway.ph

8. Bank Policies: All participating products are subject to existing policies and procedures of Security Bank including but not limited to the following:

a. All accounts opened during the Promo Period shall be subject to existing Know-Your-Customer (KYC)/account opening policies.

b. Accounts closed within 30 days of the account opening shall be subject to corresponding early closure penalty fees.

c. All existing product eligibility criteria shall apply unless otherwise specified.

9. Interactions: The Program is not valid in conjunction with any other offers or promotions by Security Bank for the same products.

10. Data Privacy: By participating in the Program, the customer expressly grant authorization for the transfer, disclosure, and communication of personal and account information to and from Security Bank, participating merchants, service providers, and pertinent third parties. This authorization is granted for the explicit purposes of marketing and promotion, as well as for verification, checking, validation, and fulfillment.

11. Force Majeure: In the event that Security Bank is prevented from awarding rewards or proceeding with the Program due to any unforeseeable event beyond its control, including, but not limited to, fire, flood, epidemic, earthquake, explosion, labor dispute or strike, act of God, satellite or equipment failure, riot or civil disturbance, terrorist threat or activity, war (declared or undeclared), or any federal, state, or local government law, order, or regulation, public health crisis, order of any court or jurisdiction, or any other cause not reasonably within the control of Security Bank (each termed a “Force Majeure” event or occurrence), Security Bank reserves the right to modify, suspend, or terminate the Program.

12. For inquiries and comments, please call our 24-Hour Customer Service hotline at (632) 8888-791-88 or email us at [email protected]. Security Bank Corporation is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph).

13. All questions and disputes with respect to the Promo shall be resolved by the Bank with the concurrence of the Department of Trade and Industry (DTI), and any decision shall be binding and conclusive on the qualified customers.

¹ Fresh funds refer to any money that is not proceeds from a withdrawal or termination of any Security Bank deposit accounts or proceeds from withdrawal and termination of investments with any Security Bank affiliate companies.

² Total Relationship Balance (TRB) is the consolidated balance of a customer’s holdings in deposits and investments with Security Bank. It includes all Peso and US Dollar Term Deposit Products including Peso and US Dollar Time Deposits, Special Premium Build Up Savings account, and Long-term Negotiable Certificate of Deposits (LTNCD), securities (primary issuance and secondary trading) booked or sold through Fixed Income Securities Division (“FISD”), Swap Investments booked or sold through FISD, UITF/Feeder Fund/DIMA/IMA bookings (primary issuance and secondary trading) booked or sold through Trust Division.

³Successful New-To-Bank Security Bank Wealth customer is defined as a person who is not an existing customer of Security Bank, as a new Security Bank customer results to a new Security Bank account being subsequently opened in the customer’s name with fresh funds of a minimum of PHP5,000,000 under Wealth Management (or its foreign currency equivalent). Fresh funds refer to funds which are newly deposited to Security Bank or newly booked in an investment and exclude those funds which are transferred or withdrawn from one product type to another or a different product type, or from a Security Bank affiliate to Security Bank or from the name of an existing accountholder/s to the name of a different parties, regardless of any interruption in the period of the transaction/s.