OM Montblanc Club & Marketing and Lifestyle Benefits 2016 by 51 Club

PFA TOP 25

2016

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS

THE DIFFERENCE BETWEEN ORDINARY AND EXTRAORDINARY IS THAT LITTLE EXTRA. â&#x20AC;&#x201C; Jimmy Johnson

INTRODUCTION In PFA we understand the need to push beyond boundaries and be recognised for exceptional performance. With this in mind, we have created two unique offerings that recognise excellence. We have outlined the criteria for rewards as well as indicated the process that is required to bring these benefits to life.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB | HOW TO QUALIFY | THE REWARDS | THE PROCESS |

WHY MONTBLANC: With like-minded brand values, Montblanc creates classic objects of timeless aesthetics and long-lasting value. The brand prides itself on finding the perfect balance between traditional craftsmanship and innovation. These principles are relevant to our Top 25 Advisers who strive to perform at a consistent level. It is for this reason that we have decided to reward and associate ourselves with an aspirational brand that offers similar parallels.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / HOW TO QUALIFY

HOW TO QUALIFY The Montblanc reward is geared to giving something extra to the Top 25 Adviser who qualifies for the Offshore Convention for milestone years. These milestones are 5, 10, 15, 20, 25 and 30. Please note: Images are representative only and may not be the actual award. All selections are subject to availability and may be changed at the organisersâ&#x20AC;&#x2122; discretion.

NOTE: All Montblanc awards to be handed out at the Offshore Convention.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / THE REWARDS

THE REWARDS These rewards are given based on cumulative qualification. It is important to note that this need not be consecutive. The gifts are rewarded on the 5, 10, 15, 20, 25 and 30-year milestones.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / THE REWARDS / 5 & 10 YEAR MILESTONES

5 YEAR milestone Male or female cologne

QUALIFIERS | Philip Jansen | Johan Krogh

10 YEAR milestone Male or female leather wallet

QUALIFIER | Johan Myburgh MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / THE REWARDS / 15 & 20 YEAR MILESTONES

15 YEAR milestone Cufflinks or jewellery piece for female

QUALIFIER | David Hall

20 YEAR milestone Male or female leather bag

QUALIFIER | Peter Colin MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / THE REWARDS / 25 & 30 YEAR MILESTONES

25 YEAR milestone Exclusive pen

QUALIFIERS |

30+ YEAR milestone Male or female timepiece

QUALIFIERS | Gideon Du Plessis MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MONTBLANC CLUB / THE PROCESS

THE PROCESS The PFA Channel Head announces the Top 25 qualifiers based on the Trophy Points results, prior to the Offshore Convention. Once the qualifiers have been announced, the National Marketing team is responsible for purchasing the Montblanc items and packaging for the Offshore Convention. The recipients will receive their gifts during the Business Session at the Offshore Convention. Please note: In 2011, an exception was made and all Top 25 Offshore qualifiers who attended the convention received gifts retrospectively. From 2012 onwards, Montblanc rewards will only be given to Top 25 Advisers who qualify for and attend the Offshore Convention in the milestone years as set out above.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

WE HAVE CREATED A RANGE OF LIFESTYLE BENEFITS DESIGNED TO REWARD OUR TOP 25 ADVISERS FOR THEIR ONGOING COMMITMENT AND CONTRIBUTION TO OLD MUTUAL PFA.

MARKETING & LIFESTYLE BENEFITS | HOW TO QUALIFY | THE REWARDS | THE PROCESS |

These benefits have been carefully chosen to enable the Adviser to reach for higher goals, broaden their horizons, make their mark, to find balance, explore new experiences and to ultimately continue building their personal brand.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MARKETING & LIFESTYLE BENEFITS / HOW TO QUALIFY

HOW TO QUALIFY The PFA Top 25 Marketing Benefits are geared to enhance the current reward offering to Top 25 Advisers who qualify for AND attend the Offshore Convention. The rewards are available for redemption ever year the Adviser qualifies for the Offshore Convention. The status of the reward is based on the amount of cumulative years the Adviser has qualified for. It is important to note that this is not based on consecutive years. Note: All rewards need to be redeemed by the end of October 2016.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MARKETING & LIFESTYLE BENEFITS / THE REWARDS

THE REWARDS The reward status is based on a 5-year qualification grouping (1-5, 6-10, etc.). The Adviser is eligible to select from the choice of rewards based on the amount of cumulative years he or she has qualified for as well as any category below his or her current category. Please note: Images are representative only and may not be the actual award. All selections, including colours and specifications, are subject to availability at the time of purchase and may be changed at the organisersâ&#x20AC;&#x2122; discretion.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MARKETING & LIFESTYLE BENEFITS / REWARDS / CATEGORY 1

CATEGORY 1 YEARS 1-5

1. Chivas Regal 25 Year Old Whisky Chivas Regal 25 Year Old was the world’s first luxury whisky launched in 1909. Savour this rare and exclusive blend of the finest Scotch whiskies at leisure.

2. Taylormade Tour Stand Bag Pack to win. Some great features of this functional bag include valuables and accessory pockets, integrated umbrella sleeve, towel clip and rain hood.

3. Nespresso Lattissima Touch This sleek, automatic pod espresso machine with milk frother takes coffee to a new level, because you deserve an extraordinary cup of coffee!

4. SMEG Kettle and 2-slice toaster Smeg’s retro styled products will add a touch of magic to your kitchen with their iconic design and stainless steel body. Available in 7 stylish colours.

5. Le Creuset selection

5 3

Start or add to your collection of Le Creuset’s trendy range of cast iron, stoneware or stainless steel cookware and tableware. Make your selection to the value of R5 000.

MARKETING & LIFESTYLE BENEFITS / REWARDS / CATEGORY 2

CATEGORY 2

YEARS 6-10 4

1. Lattissima Pro Automatic Espresso Machine With a stylish brushed aluminium finish and one touch programming, treat yourself to a cappuccino or latte macchiato in three sizes.

2. SAMSUNG 48” (122cm) Smart Full HD LED TV Picture perfect viewing and browsing with this Smart FHD TV with built in wireless LAN and WIFI ready. TV Dimension with Stand: 1083 x 677 x 203. TV Dimension without Stand: 1083 x 637 x 90

*SMEG blender not available in pastel green

3. Weber Q 3000 Gas Grill The ideal gas braai to cook on for larger crowds, this Weber gas braai features an electronic ignition system, built in lid thermometer, and two folding work tables among other smoking hot features.

4. Smeg bundle – jug blender + kettle + 2-slice toaster Smeg’s retro styled products will add a touch of magic to your kitchen with their iconic design and stainless steel body.

5. Le Creuset selection Start or add to your collection of Le Creuset’s trendy range of cast iron, stoneware or stainless steel cookware and tableware. Make your selection to the value of R10 000.

MARKETING & LIFESTYLE BENEFITS / REWARDS / CATEGORY 3

CATEGORY 3 1

YEARS 11-15 1. WEBER® Original Spirit E310 Gas Grill

With three stainless steel burners, this gas grill is perfect for the patio. Fitted with heavy duty swivel casters, move the grill around at your convenience. Dimensions (Lid Open): Height: 160 cm; Width: 132 cm; Depth: 81 cm

2. Smeg 120l Retro Bar Fridge Increase your cool factor with this stylish, retro bar fridge. Dimensions: Width 54.3 cm; Depth 68 cm; Height 96 cm

3. Samsung 48” 3D Smart Full HD LED TV

Take your viewing to a new dimension with this 3D Smart FHD TV with built in wireless LAN and WIFI ready. TV dimension with stand: 1086 x 308 x 705. TV dimension without stand: 1086 x 63 x 630

4. Callaway Big Bertha Alpha Double Black Diamond Driver Raise your game with this top class driver that delivers extreme distance for better players, Featuring next gen R•MOTO Face, and Dual Distance Chambers with the Gravity Core for optimised ball speed and shot-shaping.

QUALIFIERS | David Hall | Tony Hurlbatt MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MARKETING & LIFESTYLE BENEFITS / REWARDS / CATEGORY 4

CATEGORY 4 YEARS 16-20

1. Samsung 55” Ultra HD TV More than just a TV - browse the web and stream multiple apps! Features include UHD upscaling and quad core processor for multitasking capabilities.

2. Liebherr 66 bottle under-counter wine cooler Preserve the natural harmony of your wine with this single temperature wine cooler, which is energy efficient and features a UV protected glass door.

3. Smeg 90cm Classic Gas Cooker

Style your kitchen with this double fan assisted, stainless steel gas oven with full glass door.

4. Le Creuset selection Start or add to your collection of Le Creuset’s trendy range of cast iron, stoneware or stainless steel cookware and tableware. Make your selection to the value of R20 000.

5. Apple Macbook Air 11 inch Macbook Air is not only thin and light but powerful and guaranteed to get you through the day with its long battery life.

MARKETING & LIFESTYLE BENEFITS / REWARDS / CATEGORY 5

CATEGORY 5 YEARS 21+

3 2

1. Weber Genesis Gas Grill Three burners, a searing station and side burner - take your grilling to a new level! Features include Electronic ignition system and FlavorizerÂŽ bars provide the perfect barbecue taste.

2. Bose Acoustimass Series V speaker system Enhance your entertainment with the high performance surround sound system, featuring sleek design and powerful bass.

3. Liebherr 164 bottle wine cooler

1 5

Store up to 164 bottles of your favourite wines in this energy efficient wine cooler. This single temperature wine fridge features a glass door and four wooden shelves.

4. LG 65 inch Ultra HD LED TV Experience ultimate clarity with this 4K UHD LED TV. Features include Triple XD engine, Built in WiFi, 2 x HDMI, 1 X USB 2.0, 1 x Digital audio output and Smart TV with WebOS.

5. Apple Watch With Apple Watch, important information and essential features are always just a raise of the wrist away. Receive and respond to notifications in an instant. Track your daily activity. Control your music using only your voice.

MARKETING & LIFESTYLE BENEFITS / THE PROCESS

THE PROCESS The PFA Channel Head announces the Top 25 qualifiers based on the Trophy Points results, prior to the Offshore Convention. The Marketing Regional Managers (MRMs) are key to the delivery and fulfilment of the process. The MRM will be informed as to who qualifies for which category. The MRM, together with their RGM, will visit each qualifier to present the options and assist the qualifiers to make their selection. The qualifier may select only one benefit per category per calendar year.

The purchasing/organising of the rewards will be made by the National Marketing office, due to cost effectiveness. Please note that in the case of multiple qualifiers per region, it is the MRMâ&#x20AC;&#x2122;s responsibility to send through the selections together to minimise costs and the handling process where possible. The rewards must be redeemed by the end of the calendar year in which they are awarded. The reward is not transferable. Once the selection has been confirmed, it may not be changed.

All rewards exclude travel costs, this will be for the qualifiersâ&#x20AC;&#x2122; own account. Please note: Every effort will be made to deliver the reward selected by the qualifier, subject to regional availability and cost. The addition and removal of benefits are at the discretion of Marketing and the PFA Channel Head. These benefits only apply from 2011 onwards and will not be awarded retrospectively.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

MARKETING & LIFESTYLE BENEFITS / THE PROCESS

Process for the management of the rewards:

Purchases to be made by Marketing at National level

MRMs to send Regional selections to National Marketing Office within 2 months

Delivery of the benefit to qualifier will be arranged by the National Marketing Office

MRM to confirm fulfilment of the process

MRMs & RGMs to meet with qualifiers to take them through suite of benefits and make a selection

Awards announcement at Offshore Convention

For any queries please contact your Marketing Regional Manager (MRM) directly.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

BE STUBBORN ABOUT YOUR GOALS AND FLEXIBLE ABOUT YOUR METHODS. â&#x20AC;&#x201C; Unknown

STATIONERY BENEFIT | THE RULES | DEFINITIONS | THE ORDERING PROCESS |

The Old Mutual brand embodies wisdom and knowledge and we are proud of our heritage that inspires us to greatness. An annual allowance of R5 000 inclusive of VAT, will be awarded to the National Top 25 Advisers to be redeemed for stationery and office consumables. We have outlined the rules and process that must be followed to realise this benefit.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

STATIONERY BENEFIT / THE RULES

THE RULES The Top 25 stationery allowance is geared to enhance the current reward offering to the National Top 25 Advisers. This benefit, which allows for items to be purchased to the total amount of R5 000, must be exercised in the year of qualification. The award will not be carried over to the next year. The budget resides with the Marketing Division and Regional budget allocation will be managed by the Marketing Regional Manager (MRM).

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

STATIONERY BENEFIT / DEFINITIONS

DEFINITIONS STATIONERY Defined as business cards, letterheads and compliment slips. PROMOTIONAL ITEMS Pens, folders, notepads, calendars, diaries, bags etc. OFFICE CONSUMABLES Printers, computers, ink cartridges etc.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

STATIONERY BENEFIT / THE ORDERING PROCESS

THE ORDERING PROCESS BUSINESS CARDS, LETTERHEADS AND COMPLIMENT SLIPS • The MRM/Marketing Consultant (requester) will log the request on behalf of the Top 25 Adviser via the Point process. • A PDF of the artwork will be created, which needs to be signed off by the requester. • Once approved, an order number will be created and captured. • The regional supplier to deliver samples to requester and/or Point.

PROMOTIONAL ITEMS (Pens, notepads, calendars, diaries, folders, bags, etc.) Items on the Old Mutual Brand Shop website (www.ombrandshop.co.za) may be selected by the Top 25 Adviser. He/she will submit the list of selected items to the MRM/Marketing Consultant with clear instructions for delivery. The MRM/Marketing Consultant will place the order via the OM Brand Shop website on the Adviser’s behalf. The items will then be delivered directly to the Adviser.

OFFICE CONSUMABLES As stated above, office consumables are defined as printers, computers, ink cartridges etc. The Adviser may also purchase the stationery and submit proof of purchase and payment to the MRM/Marketing Consultant for a refund not exceeding R5 000. Please note that payment for items relating to the stationery benefit will be processed by the regional Marketing Consultant; invoices are not captured at Head Office.

• Point will do final brand check in collaboration with Brand Governance. • Stationery to be dispatched to the Regional Office contact person, who will in turn deliver to the Top 25 Adviser.

Please note: Every effort will be made to deliver the items selected to the Top 25 Adviser, subject to availability.

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016

DISCIPLINE IS THE BRIDGE BETWEEN GOALS AND ACCOMPLISHMENT. â&#x20AC;&#x201C; Jim Rohn

MONTBLANC CLUB AND MARKETING & LIFESTYLE BENEFITS | PFA TOP 25 2016