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SHUBH AARAMBH
APR 2023

Applicable for IC & POS-P 2 Terms and Conditions Applicable

 SPECIAL INITIATIVE FOR NEW YEAR LAUNCH

Login: 6th to 17th Apr 2023 | Issuance: 10th May 2023

SHUBH AARAMBH 10 GM
SILVER
worth Rs. 500
– APR’23 on COIN on each policy

Important Points:
• Only Standard policies will be considered
• SISO policies will be considered
• This contest is applicable for IC/ POS-P/ ASO Self Code

Applicable for IC & POS-P 3 Terms and Conditions Applicable

 Club
Membership POS GS
PAR
Benefit – Counter
Contest
Apr’23 Bonanza

SISO Contest –
POS Goal • NOL Bullet Payment
Contest based PAR– Counter Contest on
Suraksha • NOL NOL Payment
on club status Bonanza Term Products • MFP Launch – Super
Bonanza
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Total benefit to IC will be Sum of all benefits from these contests

Applicable for IC & POS-P 4 Terms and Conditions Applicable

 Business Credit for
Product Type Product Specification
Q1 – FY’24
PAR FIG, Income Assure, Elite Assure, LLA Any PPT 300%
10 & Above PPT 200%
GIG
Below 10 PPT 150%
Non PAR
AWG Any PPT 150%
Other Trad Any PPT 100%
GPG RP (with ROP & without ROP) Any PPT 300%
GPG SP (with ROP & without ROP) 20L & Above Deferred Annuity 30%
Annuity (Non
GPG SP (with ROP & without ROP) Below 20L Deferred Annuity 15%
PAR)
GPG SP (with ROP & without ROP) 20L & Above Immediate Annuity 15%
GPG SP (with ROP & without ROP) Below 20L Immediate Annuity 10%
ULIP RP Any PPT 100%
ULIP Goal Assure, ULIP SP & Trad SP SP 10%
Top UP Top UP 0%

• Product Credits of Term products & POS Goal Suraksha are not mentioned here as there is a separate contest for these products

Applicable for IC & POS-P 5 Terms and Conditions Applicable

 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023

Rated NB Promising, Gold, MDRT COT & TOT

Platinum Titanium
(inc credit) Silver Diamond (PY’22 or PY’23) (PY’22 or PY’23)

1,00,000 400 700 800 900 1,000 1,200

2,00,000 1,200 1,400 1,600 1,800 2,000 2,200
3,00,000 2,400 2,800 3,200 3,600 4,000 4,400
5,00,000 4,200 4,900 5,600 6,300 7,000 7,700
7,00,000 6,000 7,000 8,000 9,000 10,000 11,000
10,00,000 9,000 10,500 12,000 13,500 15,000 16,500
15,00,000 15,000 17,500 20,000 22,500 25,000 27,500
25,00,000 20,000 35,000 40,000 45,000 50,000 60,000

• For Monthly Club Membership Benefits, Club

status at the end of the month will be considered

Applicable for IC & POS-P 6 Terms and Conditions Applicable

 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023

Rated NB (inc credit) Prize (INR)

50,000 Xoxoday Voucher - Rs. 200

1,00,000 Xoxoday Voucher - Rs. 300
2,00,000 Xoxoday Voucher - Rs. 600

• These slabs are applicable to Non Club ICs

• Prizes are Over & above POS Goal Suraksha Counter & PAR Counter Bonanza
• In case IC upgrades to Club then IC will get highest achieved prize in Monthly Club
Member benefit and Contest for Non Club
• Prizes will be deducted from ACC
• SISO Policies will not be considered

Applicable for IC & POS-P 7 Terms and Conditions Applicable

 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023
Counter Premium
Slab Prize (INR)
(INR)
Slab 1 1,00,000 2,000
Slab 2 2,00,000 6,000
Slab 3 3,00,000 12,000
Goa – Travel Voucher worth
Slab 4 4,00,000
20,000
Pattaya – Travel Voucher worth
Slab 5 5,00,000
30,000
Rs. 6,000/- for every block of 1 Lac ticket size from 5 Lac onwards

• These slabs are applicable to All ICs (Club & Non Club)
• Prizes are Over & above Monthly Club Benefit contest prizes
• Counter Bonanza prizes are applicable on multiple counters. IC will get total of prizes achieved on each counter.
• Prizes will be deducted from ACC
• Product credits are not applicable in counter premium. Only cheque value net of taxes will be considered
• SISO Policies will not be considered
• Products considered : FIG, Elite Assure, Income assure, LLA etc
Applicable for IC & POS-P 8 Terms and Conditions Applicable
 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023
Slab 4 Slab 5
PAR Counter – Rs. 4,00,000 (Cheque Value) PAR Counter – Rs. 5,00,000 (Cheque Value)

GOA - Travel Voucher worth Rs. 20,000/- PATTAYA – Travel Voucher worth Rs. 30,000/-

Applicable for IC & POS-P 9 Terms and Conditions Applicable

 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023
POS GS Rated NB Prize (Rs)
50,000 1,000
1,00,000 3,000
2,00,000 8,000
3,00,000 15,000
Pattaya – Travel Voucher worth
5,00,000
30,000
Greece – Travel Voucher worth
10,00,000
75,000
POS GS Bonanza Prizes are over and above ‘Club Membership Benefit – APR’23 Contest’

• These slabs are applicable to All ICs (Club & Non Club)
• POS GS Bonanza prizes will be deducted from ACC
• Only those policies with E-mandate will be considered.
• Product credits are not applicable in counter premium. Only cheque value net of taxes will be considered
Applicable for IC & POS-P 10 Terms and Conditions Applicable
 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023
Slab 5 Slab 6
POS GS Rated NB – Rs. 5,00,000 (Cheque Value) POS GS Rated NB – Rs. 10,00,000 (Cheque Value)

PATTAYA – Travel Voucher worth Rs. 30,000/- GREECE – Travel Voucher worth Rs. 75,000/-

Applicable for IC & POS-P 11 Terms and Conditions Applicable

 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023

“With ROP” variants “Without ROP” variants

Customer Segment
(Prize as %age of RNB) (Prize as %age of RNB)

Salaried 10% 10%

Other Than Salaried 5% 2.5%

• Product Credits are not applicable. Only cheque value net of taxes will be considered
• This is separate contest for Term Products & these policies will not be considered for ‘All In One’
contest

Applicable for IC & POS-P 12 Terms and Conditions Applicable

 Competition for IC SISO Contest 1 :

• NoL Payments AND Bullet Payments

• Login: 6th Apr 23 to 30th Apr 23

SISO Contest 2 :

• SISO NoL Bonanza – Apr’23

• Login: 6th Apr 23 to 30th Apr 23
Login: 6th Apr 2023 to 30th Apr 2023 | Issuance: 10th May 2023

IC will get the benefits from both contest

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 Competition for IC
SISO Contest 1 :

• NOL Payments AND Bullet Payments

• Login: 6th Apr 23 to 30 Apr 23

Login: 6th Apr 2023 to 30th Apr 2023 | Issuance: 10th May 2023

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 3 Stage Benefits

01 02 03
NOL Bullet Bullet
Benefit Payment 1 Payment 2

Prize amount Payment on Payment on

is paid 3 times total premium total premium
IC gets NOL adjusted in adjusted in
benefits for 3 first 6 months first 12
months (M1, i.e. at the end months i.e. at
M3, M9) of Oct’23 the end of
Apr’24

• Minimum monthly premium for products ULIP SISO, FIG SISO & AWG SISO is 5000/-
• Minimum monthly premium for product GPG is 6000/-
• SISO Policies of Magnum Fortune Plus will not be considered
 NOL Benefits – Traditional SISO & ULIP SISO
Prize Amount Prize Amount Prize Amount
NOL (INR) (INR) (INR)
Apr’23 Jun’23 Dec'23
2 400 400 400
3 800 800 800
4 1,200 1,200 1,200
5 1,500 1,500 1,500
7 2,800 2,800 2,800
10 5,000 5,000 5,000
Rs. 1500/- on each NOL from 11th NOL onwards (in 3 tranches of Rs. 500/-

• Splitting of policies is not allowed

• For NOL Benefit Calculation ULIP SISO + Traditional SISO policies will be considered
• Policies counted in SISO will not be counted in Monthly contest
• SISO Policies of Magnum Fortune Plus will not be considered
• Persistency criteria as applicable as per respective month’s contest i.e. Apr’23, Jun’23 & Dec’23
• All other standard T&C are applicable
 Bullet Payment 1 – ULIP SISO & Traditional SISO Policies
Bullet Payment 1 - ULIP Bullet Payment 1 - Traditional
Total Received Total Received
Prize Amount Prize Amount
Premium (Cheque Premium (Cheque
(INR) (INR)
Value) 31 Oct 23 Value) 31 Oct 23
50,000 500 50,000 1,000
1,00,000 1,000 1,00,000 2,000
2,00,000 2,500 2,00,000 5,000
4,00,000 6,000 4,00,000 12,000
7,50,000 12,750 7,50,000 25,500
10,00,000 20,000 10,00,000 40,000
20,00,000 50,000 20,00,000 1,00,000
50,00,000 1,50,000 50,00,000 3,00,000
• Only active policies (no lapsed) will be considered for this benefit
• SISO Policies of Magnum Fortune Plus will not be considered
• Persistency criteria : Bullet Payment 1 - as per Oct’23 contest | Bullet Payment 2 - as per Apr’24 contest
• Bullet Payment 1 will be subtracted from Bullet Payment 2
• All other standard T&C are applicable
 Bullet Payment 2 – ULIP SISO & Traditional SISO Policies
Bullet Payment 2 - ULIP Bullet Payment 2 - Traditional
Total Received Total Received
Prize Amount Prize Amount
Premium (Cheque Premium (Cheque
(INR) (INR)
Value) 30 Apr 24 Value) 30 Apr 24
1,00,000 1,250 1,00,000 2,500
2,00,000 2,600 2,00,000 5,000
4,00,000 6,500 4,00,000 12,000
8,00,000 14,000 8,00,000 28,000
15,00,000 30,000 15,00,000 60,000
20,00,000 51,000 20,00,000 90,000
40,00,000 1,10,000 40,00,000 2,20,000
1,00,00,000 3,25,000 1,00,00,000 6,50,000
• Only active policies (no lapsed) will be considered for this benefit
• SISO Policies of Magnum Fortune Plus will not be considered
• Persistency criteria : Bullet Payment 1 - as per Oct’23 contest | Bullet Payment 2 - as per Apr’24 contest
• Bullet Payment 1 will be subtracted from Bullet Payment 2
• All other standard T&C are applicable
 Competition for IC
SISO Contest 2 :

• SISO NoL Bonanza – Apr’23

• Benefits on NOL
• Login: 6th Apr 23 to 30th Apr 23

Login: 6th Apr 2023 to 30th Apr 2023 | Issuance: 10th May 2023

IC will get the benefits from both contest

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 Login: 6th to 30th Apr 2023 | Issuance: 10th May 2023

SISO NOL Reward

1 Digital Certificate - HOS SISO Policies of
Magnum Fortune Plus
3 Dinner for 2 will be considered
5 Dinner for 4

IC will get the benefits from both contests ‘NOL Payments AND Bullet Payments‘ & ‘SISO NOL Bonanza’

• Fulfilment of SISO Contest Reward will be done in Jul’23

• SISO Policies of Magnum Fortune Plus will be considered
• SISO Contest prizes will not be deducted from ACC
• SISO Contest benefit will be given on number of lives and not on number of policies

Applicable for IC & POS-P 20 Terms and Conditions Applicable

 Terms & Conditions – SISO Contest
• Splitting of policies is not allowed
• Policies with E-mandate will only be counted. Non E-mandate policies will get zero credit
• Policies counted in SISO will not be counted in Monthly contest
• Only active policies (no lapsed) will be considered for NOL benefit and Bullet Payment
• Persistency criteria
• NOL Benefit: as per Apr’23 Monthly Contest
• Bullet Payment 1: as per Oct’23 Monthly Contest
• Bullet Payment 2 : as per Apr’24 Monthly Contest
• Prizes earned in SISO contest will be subtracted from Annual Contest Correction
• Cheque dishonor, Freelook cancellations or any other reversal cases will not be considered
• Premium from the surrender re-login of - 3 /+1 months, will be excluded for the purpose of this contest
• All other Bajaj Allianz Life standard terms and conditions including quality parameters will be applicable
• Management reserves the right to modify/alter any conditions/benefits either in full or part at any point of time

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 • Minimum Persistency requirements | 13th Month – 88% | 25th Month – 78%
• For 13th month Persistency – policies sourced between 1st Apr’22 to 30th Apr’22, Renewed till 31st May’23
• For 25th month Persistency – policies sourced between 1st Apr’21 to 30th Apr’21, Renewed till 31st May’23
• Zero Non accidental early death claims (24 Rolling Month) (Max threshold is 0.2% of NOP sold in last 24 Months)
• Misselling complaints - Zero proven complaints (12 Rolling Month)
• Predeceased complaints - Zero proven complaints (12 Rolling Month)
• For ‘Monthly Club Membership Benefit’, the club membership status as on 30th Apr’23 will be considered.
• Professional Club ICs (tagging upto 30th Apr’23 ) will be considered for higher club prizes
• Prizes earned in ‘Monthly Club Membership Benefit’, ‘PAR Contest’, ‘POS GS Counter Bonanza’ & ‘Term Plan Bonanza’ will be subtracted from Annual
Contest Correction FY 23-24
• Xoxoday vouchers will be given in lieu of gift articles
• This contest is also applicable to ASO-SM & POSP (only POS specific products)
• Premium net off all applicable taxes will be considered for calculations of Rated NB and Counter Premium (Cheque Value)
• Only standard policies will be counted in the competition
• FYLP will not be considered
• Term products & SISO policies will not be considered in Monthly Club Membership Benefit. There is separate contest for Term Products & SISO.
• All applicable taxes will be deducted from the gross benefit or equivalent benefit value, while making the disbursements.
• Cheque dishonor, Freelook cancellations or any other reversal cases will not be considered
• Premium from the surrender re-login of - 3 /+1 months, will be excluded for the purpose of this contest
• All other Bajaj Allianz Life standard terms and conditions including quality parameters will be applicable
• Management reserves the right to modify/alter any conditions/benefits either in full or part at any point of time

Applicable for IC & POS-P 22 Terms and Conditions Applicable

 Important Dates

Login Period Issuance Date Result Date Payment Date

6th Apr to 30th Apr 2023 10th May 2023 30th Jun 2023 14th Jul 2023

Voucher Issuance Date

30th Jul 2023

Applicable for IC & POS-P 23 Terms and Conditions Applicable