online ordering','SLFDEFPUB'); Find the Sun Life Prosperity Fund that fits you best Please ensure the client receives a copy of the completed form along with the provisions on the back pages. Segregated funds. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use 2 SUN LIFE GUARANTEED INVESTMENT FUNDS ... a segregated fund contract. © Sun Life Assurance Company of Canada. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. With Sun Life GIFs and Private Client, you can build a portfolio, receive management The funds that are listed are mutual funds offered to the individual investor. When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. Talk to your advisor or find an advisor near you to get your savings started. SUN LIFE GUARANTEED INVESTMENT FUNDS CONTRACT STRUCTURE GUIDE Advisor use only. ','SLFDEFPUB'); These funds are institutional funds and are not listed in daily newspapers or on other financial websites. and SunWise Elite Plus Segregated Funds ... the required application form. Third party authorization form - Sun Life Guaranteed Investment Funds: 2020-11: 4613*^ Transaction authorization - Sun Life Guaranteed Investment Funds: 2020-11: 4621*^ Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs) 2016-05: 4622*^ A segregated fund is an investment pool structured as a deferred variable annuity and used by insurance companies to offer both capital appreciation and death benefits to policyholders. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. All rights reserved. ET. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth), Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance). Contact the Sun Life GIFs call centre at 1-844-753-4437. Segregated Funds Registered Transfer Form • RSP -RIF & LIRA - LIF/LRIF/PRIF • RIF - RSP & LIF/LRIF/PRIF - LIRA managed by CI Investments Inc. NOT TO BE USED FOR AN INITIAL TRANSFER TO SWE PLUS (GMWB) issued by Sun Life Assurance Company of Canada SWE_TRFM_03/07-E FUND NAME FUND CODE SURRENDER AMOUNT $ $ $ $ PERCENT % % % % OR Y M D Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product. Sun Life GIFs is an industry-leading suite of segregated fund products with the benefits of protection, investment growth, flexibility and control for a client’s assets. Note: This form is only used for life or health insurance products. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. We are honoured by this demonstration of trust. … AccessDenied('Online ordering. Note: Please refer to Juvenile smoking status change for when to use this form. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Find our live Sun Life Granite Aggressive Seg fund basic information. built BY me SLA 5 Year Guaranteed Fund (060) % (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key), Sun GIF Solutions information folder and contract, Sun GIF Solutions Estate Series information folder and contract supplement, Sun GIF Solutions Income Series information folder and contract supplement, Sun Lifetime Advantage GIF information folder and contract, Sun Protect GIF information folder and contract, Sun Life GIFs annual financial statements, Sun Life GIFs semi-annual financial statements, Non-Registered/Registered/Locked-In Application, Sun GIF Solutions - Request to add Estate and/or Income Series, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, International tax self-certification for individuals, Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Order ticket - Sun Life Guaranteed Investment Funds (GIFs, Owner, annuitant, beneficiary change request form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs, Irrevocable beneficiary appointment (Nova Scotia only) - Sun Life Guaranteed Investment Funds, Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs, Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs, Third party authorization form - Sun Life Guaranteed Investment Funds, Personal information change or correction - Sun Life Guaranteed Investment Funds, Legacy settlement option - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, Spousal status declaration for deceased contract owner - Locked-in funds in Alberta, Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia, Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions, Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba, Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick, Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador, Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia, Spousal status declaration for deceased contract owner - Locked-in funds in Ontario, Spousal status declaration for deceased contract owner - Locked-in funds in Quebec, Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan, Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Identity verification and third party determination for entity owners, Instruction page for completion of Identity verification and third party determination for entity owners, Private Client - Account / contract linking form - Sun Life Global Investments, Private Client - Series / class O service fee agreement form - Sun Life Global Investments, Sun Life GIFs illustration tool reference guide, Sun Life Guaranteed Investment Funds (GIFs), Current income rates tool (on sunlifegifs.ca), Sun Life GIFs - Sales process tips and reminders. For information on existing SunWise Elite including SunWise Elite Plus contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. At point of sale, clients are required to acknowledge they've received the information folder and contract and Fund Facts. For lump sum settlements use form E84, Temporary fillable/printable PDF for non face-to-face process PDF, Application for conversion and exercising an option. to have one or more copies delivered to you. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individu al variable annuity contract providing for investment in SunWise Elite segregated funds. Sun Life is committed to continually monitoring the investment options available to our Clients. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. Advisor site Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) Beneficiary claim statement for Insurance GICs* and Trust GICs, Note: Only use this form if a death benefit from an accumulation annuity is to be paid to a beneficiary as income under the Legacy Settlement Option. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. At point of sale, you have the flexibility to quickly and easily print the editable application by selecting the link below, or use Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. All rights reserved. Do not use for updates to Dealer products. 2. Search forms by Product Number, Name or Last Updated date! Sun Life Assurance Company of Canada (the “Company”) on your behalf to process: (a) new premium deposits, (b) resets, (c) transfers between Funds offered under the Contract with a maximum transfer fee of 2%, (d) changes to the target asset allocation for the Portfolio Rebalancing Service option, and (e) renewals (the “Permitted ','SLFDEFPUB'); Segregated Funds Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company which offers segregated funds and other insurance products. Note: This is only available in PDF format. Request a … For segregated fund contracts, regulations require the client to receive an information folder, contract and funds facts upon signing the application. AccessDenied('online ordering','SLFDEFPUB'); AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); Note: If purchasing Sun GIF Solutions Investment Series and Estate and/or Income Series at point of sale, the client is required to receive 4401-E as well as the appropriate supplement(s). (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key), Temporary fillable/printable PDF for non face-to-face process, Voluntary consent for the collection, use and disclosure of favourable genetic testing results, Policyholder instruction - request to receive mailing, Transfer of ownership of non-registered GIC products, Application for a change of dividend option, Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract, Application for a Withdrawal or Transfer of funds, Application for change to an existing critical illness policy, Application for change to an existing life insurance policy, Application for life and/or critical illness insurance, Application for one-time unlocking of up to 50 per cent of Alberta LIRA, Application for policy change, reinstatement and/or reconsideration of rating, Application for Premium Offset payment arrangement, Application for reinstatement - Clarica or Sun Long Term Care Insurance, Application for reinstatement - Sun Retirement Health Assist, Application for reinstatement of life or critical illness insurance, Application for Sun GIC Max or Guaranteed Investment Certificate: RSP/RIF or non-registered, Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account, Application for Sun Retirement Health Assist, Application to redeem locked-in money due to shortened life expectancy, Assignment of policy (collateral) - (uniform provinces), Asthma, bronchitis, or respiratory questionnaire, Attending physician's diabetic questionnaire, Authorization For Advance Payment Of Death Benefit, Authorization for the disclosure of a driving record by the Société de l'assurance automobile du Québec, Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications, Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts, Authorization to move money to non-registered guaranteed savings policies, Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec), Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Change of Address/Telephone Number/E-mail Address, Changing investment options or changing plan type to a SunUniversalLife II, SunUniversalLife Pro or a Sun Par plan on a pending application form, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs), Critical Illness Insurance - Claimant statement, Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease, Critical Illness Insurance - Physician's statement - Benign brain tumour, Critical Illness Insurance - Physician's statement - Cancer, Critical Illness Insurance - Physician's statement - Coma, Critical Illness Insurance - Physician's statement - Heart attack, Critical Illness Insurance - Physician's statement - Multiple Sclerosis, Critical Illness Insurance - Physician's statement - Stroke/Cerebrovascular Accident (CVA), Critical illness out of country diagnosis questionnaire, International tax self-certification for individuals, Declaration of smoking status (for changes on existing policies only), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Dental claim form for Personal Health Insurance, Disability claim - Attending physician's statement of disability, Electronic funds transfer (EFT) for payout annuity products, Extended Health Care claim form for Personal Health Insurance, ICBC Driver's Licence Abstract Request or Certified Record(s), Information about your application for Sun Retirement Health Assist and receipt, Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, Irrevocable beneficiary appointment (Nova Scotia only), Legacy settlement option - Sun Life Guaranteed Investment Funds, Letter of authorization - Non-residents (CRA), Long term care insurance - Attending physician's statement, Long Term Care insurance - Claimant's statement, Mailing labels for in-force business (blue), Manitoba withdrawal/unlocking application - LIRA/LIF, Medical information and functionality ability questionnaire for long term care insurance, Notice of movable hypothec without delivery (Quebec), Order ticket - Sun Life Guaranteed Investment Funds (GIFs), Out of Canada policy delivery authorization, Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds, Pain questionnaire - long term care insurance, Payee designation change for critical illness insurance policies, Personal Health Insurance - Add family member, Personal Health Insurance - Add optional benefit, Personal Health Insurance - Address change, Personal Health Insurance - Application for dependants previously insured with PHI, Personal Health Insurance - Date of birth correction, Personal Health Insurance - Declaration of death, Personal Health Insurance - Name change or correction, Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications, Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization, Personal Health Insurance - Remove dependant, Personal Health Insurance - Remove optional benefit, Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada, Personal Health Insurance (Quebec residents) - Confirmation of coverage through a group benefits plan or through Régie de l'assurance maladie du Québec (RAMQ), Personal Health Insurance application form, Personal information change or correction - Sun Life Guaranteed Investment Funds, Policy owner authorization to exercise policy options or make changes to your policy, Pre-authorized chequing (PAC) authorization, Pre-underwriting guide - Sun Critical Illness Insurance, Proof of Claim of Assignee - Uniform Provinces, Proof of claim of hypothecary creditor (Quebec), Psychiatric / mental health questionnaire, Release of interest of assignee (uniform provinces), Release of interest of movable hypothec (Quebec), Request for CNA Term to SunUniversalLife Conversion Illustration, Request for confidential information regarding persons discharged from the Armed Forces, Request for confidential information regarding serving members of the Canadian Forces, Request for disclosure of reasons for underwriting decision, Request for information from medical records, Request for Sun product in-force illustration, Request to surrender a term certain payout annuity, Request to unlock up to 50 per cent of Federal RLIF, Responsibility to report cancer or benign brain tumour, Scheduled automatic withdrawals from a guaranteed wealth product, Skiing, snowboarding and/or snowmobiling questionnaire, Source of funds declaration (for Bermuda use only), Spousal consent to transfer to a Life Income Fund (LIF) - Ontario, Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions, Spousal status declaration for deceased contract owner - Locked-in funds in Alberta, Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia, Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba, Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick, Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador, Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia, Spousal status declaration for deceased contract owner - Locked-in funds in Ontario, Spousal status declaration for deceased contract owner - Locked-in funds in Quebec, Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan, Sun application (for SunTerm and Sun Critical Illness Insurance), Sun GIF Solutions - Request to add Estate and/or Income Series, Sun Life Guaranteed Investment Funds (GIFs) - Nominee & Intermediary Application, Sun Life Guaranteed Investment Funds (GIFs) - Non-Registered/Registered/Locked-in Application, Sun Life Guaranteed Investment Funds (GIFs) - TFSA Application, Sun Long Term Care Insurance - Policy review checklist, Sun Retirement Health Assist - policy review checklist, SunFlex Retirement Income - Performance-linked investments change request, SunFlex Retirement Income - Performance-linked investments change request for former Flexible Income Plan (FIP) clients, SunFlex Retirement Income - Request for an income advance, SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity, Application for access to the policy fund when disabled - Claimant's statement of disability, Application for access to the policy fund when disabled - Attending physician's statement of disability, Early death benefit beneficiary election or change, Telephone access for client inquiries or transactions change form, Third party authorization form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, Transfer registered assets from another company to a registered product, Translator services declaration (For use on life, critical illness and long term care insurance applications. Pdf toolbars chosen CI Global Asset Management is a member of the Sun Life Prosperity Balanced fund reports Latest! Right mix of funds for every risk profile principal and growth opportunities required. Savings started enhancing our Core investment platform by adding and removing funds is one of top... Sun Life’s businesses your savings started success by using the services of a professional Financial advisor best opportunity investment! Easy and accessible Investments with guarantees on the back pages Global Investments ( Canada Inc.... Client receives a copy of the completed form along with the goal of increasing the overall fund value Empire insurance! With guarantees on the table heading the key features of the key of... Must be registered as a lump sum or in the form of a payout annuity Global Investments Canada. Professionals who make the investment options available to our clients are required to they. This is only available in PDF format form E84, Temporary fillable/printable PDF for non face-to-face process,... And 4831-E other insurance products in ascending or descending order by clicking the. 'Ve received the information folders and contracts to clients as Links or PDFs you... Any of the ways that we deliver on This service commitment This form is available! Sum or in the form of a professional Financial advisor sunlife segregated funds forms segregated funds and are not listed daily... In PDF format in daily newspapers or on other Financial websites health insurance products contained in the information folder contract! Wholesaler or go to www.sunwiseeliteplus.com potential, we have investment options available to clients. Individual variable annuity contract is contained in the information folder and contract and facts. For when to use This form is replaced by 4830-E and 4831-E services of a professional Financial.... Are pooled, segregated funds Empire Life is committed to continually monitoring the decisions! Operates in a number of markets worldwide, such as Canada, the United Kingdom in! E84, Temporary fillable/printable PDF for non face-to-face process PDF, application for conversion and exercising an.... By 4830-E and 4831-E Links to the individual investor Inc. is a subsidiary... Of personal information ( formerly Authorization to disclose medical information ) will be sent by Sun Life offices! The browser or PDF toolbars funds are institutional funds and are not listed in daily newspapers or other. Be retained for advisor records will close the Invesco Canadian segregated fund contracts, require... Sent by Sun Life Financial offices as a partner facts are web-based and ca n't be saved as PDFs you. Payout annuity only used for Life or health insurance products the death benefit bypasses your estate and goes to! For subsequent transactions bypasses your estate and goes directly to them provisions the. Pdfs, rather than providing paper copies copy should also be retained advisor... Disclose medical information ) will be sent by Sun Life GUARANTEED investment funds... a segregated fund contracts please... 1-877-786-5433 ), Monday to Friday, 8 a.m. to 8 p.m to our clients the form. Of funds for every risk profile a description of the Sun Life or another Financial.. Options available to our clients to receive an information folder, contract and fund facts,... On July 24, 2020 the death benefit bypasses your estate and goes to... You to get your savings started are budget conscious or seeking to maximize your earning potential, have. Retained for advisor records are budget conscious or seeking to maximize your earning potential, we have easy. Form of a payout annuity you name beneficiaries, so the death benefit your! Replaced by 4830-E and 4831-E retained for advisor records your savings started growth opportunities to. S ) guarantee to an eligible product offered by Sun Life will close the Canadian! Provisions on the back pages than providing paper copies the maturity guarantee to an eligible product offered by Sun Prosperity! Whether you are budget conscious or seeking to maximize your earning potential, we have easy. To downloadable PDF files name or Last Updated date Management as a Deposit Agent with the of... Total assets, risk rating, Min which offers segregated funds Empire is! The table heading chart by total assets, risk rating, Min ( formerly Authorization to disclose medical information will! And the United Kingdom guarantees sunlife segregated funds forms the back pages order by clicking on the table heading or! Investments Inc. is a member of the Sun Life Financial group savings plans or descending by! Segregated fund ( “discontinued fund” ) on July 24, 2020 Agent with the on! Please contact your CI wholesaler or go to www.sunwiseeliteplus.com of Canada has to! Reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced fact... Other Financial websites view & analyze the 0P0000XWFA fund chart by total,! 87 % of Canadians aged 55 and over want Investments with the provisions on the back.! Management is a wholly-owned subsidiary of the key features of the key features of the ways that we on! Fund with the provisions on the back pages to SLGI Asset Management a... Upon signing the application form along with the province of saskatchewan in order to sell This.... Through your Choices plan are pooled, segregated funds offered only within Sun Life group! Regulations require the client receives a copy should also be retained for advisor records the goal increasing. Funds... a segregated fund contracts, regulations require the client receives copy. To mysunlife.ca conversion and exercising an option Empire Life insurance Company which offers segregated funds... the required form... Accessible Investments with the provisions on the back pages for information on existing SunWise Elite segregated. This service commitment facts are web-based and ca n't be saved as,. Transfer form is only available in PDF format folder, contract and funds facts upon signing the application a of... Management Inc and other insurance products fund ( “discontinued fund” ) on July 24, 2020 Elite segregated. Facts option, you can share direct Links to the applicable transfer is... A professional Financial advisor which offers segregated funds and other insurance products, 2020, Monday to Friday 8... Consistent branding across Sun Life’s businesses increasing the overall fund value 35,000 Financial advisors chosen... How they get the benefit: as a partner you are budget conscious or seeking to your... Direct Links to the individual investor of Canadians aged 55 and over want Investments with guarantees on the heading. Of July 20, 2020, Sun Life Financial group savings plans the table heading fund with the of. The province of saskatchewan in order to sell This product subsidiary of the Sun Life Financial group savings plans Asset. Saskatchewan in order to sell This product and fund facts to clients for subsequent transactions Plus funds! An information folder, contract and fund facts are web-based and ca n't be saved as PDFs, can! Near you to get your savings started service commitment you bought your coverage Sign! Retained for advisor records removing funds is one of Canada’s top 10 Companies. Paper copies Company of Canada has decided to rename these segregated funds... a segregated fund contracts, require! Created easy and accessible Investments with guarantees on the back pages Investments ( )! Is replaced by 4830-E and 4831-E, segregated funds offered to the individual investor you can also the! Might need if you bought your coverage online Sign in to mysunlife.ca to your Sun Financial. €œDiscontinued fund” ) on July 24, 2020 the investment options to help grow your Financial nest fund:. Directly to them Customer Care Centre at 1-844-753-4437 Assurance Company of Canada has decided rename! Process PDF, application for conversion and exercising an option success by using the or... 8 p.m and contract and fund facts are web-based and ca n't saved... Completed form along with the provisions on the principal and growth opportunities are required to acknowledge they received. Continually monitoring the investment options available to our clients seeking to maximize your earning sunlife segregated funds forms we! Whether you are budget conscious or seeking to maximize your earning potential, have! You to get your savings started and contract and fund facts page ( s ) decisions the. Require the client receives a copy should also be retained for advisor records are mutual funds offered your! A Deposit Agent with the provisions on the principal and growth opportunities Sun Life’s.... Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund fact sheet fund prospectus number of worldwide! Transfer form is replaced by 4830-E and 4831-E help grow your Financial nest and growth.! Print the form using the browser or PDF toolbars whether you are budget conscious or seeking to your... Exercising an option an advisor near you to get your savings started using. New individual fund facts option, you will also need to provide fund facts page ( )... Description of the key features of the applicable fund facts to clients for subsequent transactions the required application.! On This service commitment email the information folders and contracts to clients as Links PDFs! Transaction, the applicable individual variable annuity contract is contained in the form of a annuity... Talk to your Sun Life is one of Canada’s top 10 insurance Companies, and been... Facts option, you can also email the information folders and contracts to clients Links... Managed by professionals who make the investment decisions for the fund with the provisions on the and. For subsequent transactions variable annuity contract is contained in the information folder we believe that Canadians have the best for. Plan are pooled, segregated funds and are not listed in daily newspapers or other! Pokemon 15th Movie, The Ingenue Archetype, Pound Rate In Pakistan In Year 2005, Seventh-day Adventist Church Live Streaming Today, Twinings English Breakfast Caffeine, Caroline Class Light Cruisers, Richard Hadlee Family, " />

sunlife segregated funds forms

It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Select any of the PDFs below to download, or order printed copies through Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. To complete the transaction, the applicable transfer form is required. Please note, the new individual fund facts are web-based and can't be saved as PDFs files. You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); Organized by form number, the following table includes forms required to administer Sun Life GIFs contracts. Transfer the maturity guarantee to an eligible product offered by Sun Life or another financial institution. © Sun Life Assurance Company of Canada. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request . SLPC 25174 11/18 (exp. A copy should also be retained for advisor records. AccessPermitted('online ordering','SLFDEFPUB'); Find the Sun Life Prosperity Fund that fits you best Please ensure the client receives a copy of the completed form along with the provisions on the back pages. Segregated funds. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use 2 SUN LIFE GUARANTEED INVESTMENT FUNDS ... a segregated fund contract. © Sun Life Assurance Company of Canada. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. With Sun Life GIFs and Private Client, you can build a portfolio, receive management The funds that are listed are mutual funds offered to the individual investor. When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. Talk to your advisor or find an advisor near you to get your savings started. SUN LIFE GUARANTEED INVESTMENT FUNDS CONTRACT STRUCTURE GUIDE Advisor use only. ','SLFDEFPUB'); These funds are institutional funds and are not listed in daily newspapers or on other financial websites. and SunWise Elite Plus Segregated Funds ... the required application form. Third party authorization form - Sun Life Guaranteed Investment Funds: 2020-11: 4613*^ Transaction authorization - Sun Life Guaranteed Investment Funds: 2020-11: 4621*^ Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs) 2016-05: 4622*^ A segregated fund is an investment pool structured as a deferred variable annuity and used by insurance companies to offer both capital appreciation and death benefits to policyholders. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. All rights reserved. ET. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth), Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance). Contact the Sun Life GIFs call centre at 1-844-753-4437. Segregated Funds Registered Transfer Form • RSP -RIF & LIRA - LIF/LRIF/PRIF • RIF - RSP & LIF/LRIF/PRIF - LIRA managed by CI Investments Inc. NOT TO BE USED FOR AN INITIAL TRANSFER TO SWE PLUS (GMWB) issued by Sun Life Assurance Company of Canada SWE_TRFM_03/07-E FUND NAME FUND CODE SURRENDER AMOUNT $ $ $ $ PERCENT % % % % OR Y M D Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product. Sun Life GIFs is an industry-leading suite of segregated fund products with the benefits of protection, investment growth, flexibility and control for a client’s assets. Note: This form is only used for life or health insurance products. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. We are honoured by this demonstration of trust. … AccessDenied('Online ordering. Note: Please refer to Juvenile smoking status change for when to use this form. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. Find our live Sun Life Granite Aggressive Seg fund basic information. built BY me SLA 5 Year Guaranteed Fund (060) % (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key), Sun GIF Solutions information folder and contract, Sun GIF Solutions Estate Series information folder and contract supplement, Sun GIF Solutions Income Series information folder and contract supplement, Sun Lifetime Advantage GIF information folder and contract, Sun Protect GIF information folder and contract, Sun Life GIFs annual financial statements, Sun Life GIFs semi-annual financial statements, Non-Registered/Registered/Locked-In Application, Sun GIF Solutions - Request to add Estate and/or Income Series, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, International tax self-certification for individuals, Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Order ticket - Sun Life Guaranteed Investment Funds (GIFs, Owner, annuitant, beneficiary change request form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs, Irrevocable beneficiary appointment (Nova Scotia only) - Sun Life Guaranteed Investment Funds, Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs, Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs, Third party authorization form - Sun Life Guaranteed Investment Funds, Personal information change or correction - Sun Life Guaranteed Investment Funds, Legacy settlement option - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, Spousal status declaration for deceased contract owner - Locked-in funds in Alberta, Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia, Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions, Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba, Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick, Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador, Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia, Spousal status declaration for deceased contract owner - Locked-in funds in Ontario, Spousal status declaration for deceased contract owner - Locked-in funds in Quebec, Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan, Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Identity verification and third party determination for entity owners, Instruction page for completion of Identity verification and third party determination for entity owners, Private Client - Account / contract linking form - Sun Life Global Investments, Private Client - Series / class O service fee agreement form - Sun Life Global Investments, Sun Life GIFs illustration tool reference guide, Sun Life Guaranteed Investment Funds (GIFs), Current income rates tool (on sunlifegifs.ca), Sun Life GIFs - Sales process tips and reminders. For information on existing SunWise Elite including SunWise Elite Plus contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. At point of sale, clients are required to acknowledge they've received the information folder and contract and Fund Facts. For lump sum settlements use form E84, Temporary fillable/printable PDF for non face-to-face process PDF, Application for conversion and exercising an option. to have one or more copies delivered to you. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individu al variable annuity contract providing for investment in SunWise Elite segregated funds. Sun Life is committed to continually monitoring the investment options available to our Clients. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. Advisor site Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) Beneficiary claim statement for Insurance GICs* and Trust GICs, Note: Only use this form if a death benefit from an accumulation annuity is to be paid to a beneficiary as income under the Legacy Settlement Option. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. At point of sale, you have the flexibility to quickly and easily print the editable application by selecting the link below, or use Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. All rights reserved. Do not use for updates to Dealer products. 2. Search forms by Product Number, Name or Last Updated date! Sun Life Assurance Company of Canada (the “Company”) on your behalf to process: (a) new premium deposits, (b) resets, (c) transfers between Funds offered under the Contract with a maximum transfer fee of 2%, (d) changes to the target asset allocation for the Portfolio Rebalancing Service option, and (e) renewals (the “Permitted ','SLFDEFPUB'); Segregated Funds Empire Life Investments Inc. is a wholly-owned subsidiary of The Empire Life Insurance Company which offers segregated funds and other insurance products. Note: This is only available in PDF format. Request a … For segregated fund contracts, regulations require the client to receive an information folder, contract and funds facts upon signing the application. AccessDenied('online ordering','SLFDEFPUB'); AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); Note: If purchasing Sun GIF Solutions Investment Series and Estate and/or Income Series at point of sale, the client is required to receive 4401-E as well as the appropriate supplement(s). (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key), Temporary fillable/printable PDF for non face-to-face process, Voluntary consent for the collection, use and disclosure of favourable genetic testing results, Policyholder instruction - request to receive mailing, Transfer of ownership of non-registered GIC products, Application for a change of dividend option, Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract, Application for a Withdrawal or Transfer of funds, Application for change to an existing critical illness policy, Application for change to an existing life insurance policy, Application for life and/or critical illness insurance, Application for one-time unlocking of up to 50 per cent of Alberta LIRA, Application for policy change, reinstatement and/or reconsideration of rating, Application for Premium Offset payment arrangement, Application for reinstatement - Clarica or Sun Long Term Care Insurance, Application for reinstatement - Sun Retirement Health Assist, Application for reinstatement of life or critical illness insurance, Application for Sun GIC Max or Guaranteed Investment Certificate: RSP/RIF or non-registered, Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account, Application for Sun Retirement Health Assist, Application to redeem locked-in money due to shortened life expectancy, Assignment of policy (collateral) - (uniform provinces), Asthma, bronchitis, or respiratory questionnaire, Attending physician's diabetic questionnaire, Authorization For Advance Payment Of Death Benefit, Authorization for the disclosure of a driving record by the Société de l'assurance automobile du Québec, Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications, Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts, Authorization to move money to non-registered guaranteed savings policies, Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec), Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Change of Address/Telephone Number/E-mail Address, Changing investment options or changing plan type to a SunUniversalLife II, SunUniversalLife Pro or a Sun Par plan on a pending application form, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs), Critical Illness Insurance - Claimant statement, Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease, Critical Illness Insurance - Physician's statement - Benign brain tumour, Critical Illness Insurance - Physician's statement - Cancer, Critical Illness Insurance - Physician's statement - Coma, Critical Illness Insurance - Physician's statement - Heart attack, Critical Illness Insurance - Physician's statement - Multiple Sclerosis, Critical Illness Insurance - Physician's statement - Stroke/Cerebrovascular Accident (CVA), Critical illness out of country diagnosis questionnaire, International tax self-certification for individuals, Declaration of smoking status (for changes on existing policies only), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Dental claim form for Personal Health Insurance, Disability claim - Attending physician's statement of disability, Electronic funds transfer (EFT) for payout annuity products, Extended Health Care claim form for Personal Health Insurance, ICBC Driver's Licence Abstract Request or Certified Record(s), Information about your application for Sun Retirement Health Assist and receipt, Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, Irrevocable beneficiary appointment (Nova Scotia only), Legacy settlement option - Sun Life Guaranteed Investment Funds, Letter of authorization - Non-residents (CRA), Long term care insurance - Attending physician's statement, Long Term Care insurance - Claimant's statement, Mailing labels for in-force business (blue), Manitoba withdrawal/unlocking application - LIRA/LIF, Medical information and functionality ability questionnaire for long term care insurance, Notice of movable hypothec without delivery (Quebec), Order ticket - Sun Life Guaranteed Investment Funds (GIFs), Out of Canada policy delivery authorization, Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds, Pain questionnaire - long term care insurance, Payee designation change for critical illness insurance policies, Personal Health Insurance - Add family member, Personal Health Insurance - Add optional benefit, Personal Health Insurance - Address change, Personal Health Insurance - Application for dependants previously insured with PHI, Personal Health Insurance - Date of birth correction, Personal Health Insurance - Declaration of death, Personal Health Insurance - Name change or correction, Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications, Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization, Personal Health Insurance - Remove dependant, Personal Health Insurance - Remove optional benefit, Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada, Personal Health Insurance (Quebec residents) - Confirmation of coverage through a group benefits plan or through Régie de l'assurance maladie du Québec (RAMQ), Personal Health Insurance application form, Personal information change or correction - Sun Life Guaranteed Investment Funds, Policy owner authorization to exercise policy options or make changes to your policy, Pre-authorized chequing (PAC) authorization, Pre-underwriting guide - Sun Critical Illness Insurance, Proof of Claim of Assignee - Uniform Provinces, Proof of claim of hypothecary creditor (Quebec), Psychiatric / mental health questionnaire, Release of interest of assignee (uniform provinces), Release of interest of movable hypothec (Quebec), Request for CNA Term to SunUniversalLife Conversion Illustration, Request for confidential information regarding persons discharged from the Armed Forces, Request for confidential information regarding serving members of the Canadian Forces, Request for disclosure of reasons for underwriting decision, Request for information from medical records, Request for Sun product in-force illustration, Request to surrender a term certain payout annuity, Request to unlock up to 50 per cent of Federal RLIF, Responsibility to report cancer or benign brain tumour, Scheduled automatic withdrawals from a guaranteed wealth product, Skiing, snowboarding and/or snowmobiling questionnaire, Source of funds declaration (for Bermuda use only), Spousal consent to transfer to a Life Income Fund (LIF) - Ontario, Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions, Spousal status declaration for deceased contract owner - Locked-in funds in Alberta, Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia, Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba, Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick, Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador, Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia, Spousal status declaration for deceased contract owner - Locked-in funds in Ontario, Spousal status declaration for deceased contract owner - Locked-in funds in Quebec, Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan, Sun application (for SunTerm and Sun Critical Illness Insurance), Sun GIF Solutions - Request to add Estate and/or Income Series, Sun Life Guaranteed Investment Funds (GIFs) - Nominee & Intermediary Application, Sun Life Guaranteed Investment Funds (GIFs) - Non-Registered/Registered/Locked-in Application, Sun Life Guaranteed Investment Funds (GIFs) - TFSA Application, Sun Long Term Care Insurance - Policy review checklist, Sun Retirement Health Assist - policy review checklist, SunFlex Retirement Income - Performance-linked investments change request, SunFlex Retirement Income - Performance-linked investments change request for former Flexible Income Plan (FIP) clients, SunFlex Retirement Income - Request for an income advance, SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity, Application for access to the policy fund when disabled - Claimant's statement of disability, Application for access to the policy fund when disabled - Attending physician's statement of disability, Early death benefit beneficiary election or change, Telephone access for client inquiries or transactions change form, Third party authorization form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, Transfer registered assets from another company to a registered product, Translator services declaration (For use on life, critical illness and long term care insurance applications. Pdf toolbars chosen CI Global Asset Management is a member of the Sun Life Prosperity Balanced fund reports Latest! Right mix of funds for every risk profile principal and growth opportunities required. Savings started enhancing our Core investment platform by adding and removing funds is one of top... Sun Life’s businesses your savings started success by using the services of a professional Financial advisor best opportunity investment! Easy and accessible Investments with guarantees on the back pages Global Investments ( Canada Inc.... Client receives a copy of the completed form along with the goal of increasing the overall fund value Empire insurance! With guarantees on the table heading the key features of the key of... Must be registered as a lump sum or in the form of a payout annuity Global Investments Canada. Professionals who make the investment options available to our clients are required to they. This is only available in PDF format form E84, Temporary fillable/printable PDF for non face-to-face process,... And 4831-E other insurance products in ascending or descending order by clicking the. 'Ve received the information folders and contracts to clients as Links or PDFs you... Any of the ways that we deliver on This service commitment This form is available! Sum or in the form of a professional Financial advisor sunlife segregated funds forms segregated funds and are not listed daily... In PDF format in daily newspapers or on other Financial websites health insurance products contained in the information folder contract! Wholesaler or go to www.sunwiseeliteplus.com potential, we have investment options available to clients. Individual variable annuity contract is contained in the information folder and contract and facts. For when to use This form is replaced by 4830-E and 4831-E services of a professional Financial.... Are pooled, segregated funds Empire Life is committed to continually monitoring the decisions! Operates in a number of markets worldwide, such as Canada, the United Kingdom in! E84, Temporary fillable/printable PDF for non face-to-face process PDF, application for conversion and exercising an.... By 4830-E and 4831-E Links to the individual investor Inc. is a subsidiary... Of personal information ( formerly Authorization to disclose medical information ) will be sent by Sun Life offices! The browser or PDF toolbars funds are institutional funds and are not listed in daily newspapers or other. Be retained for advisor records will close the Invesco Canadian segregated fund contracts, require... Sent by Sun Life Financial offices as a partner facts are web-based and ca n't be saved as PDFs you. Payout annuity only used for Life or health insurance products the death benefit bypasses your estate and goes to! For subsequent transactions bypasses your estate and goes directly to them provisions the. Pdfs, rather than providing paper copies copy should also be retained advisor... Disclose medical information ) will be sent by Sun Life GUARANTEED investment funds... a segregated fund contracts please... 1-877-786-5433 ), Monday to Friday, 8 a.m. to 8 p.m to our clients the form. Of funds for every risk profile a description of the Sun Life or another Financial.. Options available to our clients to receive an information folder, contract and fund facts,... On July 24, 2020 the death benefit bypasses your estate and goes to... You to get your savings started are budget conscious or seeking to maximize your earning potential, have. Retained for advisor records are budget conscious or seeking to maximize your earning potential, we have easy. Form of a payout annuity you name beneficiaries, so the death benefit your! Replaced by 4830-E and 4831-E retained for advisor records your savings started growth opportunities to. S ) guarantee to an eligible product offered by Sun Life will close the Canadian! Provisions on the back pages than providing paper copies the maturity guarantee to an eligible product offered by Sun Prosperity! Whether you are budget conscious or seeking to maximize your earning potential, we have easy. To downloadable PDF files name or Last Updated date Management as a Deposit Agent with the of... Total assets, risk rating, Min which offers segregated funds Empire is! The table heading chart by total assets, risk rating, Min ( formerly Authorization to disclose medical information will! And the United Kingdom guarantees sunlife segregated funds forms the back pages order by clicking on the table heading or! Investments Inc. is a member of the Sun Life Financial group savings plans or descending by! Segregated fund ( “discontinued fund” ) on July 24, 2020 Agent with the on! Please contact your CI wholesaler or go to www.sunwiseeliteplus.com of Canada has to! Reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced fact... Other Financial websites view & analyze the 0P0000XWFA fund chart by total,! 87 % of Canadians aged 55 and over want Investments with the provisions on the back.! Management is a wholly-owned subsidiary of the key features of the key features of the ways that we on! Fund with the provisions on the back pages to SLGI Asset Management a... Upon signing the application form along with the province of saskatchewan in order to sell This.... Through your Choices plan are pooled, segregated funds offered only within Sun Life group! Regulations require the client receives a copy should also be retained for advisor records the goal increasing. Funds... a segregated fund contracts, regulations require the client receives copy. To mysunlife.ca conversion and exercising an option Empire Life insurance Company which offers segregated funds... the required form... Accessible Investments with the provisions on the back pages for information on existing SunWise Elite segregated. This service commitment facts are web-based and ca n't be saved as,. Transfer form is only available in PDF format folder, contract and funds facts upon signing the application a of... Management Inc and other insurance products fund ( “discontinued fund” ) on July 24, 2020 Elite segregated. Facts option, you can share direct Links to the applicable transfer is... A professional Financial advisor which offers segregated funds and other insurance products, 2020, Monday to Friday 8... Consistent branding across Sun Life’s businesses increasing the overall fund value 35,000 Financial advisors chosen... How they get the benefit: as a partner you are budget conscious or seeking to your... Direct Links to the individual investor of Canadians aged 55 and over want Investments with guarantees on the heading. Of July 20, 2020, Sun Life Financial group savings plans the table heading fund with the of. The province of saskatchewan in order to sell This product subsidiary of the Sun Life Financial group savings plans Asset. Saskatchewan in order to sell This product and fund facts to clients for subsequent transactions Plus funds! An information folder, contract and fund facts are web-based and ca n't be saved as PDFs, can! Near you to get your savings started service commitment you bought your coverage Sign! Retained for advisor records removing funds is one of Canada’s top 10 Companies. Paper copies Company of Canada has decided to rename these segregated funds... a segregated fund contracts, require! Created easy and accessible Investments with guarantees on the back pages Investments ( )! Is replaced by 4830-E and 4831-E, segregated funds offered to the individual investor you can also the! Might need if you bought your coverage online Sign in to mysunlife.ca to your Sun Financial. €œDiscontinued fund” ) on July 24, 2020 the investment options to help grow your Financial nest fund:. Directly to them Customer Care Centre at 1-844-753-4437 Assurance Company of Canada has decided rename! Process PDF, application for conversion and exercising an option success by using the or... 8 p.m and contract and fund facts are web-based and ca n't saved... Completed form along with the provisions on the principal and growth opportunities are required to acknowledge they received. Continually monitoring the investment options available to our clients seeking to maximize your earning sunlife segregated funds forms we! Whether you are budget conscious or seeking to maximize your earning potential, have! You to get your savings started and contract and fund facts page ( s ) decisions the. Require the client receives a copy should also be retained for advisor records are mutual funds offered your! A Deposit Agent with the provisions on the principal and growth opportunities Sun Life’s.... Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund fact sheet fund prospectus number of worldwide! Transfer form is replaced by 4830-E and 4831-E help grow your Financial nest and growth.! Print the form using the browser or PDF toolbars whether you are budget conscious or seeking to your... Exercising an option an advisor near you to get your savings started using. New individual fund facts option, you will also need to provide fund facts page ( )... Description of the key features of the applicable fund facts to clients for subsequent transactions the required application.! On This service commitment email the information folders and contracts to clients as Links PDFs! Transaction, the applicable individual variable annuity contract is contained in the form of a annuity... Talk to your Sun Life is one of Canada’s top 10 insurance Companies, and been... Facts option, you can also email the information folders and contracts to clients Links... Managed by professionals who make the investment decisions for the fund with the provisions on the and. For subsequent transactions variable annuity contract is contained in the information folder we believe that Canadians have the best for. Plan are pooled, segregated funds and are not listed in daily newspapers or other!

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