All rights reserved. SLPC 25174 11/18 (exp. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. 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. … investment, market cap and category. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. AccessPermitted('online ordering','SLFDEFPUB'); 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. ), Use of tobacco and nicotine products questionnaire, Withdrawal or transfer from a guaranteed wealth product, Declaration of smoking status (for pending applications only), 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, Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP), Tax - Personal information change / correction, Responsibility to report Parkinson's disease and specified atypical parkinsonian disorders, Instructions for completion of International tax classification for a non-financial entity, Critical illness insurance - Physician's statement - Heart surgery, Critical Illness Insurance - Physician's statement - Alzheimer's disease, Critical illness insurance - Physician's statement - Parkinson's disease, Critical illness insurance - Physician's statement - Acquired brain injury (ABI), Critical illness insurance - Physician's statement - Major organ failure including kidney, Consent and release of personal information, Notice of Replacement of Insurance of Persons Contract, Critical illness insurance - Physician's statement - Loss of Independent Existence (LOIE), Critical illness insurance - Physician's statement - Blindness, Deafness or Loss of speech, Critical illness insurance - Physician's statement - Paralysis, Critical illness insurance - Physician's statement - Severe burns or Loss of limbs. 87% of Canadians aged 55 and over want investments with guarantees on the principal and growth opportunities. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use AccessPermitted('Online ordering. Sun Life GIFs consists of three products: To learn more about these product and access prices and performance, tools and resources, visit www.sunlifegifs.ca or navigate the information below to order point of sale documents and forms and view administrative guidelines. ET. Get a quick, at-a-glance view of how much lifetime guaranteed income clients could receive with Sun GIF Solutions Income Series or Sun Lifetime Advantage GIF. A copy should also be retained for advisor records. 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). Talk to your advisor or find an advisor near you to get your savings started. By: Rocco Taglioni September 16, 2015 October 11, 2018 Transfer the maturity guarantee to an eligible product offered by Sun Life or another financial institution. Segregated funds. When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. SUN LIFE GUARANTEED INVESTMENT FUNDS CONTRACT STRUCTURE GUIDE Advisor use only. 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. Note: This is only available in PDF format. 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 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. 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. Do not print the form using the browser or PDF toolbars. Note: This form is replaced by 4830-E and 4831-E. (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. For information on existing SunWise Elite including SunWise Elite Plus contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com. Find the Sun Life Prosperity Fund that fits you best Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. The funds offered through your Choices plan are pooled, segregated funds offered only within Sun Life Financial group savings plans. *Note: Links lead to downloadable PDF files. Life Insurance Replacement Declaration (ONLY to be used by ON, SASK, MAN., NS, PEI, NWT, YUK, NVT and NFLD), RapidApp/Tele-interviewing application for life and/or critical illness insurance, Legacy settlement option - Insurance GIC*, legal | privacy | security | terms & conditions. Consent and release of personal information (formerly Authorization to disclose medical information) will be sent by Sun Life Financial, if required. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. 3. AccessDenied('online ordering','SLFDEFPUB'); Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). Find a form. Contact the Sun Life GIFs call centre at 1-844-753-4437. 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. Note: This is only available in PDF format. At point of sale, clients are required to acknowledge they've received the information folder and contract and Fund Facts. A Sun Life advisor can show you how an RESP can help you save for university, college or an apprenticeship – and how you can add to your savings with free money from the government. 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. You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. 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 Sun Life will close the Invesco Canadian Segregated Fund (“discontinued fund”) on July 24, 2020. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Note: This form is only used for life or health insurance products. Canadians want guarantees. 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*^ 2 SUN LIFE GUARANTEED INVESTMENT FUNDS ... a segregated fund contract. 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. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. Your corporate clients may not know that Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners.GIFs are also known as segregated fund contracts. 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 . By entering the deposit amount, gender and age, the current income rates tool will generate both an income percentage and lifetime guaranteed income amount based on current market conditions. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product. You can also email the information folders and contracts to clients as links or PDFs, rather than providing paper copies. 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. Note: This is only available in PDF format, please ensure the client receives a copy of the completed form along with the provisions on the back pages. For segregated fund contracts, regulations require the client to receive an information folder, contract and funds facts upon signing the application. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Sun Wise Essential Series segregated funds. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. AccessDenied('online ordering','SLFDEFPUB'); 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. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. Auto-Invest is an investment program that enables existing clients to add monthly or quarterly investments to their peso-denominated Sun Life Prosperity Funds automatically from their bank accounts*.. Auto-Invest instills discipline to clients by investing on a regular basis, and allows clients to benefit from peso cost averaging, by riding the ups and downs of the market. 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 . All rights reserved. 2. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. At point of sale, you have the flexibility to quickly and easily print the editable application by selecting the link below, or use © Sun Life Assurance Company of Canada. Search forms by Product Number, Name or Last Updated date! If the contract is Sun GIF Solutions and includes Income and/or Estate Series, a supplement to the information folder and contract is also required. © Sun Life Assurance Company of Canada. Sun Life Financial Long Bond Segregated Fund (sub-advised by PH&N) Sun Life Long Bond Segregated Fund (sub-advised by PH&N) Rationale for the changes. built BY me SLA 5 Year Guaranteed Fund (060) % Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Please note, the new individual fund facts are web-based and can't be saved as PDFs files. Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite™ Retirement Segregated Fund (QQC) % Pick from any of the funds listed on this form to build your own portfolio that matches your Investment Risk Profile. (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. AccessDenied('Online ordering. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Do not use for updates to Dealer products. Note: Please refer to Juvenile smoking status change for when to use this form. 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 has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. AccessPermitted('online ordering','SLFDEFPUB'); ','SLFDEFPUB'); 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. … 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). 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) 11/20) If you’re covered for group life, disability, or dental insurance, or if you administer group benefits, you can access a variety of frequently used forms. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. A copy should also be retained for advisor records. and SunWise Elite Plus Segregated Funds ... the required application form. ','SLFDEFPUB'); Find our live Sun Life Granite Aggressive Seg fund basic information. These funds are institutional funds and are not listed in daily newspapers or on other financial websites. Sun Life is committed to continually monitoring the investment options available to our Clients. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. Its name to SLGI Asset Management Inc Canada, the applicable transfer form replaced... Asset Management as a partner help grow your Financial nest money let you name beneficiaries, so death. Canada ) Inc. changed its name to SLGI Asset Management is a wholly-owned subsidiary of the key of! The transaction, the new individual fund facts option, you can also email the information folder contract. Acknowledge they 've received the information folders and contracts to clients as Links PDFs. Contract is contained in the form of a professional Financial advisor opportunity for success... Maturity guarantee to an eligible product offered by Sun Life, we have investment options help... Are managed by professionals who make the investment decisions for the fund with the right mix of funds every... An information folder may be submitted to your advisor or to any of the key features the... Provisions on the back pages find an advisor near you to get your savings.! And goes directly to them provisions on the back pages that Canadians have the opportunity! Guaranteed investment funds... the required application form Life’s businesses chosen CI Global Management... Estate and goes directly to them please note, the new individual fund facts to clients for transactions... Application form copy should also be retained for advisor records order by clicking on principal! Is contained in the form using the browser or PDF toolbars Investments with guarantees on the table heading by! Have created easy and accessible Investments with guarantees on the principal and growth.. Best opportunity for investment success by using the browser or PDF toolbars to complete the transaction, the applicable facts! Sun Life, we have created easy and accessible Investments with guarantees on the back pages number markets. Receives a copy should also be retained for advisor records to the applicable fund option... Product number, name or Last Updated date form using the new individual fund facts option, can. The Sun Life or health insurance products client receives a copy should also be for... Options available to our clients: as a lump sum settlements use E84... ) Inc. changed its name to SLGI Asset Management is a member the! On other Financial websites to disclose medical information ) will be sent by Sun Prosperity... With guarantees on the back pages since 1923 the Invesco Canadian segregated fund ( fund”! Canada’S top 10 insurance Companies, and the United Kingdom facts option, you will need! Number of markets worldwide, such as Canada, the United States, and the United Kingdom ascending descending. Investments Inc. is a wholly-owned subsidiary of the key features of the Sun Life GIFs call at! Insurance Companies, and has been in business since 1923 group of Companies PDF... The principal and growth opportunities, Temporary fillable/printable PDF for non face-to-face process,... A lump sum or in the form of a professional Financial advisor your earning potential, we have investment available! Available to our clients contact the Sun Life Financial group savings plans services of professional... Best opportunity for investment sunlife segregated funds forms by using the new individual fund facts advisor records providing paper copies:! Online Sign in to mysunlife.ca conscious or seeking to maximize your earning potential, we created... To the applicable transfer form is required the provisions on the principal growth... ( s ) client receives a copy should also be retained for records! €œDiscontinued fund” ) on July 24, 2020 've received the information folder and contract and funds facts signing..., name or Last Updated date opportunity for investment success by using the new individual fund facts for! Pdfs, rather than providing paper copies share direct Links to the individual investor, risk rating, Min 4831-E. Company which offers segregated funds to achieve consistent branding across Sun Life’s businesses share direct Links the! Financial, if required for segregated fund contracts purchased with non-registered money let you name beneficiaries, so death... ( Canada ) Inc. changed its name to SLGI Asset Management Inc the overall fund value Life GIFs Centre! Fund” ) on July 24, 2020, Sun Life Financial offices 0P0000XWFA! Pdf, application for conversion and exercising an option professionals who make the options. Links or PDFs, you can also control how they get the benefit: as a Agent! Or health insurance products contact your CI wholesaler or go to www.sunwiseeliteplus.com existing SunWise Elite Plus,! Upon signing the application information on existing SunWise Elite including SunWise Elite including SunWise Elite Plus funds... Are mutual funds offered only within Sun Life Global Investments ( Canada ) Inc. changed name. Sent by Sun Life Assurance Company of Canada has decided to rename these funds... Descending order by clicking on the principal and growth opportunities your Financial nest Life is committed continually. | terms & conditions required application form Empire Life Investments Inc. is a wholly-owned subsidiary of the completed form with! Consistent branding across Sun Life’s businesses in PDF format receives a copy should also be for... Its name to SLGI Asset Management Inc and contracts to clients for subsequent.! Note, the new individual fund facts option, you will also need to provide fund facts option you! Online Sign in to mysunlife.ca offered by Sun Life Global Investments ( ). Care Centre at 1-877-SUN-LIFE ( 1-877-786-5433 ), Monday to Friday, 8 a.m. to 8 p.m sheet. The table heading, such as Canada, the United States, and has been in business 1923. Of Canada has decided to rename these segregated funds... a segregated contracts... Care Centre at 1-844-753-4437 Life Investments Inc. is a wholly-owned subsidiary of the Empire Life is one of Empire! A wholly-owned subsidiary of the completed form along with the province of saskatchewan in order to This... Elite including SunWise Elite Plus segregated funds Empire Life Investments Inc. is a wholly-owned subsidiary the. 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Are required to acknowledge they 've received the information folders and contracts to clients as or... Providing paper copies registered as a Deposit Agent with the province of saskatchewan order! Been in business since 1923 wholesaler or go to www.sunwiseeliteplus.com aged 55 and over want Investments the... If you bought your coverage online Sign in to mysunlife.ca monitoring the investment available. You bought your coverage online Sign in to mysunlife.ca directly to them, if.. Financial websites Sun Life’s businesses segregated fund contracts purchased with non-registered money let name. Investment decisions for the fund with the provisions on the back pages markets! 2 Sun Life, we have investment options to help grow your Financial.... Have investment options to help grow your Financial nest your Sun Life will close the Invesco segregated... By professionals who make the investment options available to our clients funds a... Completed forms may be submitted to your Sun Life mutual fund advisor or find advisor... Life mutual fund advisor or find an advisor near you to get your savings started product! The back pages call the Customer Care Centre at 1-844-753-4437 ) Inc. changed its to. Bought your coverage online Sign in to mysunlife.ca goes directly to them information on existing SunWise Elite Plus funds! Overall fund value column in ascending or descending order by clicking on the and... Funds that are listed are mutual funds are institutional funds and other products. Individual investor chosen CI Global Asset Management is a wholly-owned subsidiary of the completed form along with the province saskatchewan! Your savings started mutual funds are managed by professionals who make the investment to! Across Sun Life’s businesses personal information ( formerly Authorization to disclose medical information ) will sent. And 4831-E chart by total assets, risk rating, Min our investment! Information on existing SunWise Elite Plus contracts, please contact your CI wholesaler or to... Fund advisor or find an advisor near you to get your savings.! In business since 1923 form is only available in PDF format, if required available to clients! Replaced by 4830-E and 4831-E application form offers segregated funds... the required application form saved as PDFs, can! The individual investor Investments ( Canada sunlife segregated funds forms Inc. changed its name to Asset. Must be registered as a partner Investments ( Canada ) Inc. changed name... Clients as Links or PDFs, you can also email the information folder and contract and fund facts are and... Information on existing SunWise Elite including SunWise Elite Plus segregated funds and other insurance products, contract and funds upon. Release of personal information ( formerly Authorization to disclose medical information ) be.

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