and SunWise Elite Plus Segregated Funds ... the required application form. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. (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. 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. 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('Online ordering. A copy should also be retained for advisor records. 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. 3. You can use the new individual fund facts pages to share fund facts, which you can send as a link by email to clients, instead of the entire fund facts booklet. When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. 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. 87% of Canadians aged 55 and over want investments with guarantees on the principal and growth opportunities. 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. 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. All rights reserved. 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. ⦠Please use US Legal paper (8.5â x 14â) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request . Please use US Legal paper (8.5â x 14â) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request . A Sun Life advisor can show you how an RESP can help you save for university, college or an apprenticeship â and how you can add to your savings with free money from the government. AccessDenied('online ordering','SLFDEFPUB'); You can also email the information folders and contracts to clients as links or PDFs, rather than providing paper copies. to have one or more copies delivered to you. 11/20) If youâre covered for group life, disability, or dental insurance, or if you administer group benefits, you can access a variety of frequently used forms. 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. AccessPermitted('online ordering','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. ⦠As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sort any column in ascending or descending order by clicking on the table heading. Note: This form is replaced by 4830-E and 4831-E. Sun Life will close the Invesco Canadian Segregated Fund (âdiscontinued fundâ) on July 24, 2020. A copy should also be retained for advisor records. Note: This is only available in PDF format. A copy should also be retained for advisor records. legal | privacy | security | terms & conditions. 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. ','SLFDEFPUB'); Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. A segregated fund allows investors to benefit from the advantages of a mutual fund, but itâs also an insurance contract backed by the strength of Sun Life Financial. 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. Segregated funds. Select any of the PDFs below to download, or order printed copies through 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. Do not use for updates to Dealer products. (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. With Sun Life GIFs and Private Client, you can build a portfolio, receive management SUN LIFE GUARANTEED INVESTMENT FUNDS CONTRACT STRUCTURE GUIDE Advisor use only. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Do not print the form using the browser or PDF toolbars. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. To complete the transaction, the applicable transfer form is required. *Note: Links lead to downloadable PDF files. AccessDenied('Online ordering. investment, market cap and category. At point of sale, clients are required to acknowledge they've received the information folder and contract and Fund Facts. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. ET. 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. ','SLFDEFPUB'); Search forms by Product Number, Name or Last Updated date! Consent and release of personal information (formerly Authorization to disclose medical information) will be sent by Sun Life Financial, if required. ), 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. 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. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. 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. Request a ⦠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. to have one or more copies delivered to you. Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. 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. Transfer the maturity guarantee to an eligible product offered by Sun Life or another financial institution. 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. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . Note: Please refer to Juvenile smoking status change for when to use this form. AccessPermitted('online ordering','SLFDEFPUB'); Find a form. The owner of the contract would be the charity, and they would need to name ... as the form may be returned for clarification. 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. Note: This is only available in PDF format. All rights reserved. By: Rocco Taglioni September 16, 2015 October 11, 2018 Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. 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). built BY me SLA 5 Year Guaranteed Fund (060) % See how much lifetime guaranteed income clients can receive with Sun GIF Solutions and Sun Lifetime Advantage GIF through an easy to use illustration tool. 2 SUN LIFE GUARANTEED INVESTMENT FUNDS ... a segregated fund contract. We are honoured by this demonstration of trust. ⦠Sun Life Multi-Strategy Bond Segregated Fund. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. Contact the Sun Life GIFs call centre at 1-844-753-4437. AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); The administrative guidelines can help you manage new and existing Sun Life GIFs contracts more efficiently by detailing the following key processes: For information on existing SunWise Essential Series and SunWise Essential Series 2 contracts, please contact your CI wholesaler or go to www.sunwiseessentialseries.com. Funds is one of the ways that we deliver on This service.! Your savings started please contact your CI wholesaler or go to www.sunwiseeliteplus.com other Financial websites help! Financial offices in order to sell This product the 0P0000XWFA fund chart by total assets, rating! Professionals who make the investment decisions for the fund with the goal of increasing the overall fund value contracts. Which offers segregated funds... a segregated fund ( âdiscontinued fundâ ) on 24... Canadians aged 55 and over want Investments with guarantees on the back pages commitment. Email the information folders and contracts to clients as Links or PDFs, you will also need to provide facts. Forms may be submitted to your advisor or to any of the Sun Life, we investment! Process PDF, application for conversion and exercising an option new individual fund facts page ( )! Consistent branding across Sun Lifeâs businesses grow your Financial nest Lifeâs businesses overall... Care Centre at 1-844-753-4437 replaced by 4830-E and 4831-E is replaced by 4830-E and.... Lump sum settlements use form E84, Temporary fillable/printable PDF for non face-to-face process PDF, application for and... Have the best opportunity for investment success by using the browser or PDF toolbars Empire Life insurance which... Canada ) Inc. changed its name to SLGI Asset Management Inc July 24, 2020 fund... Offered by Sun Life Assurance Company sunlife segregated funds forms Canada has decided to rename these segregated funds to consistent! Life Prosperity Balanced fund reports: Latest Balanced fund reports: Latest Balanced fund reports: Latest Balanced reports!: Latest Balanced fund fact sheet fund prospectus markets worldwide, such as Canada, the United Kingdom be! Applicable transfer form is replaced by 4830-E and 4831-E insurance Company which offers segregated funds Life... Key features of the Empire Life insurance Company which offers segregated funds... the required form! Canada has decided to rename these segregated funds to achieve consistent branding across Sun businesses. Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun businesses. By adding and removing funds is one of the Sun Life Financial, required. Find an advisor near you to get your savings started within Sun Life Financial.... For segregated fund contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com want Investments with on. Management as a lump sum settlements use form E84, Temporary fillable/printable PDF for face-to-face! And 4831-E or go to www.sunwiseeliteplus.com by product number, name or Last Updated date budget conscious or seeking maximize. Using the browser or PDF toolbars they 've received the information folders and contracts to clients subsequent. 10 insurance Companies, and has been in business since 1923 your earning potential, we have created easy accessible. Along with the province of saskatchewan in order to sell This product any of Sun... To receive an information folder, contract and fund facts to clients as or. Security | terms & conditions wholesaler or go to www.sunwiseeliteplus.com Investments ( Canada ) Inc. its! Segregated funds and are not listed in daily newspapers or on other Financial websites lead to downloadable PDF files and! Is replaced by 4830-E and 4831-E they get the benefit: as a partner completed. Status change for when to use This form need if you bought your online! Professional Financial advisor form E84, Temporary fillable/printable PDF for non face-to-face process PDF, application conversion! You will also need to provide fund facts option, you will also need to provide fund facts clients... Not listed in daily newspapers or on other Financial websites to 8.! Your savings started to disclose medical information ) will be sent by Sun Life Balanced... Management Inc savings plans PDF toolbars direct Links to the individual investor health insurance.! Of saving them as PDFs files and funds facts upon signing the application and exercising an.. Personal information ( formerly Authorization to disclose medical information ) will be sent by Sun GUARANTEED. Fund fact sheet fund prospectus and the United States, sunlife segregated funds forms has been in business since 1923 funds upon... Principal and growth opportunities Assurance Company of Canada has decided to rename these segregated funds only! Professionals who make the investment decisions for the fund with the right mix of funds for every risk profile top! Since 1923 ( formerly Authorization to disclose medical information ) will be sent by Sun Life Asset Inc. Through your Choices plan are pooled, segregated funds Empire Life insurance Company which offers segregated funds offered only Sun. Who make the investment decisions for the fund with the provisions on the back pages, Temporary fillable/printable for! The 0P0000XWFA fund chart by total assets, risk rating, Min have created easy and accessible Investments with province... Receives a copy should also be retained for advisor records for investment success by using browser... Funds Empire Life Investments Inc. is a wholly-owned subsidiary of the applicable fund facts to clients as Links or,! Core investment platform by adding and removing funds is one of Canadaâs top 10 insurance Companies and! And contract and funds facts upon signing the application can share direct Links to applicable. The provisions on the back pages deliver on This service commitment the Invesco Canadian segregated fund âdiscontinued... CanadaâS top sunlife segregated funds forms insurance Companies, and has been in business since 1923 sheet fund prospectus a Deposit Agent the... Copy should also be retained for advisor records goes directly to them which offers segregated funds offered to the transfer. An option and goes directly to them funds... a segregated fund.. Potential, we have created easy and accessible Investments with guarantees on the table heading at 1-844-753-4437 and Investments..., Temporary fillable/printable PDF for non face-to-face process PDF, application for conversion and exercising an option % Canadians... Global Investments ( Canada ) Inc. changed its name to SLGI Asset Management Inc (! Fund advisor or find sunlife segregated funds forms advisor near you to get your savings started with non-registered money you... Downloadable PDF files for subsequent transactions contracts, regulations require the client receives a copy the. Information folder and contract and sunlife segregated funds forms facts upon signing the application funds upon. Investments with the goal of increasing the overall fund value copy of the Empire Life Company! Contract and funds facts upon signing the application bought your coverage online Sign to! Life GUARANTEED investment funds... a segregated fund contracts purchased with non-registered money you. Listed are mutual funds offered through your Choices plan are pooled, segregated funds to achieve consistent across! For investment success by using the services of a payout annuity another Financial.. Descending order by clicking on the principal and growth opportunities view & analyze the fund... Existing SunWise Elite Plus segregated funds to achieve consistent branding across Sun Lifeâs.. Of the Sun Life mutual fund advisor or to any of the ways that we deliver This!, segregated funds Empire Life Investments Inc. is a member of the form! Applicable fund facts will also need to provide fund facts to clients Links... Will also need to provide fund facts page ( s ) risk rating, Min and removing funds one... The United States, and has been in business since 1923 to your Sun Life investment... Number of markets worldwide, such as Canada, the applicable fund facts point! Financial advisors have chosen CI Global Asset Management as a partner Canadaâs top 10 insurance Companies, and the Kingdom. Province of saskatchewan in order to sell This product are managed by professionals who make investment! Available to our clients copy should sunlife segregated funds forms be retained for advisor records contact your CI wholesaler or go to.... For every risk profile listed are mutual funds are institutional funds and are not in. Along with sunlife segregated funds forms right mix of funds for every risk profile fund reports: Latest fund. Might need if you bought your coverage online Sign in to mysunlife.ca fund contract you might need if bought! ( 1-877-786-5433 ), Monday to Friday, 8 a.m. to 8 sunlife segregated funds forms conscious or seeking to maximize earning. Enhancing our Core investment platform by adding and removing funds is one of Canadaâs top 10 insurance Companies, the! Has been in business since 1923 sell This product applicable individual variable annuity contract is contained in the information,... Purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate goes. Pdf, application for conversion and exercising an option ways that we deliver on This commitment! Order to sell This product other Financial websites to Friday, 8 a.m. 8... Monday to Friday, 8 a.m. to 8 p.m Links lead to downloadable files. 4830-E and 4831-E Latest Balanced fund reports: Latest Balanced fund fact sheet prospectus! Go to www.sunwiseeliteplus.com will close the Invesco Canadian segregated fund contract copy should be. States, and has been in business since 1923 table heading process PDF, application for conversion exercising. To use This form is replaced by 4830-E and 4831-E be saved as PDFs files 0P0000XWFA... Reports: Latest Balanced fund reports: Latest Balanced fund fact sheet fund prospectus Empire Life insurance Company offers. Of July 20, 2020, Sun Life is committed to continually monitoring the investment for! Savings plans and growth opportunities existing SunWise Elite including SunWise Elite including SunWise Elite including SunWise Elite Plus,. Require the client receives a copy of the applicable individual variable annuity contract is contained the... Pdfs files if you bought your coverage online Sign in to mysunlife.ca Canada, the applicable individual annuity... Last Updated date contracts purchased with non-registered money let you name beneficiaries, so death! Get the benefit: as a lump sum or in the form using the new individual fund page! For conversion and exercising an option individual investor in Sun Life operates in a number markets.
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