Bissett fund name changes: Canadian Equity Segregated Fund, Canadian Balanced Segregated Fund and Bond Segregated Fund

August 19, 2013
Plan sponsors may wish to consider whether this investment update has any implications for the investment options available within their plans.

Effective August 2013, Sun Life Financial has changed the name of three Bissett funds available on our core investment platform. The changes to fund names are as follows:

Fund name prior to August 2013  New Fund name as of August 2013
Bissett Canadian Equity Segregated Fund Franklin Bissett Canadian Equity Segregated Fund
 
Bissett Canadian Balanced Segregated Fund Franklin Bissett Canadian Balanced Segregated Fund
Bissett Bond Segregated Fund* Franklin Bissett Bond Segregated Fund*
*Please note that this fund is no longer available on our core investment platform.

How will this change impact you and your plan members?
These changes reflect fund name changes announced by Franklin Templeton Investments on July 29, 2013. There are no changes to the investment process as a result. This is not a taxable event.

Questions?
Please contact your Sun Life Financial Group Retirement Services representative.