Terms and Conditions

This site is provided by Sun Life Assurance Company of Canada for the sole use of its authorized clients, agents, advisors, brokers and staff members. Please review carefully the Legal Notice, the Security Information and these Terms and Conditions before using the site. When you sign in you are confirming your acceptance of and agreement with the Legal Notice, Security Information and these Terms and Conditions. You should review these Terms and Conditions regularly as they may change at any time, at our sole discretion.

Visit Privacy to see Sun Life Financial’s Privacy Policy and Privacy Code for Canada.

Transaction Processing (Group Retirement Services)

For investments other than shares:
When you are using this site to do transaction processing, such as withdrawals and transfers, if you request the transaction:

  1. before 4 p.m. eastern time on a Sun Life Financial business day, the transaction will be effective the business day on which you properly executed the transaction on the site.
  2. on a weekend, holiday or after 4 p.m. eastern time on a Sun Life Financial business day, the transaction will be effective on the next business day following the day you properly executed the transaction on the site.

For shares:
For cash transactions involving shares, such as a cash withdrawal request from your stock plan, if you request the transaction:

  1. before 4 p.m. ET, the shares in your stock plan necessary to satisfy your request will be traded in the open market the next business day.
  2. after 4 p.m. ET, on a weekend or a holiday, the shares in your stock plan necessary to satisfy your request will be traded in the open market on the second business day following its receipt.

The average price at which trades are made will be applied to your request. Your account will reflect the transaction on the morning following the completion of the trade.

For share transfers, either electronic share transfers or physical share certificate withdrawals, if you request the transaction:

  1. before 4 p.m. ET, will be processed overnight and will be based on the end of day price to value the transaction.
  2. after 4 p.m. ET, on a weekend or a holiday will be processed on the next business day following its receipt. Your account will reflect the completed transaction the following morning

Transaction Confirmation (Group Retirement Services)

If you are using the site to perform a transaction, please be advised that you will not necessarily be sent a confirmation of the transaction until you receive your next statement. In order to confirm that your transaction has been completed as you anticipated:

  1. sign in to the site on the next Sun Life Financial business day following the transaction processing date; or
  2. sign in to the automated telephone system on the next Sun Life Financial business day following the transaction processing date.