SunINsight

Q4 - 2012

Sun Life MFS McLean Budden equity funds: Revised investment guidelines - December 17, 2012

Greystone Managed Investments Inc. revised investment policy - December 17, 2012

JF Special Equity Fund reports non-compliance with investment guidelines - December 3, 2012

Legg Mason reports non-compliance with investment guidelines - December 3, 2012

MFS McLean Budden funds: Revised investment guidelines - December 3, 2012

MFS McLean Budden fixed income compliance update - December 3, 2012

Core investment platform addition: TDAM Low Volatility Canadian Equity Fund - November 26, 2012

JF Special Equity Fund reports non-compliance with investment guidelines - November 26, 2012

Legg Mason reports non-compliance with investment guidelines - November 26, 2012

MFS McLean Budden funds: Revised investment guidelines - November 26, 2012

CC&L New Star EAFE Segregated Fund name change - November 19, 2012

MFS Global Equity and International Equity fund name changes - November 19, 2012

Sun Life MFS fund name changes - November 19, 2012

Jarislowsky Fraser Limited new management structure - November 19, 2012

Jarislowsky Fraser Limited: New partner appointments - October 29, 2012

Changes to CI Portfolio Series and CI Value Trust - October 29, 2012

Fidelity Investments Appoints new President of Fidelity Financial Services - October 1, 2012

UBS Global Asset Management (Canada) U.S. Equity Team Changes - October 1, 2012

Q3 - 2012

Connor Clark & Lunn succession planning update - September 4, 2012

Organizational change at Invesco Real Estate - September 4, 2012

Jarislosky Fraser Limited organizational update - September 4, 2012

Invesco organizational update - August 20, 2012

BlackRock Active Canadian Equity Segregated Fund benchmark change - August 7, 2012

Hexavest Inc. forms strategic partnership with Eaton Vance Corp. - August 7, 2012

Organizational changes at Franklin Templeton Investments - July 30, 2012

Organizational changes at BlackRock Asset Management Canada - July 30, 2012

Organizational changes at MFS McLean Budden - July 30, 2012

UBS Global Asset Management (Canada) revised Investment Policy Statements - July 30, 2012

Enhancements to the BlackRock Canada LifePath® Index funds - July 16, 2012

Organizational change at CI Investments - July 3, 2012

Organizational change at Russell Investments Canada Limited - July 3, 2012

Q3 - 2012

Introducing new Core Investment Selection™ investment managers and funds (June 2012) - June 25, 2012

Organizational changes at Invesco - June 11, 2012

BlackRock Asset Management (Canada) Limited revised Fund Profiles - June 11, 2012

Organizational changes at MFS McLean Budden - June 4, 2012

Organizational changes at UBS Global Asset Management (Canada) - June 4, 2012

Connor, Clark & Lunn Investment Management Ltd. revised Statement of Investment Policies and Procedures (May 2012) - May 22, 2012

Bissett Canadian Balanced Fund benchmark change - May 22, 2012

Sun Life Financial Milestone® Funds revised SIP&G and update to reference bonds
- May 22, 2012

Organizational changes at TD Asset Management Inc. - April 27, 2012


Portfolio manager changes at MFS McLean Budden - April 27, 2012

Enhancements to the Sun Life Financial Granite™ Target Date Segregated Funds - April 20, 2012

Enhancements to the Sun Life Financial Granite™ Series of Target Risk Segregated Funds - April 20, 2012

CC&L Canadian Q Growth Segregated Fund name change - April 19, 2012

Organizational changes at Fidelity Investments Canada ULC - April 18, 2012

Organizational changes at Jarislowsky Fraser Limited - April 13, 2012

Organizational changes at Invesco Canada Ltd. - April 5, 2012

Q1 - 2012

Connor, Clark & Lunn Investment Management Ltd. revised Statement of Investment Policies and Procedures (March 2012) - March 16, 2012


Introducing the new Sun Life Financial Granite Multi-Risk Target Date Funds - March 8, 2012

Changes to McLean Budden funds - March 7, 2012


Change in Russell U.S. Equity Fund - February 29, 2012

Changes in Russell Canadian Equity Fund - February 8, 2012

Changes in Russell Global Equity Fund - January 25, 2012

Changes to the Bissett Canadian Balanced Fund - January 19, 2012

Greystone Managed Investments Inc revised Investment Policy - January 19, 2012