2018

March 19, 2018

Changes to Sun Life Financial’s Core investment platform

Effective immediately, the following changes have been made to Sun Life Financial’s Core investment platform.

1)  The TDAM Low Volatility Canadian Equity Segregated Fund will no longer be marketed as part of Sun Life Financial’s Core investment platform. This change is a result of a TD Asset Management Inc. (TDAM) decision to close the underlying strategy to new clients in order to manage (i.e. limit) the assets under management.

Clients currently offering the Fund are not impacted by this change and contributions from their plan members may continue in the future. Sun Life Financial’s governance for the Fund will continue indefinitely.  

2)  The following funds will no longer be marketed as part of Sun Life Financial’s Core investment platform. Clients currently offering the funds are not currently impacted by this change and contributions from their plan members may continue in the future. Sun Life Financial’s governance for the funds will continue at present but may be re-evaluated in the future.

  • CC&L NS Partners International Equity Segregated Fund
  • Franklin Global Growth Segregated Fund

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