October 15, 2018

Protect confidential information by updating access to the Plan Advisor Services website

The Sun Life Financial Plan Advisor Services website provides you with convenient online access to tools, data and infrastructure that help you strengthen your client relationships and grow your business. To maintain the highest security standards possible, please take a moment to review who has access to this site.

Actions to take

  1. If you are responsible for providing access to the site (the company representative):
    • Please review the list of those who have been delegated access (an associate). Remove access to those who have left your organization or no longer require access to the site.
      • To access and edit the associate list:
        Sign into the Plan Advisor Services website at sunlife.ca/planadvisor and select Your associates under the Delegation tab. Click on an associate's name to remove access or update the profile.
      • To add or remove a company representative:
        Complete and return the "Request to Access Plan Advisor Services website" form. The form is available online at sunlife.ca/planadvisor. Select the link 'register now'.
      • Note: There may be more than one company representative at your workplace. All company representatives should update their delegated access lists regularly.
  2. If you are not a company representative:
    • Please forward this communication to the company representative(s).
  3. If you do not know the company representative(s):
    • Please contact your Sun Life Financial Group Retirement Services representative, who can provide you with this information and assist you with the updating process.

Keeping security top of mind
We'll remind you annually to review and update access to the Plan Advisor Services website to maintain the highest standards of security. But there is no need to wait for our reminders! Make it a priority to protect your confidential information by updating site access regularly.

Please note: Plan advisors may have received a communication similar to this one from their Sun Life Financial Group Benefits representative.

Please contact your Sun Life Financial Group Retirement Services representative.