May 14, 2018

Changes to the Step Up fund lineup – timing update

As previously communicated in December 2017, changes to the Step Up fund lineup were to take place in April 2018.

However, due to an unexpected delay, the addition of the Sun Life Financial Granite Target Date Fund series to the Step Up fund lineup was pushed from April 20, 2018 to May 4, 2018.

Additionally, we are removing the Trimark Canadian Segregated Fund from the Step Up fund lineup and any assets remaining in, and any future contributions directed to that fund will be automatically transferred to the Beutel Goodman Canadian Equity Segregated Fund on June 5, 2018, moved from the earlier communicated date of April 27, 2018.

We apologize for any inconvenience.