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Hi <%=name%>,
We’re letting you know about a potential tax impact for MFS Global Equity Segregated Fund (“Segregated Fund”) within your NonRegistered (taxable) plan.
The Segregated Fund made a special distribution in the summer of 2024, which may result in capital gains for members holding this fund in a NonRegistered plan.
For more information about the reason for the special distribution, and how the distribution may affect you click here.
Find out more
Questions? We’re here to help.
Call us at 18667338613, Monday to Friday, from 8 a.m. to 8 p.m. ET.
Sincerely,
Your team at Sun Life
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Group Retirement Services are provided by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies.
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