Promotion of Create your financial roadmap Summer Campaign (2023)
One Plan Offer Official Terms and Conditions
These terms and conditions apply to the 2023 Create your financial roadmap Summer Campaign offered by Sun Life Financial Investment Services (Canada) Inc. (“Sun Life”).
1. Campaign period –The campaign starts on Thursday, June 1, 2023, 12:01 a.m. Eastern Time (ET), and ends at 11:59 p.m. ET, on Monday July 31, 2023.
2. Campaign description and eligibility requirements – Existing Clients who hold only an insurance policy(ies) with Sun Life and create and confirm a One Plan with their Sun Life advisor during the Campaign period, will receive a gift card of $50.00 (The ‘’One Plan Offer’’).
One Plan Offer details
To be eligible for the One Plan Offer, a Client must satisfy the following criteria:
- Existing Client who holds only an insurance policy(ies) with Sun Life, in force as of May 23, 2023;
- Create and confirm a One Plan with their Sun Life advisor including wealth and insurance related goals during the Campaign period.
A Client is eligible for only one (1) One Plan Offer, payable by Sun Life, if they successfully create and confirm a One Plan during the campaign period. If more than one Client in a household creates and confirms a One Plan together (e.g. spouses), they will be eligible for one (1) One Plan Offer.
Sun Life has the sole right and discretion to determine if a Client is eligible for the One Plan Offer.
3. Currency – All currency referenced is in Canadian dollars.
4. This One Plan Offer – may be changed, extended, or withdrawn at any time and without notice.
5. Exclusion – The One Plan Offer doesn’t apply to Prospr by Sun Life Clients.
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Promotion of the 2023 Asset Consolidation Summer Campaign
Asset Consolidation Offer Official Terms and Conditions
These terms and conditions apply to the 2023 Asset Consolidation Summer campaign offered by Sun Life Financial Investment Services (Canada) Inc. (“Sun Life”).
1. Campaign period –The campaign starts on Saturday, July 1, 2023, 12:01 a.m. Eastern Time (ET), and ends at 11:59 p.m. ET, on Thursday, August 31, 2023.
2. Campaign description and eligibility requirements – Existing Clients who hold only an insurance policy(ies) at Sun Life, in force as of May 23, 2023, who open a Nominee mutual fund account held at Sun Life during the Campaign period will receive the Asset Consolidation Offer amount subject to the campaign terms and conditions (The ‘’ Asset Consolidation Offer’’).
The Asset Consolidation Offer is tiered, based on the amount of assets deposited or transferred in during the Campaign period. A Client is eligible for only one (1) Asset Consolidation Offer regardless of the number of accounts opened at Sun Life.
Assets that are deposited or transferred to Sun Life that qualify for the Asset Consolidation Offer must remain in a Sun Life Nominee mutual fund account until at least Thursday, February 29, 2024, to receive the Asset Consolidation Offer payment.
Transfer fee reimbursement
Existing Clients who hold only an insurance policy(ies) with Sun Life will also qualify for a transfer fee reimbursement of up to $150 per Client, payable by Sun Life, if they pay a transfer fee to their relinquishing institution in the process of moving assets to Sun Life. Clients must provide evidence of the transfer fee incurred to qualify for a transfer fee reimbursement. Deposits and transfers that settle into a Sun Life Nominee mutual fund account during the Campaign period will qualify for the Asset Consolidation Offer and/or the transfer fee reimbursement. Paperwork required to process a transfer or deposit which is received at Sun Life head office that is completed and signed during the Campaign period will also qualify provided the assets settle in a Sun Life Nominee mutual fund account by 11:59 p.m. ET on Wednesday, November 15, 2023.
Sun Life has the sole right and discretion to determine if any deposit or transfer qualifies for the Asset Consolidation Offer and transfer fee reimbursement.
3. Calculation of the Asset Consolidation Offer and transfer fee reimbursement – The Asset Consolidation Offer amount is based on the total eligible assets that are deposited or transferred into a Sun Life Nominee mutual fund account during the Campaign period. The asset tiers and corresponding payments are set out in the following table. Transfer fee reimbursements are based on the actual fee incurred to a maximum of $150.
Investment amount
|
Asset Consolidation Offer amount
|
Maximum transfer fee reimbursement (if applicable)
|
Total
|
$15,000 – $100,000
|
$200
|
$150
|
$350
|
$100,001 – $250,000
|
$300
|
$150
|
$450
|
$250,001 – $500,000
|
$600
|
$150
|
$750
|
$500,001 and more
|
$1,200
|
$150
|
$1,350
|
4. Asset Consolidation Offer and transfer fee reimbursement – The transfer fee reimbursement will occur once Sun Life approves and confirms credible evidence that the transfer fee has been charged to the Client by their relinquishing institution.
Assets that are deposited or transferred to Sun Life that qualify for the Asset Consolidation Offer must remain in a Sun Life Nominee mutual fund account until at least Thursday, February 29, 2024, to receive the Asset Consolidation Offer payment. Payout of the Asset Consolidation Offer amount will be made as soon as reasonably possible after Thursday, February 29, 2024 (retention period).
The applicable Asset Consolidation Offer amount and transfer fee reimbursement will be paid directly into the Client’s Nominee mutual fund account. In the event that the Client holds more than one Nominee mutual fund account at Sun Life on the payment date, the Asset Consolidation Offer amount shall be paid to one (1) Client account in the following order as applicable: non-registered account, tax free savings account, registered retirement savings account, locked-in retirement account, registered retirement income fund account and a life income fund account. The transfer fee reimbursement will be paid into the Sun Life account that the transferred assets went into.
5. Limitations and Exclusions – There is a limit of one (1) Asset Consolidation Offer and (1) transfer fee reimbursement per Client. The Asset Consolidation Offer does not apply to transfers from existing accounts or contracts held at Sun Life Financial Investment Services (Canada) Inc., and Sun Life Financial Trust Inc. The Asset Consolidation Offer doesn’t apply to Prospr by Sun Life Clients.
6. Currency – All currency referenced is in Canadian dollars.
7. General – Commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently, and past performance may not be repeated. This Asset Consolidation Offer may be changed, extended, or withdrawn at any time and without notice and cannot be used in conjunction with any other offer. Sun Life Financial Investment Services (Canada) Inc. is registered as a mutual fund dealer in all provinces and territories in Canada and is a member of the New Self-Regulatory Organization of Canada.
Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
