Point of sale / Applications

Tip

You can share multiple fund fact pages, information folders and contracts easily from the Fund Facts page.

Applications

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions information folder and contract (810-4401)
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) information folder and contract provisions dated June 2019

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions: Estate Series

Applications

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

When clients have an existing Sun GIF Solutions contract, but are buying Estate Series units for the first time, replace the application with Request to add Estate and/or Income Series units (4604) and an order ticket (4610). You are not required to deliver another Sun GIF Solutions information folder and contract, but are required to deliver the Estate Series supplement (810-4402) at point of sale.

Sun GIF Solutions: Income Series

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602)
Request to Add Estate and/or Income Series (4604)
Remember to include the client's sex; it's required for the calculation of lifetime guaranteed income.

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

When clients have an existing Sun GIF Solutions contract, but are buying Income Series units for the first time, replace the application with Request to add Estate and/or Income Series units (4604) and an order ticket (4610). You are not required to deliver another Sun GIF Solutions information folder and contract, but are required to deliver the Income Series supplement (810-4403) at point of sale.

Sun Lifetime Advantage GIF

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602)
Remember to include the client's sex; it's required for the calculation of lifetime guaranteed income.

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun Lifetime Advantage GIF information folder and contract (810-4405)

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions Fund Facts

Sun Protect GIF

Applications

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.