Segregated funds

Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs.

Sun Life GIFs consists of three products:

  • Sun GIF Solutions: offers the ability to build savings, receive lifetime guaranteed income and grow estate value all within one contract including three series options: Investment, Income and Estate Series.
  • Sun Lifetime Advantage GIF: offers lifetime guaranteed income in retirement with annual automatic resets through the deferral phase when there's strong market performance and rising interest rates.
  • Sun Protect GIF: offers the ability to grow and protect savings for a term of 15 years or more.

To learn more about these product and access prices and performance, tools and resources, visit www.sunlifegifs.ca/advisor or navigate the information below to order point of sale documents and forms and view administrative guidelines.

I want to:

Run an illustration

See how much lifetime guaranteed income clients can receive with Sun GIF Solutions and Sun Lifetime Advantage GIF through an easy to use illustration tool.

Sun GIF Solutions

  • Illustration tool reference guide
  • Economic scenarios guide

Sun Lifetime Advantage GIF

  • Illustration tool reference guide
  • Economic scenarios guide
Current income rates

Get a quick, at-a-glance view of how much lifetime guaranteed income clients could receive with Sun GIF Solutions Income Series or Sun Lifetime Advantage GIF. By entering the deposit amount, gender and age, the current income rates tool will generate both an income percentage and lifetime guaranteed income amount based on current market conditions.

Point of sale documents

At point of sale, clients are required to acknowledge they've received the information folder and contract and fund facts. Select any of the PDFs below to learn about product details online and use to have one or more copies delivered to you.

Note: If purchasing Sun GIF Solutions Investment Series and Estate and/or Income Series at point of sale, the client is required to receive 4401-E as well as the appropriate supplement(s).

Information folders and contracts and Fund Facts

Form #

Form name

Last updated

Ordering

May 2017

May 2017

May 2017

May 2017

May 2017

Fund facts / Financial statements

Form #

Form name

Last updated

Ordering

May 2017

May 2017

May 2017

March 2017

Contact the Sun Life GIFs call centre at 1-844-753-4437.

June 2017

Contact the Sun Life GIFs call centre at 1-844-753-4437.
Applications

At point of sale, you have the flexibility to quickly and easily print the editable PDF application by selecting the link below, or use to have one or more copies delivered to you.

Form # Form name Last updated Ordering
May 2017
May 2017
May 2017
Forms

Organized by form number, the following table includes forms required to administer Sun Life GIFs contracts. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use to have one or more copies delivered to you.

Note: if you are looking to add Estate and/or Income Series to an existing Sun GIF Solutions contract, please use:

Form #

Form name

Last updated

Ordering

May 2017

July 2017
July 2017
July 2017

July 2017

May 2015

July 2017

July 2017

October 2016

May 2016

May 2015

May 2016

May 2016

May 2015

May 2015

November 2016

March 2011

May 2015

July 2009

August 2011

August 2011

August 2011

August 2011

February 2012

November 2011

August 2011

August 2011

August 2011

August 2011

July 2017
July 2017
July 2017
July 2017
Private Client - Account / contract linking form - Sun Life Global Investments February 2016
Private Client - Series / class O service fee agreement form - Sun Life Global Investments June 2015
Administrative guidelines

The administrative guidelines can help you manage new and existing Sun Life GIFs contracts more efficiently by detailing the following key processes:

  • Setting up a new Sun Life GIFs contract

For information on existing SunWise Essential Series and SunWise Essential Series 2 contracts, please contact your CI wholesaler or go to www.sunwiseessentialseries.com.

For information on existing SunWise Elite including SunWise Elite Plus contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com.

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