Statements and their frequency

Product Client Advisor MGA/NA Office Duplicates Comments Online statements

SUN UL/Sun Limited Pay

Yes

No

Hard copy sent to MGA who delivers to advisor

Back to 2001 (on the anniversary date)

Special statement can also be requested (precise date) within the last 2 years. Current dated can be requested and anniversary date statement can be requested. 

Annual statements issued after November 17, 2016 are now available on Client Portfolio and Customer Access.

An Activity Centre notification is sent when new statements are available.

Sun Par, SUN Accumulate

Yes

PDF sent to the advisor

No

Current or a copy of the PDF

Only current dated or last anniversary, cannot go back before the last policy anniversary.

 

Sun Term**

 

 

 

 

**Not a statement but a policy information notice - sent to client only  - Duplicate of notice is available

 

Sun Old Permanent

Yes

No

No

Advisor can request an anniversary statement.

 

 

Sun Old Term **

Yes

No

No

Anniversary or current dated statements can be ordered.

** If contract is annual, a statement will come out every anniversary.  If policy is on PAC, a statement will come out at renewal point.

 

PHI

No

No

No

 

There are no statements for PHI. The client receives a renewal notice and the advisor receives a copy.