Self-Enrolment

Important Information

The SECURE Site:

Advisors who have placed business with Sun Life Financial*, as well as Managers, Marketing Assistants, and other Office Personnel can self-enrol to view client service information under:

• Client Service Tools
• Client Service Reports

The PUBLIC Site:

Anyone can access the Advisor Centre to view:

• Financial Planning Centre
• Product Solution Centre
• Service Centre
• Advisor News

I would like to self-enrol with Sun Life* by choosing one of the following options:

• MGA Broker (Managing General Agent)
• PPGA/Elite (Personal Producing General Agent)
• National Account/IDA (Investment Dealer Association)
• F55/GWL/IG (Freedom 55/Great West Life/Investors Group)

Please Note:

• All enrolments require up to two business days for review and approval.
• If you are an advisor and you do not currently have in force business with Sun Life, using the self-enrolment feature above will provide you with temporary access for a period of 60-days.

^{*Note: Sun Life refers to Sun Life Assurance Company of Canada, and/or a company with which it has a marketing arrangement.}