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:

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.