Sun Life Choices Group Options Investments Separate Advisor Fees

Sun life choices group options investments separate advisor fees

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Private Client

Simple. Flexible.

How to invest easily with Sun Life

Efficient.

Private Client gives you a simple, flexible and efficient approach to investing in mutual fund accounts and segregated fund contracts for affluent investors. You can select from a variety of investment options with highly competitive fees.

Sun life choices group options investments separate advisor fees

Experience an exceptional level of service and other advantages tailored to the needs of investors like you.

The Private Client advantage

Choose from a range of Sun Life Global Investments mutual funds or Sun Life GIFs segregated funds to meet your investment needs at every stage of your life.

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies.

Sun life choices group options investments separate advisor fees

Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.

Automatic enrolment

Once you reach a $100,000 market value in an eligible mutual fund account or in eligible funds in a GIF contract, you will automatically be enrolled in the Private Client program.

Management fee reduction

Once enrolled in the Private Client program, you may also qualify for management fee reductions that increase as your portfolio grows.

Greater household effectiveness

You can link your Sun Life Global Investments mutual fund accounts and Sun Life GIF contracts to gain greater access to management fee reductions for your entire household.

Reduce taxes and keep more of what you earn

If you have non-registered investments, Sun Life Global Investments corporate class funds may be a tax-wise option.

Know exactly where you stand

Detailed and easy-to-understand quarterly statements for certain mutual fund accounts help you track your success and view all the holdings and activity in your individual or linked accounts.

Automatically stay on track

You can choose to have your mutual fund portfolio automatically rebalanced to help ensure your investments are a current reflection of your goals and tolerance for risk.

More portfolio options

Sun Life Global Investments has low minimum investment requirements per fund, based on a minimum account/contract requirement of $100,000.

This means you can build a portfolio with multiple funds to qualify for the Private Client program.

Sun Life Guaranteed Investment Funds (GIFs)

For affluent investors, Sun Life Guaranteed Investment Funds (GIFs)* offer protection, growth, flexibility and control – plus all the advantages of the Sun Life Global Investments Private Client program.

Sun life choices group options investments separate advisor fees

Choose from our three segregated fund product solutions: Sun GIF Solutions, Sun Lifetime Advantage GIF and Sun Protect GIF. Learn more at sunlifegifs.ca.

Find out how Sun Life Granite Managed Solutions can give Private Client investors even more options.

Get started now

Talk to your advisor to learn more about the advantages of Sun Life Global Investments Private Client.

*Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies.

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Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value