Sun Life Financial

slf

Ticker: SLF

Initial purchase: 3/25/2015

Cost basis: $31.98

Current Portfolio Status: Hold

Dividend Reinvestment: N

Dividends paid quarterly in Mar, Jun, Sep, Dec

Shares held on account at Motif

Sun Life Financial Inc., a financial services organization, provides protection and wealth products and services to individuals and corporate customers worldwide. It operates through Sun Life Financial Canada, Sun Life Financial United States, MFS Investment Management, and Sun Life Financial Asia segments. The company provides permanent life, participating life, term life, universal life, critical illness, long-term care, and personal health insurance; and savings and retirement products comprising mutual funds, segregated funds, accumulation annuities, guaranteed investment certificates, and payout annuities, as well as accidental death insurance and personal health insurance products. It also offers life, dental, drug, extended health care, disability, and critical illness benefits programs; and voluntary benefits solutions directly to individual plan members, including post-employment life and health plans to plan members. In addition, the company provides group retirement products and services, including investment-only segregated funds and fixed rate annuities, stock plans, group life annuities, pensioner payroll services, and solutions for de-risking defined benefit pension plans. Further, it offers asset management services for retail and institutional investors through mutual and commingled funds, separately managed accounts, institutional products, and retirement strategies. The company markets and distributes its products through independent insurance and mutual fund licensed brokers, benefits consultants, broker-dealers, and direct sales agents. Sun Life Financial Inc. was founded in 1999 and is headquartered in Toronto, Canada.

Uses Royal Bank of Canada as fund administrator.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s