Legal

These terms (the "Terms") and the general conditions of use for the Sun Life Financial group of companies’ websites govern your use of this website. In the event of a conflict between these Terms and the general conditions of use, these Terms shall prevail.

Non-Canadian investors and information regarding products and services

The investment solutions and services available through Sun Life Institutional Investments (Canada) Inc. are available to residents of Canada only.

The information and content contained in this website relating to investment management solutions and services available through Sun Life Institutional Investments (Canada) Inc. and/or its affiliates is provided for general information and reference purposes only. It should not be construed as, nor replace, professional investment advice. Products and services offered by Sun Life Institutional Investments (Canada) Inc. are intended to be offered on a private placement basis only, through applicable exemptions from prospectus and registration requirements under applicable securities laws only to those persons where and to whom such products may be lawfully sold/provided and only by persons lawfully permitted to sell such securities products and services.

This communication is not, and shall not under any circumstances be treated or construed as, a solicitation to buy or an offer to sell a security or asset, or any other product or service, to any person in any jurisdiction where such solicitation, offer, purchase or sale would be unlawful under the laws of such jurisdiction.

Forward looking statements

This website may present materials or statements which reflect expectations or forecasts of future events. Statements that include words such as "aim", "anticipate", "assumption", "believe", "could", "estimate", "expect", "goal", "intend", "may", "objective", "outlook", "plan", "project", "seek", "should", "initiatives", "strategy", "strive", "target", "will" and similar expressions are forward-looking statements. Such statements may relate to future corporate actions, market activity, anticipated financial performance of an asset class, fund or investment, and their future investment strategies and prospects. These statements are subject to risks, uncertainties and assumptions which could cause actual events, results, performance or prospects to differ significantly from the information presented in or implied in such materials and/or statements. As such, do not place reliance upon such forward-looking statements.

Copyright

The content of this site is protected by copyright. Users of this site shall be entitled to copy information for their own non-commercial personal use but may not otherwise republish or reproduce any part without the prior written permission of Sun Life Institutional Investments (Canada) Inc. Republishing and reproducing includes any uploading or downloading the information on this site onto the Internet or any other local or international computer system, or otherwise providing access to the contents of this site. An acknowledgement of the source must be included whenever our materials are copied or published.

If you require further information on the uses that you may make of the information on this site or if you wish to obtain a license to reproduce or republish any material on this site, please send a request by email or contact Sun Life Institutional Investments (Canada) Inc., Marketing department, 150 King Street West, Toronto, Canada, M5H 1J9. Any infringement of our rights will result in appropriate legal action.  Sun Life Institutional Investments (Canada) Inc. disclaims any and all liability which may result from any unauthorized reproduction or use of the information on this site.

Trade-marks

Sun Life Institutional Investments (Canada) Inc. respectively owns or properly licenses all the trade-marks used on or in connection with the goods and services it provides.  The trade-marks are protected by Canadian and foreign trade-mark laws.  All rights reserved. 

Disclaimer

Information provided on this site is believed to be reliable when posted. However, we cannot guarantee that information will be accurate, complete and current at all times. All information in this site is subject to modification from time to time without notice.

THIS SITE IS PROVIDED "AS IS" AND WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND THE WARRANTY AGAINST INFRINGEMENT WITH RESPECT TO THE INFORMATION PROVIDED AND THE USE OF THIS SERVICE. Some jurisdictions do not allow the exclusion of implied warranties, so the above exclusion may not apply to you.

If any provision in these conditions of use is held invalid or unenforceable under applicable law, the remaining provisions will continue in full force and effect. These conditions of use shall be governed by and construed in accordance with the laws of the Province of Ontario and applicable laws of Canada. You hereby consent and submit to the non-exclusive jurisdiction of the courts of the Province of Ontario sitting in the City of Toronto in any action or proceeding related to your use of this site.

Changes to Terms

Changes may be made to these Terms at any time without notice by updating this posting. You agree to review the Terms regularly, and your continued access or use of this website will mean that you agree to any changes.

Sun Life Institutional Investments (Canada) Inc. NI 24-101 Trade Matching Statement

Sun Life Institutional Investments (Canada) Inc. is required to establish policies and procedures to monitor compliance with National Instrument 24-101. Specifically, we are required to ensure that trades in accounts advised by Sun Life Institutional Investments (Canada) Inc. are matched with trade details from brokers and custodians so they can settle efficiently and on time; and that we enter into trade matching agreements with our counterparties or make available a trade matching statement. Enclosed is Sun Life Institutional Investments (Canada) Inc.’s NI 24-101 Trade Matching Statement.

NATIONAL INSTRUMENT 24-101 TRADE MATCHING AND SETTLEMENT TRADE MATCHING STATEMENT Adobe PDF document