Basic Stats
| LEI | 549300V040JZX5S66Z78 |
| CIK | 1097362 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Sun Life Financial, Inc. - 4.75% PRF PERPETUAL CAD 25 - Cls A Ser 1
SEC Filings (Chronological Order)
This page provides a complete, chronological list of SEC Filings, excluding ownership filings which we provide elsewhere.
| August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal |
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| August 8, 2025 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended June 30, 2025. 2. No misrepresentations: Based on |
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| August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addres |
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| August 8, 2025 |
Sun Life Reports Second Quarter 2025 Results Sun Life Reports Second Quarter 2025 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Asset Management, Canada, United States ("U.S."), Asia, and Corporate. The i |
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| August 8, 2025 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended June 30, 2025 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended June 30, 2025, in connection with the medium-term note |
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| August 8, 2025 |
Dan Fishbein to retire in March 2026 Exhibit 99.1 Sun Life Announces Appointment of David Healy as incoming President of Sun Life U.S. Dan Fishbein to retire in March 2026 TORONTO, Aug. 7, 2025 /CNW/ - Kevin Strain, President and Chief Executive Officer of Sun Life is pleased to announce that David Healy, currently President of the Dental business at Sun Life U.S., will become the new President of Sun Life U.S. effective September 1, |
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| August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal e |
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| August 8, 2025 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| August 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal |
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| August 8, 2025 |
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2025 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q3 2025 TORONTO, Aug. 7, 2025 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.88 per share on the common shares of the Company has been declared, payable September 29, 2025 to shareholders of record at the close of b |
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| June 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of June 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal ex |
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| June 20, 2025 |
Exhibit 99.1 Sun Life Reports Results of Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 8R and Class A Non-Cumulative Floating Rate Preferred Shares Series 9QR TORONTO, June 20, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced that 1,400 of its 6,217,331 Class A Non-cumulative Rate Reset Preferred Shares Series 8R (the "Series 8R Shares |
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| June 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of June 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal ex |
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| June 5, 2025 |
Sun Life Announces Early Renewal of Normal Course Issuer Bid Exhibit 99.1 Sun Life Announces Early Renewal of Normal Course Issuer Bid TORONTO, June 4, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today that the Office of the Superintendent of Financial Institutions and the Toronto Stock Exchange (the "TSX") have approved the Company's previously announced early renewal of its normal course issuer bid. |
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| May 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal exe |
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| May 30, 2025 |
Exhibit 99.1 Sun Life Announces Dividend Rates on Class A Non-Cumulative Rate Reset Preferred Shares Series 8R and Class A Non-Cumulative Floating Rate Preferred Shares Series 9QR TORONTO, May 30, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced the applicable dividend rates for its Class A Non-Cumulative Rate Reset Preferred Shares Series 8R (the "Series 8R Shares") and |
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| May 16, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal exe |
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| May 16, 2025 |
Exhibit 99.1 Sun Life Announces Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred Shares Series 8R and Class A Non-Cumulative Floating Rate Preferred Shares Series 9QR TORONTO, May 15, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced that it does not intend to exercise its right to redeem its currently outstanding Class A Non-Cumulative Rat |
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| May 9, 2025 |
Sun Life announces election of directors Exhibit 99.1 Sun Life announces election of directors TORONTO, May 9, 2025 /CNW/ - Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) announced that the 12 nominees listed in the management information circular dated March 14, 2025 were elected as directors of the Company. The detailed results of the vote held yesterday at its annual meeting of common shareholders are set out below. No |
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| May 9, 2025 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended March 31, 2025. 2. No misrepresentations: Based o |
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| May 9, 2025 |
Exhibit 99.1 Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2025 TORONTO, May 8, 2025 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.88 per share on the common shares of the Company has been declared, payable June 30, 2025 to shareholders of recor |
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| May 9, 2025 |
Sun Life Reports First Quarter 2025 Results Sun Life Reports First Quarter 2025 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Asset Management, Canada, United States ("U.S."), Asia, and Corporate. The in |
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| May 9, 2025 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| May 9, 2025 |
Sun Life Announces Intended Renewal of Normal Course Issuer Bid Exhibit 99.1 Sun Life Announces Intended Renewal of Normal Course Issuer Bid TORONTO, May 8, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today its intention to renew its normal course issuer bid, subject to the approval of the Office of the Superintendent of Financial Institutions ("OSFI") and the Toronto Stock Exchange (the "TSX"). The Compa |
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| May 9, 2025 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended March 31, 2025 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended March 31, 2025, in connection with the medium-term not |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal exe |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address o |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal exec |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal exe |
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| May 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal exe |
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| March 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principal e |
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| March 26, 2025 |
Exhibit 99.1 Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2024 Annual Report, 2025 Management Information Circular and 2025 Information for Voting Policyholders' Booklet TORONTO, March 25, 2025 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") today announced that its Annual Meeting of shareholders and the Annual Meeting of vo |
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| March 25, 2025 | ||
| March 25, 2025 | ||
| March 25, 2025 |
Table of Contents Table of Contents Contents Letter to shareholders 3 Notice of our 2025 annual meeting 4 Management information circular 5 About the meeting 5 • Delivery of meeting materials 5 - Notice and access 5 • How to attend 7 • What the meeting will cover 8 • Voting 10 • Director nominees at a glance 15 Governance 23 • Governance philosophy and approach 23 • Governance roles and responsibi |
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| March 25, 2025 | ||
| March 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March, 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal e |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 40-F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 40-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13(a) OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 Commission File Number 001-15014 Sun Life Financial Inc. (Exact name of Registrant as specifie |
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| February 13, 2025 |
Exhibit 99.1 TSX TRUST COMPANY VIA ELECTRONIC TRANSMISSION February 13, 2025 TO ALL APPLICABLE EXCHANGES AND COMMISSIONS: RE: SUN LIFE FINANCIAL INC. Confirmation of Notice of Record and Meeting Dates We are pleased to confirm that Notice of Record and Meeting Dates was sent to The Canadian Depository for Securities. We advise the following with respect to the upcoming Annual Meeting of Security H |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principa |
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| February 13, 2025 |
Management's Discussion & Analysis(1) Annual Information Form Sun Life Financial Inc. For the Year Ended December 31, 2024 February 12, 2025 Annual Information Form 2024 Table of Contents Annual Information Form Management's Discussion & Analysis(1) Consolidated Financial Statements and Notes(1) Corporate Structure 3 Development of the Business 3 Section B Business of Sun Life 5 Section B Financial Performance Section B Notes 8 – 13 I |
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| February 13, 2025 |
Exhibit 107 EX-FILING FEES Calculation of Filing Fee Tables Form S-8 (Form Type) Sun Life Financial Inc. |
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| February 13, 2025 |
Consent of Independent Registered Public Accounting Firm Exhibit 99.6 Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in Registration Statement Nos. 333-269768, 333-105130, 333-229698 and 333-90292 on Form S-8 and to the use of our reports dated February 12, 2025 relating to the consolidated financial statements of Sun Life Financial Inc. (the “Company”) and the effectiveness of the Company’s interna |
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| February 13, 2025 |
Charter of the Board of Directors Charter of the Board of Directors February 12, 2025 SUN LIFE FINANCIAL INC. AND SUN LIFE ASSURANCE COMPANY OF CANADA (TOGETHER, “SUN LIFE”) Charter of the Board of Directors The mission of the Board of Directors (the “Board”) is to be a strategic asset of Sun Life measured by the effective execution of its overall stewardship role and the contribution the directors make – individually and collecti |
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| February 13, 2025 |
As filed with the Securities and Exchange Commission on February 13, 2025 As filed with the Securities and Exchange Commission on February 13, 2025 Registration No. |
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| February 13, 2025 |
Exhibit 99.7 CONSENT OF APPOINTED ACTUARY I consent to the incorporation by reference in Registration Statement Nos. 333-269768, 333-105130, 333-229698 and 333-90292 on Form S-8 and use and incorporation by reference in this Annual Report on Form 40-F of Sun Life Financial Inc. (the “Company”) for the year ended December 31, 2024 of the Appointed Actuary’s Report to the Shareholders and Directors |
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| February 13, 2025 |
Exhibit 99.4 CERTIFICATION I, Kevin D. Strain certify that: 1.I have reviewed this annual report on Form 40-F of Sun Life Financial Inc.; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respec |
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| February 13, 2025 |
MANAGEMENT'S DISCUSSION AND ANALYSIS 2 A. HOW WE REPORT OUR RESULTS 46 J. CAPITAL AND LIQUIDITY MANAGEMENT 46 1. Capital 4 B. OVERVIEW 48 2. Capital Adequacy 4 1. Strategy 49 3. Shareholder Dividends 7 2. Financial Objectives 50 4. Principal Sources and Uses of Funds 7 3. Acquisitions and Other 51 5. Liquidity 8 C. FINANCIAL SUMMARY 52 K. RISK MANAGEMENT 52 1. Risk Management Framework 9 D. PROFIT |
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| February 13, 2025 |
FIRST AMENDMENT SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY, INC. EMPLOYEE STOCK PURCHASE PLAN Exhibit 99.2 FIRST AMENDMENT TO SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY, INC. EMPLOYEE STOCK PURCHASE PLAN In accordance with the power delegated to the President of Sun Life Financial (U.S.) Services Company, Inc. (the “Company”) to amend the Sun Life Financial (U.S.) Services Company, Inc. Employee Stock Purchase Plan (the “Plan”) under Section 7.1 of the Plan, Section 1.4(a) of the Plan is h |
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| February 13, 2025 |
Exhibit 99.1 Executive Stock Option Plan January 30, 2025 1. PURPOSE 1.1 This Executive Stock Option Plan (the “Plan”) has been established by the Company to encourage selected officers and senior managers of the Company, its subsidiaries and Designated Affiliated Entities to have an increased proprietary interest in the Company, to provide such persons with a long-term performance incentive and t |
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| February 13, 2025 |
Exhibit 99.5 Certification pursuant to 18 U.S.C. Section 1350 as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 In connection with the Annual Report on Form 40-F of Sun Life Financial Inc. (the “Company”) for the year ended December 31, 2024 as filed with the Securities and Exchange Commission on the date hereof (the “Report”), each of the undersigned officers of the Company cer |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| February 13, 2025 |
C O N S O L I D A T E D F I N A N C I A L S T A T E M E N T S A N D N O T E S FINANCIAL REPORTING RESPONSIBILITIES 2 APPOINTED ACTUARY'S REPORT 3 INDEPENDENT AUDITOR’S REPORT 4 REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM 7 CONSOLIDATED FINANCIAL STATEMENTS 10 Consolidated Statements of Operations 10 Consolidated Statements of Comprehensive Income (Loss) 11 Consolidated Statements of F |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February 2025 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address of principa |
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| February 13, 2025 |
CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc. certify the following: 1.Review: I have reviewed the AIF, if any, annual financial statements and annual MD&A, including, for greater certainty, all documents and information that are incorporated by reference in the AIF (together, the “annual filings”) of Sun Life |
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| February 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2025 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| February 13, 2025 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended December 31, 2024 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended December 31, 2024, in connection with the medium-te |
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| February 13, 2025 |
Exhibit 99.1 Independent Auditor’s Report To the Shareholders and the Board of Directors of Sun Life Financial Inc. Opinion We have audited the consolidated financial statements of Sun Life Financial Inc. (the “Company”), which comprise the consolidated statements of financial position as at December 31, 2024 and 2023, and the consolidated statements of operations, comprehensive income (loss), cha |
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| February 13, 2025 |
Sun Life declares dividends on Common and Preferred Shares payable in Q1 2025 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q1 2025 TORONTO, Feb. 12, 2025 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.84 per share on the common shares of the Company has been declared, payable March 31, 2025 to shareholders of record at the close of busi |
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| February 13, 2025 |
Sun Life Reports Fourth Quarter and Full Year 2024 Results Sun Life Reports Fourth Quarter and Full Year 2024 Results The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. |
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| November 26, 2024 |
CCAP / Crescent Capital BDC, Inc. / SUN LIFE FINANCIAL INC - SCHEDULE 13G Passive Investment SC 13G 1 crescent13gnov2024.htm SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CRESCENT CAPITAL BDC, INC. Name of Issuer) Common Stock, par value $0.001 per share (Title of Class of Securities) 225655 10 9 (CUSIP Number) September 30, 2024 (Date of Event which Requires Filing of this Stat |
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| November 13, 2024 |
Sun Life hosts Investor Day 2024 in Toronto TORONTO, ON – (November 13, 2024) - Sun Life Financial Inc. |
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| November 13, 2024 |
Sun Life hosts Investor Day 2024 in Toronto Exhibit 99.1 Sun Life hosts Investor Day 2024 in Toronto TORONTO, Nov. 13, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("the Company" or "Sun Life") will host Investor Day 2024 in Toronto today. During the event, Sun Life will showcase its winning track record, highlight progress made on its strategic priorities, detail updates to its Medium-Term Financial Objectives and Business G |
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| November 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| November 12, 2024 |
SUN LIFE FINANCIAL INC - SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CION ARES DIVERSIFIED CREDIT FUND (Name of Issuer) Mandatory Redeemable Preferred Shares (Title of Class of Securities) 17260G2@1 (Series A) 17260G3@0 (Series B) 17260G4@9 (Series C) 17260G8@5 (Series G) 17260G3#8 (Series I) 17260G4#7 (Series J) (CUSIP Nu |
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| November 5, 2024 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended September 30, 2024 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended September 30, 2024, in connection with the medium- |
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| November 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addr |
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| November 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addr |
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| November 5, 2024 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended September 30, 2024. 2. No misrepresentations: Bas |
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| November 5, 2024 |
Exhibit 99.1 Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2024 TORONTO, Nov. 4, 2024 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.84 per share on the common shares of the Company has been declared, payable December 31, 2024 to shareholders of |
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| November 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| November 5, 2024 |
Sun Life Reports Third Quarter 2024 Results Sun Life Reports Third Quarter 2024 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The in |
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| November 5, 2024 |
Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2024 TORONTO, ON – (November 4, 2024) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| November 5, 2024 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| October 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of October 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addr |
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| October 15, 2024 |
Exhibit 99.1 Table of Contents 3 A message from Kevin Strain, President and CEO 18 Speaking for Sun Life 4 Introducing the Code 19 Competing Fairly & Openly 6 Obligations for People Leaders 19 Dealing with the Public & Other Third Parties 7 Reporting Code Breaches 20 Respecting Privacy & Confidentiality 9 Promoting Safety, Respect and Fairness in the Workplace 21 Using Sun Life Assets Appropriatel |
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| September 11, 2024 |
Sun Life Announces Leadership Changes for Sun Life Canada TORONTO, Sept 11, 2024 – Kevin Strain, President and Chief Executive Officer of Sun Life is pleased to announce leadership changes to Sun Life Canada that will continue to drive the company's strong momentum. |
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| September 11, 2024 |
Sun Life Announces Leadership Changes for Sun Life Canada Exhibit 99.1 Sun Life Announces Leadership Changes for Sun Life Canada TORONTO, Sept. 11, 2024 /CNW/ - Kevin Strain, President and Chief Executive Officer of Sun Life is pleased to announce leadership changes to Sun Life Canada that will continue to drive the company's strong momentum. Jacques Goulet is assuming a new role as Executive Chair, Sun Life Canada and Jessica Tan will succeed him as Pre |
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| September 11, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of September 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Ad |
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| August 27, 2024 |
Sun Life Announces Renewal of its Normal Course Issuer Bid TORONTO, ON – August 26, 2024 — Sun Life Financial Inc. |
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| August 27, 2024 |
Sun Life Announces Renewal of its Normal Course Issuer Bid Exhibit 99.1 Sun Life Announces Renewal of its Normal Course Issuer Bid TORONTO, Aug. 26, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today that the Office of the Superintendent of Financial Institutions and the Toronto Stock Exchange (the "TSX") have approved the renewal of the Company's previously announced normal course issuer bid to purch |
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| August 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 13, 2024 |
Sun Life Reports Second Quarter 2024 Results Sun Life Reports Second Quarter 2024 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The i |
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| August 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 13, 2024 |
Sun Life Announces Intention to Renew Normal Course Issuer Bid Exhibit 99.1 Sun Life Announces Intention to Renew Normal Course Issuer Bid TORONTO, Aug. 12, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today that, subject to the approval of the Office of the Superintendent of Financial Institutions ("OSFI") and the Toronto Stock Exchange (the "TSX"), it intends to renew its normal course issuer bid to pur |
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| August 13, 2024 |
Sun Life Announces Intention to Renew Normal Course Issuer Bid TORONTO, ON – August 12, 2024 — Sun Life Financial Inc. |
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| August 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addres |
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| August 13, 2024 |
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2024 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q3 2024 TORONTO, Aug. 12, 2024 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.81 per share on the common shares of the Company has been declared, payable September 27, 2024 to shareholders of record at the close of |
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| August 13, 2024 |
Sun Life redeems Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures TORONTO, ON – (August 13, 2024) - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (“Sun Life”) announced today that it completed the redemption of all of its outstanding $750 million principal amount of Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures. About Sun Life Sun Life is a leading inter |
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| August 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addres |
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| August 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 13, 2024 |
Sun Life redeems Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures Exhibit 99.1 Sun Life redeems Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures TORONTO, Aug. 13, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") announced today that it completed the redemption of all of its outstanding $750 million principal amount of Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures. About Sun Life Sun Life is a lea |
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| August 13, 2024 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended June 30, 2024. 2. No misrepresentations: Based on |
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| August 13, 2024 |
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2024 TORONTO, ON – (August 12, 2024) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| August 13, 2024 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| August 13, 2024 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended June 30, 2024 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended June 30, 2024, in connection with the medium-term note |
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| July 31, 2024 |
Sun Life appoints Patrick Cronin and Stacey Madge to Board of Directors Exhibit 99.1 Sun Life appoints Patrick Cronin and Stacey Madge to Board of Directors TORONTO, July 31, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) is pleased to announce the appointments of Patrick Cronin and Stacey Madge to the Sun Life Board of Directors, effective July 31, 2024. Mr. Cronin is a seasoned financial executive with a distinguished career spanning over 30 years in th |
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| July 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of July 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| July 31, 2024 |
Sun Life appoints Patrick Cronin and Stacey Madge to Board of Directors TORONTO, ON – (July 31, 2024) - Sun Life Financial Inc. |
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| June 17, 2024 |
Exhibit 99.1 Sun Life announces intention to redeem Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures TORONTO, June 14, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced its intention to redeem all of the outstanding $750 million principal amount of Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures (the "Debentures") in a |
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| June 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of June 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| June 17, 2024 |
Sun Life announces intention to redeem Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures TORONTO, ON (June 14, 2024) Sun Life announced its intention to redeem all of the outstanding $750 million principal amount of Series 2019-1 Subordinated Unsecured 2.38 Debentures redemption terms attached to the Debentures. The redemption will be funded from existing cash and liquid assets. |
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| May 15, 2024 |
/Note: Not for distribution to U.S. newswire services or for dissemination in the United States./ Exhibit 99.1 Sun Life Completes Third Sustainability Bond Offering /Note: Not for distribution to U.S. newswire services or for dissemination in the United States./ TORONTO, May 15, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today the successful completion of the public offering in Canada of $750 million principal amount of Series 2024-1 Sub |
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| May 15, 2024 |
Sun Life Completes Third Sustainability Bond Offering Note: Not for distribution to U. |
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| May 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| May 14, 2024 |
1 International Capital Markets Association, “The Sustainability Bond Guidelines (SBG) 2021”, published on June 14, 2018 and updated as of June 2021. |
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| May 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| May 14, 2024 |
Sun Life announces third Sustainability Bond Offering Exhibit 99.1 Sun Life announces third Sustainability Bond Offering NOTE: /NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ TORONTO, May 13, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company" or "Sun Life") announced today that it intends to issue in Canada $750 million principal amount of Series 2024-1 Subordinated Unsecured 5.12% F |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address o |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| May 10, 2024 |
Exhibit 99.1 Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2024 TORONTO, May 9, 2024 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.81 per share on the common shares of the Company has been declared, payable June 28, 2024 to shareholders of recor |
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| May 10, 2024 |
Sun Life Reports First Quarter 2024 Results Sun Life Reports First Quarter 2024 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The in |
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| May 10, 2024 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended March 31, 2024 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended March 31, 2024, in connection with the medium-term not |
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| May 10, 2024 |
Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2024 TORONTO, ON (May 9, 2024) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| May 10, 2024 |
Sun Life announces election of directors TORONTO, ON – (May 10, 2024) - Sun Life Financial Inc. |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address o |
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| May 10, 2024 |
Sun Life announces election of directors Exhibit 99.1 Sun Life announces election of directors TORONTO, May 10, 2024 /CNW/ - Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) announced that the 11 nominees listed in the management information circular dated March 15, 2024 were elected as directors of the Company. The detailed results of the vote held yesterday at its annual meeting of common shareholders are set out below. N |
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| May 10, 2024 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended March 31, 2024. 2. No misrepresentations: Based o |
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| May 10, 2024 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| March 27, 2024 |
Exhibit 99.1 Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2023 Annual Report, 2024 Management Information Circular and 2024 Information for Voting Policyholders' Booklet TORONTO, March 26, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") today announced that its Annual Meeting of shareholders and the Annual Meeting of vo |
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| March 27, 2024 |
Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2023 Annual Report, 2024 Management Information Circular and 2024 Information for Voting Policyholders’ Booklet TORONTO, ON – March 26, 2024 - Sun Life Financial Inc. |
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| March 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addres |
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| March 26, 2024 | ||
| March 26, 2024 | ||
| March 26, 2024 | ||
| March 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March, 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal e |
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| March 26, 2024 | ||
| March 26, 2024 |
Go Digital! How to sign up for e-delivery Table of Contents Table of Contents Contents Letter to shareholders 3 Notice of our 2024 annual meeting 4 Management Information Circular 5 About the meeting 5 • Delivery of meeting materials 5 - Notice and access 5 • How to attend 7 • What the meeting will cover 8 • Voting 11 • Director nominees at a glance 16 Governance 24 • Governance at a glance 24 • The Board of Directors 26 • Culture and con |
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| March 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addres |
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| March 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addres |
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| March 25, 2024 |
FORM 51-102F3 MATERIAL CHANGE REPORT Exhibit 99.1 FORM 51-102F3 MATERIAL CHANGE REPORT 1. Name and Address of Company Sun Life Financial Inc. One York Street Toronto, ON M5J 0B6 2. Date of Material Change March 25, 2024 3. News Release The attached press release was issued through the facilities of the Canada Newswire on March 25, 2024. 4. Summary of Material Change Sun Life announced the appointment of Timothy (Tim) Deacon as Execut |
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| March 25, 2024 |
Sun Life names Timothy Deacon as Chief Financial Officer Exhibit 99.1 Sun Life names Timothy Deacon as Chief Financial Officer TORONTO, March 25, 2024 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) is pleased to announce the appointment of Timothy (Tim) Deacon as Executive Vice-President and Chief Financial Officer, reporting to Kevin Strain, President and CEO, Sun Life, effective April 8, 2024. Mr. Deacon will become a member of Sun Life's glob |
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| March 25, 2024 |
Sun Life names Timothy Deacon as Chief Financial Officer TORONTO, March 25, 2024 - Sun Life Financial Inc. |
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| February 13, 2024 |
SUN LIFE FINANCIAL INC - AMENDMENT NO. 3 TO SCHEDULE 13G SC 13G/A 1 calamosstrategic13ga4q2022.htm AMENDMENT NO. 3 TO SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* CION ARES DIVERSIFIED CREDIT FUND (Name of Issuer) Mandatory Redeemable Preferred Shares (Title of Class of Securities) 17260G2@1 (Series A) 17260G3@0 (Series B) 17260G4@9 (Series |
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| February 13, 2024 |
SC 13G/A 1 calamosstrategic13ga4q2022.htm AMENDMENT NO. 7 TO SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7)* BLACKSTONE STRATEGIC CREDIT 2027 TERM FUND (Name of Issuer) Mandatory Redeemable Preferred Shares (Title of Class of Securities) 09257@125 (Series A) (CUSIP Number) December 31, 20 |
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| February 13, 2024 |
SC 13G/A 1 calamosstrategic13ga4q2022.htm AMENDMENT NO. 7 TO SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7)* BLACKSTONE LONG-SHORT CREDIT INCOME FUND (Name of Issuer) Mandatory Redeemable Preferred Shares (Title of Class of Securities) 09258*126 (Series A) (CUSIP Number) December 31, 2023 |
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| February 8, 2024 |
CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc. certify the following: 1.Review: I have reviewed the AIF, if any, annual financial statements and annual MD&A, including, for greater certainty, all documents and information that are incorporated by reference in the AIF (together, the “annual filings”) of Sun Life |
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| February 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February 2024 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| February 8, 2024 |
Sun Life Reports Fourth Quarter and Full Year 2023 Results Sun Life Reports Fourth Quarter and Full Year 2023 Results The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. |
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| February 8, 2024 |
Exhibit 99.1 TSX TRUST COMPANY VIA ELECTRONIC TRANSMISSION February 8, 2024 TO ALL APPLICABLE EXCHANGES AND COMMISSIONS: RE: SUN LIFE FINANCIAL INC. Confirmation of Notice of Record and Meeting Dates We are pleased to confirm that Notice of Record and Meeting Dates was sent to The Canadian Depository for Securities. We advise the following with respect to the upcoming Annual Meeting of Security Ho |
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| February 8, 2024 |
Sun Life declares dividends on Common and Preferred Shares payable in Q1 2024 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q1 2024 TORONTO, Feb. 7, 2024 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.78 per share on the common shares of the Company has been declared, payable March 28, 2024 to shareholders of record at the close of busin |
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| February 8, 2024 |
THIS PAGE INTENTIONALLY LEFT BLANK C O N S O L I D A T E D F I N A N C I A L S T A T E M E N T S A N D N O T E S FINANCIAL REPORTING RESPONSIBILITIES 2 APPOINTED ACTUARY’S REPORT 3 INDEPENDENT AUDITOR’S REPORT 4 REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM 7 CONSOLIDATED FINANCIAL STATEMENTS 11 Consolidated Statements of Operations 11 Consolidated Statements of Comprehensive Income (Loss) 12 Consolidated Statements of F |
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| February 8, 2024 |
Clawback Policy Total Rewards, Human Resources Exhibit 97.1 Clawback Policy Total Rewards, Human Resources APPROVAL Approved By: Board of Directors of Sun Life Financial Inc. Date approved by Board/ Board Committee: November 1, 2023 Next scheduled review and approval by Board/ Board Committee: November 1, 2026 Effective Date: November 1, 2023 Sponsor: Helena Pagano, EVP, Chief People and Culture Officer Responsible Person/Contact: Chantal Wade |
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| February 8, 2024 |
Consent of Independent Registered Public Accounting Firm Exhibit 99.6 Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in Registration Statement Nos. 333-269768, 333-105130, 333-229698 and 333-90292 on Form S-8 and to the use of our reports dated February 7, 2024, relating to the consolidated financial statements of Sun Life Financial Inc. (the “Company”) and the effectiveness of the Company’s interna |
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| February 8, 2024 |
Exhibit 99.5 Certification pursuant to 18 U.S.C. Section 1350 as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 In connection with the Annual Report on Form 40-F of Sun Life Financial Inc. (the “Company”) for the year ended December 31, 2023 as filed with the Securities and Exchange Commission on the date hereof (the “Report”), each of the undersigned officers of the Company cer |
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| February 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| February 8, 2024 |
Sun Life declares dividends on Common and Preferred Shares payable in Q1 2024 TORONTO, ON – (February 7, 2024) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| February 8, 2024 |
MANAGEMENT'S DISCUSSION AND ANALYSIS 2 A. HOW WE REPORT OUR RESULTS 46 J. CAPITAL AND LIQUIDITY MANAGEMENT 46 1. Capital 4 B. OVERVIEW 49 2. Capital Adequacy 4 1. Strategy 50 3. Shareholder Dividends 7 2. Financial Objectives 51 4. Principal Sources and Uses of Funds 7 3. Sustainability Plan 52 5. Liquidity 8 4. Acquisitions and Other 53 K. RISK MANAGEMENT 9 C. FINANCIAL SUMMARY 53 1. Risk Managem |
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| February 8, 2024 |
Exhibit 99.7 CONSENT OF APPOINTED ACTUARY I consent to the incorporation by reference in Registration Statement Nos. 333-269768, 333-105130, 333-229698 and 333-90292 on Form S-8 and use and incorporation by reference in this Annual Report on Form 40-F of Sun Life Financial Inc. (the “Company”) for the year ended December 31, 2023 of the Appointed Actuary’s Report to the Shareholders and Directors |
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| February 8, 2024 |
Exhibit 99.1 Independent Auditor’s Report To the Shareholders and the Board of Directors of Sun Life Financial Inc. Opinion We have audited the consolidated financial statements of Sun Life Financial Inc. (the “Company”), which comprise the consolidated statements of financial position as at December 31, 2023, December 31, 2022, and January 1, 2022, and the consolidated statements of operations, c |
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| February 8, 2024 |
United States Securities and Exchange Commission Washington, D.C. 20549 Form 40-F United States Securities and Exchange Commission Washington, D.C. 20549 Form 40-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13(a) OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 Commission File Number 001-15014 Sun Life Financial Inc. (Exact name of Registrant as specifie |
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| February 8, 2024 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended December 31, 2023 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended December 31, 2023, in connection with the medium-te |
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| February 8, 2024 |
SUN LIFE FINANCIAL INC. AND SUN LIFE ASSURANCE COMPANY OF CANADA (“TOGETHER, SUN LIFE”) CHARTER OF THE BOARD OF DIRECTORS The mission of the Board of Directors (the “Board”) is to be a strategic asset of Sun Life measured by the effective execution of its overall stewardship role and the contribution the directors make – individually and collectively – to the long-term success of Sun Life. 1.Dutie |
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| February 8, 2024 |
Exhibit 99.4 CERTIFICATION I, Kevin D. Strain certify that: 1.I have reviewed this annual report on Form 40-F of Sun Life Financial Inc.; 2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respec |
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| February 8, 2024 |
Management's Discussion & Analysis(1) Annual Information Form Sun Life Financial Inc. For the Year Ended December 31, 2023 February 7, 2024 Annual Information Form 2023 Table of Contents Annual Information Form Management's Discussion & Analysis(1) Consolidated Financial Statements and Notes(1) Corporate Structure 3 Development of the Business 3 Section B Business of Sun Life 5 Section B Financial Performance Section C Notes 8 – 13 In |
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| February 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addr |
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| February 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2024 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| December 15, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of December 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| December 15, 2023 |
FORM 51-102F3 MATERIAL CHANGE REPORT Exhibit 99.1 FORM 51-102F3 MATERIAL CHANGE REPORT 1. Name and Address of Company Sun Life Financial Inc. One York Street Toronto, ON M5J 0B6 2. Date of Material Change December 11, 2023 3. News Release The attached press release was issued through the facilities of the Canada Newswire on December 11, 2023. 4. Summary of Material Change Sun Life announced that Manjit Singh, who is currently Sun Lif |
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| December 11, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of December 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| December 11, 2023 |
Sun Life announces Manjit Singh as new President of Sun Life Asia Exhibit 99.1 Sun Life announces Manjit Singh as new President of Sun Life Asia TORONTO, Dec. 11, 2023 /CNW/ - Kevin Strain, President and Chief Executive Officer of Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) today announced Manjit Singh will become the new President of Sun Life Asia effective March 18, 2024. He will be based in Hong Kong. Mr. Singh, who is currently Sun Life's Executive Vice-P |
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| December 11, 2023 |
Sun Life announces Manjit Singh as new President of Sun Life Asia TORONTO, ON – December 11, 2023 - Kevin Strain, President and Chief Executive Officer of Sun Life Financial Inc. |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| November 14, 2023 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| November 14, 2023 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended September 30, 2023 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended September 30, 2023, in connection with the medium- |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addre |
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| November 14, 2023 |
Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2023 TORONTO, ON – (November 13, 2023) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| November 14, 2023 |
Exhibit 99.1 Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2023 TORONTO, Nov. 13, 2023 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.78 per share on the common shares of the Company has been declared, payable December 29, 2023 to shareholders of |
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| November 14, 2023 |
Sun Life Reports Third Quarter 2023 Results Sun Life Reports Third Quarter 2023 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The in |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of November 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addre |
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| November 14, 2023 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended September 30, 2023. 2. No misrepresentations: Bas |
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| October 3, 2023 |
Exhibit 99.1 Sun Life completes the acquisition of Dialogue, Canada's premier health and wellness virtual care platform TORONTO, Oct. 3, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today the completion of its acquisition of Dialogue Health Technologies Inc. ("Dialogue") (TSX:CARE). Headquartered in Montreal, Quebec, Dialogue offers affordable, on-demand access to quality |
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| October 3, 2023 |
Sun Life completes the acquisition of Dialogue, Canada’s premier health and wellness virtual care platform TORONTO, ON – (October 3, 2023) - Sun Life Financial Inc. |
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| October 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of October 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addr |
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| September 20, 2023 |
Sun Life redeems Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures Exhibit 99.1 Sun Life redeems Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures TORONTO, September 19, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today that it completed the redemption of all of its outstanding $1 billion principal amount of Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures. About Sun Life Sun Life is a leading inter |
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| September 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of September 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Ad |
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| September 20, 2023 |
Sun Life redeems Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures TORONTO, ON – (September 19, 2023) - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today that it completed the redemption of all of its outstanding $1 billion principal amount of Series 2016 -2 Subordinated Unsecured 3.05% Fixed/Floating Debentures. About Sun Life Sun Life is a leading international fi |
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| August 24, 2023 |
Sun Life Receives Regulatory Approval for Launch of its Normal Course Issuer Bid Exhibit 99.1 Sun Life Receives Regulatory Approval for Launch of its Normal Course Issuer Bid TORONTO, Aug. 24, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today that the Office of the Superintendent of Financial Institutions and the Toronto Stock Exchange (the "TSX") have approved the Company's previously announced normal course issuer bid to purchase up |
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| August 24, 2023 |
Sun Life Receives Regulatory Approval for Launch of its Normal Course Issuer Bid TORONTO, ON – August 24, 2023 — Sun Life Financial Inc. |
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| August 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 9, 2023 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended June 30, 2023. 2. No misrepresentations: Based on |
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| August 9, 2023 |
Sun Life Announces Intention to Launch Normal Course Issuer Bid TORONTO, ON – August 8, 2023 — Sun Life Financial Inc. |
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| August 9, 2023 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address |
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| August 9, 2023 |
Sun Life Announces Intention to Launch Normal Course Issuer Bid Exhibit 99.1 Sun Life Announces Intention to Launch Normal Course Issuer Bid TORONTO, Aug. 8, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today that, subject to the approval of the Office of the Superintendent of Financial Institutions ("OSFI") and the Toronto Stock Exchange (the "TSX"), it intends to launch a normal course issuer bid to purchase up to 17, |
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| August 9, 2023 |
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2023 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q3 2023 TORONTO, August 8, 2023 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.75 per share on the common shares of the Company has been declared, payable September 29, 2023 to shareholders of record at the close of |
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| August 9, 2023 |
Sun Life Reports Second Quarter 2023 Results Sun Life Reports Second Quarter 2023 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The i |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address |
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| August 9, 2023 |
Sun Life declares dividends on Common and Preferred Shares payable in Q3 2023 TORONTO, ON – (August 8, 2023) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| August 9, 2023 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended June 30, 2023 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended June 30, 2023, in connection with the medium-term note |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of August 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addre |
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| July 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of July 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| July 26, 2023 |
Exhibit 99.1 Sun Life to acquire Dialogue, deepening its commitment to health Dialogue is Canada's premier health and wellness virtual care platform, providing affordable on-demand access to quality care Sun Life has entered into an agreement to acquire Dialogue for $5.15 per common share, representing $365 million in total equity value, on a fully diluted basis. Together, Sun Life and Dialogue wi |
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| July 26, 2023 |
Sun Life to acquire Dialogue, deepening its commitment to health Dialogue is Canada’s premier health and wellness virtual care platform, providing affordable on-demand access to quality care ● Sun Life has entered into an agreement to acquire Dialogue for $5. |
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| July 21, 2023 |
Exhibit 99.1 Sun Life announces intention to redeem Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures TORONTO, July 21, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) ("Sun Life") today announced its intention to redeem all of the outstanding $1 billion principal amount of Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures (the "Debentures") in acc |
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| July 21, 2023 |
Sun Life announces intention to redeem Series 2016-2 Subordinated Unsecured 3.05% Fixed/Floating Debentures TORONTO, ON – (July 21, 2023) — Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (“Sun Life”) today announced its intention to redeem all of the outstanding $1 billion principal amount of Series 2016 -2 Subordinated Unsecured 3.05% Fixed/Floating Debentures (the “Debentures”) in accordance wit |
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| July 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of July 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| July 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of July 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| July 5, 2023 |
Sun Life Completes Second Sustainability Bond Offering Note: Not for distribution to U. |
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| July 5, 2023 |
/NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ Exhibit 99.1 Sun Life Completes Second Sustainability Bond Offering /NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ TORONTO, July 4, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today the successful completion of the public offering in Canada of $500 million principal amount of Series 2023-1 Subordinated Unsecured |
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| June 28, 2023 |
1 International Capital Markets Association, “The Sustainability Bond Guidelines (SBG) 20 21”, published on June 14, 2018 and updated as of June 2021. |
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| June 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of June 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| June 28, 2023 |
/NOTE: NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ Exhibit 99.1 Sun Life announces second Sustainability Bond Offering /NOTE: NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES./ TORONTO, June 27, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today that it intends to issue in Canada $500 million principal amount of Series 2023-1 Subordinated Unsecured 5.50% Fixed/Floatin |
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| May 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| May 16, 2023 |
Sun Life announces election of directors Exhibit 99.1 Sun Life announces election of directors TORONTO, May 12, 2023 /CNW/ - Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) announced that the 12 nominees listed in the management information circular dated March 17, 2023 were elected as directors of the Company. The detailed results of the vote held yesterday at its annual meeting of common shareholders are set out below. N |
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| May 16, 2023 |
EE Ğǁ ƐƌĞůĞĂƐĞ ^ƵŶ>ŝĨĞĂŶŶŽƵŶĐĞƐĞůĞĐƚŝŽŶŽĨĚŝƌĞĐƚŽƌƐ dKZKEdK͕KEʹ;DĂLJϭϮ͕ϮϬϮϯͿ Ͳ^ƵŶ>ŝĨĞ&ŝŶĂŶĐŝĂů/ŶĐ͘;ƚŚĞ ͞ŽŵƉĂŶLJ͟Ϳ;d^y͗^>&Ϳ;Ez^ ͗^> &Ϳ ĂŶŶŽƵŶĐĞĚƚŚĂƚƚŚĞϭϮŶŽŵŝŶĞĞƐůŝƐƚĞĚŝŶƚŚĞŵĂŶĂŐĞŵĞŶƚŝŶĨŽƌŵĂ ƚŝŽŶĐŝƌĐƵůĂƌĚĂƚĞ ĚDĂƌĐŚϭϳ͕ϮϬϮϯ ǁĞƌĞĞůĞĐƚĞĚĂƐĚŝƌĞĐƚŽƌƐŽĨƚŚĞŽŵƉĂŶLJ͘dŚĞĚĞƚĂŝůĞĚƌĞƐƵůƚƐ ŽĨƚŚĞǀŽƚĞŚĞůĚLJĞƐƚĞƌĚĂLJĂƚŝƚƐĂŶŶƵĂů ŵĞĞƚŝŶŐŽĨĐŽŵŵŽŶƐŚĂƌĞŚŽůĚ |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of |
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| May 12, 2023 |
FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE FORM 52-109F2 CERTIFICATION OF INTERIM FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc., certify the following: 1. Review: I have reviewed the interim financial report and interim MD&A (together, the “interim filings”) of Sun Life Financial Inc. (the “issuer”) for the interim period ended March 31, 2023. 2. No misrepresentations: Based o |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Address |
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| May 12, 2023 |
Sun Life Reports First Quarter 2023 Results Sun Life Reports First Quarter 2023 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The in |
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| May 12, 2023 |
Exhibit 99.1 Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2023 TORONTO, May 11, 2023 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.75 per share on the common shares of the Company has been declared, payable June 30, 2023 to shareholders of reco |
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| May 12, 2023 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended March 31, 2023 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended March 31, 2023, in connection with the medium-term not |
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| May 12, 2023 |
CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. |
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| May 12, 2023 |
6-K 1 q12023form6-kwrap1enr.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of May 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, |
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| May 12, 2023 |
N News release Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q2 2023 TORONTO, ON – (May 11, 2023) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| April 3, 2023 |
Exhibit 99.1 Sun Life completes sale of its UK business Sun Life begins long-term strategic partnership with UK's largest long-term savings and retirement business TORONTO, ON and LONDON, UK, April 3, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today it has completed the sale of SLF of Canada UK Limited ("Sun Life UK") to Phoenix Group Holdings plc ("Phoenix Group") (LSE: |
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| April 3, 2023 |
N News release Sun Life completes sale of its UK business Sun Life begins long-term strategic partnership with UK’s largest long-term savings and retirement business TORONTO, ON, LONDON, UK – (April 3, 2023) – Sun Life Financial Inc. |
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| April 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of April 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addres |
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| March 29, 2023 |
Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2022 Annual Report, 2023 Management Information Circular and 2023 TORONTO, ON March 28, 2023 - Sun Life Financial Inc. |
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| March 29, 2023 |
Exhibit 99.1 Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2022 Annual Report, 2023 Management Information Circular and 2023 Information for Voting Policyholders' Booklet TORONTO, March 28, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") today announced that its Annual Meeting of shareholders and the Annual Meeting of vo |
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| March 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Addres |
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| March 28, 2023 |
EX-99.2 Exhibit 99.2 Notice of 2023 annual meeting of common shareholders and notice of availability of meeting materials Notice and access As permitted by the Canadian Securities Administrators and pursuant to an exemption from the proxy solicitation requirement received from the Office of the Superintendent of Financial Institutions, we are using notice and access to deliver our Management Infor |
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| March 28, 2023 |
6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of March, 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of princip |
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| March 28, 2023 |
EX-99.4 Exhibit 99.4 Go Digital! At Sun Life we have a long-standing commitment to sustainability. As part of that commitment, we are accountable for the impact of our operations on the environment. Help us reduce the amount of printed material we produce: please consider receiving your investor information electronically. E-delivery is easy and convenient. Follow these simple steps now: Go to www |
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| March 28, 2023 |
Go Digital! How to sign up for e-delivery EX-99.1 Table of Contents Exhibit 99.1 SUN LIFE FINANCIAL INC. 2023 Notice of annual meeting of common shareholders May 11, 2023 Management Information Circular Sun Life Table of Contents Contents Letter to shareholders 1 Notice of our 2023 annual meeting 2 Management Information Circular 3 Delivery of meeting materials 3 ● Notice and access 3 Our 2023 annual meeting 5 ● What the meeting will cove |
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| March 28, 2023 |
2022 Annual ReportFinancial highlights 02 Management’s discussion and analysis 09 Message from the Chair 03 Consolidated financial statements and notes 114 Message from the CEO 04 Major offices 211 Board of directors and executive team 204 Sources of earnings 201 Corporate and shareholder information 215 Subsidiaries and associates 205 Table of contents Front Cover Artwork: Life Artist: Loretta Gould Loretta Gould is a Mi’kmaq artist from Canada’s East Coast best known for her paintings. |
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| March 28, 2023 |
EX-99.3 4 d384576dex993.htm EX-99.3 Exhibit 99.3 Sun Life Financial Inc. Form of Shareholder Proxy for the May 11, 2023 Annual Meeting Your control number is: The UNDERSIGNED common shareholder of Sun Life Financial Inc. (the “Company”) hereby appoints Scott F. Powers, Chair of the Board, or failing him, M. Marianne Harris, Chair of the Governance, Investment & Conduct Review Committee, or failing |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* CALAMOS STRATEGIC TOTAL RETURN FUND (Name of Issuer) Series B Mandatory Redeemable Preferred Shares Series C Mandatory Redeemable Preferred Shares (Title of Class of Securities) 128125*37 128125*45 (CUSIP Number) December 31, 2022 (Date of Event which Re |
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| February 14, 2023 |
Exhibit 107 EX-FILING FEES Calculation of Filing Fee Tables Form S-8 (Form Type) Sun Life Financial Inc. |
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| February 14, 2023 |
As filed with the Securities and Exchange Commission on February 14, 2023 As filed with the Securities and Exchange Commission on February 14, 2023 Registration No. |
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| February 14, 2023 |
Sun Life Financial Inc. Executive Stock Option Plan Exhibit 99.1 Long-term incentive program for executives Executive stock option plan November 23, 2022 Executive Stock Option Plan November 23, 2022 1. PURPOSE 1.1 This Executive Stock Option Plan (the “Plan”) has been established by the Company to encourage selected officers and senior managers of the Company, its subsidiaries and Designated Affiliated Entities to have an increased proprietary int |
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| February 9, 2023 |
United States Securities and Exchange Commission Washington, D.C. 20549 Form 40-F United States Securities and Exchange Commission Washington, D.C. 20549 Form 40-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13(a) OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Commission File Number 001-15014 Sun Life Financial Inc. (Exact name of Registrant as specifie |
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| February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (the “Company”) (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Addr |
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| February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2023 Commission File Number:001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principal |
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| February 9, 2023 |
Sun Life Financial Inc. Earnings Coverage Ratio For the 12 months ended December 31, 2022 This updated calculation of the earnings coverage ratio of Sun Life Financial Inc. (the “Company”) is filed pursuant to Section 8.4 of National Instrument No. 44-102 as an exhibit to the Company’s annual consolidated financial statements for the period ended December 31, 2022, in connection with the medium-te |
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| February 9, 2023 |
Sun Life declares dividends on Common and Preferred Shares payable in Q1 2023 Exhibit 99.1 Sun Life declares dividends on Common and Preferred Shares payable in Q1 2023 TORONTO, Feb. 8, 2023 /CNW/ - The Board of Directors (the "Board") of Sun Life Financial Inc. (the "Company") (TSX: SLF) (NYSE: SLF) today announced that a dividend of $0.72 per share on the common shares of the Company has been declared, payable March 31, 2023 to shareholders of record at the close of busin |
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| February 9, 2023 |
Exhibit 99.1 TSX TRUST COMPANY VIA ELECTRONIC TRANSMISSION February 9, 2023 TO ALL APPLICABLE EXCHANGES AND COMMISSIONS: RE: SUN LIFE FINANCIAL INC. Confirmation of Notice of Record and Meeting Dates We are pleased to confirm that Notice of Record and Meeting Dates was sent to The Canadian Depository for Securities. We advise the following with respect to the upcoming Annual Meeting of Security Ho |
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| February 9, 2023 |
THIS PAGE INTENTIONALLY LEFT BLANK C O N S O L I D A T E D F I N A N C I A L S T A T E M E N T S A N D N O T E S FINANCIAL REPORTING RESPONSIBILITIES 2 APPOINTED ACTUARY’S REPORT 3 INDEPENDENT AUDITOR’S REPORT 4 REPORTS OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM 7 CONSOLIDATED FINANCIAL STATEMENTS 10 Consolidated Statements of Operations 10 Consolidated Statements of Comprehensive Income (Loss) 11 Consolidated Statements of F |
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| February 9, 2023 |
CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE EX-99.2 3 annualcertificationannualf.htm EX-99.2 CERTIFICATION OF ANNUAL FILINGS FULL CERTIFICATE I, Kevin D. Strain, President and Chief Executive Officer of Sun Life Financial Inc. certify the following: 1.Review: I have reviewed the AIF, if any, annual financial statements and annual MD&A, including, for greater certainty, all documents and information that are incorporated by reference in the |
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| February 9, 2023 |
EX-99.4 5 annualboardcharterq42022.htm EX-99.4 SUN LIFE FINANCIAL INC. AND SUN LIFE ASSURANCE COMPANY OF CANADA (“TOGETHER, SUN LIFE”) CHARTER OF THE BOARD OF DIRECTORS The mission of the Board of Directors (the “Board”) is to be a strategic asset of Sun Life measured by the effective execution of its overall stewardship role and the contribution the directors make – individually and collectively |
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| February 9, 2023 |
Impacts on reported net income(1) MANAGEMENT'S DISCUSSION AND ANALYSIS 10 A. HOW WE REPORT OUR RESULTS 50 I. CAPITAL AND LIQUIDITY MANAGEMENT 50 1. Capital 11 B. OVERVIEW 53 2. Capital Adequacy 11 1. Strategy 54 3. Shareholder Dividends 14 2. Financial Objectives 55 4. Principal Sources and Uses of Funds 14 3. Sustainability Plan 56 5. Liquidity 15 4. Acquisitions and Other 57 J. RISK MANAGEMENT 16 C. FINANCIAL SUMMARY 57 1. Risk |
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| February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (the "Company") (Translation of registrant's name into English) 1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6 (Add |
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| February 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 For the month of February, 2023 Commission File Number: 001-15014 SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31st Floor, Toronto, Ontario M5J 0B6 (Address of principa |
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| February 9, 2023 |
N News release Sun Life declares dividends on Common and Preferred Shares payable in Q1 2023 TORONTO, ON – (February 8, 2023) - The Board of Directors (the "Board") of Sun Life Financial Inc. |
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| February 9, 2023 |
EX-99.1 2 annualform6k-independentau.htm EX-99.1 Independent Auditor’s Report To the Shareholders and the Board of Directors of Sun Life Financial Inc. Opinion We have audited the consolidated financial statements of Sun Life Financial Inc. (the "Company"), which comprise the consolidated statements of financial position as at December 31, 2022 and 2021, and the consolidated statements of operatio |
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| February 9, 2023 |
Sun Life Reports Fourth Quarter and Full Year 2022 Results EX-99.1 2 q42022slfenrliveq42022.htm EX-99.1 Sun Life Reports Fourth Quarter and Full Year 2022 Results The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended December 31, 2022. SLF Inc., its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", |
