There will be changes to Sun Life Private Client Pricing in November 2020

We have announced changes to our fees and management fee reduction schedule that will be effective November 1, 2020.

Fee advantages for large accounts

Clients that invest $100,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction.

A variety of options

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

Automatic enrolment

Once you reach a $100,000 market value in aggregate eligible mutual funds or in eligible units in Sun Life GIFs contracts, you will automatically qualify for management fee reductions which increase as your portfolio grows.

Get started now

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

Advisors, sign in to access the advisor brochure and management fee reduction schedule.