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.
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.
Sun Life Global Investments is the trade name of SLGI Asset Management Inc. and The Sun Life Assurance Company of Canada. SLGI Asset Management Inc. is the manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Sun Life segregated funds.