Investor education

Review or download Sun Life documents, presentations, and reference materials.

SLC Management introduced a Management Equity Plan (MEP) allowing eligible employees to collectively own up to 25% of the business. In connection with the transaction, BGO founders and BGO and Crescent leadership invested into the MEP by converting a portion of their existing affiliate equity into the SLC MEP, alongside contributions from eligible employees across SLC’s platform.

Slides

Sun Life Financial Inc. has released an updated Supplementary Informational Package (SIP) for investors and analysts. The unaudited SIP aligns with various financial disclosure changes including the formation of the Sun Life Asset Management Business Group.

Key Changes to Financial Supplement

PDF Supplementary financial information template

Excel version

Key terms, definitions, and characteristics to aid in the understanding of Sun Life’s Drivers of Earnings.

Understanding the Drivers of Earnings (DOE)

Sun Life Financial Inc. has released an educational presentation detailing the Sun Life U.S. Stop-loss business (Sun Life Health and Risk Solutions).

Sun Life Health and Risk Solutions

Sun Life Financial Inc. has released a new template for its supplementary financial information package. The template aligns with financial disclosure changes related to the adoption of IFRS 17 and IFRS 9, beginning on January 1, 2023.

Key Changes to Financial Supplement

PDF Supplementary financial information template

PDF Excel version

Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) hosted an IFRS 17 investor education session followed by Q&A on Tuesday, May 31, 2022 at 8:30 a.m. ET.

Participants:

  • Kevin Strain, President & Chief Executive Officer
  • Manjit Singh, EVP & Chief Financial Officer
  • Natalie Brady, SVP, Strategic Finance Initiatives (IFRS 17 Project Lead)
  • Kevin Morrissey, SVP & Chief Actuary

Slides

PDF Transcript

Sun Life Financial Inc., Great-West Lifeco Inc., and Manulife Financial Corporation announced today that they have released a document entitled “Overview of earnings presentation and reporting under the new IFRS 17 accounting standard.”

News Release

PDF Slides