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Sun Secured AdvantagePlease be aware that Sun Life Financial International stopped accepting additional purchase or investment payments into the annuity or investment contracts listed below after the close of business on September 30, 2014.
Sun Secured Advantage – discontinued availability of 5% Roll-Up IIEffective January 7th, 2013 the 5% Roll-Up II Accelerated Contract Payment Liability option is no longer available for new contracts in Sun Life Financial Investments (Bermuda) Ltd.'s Sun Secured Advantage product. The AgreementConsists of Guaranteed Interest Periods and Variable Sub-Accounts. Agreement Designation
Variable Sub-Account Investments1A variety of equity, fixed-income, and capital preservation funds designed to help meet your Client's needs. Guaranteed Interest Periods2
Investments
Investments that cause the Account Value to exceed the maximum are subject to review and approval by Sun Life Financial Investments (Bermuda) Ltd. Charges
Access to MoneyDuring the five years of each Investment, the greater of total earnings less any prior free withdrawals or 10% of the Investment can be withdrawn without a Contingent Deferred Sales Charge (CDSC)4. Transfers
Early Withdrawal Adjustment (EWA)Amounts transferred or withdrawn from the Guarantee Interest Period(s) prior to the applicable renewal date may be decreased or increased on the basis of the relationship between the current interest rate applicable to the balance of the Guarantee Interest Period and the interest rate that is actually credited to the Guarantee Amount being transferred or withdrawn. An Early Withdrawal Adjustment may affect principal. Target Maturity Date (TMD)On the TMD, the account value may be paid to the Participant. The TMD is no later than the first day of the month following the Account's fortieth anniversary. Professional ManagementSun Life Financial Investments (Bermuda) Ltd. (SLFI)
Butterfield Trust (Bermuda) Limited
The Variable Sub-Accounts, Product Options, and Optional Programs your clients choose should correspond to their financial needs, goals, and risk tolerance. |
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