#request.oFMSBhv.render(file_name="Product.jpg",file_uuid="3F65E59A-E269-8630-69D5-3A5D6EE81876",file_type="jpg",behaviour="Default",src="/shadomx/apps/fms/fmsdownload.cfm?file_uuid=3F65E59A-E269-8630-69D5-3A5D6EE81876&siteName=international",icon="/shadomx/apps/fms/admin/pics/icon_jpg.gif")#

Products & features

 
 
 

Asset allocation

As asset allocation is a key determinant of investment performance over time, Sun Life Financial offers asset allocation programs where your client can select a model based on their individual needs, risk tolerance and goals. And the models, designed to simplify your clients' wealth management needs, are offered free of charge.

The assets are rebalanced on a periodic basis.

Clients' Investments are allocated according to the selected asset allocation model.

Sun Life Financial may add or remove one or more of the asset allocation models without notice. Not all models are available with all Optional Product Features.

SLB-2849 0520 Exp. 0522

 


© 2024 Sun Life Assurance Company of Canada. All Rights Reserved. Legal | Privacy | Security