Retired products

 
 
 

Sun Secured Advantage Plus

Please be aware that as of Monday, January 23, 2017, additional investments on Sun Secured Advantage Plus are no longer accepted.   

Sun Secured Advantage Plus is a unique offshore investment product that offers global investors a robust set of optional wealth transfer and living benefit programs that match their investment goals and risk tolerance. In addition, Sun Secured Advantage Plus provides the following product features:

• Bermuda Trust Ownership Structure

• Individual, Corporate, or Trust Participants

• Over 90 Variable Sub-Accounts

• Strategic Asset Allocation Models

• Automatic Portfolio Rebalancing

• Build Your Own Portfolio

• U.S. Dollar Denominated Accounts

• Tax-neutral Location1

1 This website is not intended as legal or tax advice.  Your clients will need to consider the legal and tax consequences of owning offshore products in any jurisdiction that may be applicable to their situation.

The issuing company of this investment, Sun Life Financial Investments (Bermuda) Ltd. Hamilton, Bermuda, is regulated and licensed to conduct Investment Business by the Bermuda Monetary Authority under Bermuda’s Investment Business Act. Sun Secured Advantage Plus may not be sold in the United States, nor to citizens or residents of the United States or Canada, nor to residents of Bermuda. Other restrictions may apply.

SLB-2841 0420 Exp. 0422

 


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