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Please be aware that as of Monday, January 23, 2017, additional investments on Sun Investor are no longer accepted.
A variety of equity, fixed-income, and capital preservation funds designed to help meet your client’s needs.
Minimum Initial Investment: $100,000 USD
Minimum Additional Investment: $10,000 USD
Maximum Investment: $15,000,000 USD (without pre-approval)
Maximum Age: 85 (without pre-approval)
Annual Asset Charge: 1.50%
Annual Asset Charge: 1.35% if account value after an Investment or on any Account
Anniversary equals or exceeds $1.5 million
No front end loads or back end sales charges
Sun Life Financial Investments (Bermuda) Ltd. (SLFI)
Sun Investor is offered by Sun Life Financial Investments (Bermuda) Ltd., a subsidiary of the globally recognized parent company, Sun Life Assurance Company of Canada, a AA- company based in a AAA rated country2.
With more than 145 years of history, the Sun Life Financial family of companies has weathered past economic downturns and continues to be a stable financial organization. The evidence of our success and conviction lies with millions of people worldwide that trust the Sun Life Financial brand.
Butterfield Trust (Bermuda) Limited
SLB-2835 0218 Exp. 0220