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Private Client Pricing

Fee advantages for large accounts

Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction.

A variety of options

Choose from a range of eligible Sun Life Global Investments mutual funds or Sun Life GIFs segregated funds to meet your investment needs at every stage of your life.

Automatic enrolment

Once you reach a $250,000 market value in aggregate eligible mutual funds or in eligible units in Sun Life GIFs contracts, you will automatically qualify for management fee reductions which increase as your portfolio grows.

Account linking1

Mutual fund accounts: Individual mutual fund accounts belonging to the same investor will automatically be linked together and receive management fee reductions based on the combined total eligible securities held in the linked accounts.

Segregated fund accounts: Individual GIF contracts belonging to the same investor will automatically be linked together and receive management fee reductions based on the combined total eligible units held in the linked contracts. 

Mutual fund accounts cannot be linked with segregated fund contracts.

Get started now

Talk to your advisor to learn more about the advantages of Sun Life Global Investments Private Client Pricing.

Advisors, sign in to access the advisor brochure and management fee reduction schedule.

1 Individual mutual fund accounts or individual GIF contracts are linked if all of the following criteria are the same: first letter of investor first name, investor last name, date of birth, postal code, advisor code, and dealer code. Joint and corporate accounts/contracts are not eligible for linking.

Sun Life Global Investments is the trade name of SLGI Asset Management Inc. and The Sun Life Assurance Company of Canada. SLGI Asset Management Inc. is the manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Sun Life segregated funds.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.