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.
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.
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.