Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

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Investment GIF e-App

Feel confident in your digital business!

Submit and manage your segregated fund applications from anywhere with the Investment GIF e-App.

Feel confident in your digital business!

Submit and manage your segregated fund applications from anywhere with the Investment GIF e-App.

Walk Clients through an online application with a guided workflow from start-to-finish. You can save your progress and come back later to submit forms and applications. The Investment GIF e-App does the work for you, saving time for you and Clients. 

Get started:

  1. Log-in to launch the Investment GIF e-App or use the practise environment to see how easy it is. You can also book a demo with us to have a 1:1 training session before getting started.
  2. Begin submitting segregated fund applications electronically with the Investment GIF e-App.
  3. You can upload, store & retrieve documents, and save your progress before submitting.
  4. Access your dashboard listing to see in-progress and submitted applications
  5. Share documents directly with Clients and other third parties as needed.

Login to launch GIF e-App

Need access to our secure site to use the GIF e-App? Register here

Note: If you are an Advisor with a login to the sunlife.ca/advisor site, you can now use the same login to access the Sun Life Global Investments Advisor site and launch the GIF e-App.

You asked, we answered! 

With these added capabilities, you can now do even more on the GIF e-App. 

Newest features

  • Auto-emailing or faxing of transfer forms to relinquishing institutions together with signing certificates
  • Auto-emailing of Information Folder and Fund Facts to the client
  • A practice version where advisors/assistants can try the e-app without impacting their actual applications and dashboard
  • Canada Post integration eliminating the possibility of incorrect postal codes
  • Integrated the Legacy Settlement Option form to eliminate a manual process

Coming soon

  • Ability to submit new deposits to existing contracts
  • Ability to add or update PAC information on existing contracts
  • Ability to add or update banking information

Coming in 2022:

  • Corporate account setup with all the associated supplementary forms
  • Non-registered and registered transfers to existing contracts from other financial institutions
  • Submit switches and transitions
  • RRIF and SWP setups on existing contracts including Income election

It’s time you felt confident in your digital business. 

We can show you how. 

Book a personal 1:1 training session to get started using the GIF e-App today.

 

We will contact you within 2 business days to set-up a demo time.

Who can I contact for help?