- Email or fax transfer forms to relinquishing institutions for you
- Emails the Information Folder, contract and Fund Facts to the Client for you
- Forward copies to your back office
- Integrates with Canada Post to eliminate incorrect addresses
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Everything paper did, the Investment GIF e-App can do better!
The Investment GIF e-App helps you streamline the backend so you can save time and get back to what matters – advising.
Say goodbye to wasted hours filling out paper forms or resubmitting applications due to small errors or missing information.
Going digital means you save on business expenses like gas, printing, office supplies… you get the idea!
That allows you to give back to your team, Clients, and yourself!
Small changes make a big difference.
Operating online means less paper, helping our planet in a small but mighty way.
The Sun Life GIF e-App is accessed by logging into the
Sun Life Global Investments Advisor Site.
If you're an Advisor with a Suncentral login, you can use those credentials to login and access the GIF e-App.
Need access to Suncentral?
Note: Advisors must be contracted with Sun Life to submit an application.
Want help getting started? We’d be happy to provide a 1:1 demo of the GIF e-App.
Client Services: 1-844-753-4437
Technical Support (ATS): 1-800-800-4SUN (4786)
Email: gifs@sunlife.com
The Investment GIF e-App is designed as a guided workflow to ensure your application will be accepted the first time around. It helps to simplify your business with:
Learn more about the Sun Life Global Investments product suite
Explore some of our Sun Life Guaranteed Investment Funds – Investment Options
We will contact you to book a demo, where we will walk you through the tool and answer any questions you may have.