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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First sixty-day receipt information for Superflex and GIC products

This document provides instructions for requesting RRSP sixty-day receipts for Superflex, Pre-Superflex and GIC products, when the money is received by the advisor before midnight on the RRSP cut-off date*.

Tax-Free Savings Account (TFSA)

- Contribution receipts are not applicable to a TFSA. Contributions to a TFSA are reported on an Annual Information Return submitted to Canada Revenue Agency by SLF.

What do you need to know?

  • Receipts will automatically be issued if cheques are dated and received on or prior to the last day of the RRSP season.
  • First sixty-day receipts cannot be requested if money is received by the advisor after midnight on the cut-off date.
  • Investment directions completed for a transfer of money from a non-registered contract to a GIC, Superflex, or Pre-Superflex RRSP, received  on the last day of RRSP season will not automatically create first sixty day receipt.

If your client expects a first sixty-day receipt for the transferred money, you must e-mail ServiceNow to request the receipt.

*Please see Tax slip and receipt mailing schedule for all Individual products for cut-off dates.