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Este Circular de Oferta proporciona información sobre el Plan de Reinvertimiento de Dividendo y Compra de Acciones de Sun Life Financial Inc. en Canadá. Detalla cómo los accionistas pueden reinvertir
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How to fill out Canadian Dividend Reinvestment and Share Purchase Plan

01
Obtain the application form for the Canadian Dividend Reinvestment and Share Purchase Plan from your investment institution or the company's website.
02
Fill in your personal information such as name, address, email, and phone number in the designated sections on the form.
03
Provide your account information, including your existing brokerage account number or details of the investment account where the shares will be held.
04
Indicate your preference for reinvesting dividends or purchasing additional shares, and specify the amount if applicable.
05
Review the plan's terms and conditions, including any fees associated with the plan.
06
Sign and date the application form to confirm your understanding and acceptance of the terms.
07
Submit the completed form to your investment institution or the contact address provided in the instructions.

Who needs Canadian Dividend Reinvestment and Share Purchase Plan?

01
Investors who want to grow their investments through reinvested dividends.
02
Individuals looking to purchase shares in a company without incurring brokerage fees.
03
Long-term investors seeking to accumulate more shares over time.
04
Those interested in taking advantage of stock price discounts typically offered in DRIP plans.
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People Also Ask about

Dividend reinvestment has some drawbacks. One downside is that investors have no control over the price at which they buy shares. If the stock gains significant value, they'd still buy shares at what could be a high price.
DRIP at TD Direct Investing Once you set up a DRIP, the cash dividend is automatically reinvested.
A DRIP reinvests cash distributions (dividends) paid to unitholders by an ETF into that same ETF. DRIP investing is a popular investment strategy for Canadians that allows investors to reinvest their ETF cash distributions in a cost-effective manner.
The fee for ReINVESTMe is a flat fee of $5.50 (inclusive of GST) per dividend or distribution payment per securityholding, and this fee will be deducted from your dividend or distribution before we purchase the securities.
What is a Dividend Reinvestment Plan? A Dividend Reinvestment Plan or DRP, allows eligible Computershare shareholders to have all or part of their dividends paid in Computershare shares.
If you invest in stocks, you pay a 2% reinvestment fee based on the amount of dividends you reinvest. This means that if you reinvest $500 into stocks per month, your fee would be $10, leaving $490 available for reinvestment. If you reinvest into a mutual fund, you pay the price determined by the prospectus.
Computershare does not charge a fee to transfer stock; however you may incur fees from other institutions. For example, you may be charged a fee by the institution that provides the Medallion Signature Guarantee.
Share certificate holders: Contact a stockbroker to sell your common shares of Sun Life Financial Inc. Share ownership participants in Canada: You can sell your common shares by detaching and completing Form A on the front of your share ownership statement. Mail the form to TSX Trust Company .

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The Canadian Dividend Reinvestment and Share Purchase Plan allows investors to reinvest dividends paid on their shares to purchase additional shares, often at a discount, without incurring brokerage fees.
Typically, Canadian residents who participate in such plans must report their activities for tax purposes, particularly if they receive dividends or purchase shares through these plans.
To fill out the plan, investors generally need to provide personal identification information, details of their existing shareholdings, specify the number of shares they wish to purchase or reinvest, and sign the application form.
The purpose of the plan is to encourage long-term investment by allowing shareholders to reinvest dividends, thereby compounding their investment over time and increasing ownership in the company.
Investors must report the amount of dividends reinvested, the number of shares purchased, the dates of transactions, and any relevant tax information related to the transactions.
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