Get the free SunWise Essential Series 2 Application Form - CI Investments

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1305-0998 SW Essentials 2 Full App E:Layout 1 9/27/13 10:22 AM Page 2 D Sun Life Assurance Company of Canada Application Form October 2013 SunWise Essential Series 2 is an individual variable annuity

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What is sunwise essential series 2?

Sunwise Essential Series 2 is a financial product created by Sunwise Investments. It is a series of investment funds that offer a diversified portfolio to investors.

Who is required to file sunwise essential series 2?

Individuals and entities who wish to invest in the Sunwise Essential Series 2 funds are required to file the necessary documentation and meet the eligibility criteria set by Sunwise Investments.

How to fill out sunwise essential series 2?

To fill out Sunwise Essential Series 2, investors can visit the Sunwise Investments website or contact their authorized representatives. They will guide investors through the process and provide the necessary documentation.

What is the purpose of sunwise essential series 2?

The purpose of Sunwise Essential Series 2 is to provide investors with a diversified and professionally managed investment portfolio. It aims to generate long-term growth and income for investors while minimizing risk through a mix of asset classes.

What information must be reported on sunwise essential series 2?

Investors are required to report their personal and financial information, including their investment objectives, risk tolerance, income, and net worth. This information helps Sunwise Investments determine if the investor is eligible for the Sunwise Essential Series 2 funds and to create a suitable investment strategy.

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