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IMPORTANT UPDATES TO YOUR INVESTMENTS One of the responsibilities of SFU is to review the investment options offered under the Simon Fraser University Group IF & RIF, which is provided by Sun Life
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Step 1: Gather all necessary documents and information related to your investments.
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Step 2: Review the investment forms and documents provided by your investment company.
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Step 3: Fill out the required personal information accurately, such as your name, address, and contact details.
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Step 4: Provide the details of the specific investments you want to make, including the type of investment, amount, and duration.
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Step 5: Follow any instructions or guidelines provided for each investment option.
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Step 6: Double-check all the information you have filled in for accuracy before submitting the forms.
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Step 7: Review the terms and conditions associated with your investments, including any risks involved.
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Step 8: Sign and date the investment forms where required.
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Step 9: Keep a copy of the filled-out investment forms for your records.
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Step 10: Submit the completed forms to your investment company either online or through mail.

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