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SUN LIFE FINANCIAL INC. PROXY ACCESS POLICY (a)(b)Inclusion of Nominees in Proxy Circular. Subject to the provisions of this Policy, if expressly requested in the relevant Nomination Notice (as defined
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01
To fill out inclusion of nominees, follow these steps:
02
Start by gathering all the necessary information about the nominees, such as their names, contact details, and background.
03
Identify the categories or positions in which the nominees are being included.
04
Prepare a form or document specifically designed for the inclusion of nominees.
05
Clearly state the purpose of the inclusion and provide any relevant guidelines or criteria for selection.
06
Begin the form by providing spaces to enter the nominee's personal information, including their full name, address, phone number, and email.
07
Include sections to describe the nominee's qualifications, experience, and achievements in relation to the specific category or position.
08
If applicable, provide a section for the nominee's references or endorsements.
09
Include a declaration or statement of consent where the nominee agrees to be included and abide by any associated obligations.
10
Ensure that the form or document has sufficient space for the nominator's details and signature, along with any other necessary signatures.
11
Review the completed inclusion form for accuracy and completeness before submitting it.
12
Save a copy of the form for record-keeping purposes.
13
Submit the inclusion form to the designated organization or committee responsible for processing nominations.
14
Wait for confirmation or further instructions regarding the inclusion of nominees.
15
Follow up with the organization or committee, if necessary, to inquire about the status or outcome of the inclusion process.
16
Remember to comply with any specific procedures or requirements set by the organization or committee responsible for the inclusion of nominees.

Who needs inclusion of nominees in?

01
Inclusion of nominees is needed by various organizations or committees that require the participation or representation of individuals in specific categories or positions.
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This may include:
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- Award committees looking for nominees in different award categories.
04
- Political parties seeking candidates for elections.
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- Professional associations or guilds in search of members for leadership positions.
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- Academic institutions considering nominees for scholarships or academic awards.
07
- Non-profit organizations or charities seeking board members or volunteers.
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Inclusion of nominees allows these organizations to formally consider individuals who meet specific criteria and contribute to the decision-making process or overall objectives of the organization.

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