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Investor Profile Questionnaire managed by CI Investments Inc. Issued by Sun Life Assurance Company of CanadaInvestor profile questionnaire You have your own unique blend of financial needs and resourcesMaking
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- Applying for an insurance policy or investment plan
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It's important to check with Sun Life directly or consult a financial advisor for specific information on who may need forms issued by the company in a given situation.
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Sun Life issues insurance policies and financial products.
Policyholders and beneficiaries are required to file forms issued by Sun Life.
The forms issued by Sun Life can be filled out online or in person at a Sun Life office.
The purpose of forms issued by Sun Life is to update and manage policyholder information.
Information such as policy numbers, beneficiaries, and contact information must be reported on forms issued by Sun Life.
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