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Identity verification, third party determination and politically exposed persons (PEP) for individual owners (Investments and Wealth) Sun Life Financial Investment Services (Canada) Inc., Sun Life
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How to fill out sun life advisor site

01
Go to the Sun Life Advisor website.
02
Click on the 'Sign Up' button to create an account.
03
Fill out your personal information, including your name, address, and contact details.
04
Provide your employment information, such as your current occupation and employer.
05
Choose your area of specialization or interest within the insurance industry.
06
Enter any relevant certifications or licenses you may have.
07
Upload any supporting documents, such as your resume or professional certifications.
08
Review the information you have provided and click on the 'Submit' button.
09
Wait for approval from Sun Life. You will receive a notification once your application is processed.
10
Once approved, you can log in to the Sun Life Advisor site and start utilizing its features and resources.

Who needs sun life advisor site?

01
Sun Life Advisor site is useful for individuals who are interested in becoming financial advisors or insurance professionals.
02
It is also beneficial for current Sun Life advisors who want to access resources, tools, and support provided by the company.
03
Additionally, individuals who are considering purchasing insurance or planning for their financial future can also benefit from the information and services available on the site.
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The Sun Life Advisor site is a platform for financial advisors to access resources, tools, and information to better serve their clients.
Financial advisors who are affiliated with Sun Life Financial are required to use the Sun Life Advisor site.
Financial advisors can fill out the Sun Life Advisor site by logging in with their credentials and accessing the required forms and information.
The purpose of the Sun Life Advisor site is to provide financial advisors with the necessary tools and resources to effectively assist their clients with their financial planning.
Financial advisors must report client information, financial plans, investment products, and any relevant updates on the Sun Life Advisor site.
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