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Account Opening (Institutions) The Sun Life Prosperity Funds, referred to as Funds, are all managed and distributed by Sun Life Asset Management Company, Inc. (SLA MCI), a member of the Sun Life Financial

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Gather all necessary information such as personal details, investment goals, risk tolerance, and financial situation.

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What is sun life asset management?

Sun Life Asset Management is a subsidiary of Sun Life Financial that offers a range of investment management services.

Who is required to file sun life asset management?

Investment firms and financial institutions that use the services of Sun Life Asset Management are required to file reports on their assets managed by the company.

How to fill out sun life asset management?

The forms for filing Sun Life Asset Management can be obtained from the company directly or through their online portal. The forms must be completed accurately and submitted before the deadline.

What is the purpose of sun life asset management?

The purpose of Sun Life Asset Management is to help investors grow and manage their assets effectively through expert investment advice and portfolio management services.

What information must be reported on sun life asset management?

The reports filed for Sun Life Asset Management must include details of the assets managed, investment performance, fees paid, and any other relevant financial information.

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