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Account Opening 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 group
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01
Obtain the necessary forms from Sun Life Asset Management or download them from their website.
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Fill out the forms with accurate and up-to-date information about your assets and investment goals.
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Provide any additional supporting documentation that may be required, such as identification or proof of income.
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Review the completed forms and documentation for any errors or missing information before submitting.
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Submit the filled-out forms and supporting documents to Sun Life Asset Management through their designated channels, such as online submission or in-person at their office.

Who needs sun life asset management?

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Individuals who are looking to invest their assets in a managed and diversified portfolio.
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Those who may not have the time or expertise to manage their investments on their own.
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Investors who prefer to have professional financial advisors make decisions on their behalf.
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People who want to grow their wealth and achieve their financial goals through strategic asset management.
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Sun Life Asset Management is a subsidiary of Sun Life Financial that offers a wide range of investment products and services.
Investors, individuals, or institutions who hold assets managed by Sun Life Asset Management are required to file relevant documentation.
To fill out Sun Life Asset Management forms, investors need to provide accurate information about their investment holdings and related financial information.
The purpose of Sun Life Asset Management is to help investors grow and manage their assets effectively through various investment products and services.
Information such as asset holdings, investment performance, fees/expenses, and any relevant financial data must be reported on Sun Life Asset Management forms.
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