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Get the free DEALING INSTRUCTION FORM FOR SUN LIFE FINANCIAL SERVICES OF CANADA INC. COMMON SHARES

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This form is used by shareholders to buy or sell shares of Sun Life Financial Services through a postal share dealing service provided by Capita IRG Trustees Ltd. It includes instructions, terms and
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How to fill out DEALING INSTRUCTION FORM FOR SUN LIFE FINANCIAL SERVICES OF CANADA INC. COMMON SHARES

01
Obtain the Dealing Instruction Form from Sun Life Financial Services of Canada Inc.
02
Fill in your personal information in the designated sections, including your name, address, and contact details.
03
Specify the number of common shares you wish to deal with.
04
Indicate the type of transaction you are requesting, either buying or selling shares.
05
Provide any additional required information based on the nature of the transaction, such as payment details or share transfer specifics.
06
Review the completed form for accuracy and completeness.
07
Sign and date the form in the designated area.
08
Submit the form through the prescribed method indicated in the instructions, whether electronically or by mail.

Who needs DEALING INSTRUCTION FORM FOR SUN LIFE FINANCIAL SERVICES OF CANADA INC. COMMON SHARES?

01
Investors or shareholders who wish to buy or sell common shares of Sun Life Financial Services of Canada Inc.
02
Individuals involved in managing investment portfolios that include Sun Life Financial shares.
03
Financial advisors or brokers acting on behalf of clients needing to execute trades involving Sun Life common shares.
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People Also Ask about

Share certificate holders: Contact a stockbroker to sell your common shares of Sun Life Financial Inc. Share ownership participants in Canada: You can sell your common shares by detaching and completing Form A on the front of your share ownership statement. Mail the form to TSX Trust Company .
You cash out of stocks by selling them through a broker. Once the sale goes through, you'll see cash in your account based on the amount of stock you sold.
Share Ownership Statement means a statement issued pursuant to the demutualization of Sun Life Assurance Company of Canada or pursuant to the Corporation's combination transaction with Clarica Life Insurance Company, which states among other things, the name of the Share Ownership Statement holder and the number of
Search online or call us at 1-800-387-0825 or 1-416-682-3860 between the hours of 8:00 a.m. and 6:30 p.m. ET, Monday to Friday.
You will need to obtain a share certificate and sell your shares through a stockbroker who trades on the Toronto, New York or Philippine stock exchanges.
If you have a share certificate and you would like to sell your shares, you must deliver the certificate, together with any other required documents, to your broker and arrange for your broker to sell your shares. If you do not have an account with a broker, you will have to open one.
Investor Trade Select the holding you wish to sell. Click 'Action' in the portfolio menu. Click 'sell'
Sun Life Financial Inc. has appointed TSX Trust Company to provide registrar, transfer agent and shareholder services to registered shareholders and Canadian share ownership statement holders of Sun Life common shares. TSX Trust Company has co-transfer agents in the U.S., U.K., Hong Kong and Philippines.

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The DEALING INSTRUCTION FORM for Sun Life Financial Services of Canada Inc. common shares is a document used by shareholders to provide instructions regarding the transaction or handling of their common shares, such as buying, selling, or transferring shares.
Shareholders of Sun Life Financial Services of Canada Inc. who wish to execute transactions involving their common shares are required to file the DEALING INSTRUCTION FORM.
To fill out the DEALING INSTRUCTION FORM, shareholders must provide their personal details, specify the type of transaction (such as buy or sell), indicate the number of shares involved, and sign the form to authorize the transaction.
The purpose of the DEALING INSTRUCTION FORM is to facilitate the execution of transactions related to common shares of Sun Life Financial Services, ensuring that shareholders' instructions are clearly documented and legally recognized.
The information that must be reported includes the shareholder's name, account number, transaction type, number of shares involved, date of transaction, and any specific instructions regarding the transaction.
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