Close search  
  • Search

Regions

  • Worldwide (sunlife.com)
  • Canada
    • Sun Life Canada
    • Sun Life Global Investments
    • SLC Management
    • Bentall Kennedy Group
  • China
  • Hong Kong, SAR
  • India
    • Birla Sun Life
    • Sun Life Global Solutions
  • Indonesia
  • International
  • Ireland
  • Malaysia
  • Philippines
    • Sun Life Philippines
    • Sun Life Grepa Financial
    • Sun Life Global Solutions
  • Singapore
  • United Kingdom
  • United States
    • Sun Life United States
    • MFS Investment Management
    • Bentall Kennedy Group
  • Vietnam

Languages - Canada

  • English
  • Français
Back
Regions
Language
  • Worldwide (sunlife.com)
  • Canada

    • Sun Life Canada
    • Sun Life Global Investments
    • SLC Management
    • Bentall Kennedy Group
  • China
  • Hong Kong, SAR
  • India

    • Birla Sun Life
    • Sun Life Global Solutions
  • Indonesia
  • International
  • Ireland
  • Malaysia
  • Philippines

    • Sun Life Philippines
    • Sun Life Grepa Financial
    • Sun Life Global Solutions
  • Singapore
  • United Kingdom
  • United States

    • Sun Life United States
    • MFS Investment Management
    • Bentall Kennedy Group
  • Vietnam
  • English
  • Français
Skip to Client sign in Skip to main content Skip to footer
sun-central-logo
  • Alerts
  • Contact us
  • Illustration
  • Rates
  • Sun eApp
  • Secure inbox
  • Profile
  • EN
  • Search
  • Consulting

    Quick links

    • Forms
    • Applying and underwriting
    • CE credits
    • Contracts and compensation
    • Events
    • Strategic Partner Program

    Business Building

    • Proven practices of leading advisors
    • Multi-disciplinary teams
    • Advisor business planning
    • Client management
    • Succession planning
    • View all

    Marketing Yourself

    • Defining your brand
    • Marketing planning
    • Social media
    • Video marketing
    • Connecting through webinars and seminars
    • View all

    Advice and Stewardship

    • Collaborating with COIs
    • Intergenerational wealth planning
    • Advice for life
    • Engaging women
    • Client videos
    • Working with Millenials
    • View all

    Professional Insights

    • Working with business owners
    • Rethink
    • Industry insights
    • Life insurance and the wealthy
    • Voice of the advisor
    • View all
  • Products

    Quick links

    • Forms
    • Applying and underwriting
    • Compliance
    • Insurance sales team
    • Illustrations
    • Sun eApp

    Life

    • Participating Life Insurance
    • Permanent Life Insurance
    • Term Insurance
    • SunUniversalLife II
    • Death Claim Processing
    • View all

    Health

    • Sun Critical Illness Insurance
    • In-force Long-term Care Insurance
    • Personal Health Insurance and Health Coverage Choice
    • Sun Retirement Health Assist
    • Products no longer sold
    • View all

    Investments

    • Segregated funds
    • Mutual funds
    • Payout annuities
    • Sun guaranteed investments AA/GIC
    • Products no longer sold
    • View all

    Strategies and concepts

    • Articles & Publications
    • Canadian Health Insurance Tax Guides
    • Taxation
    • Corporate asset transfer
    • Individual investment strategy
    • View all

    Marketing material

    • Brochures, booklets and sheets
    • Chinese marketing
    • View all
  • Client Service

    Quick links

    • Forms
    • Activity centre
    • Client portfolio
    • e-Signature form selection tool
    • My Sun Life GIF tool
    • Request centre

    New business and underwriting

    • Tools and Illustrations
    • Applying and underwriting
    • Rates
    • Large case support
    • View all

    In-force business

    • Pre-authorized chequing
    • Beneficiary changes
    • Customer access
    • In-force client service standards
    • Life insurance conversions
    • View all

    Client engagement

    • Teladoc Medical Experts
    • View all

    Claims

    • Death claims processing
    • Disability claims
    • Accidental death claims
    • Individual life insurance and wealth death claims
    • Death claims of $150,000 or less
    • View all
  • Support

    Quick links

    • Forms
    • CE credits
    • Customer access support tool
    • Large case support
    • News
    • Request centre

    How we help you grow

    • Events
    • How we help?
    • Strategic Partner Program
    • Voice of advisor
    • Our MGA and NA distribution partners
    • View all

    Learning and development

    • CE credits
    • Getting started with Sun Life
    • How to use this site
    • View all

    Contracts and compensation

    • IMPORTANT FACTS: Multi-corporation
    • How to access your commission statement through EIMweb
    • Cross-channel advisor of record changes for insurance products
    • Cross channel conversion rules
    • 2023 remuneration disbursement schedule
    • View all

    Compliance

    • Address changes
    • Canada's anti-spam legislation (CASL)
    • Disclosure
    • Privacy standards
    • Legislative supervisory requirements for new life insurance agents and trainees
    • View all
Sign in
Skip to Client sign in Skip to main content Skip to footer
sunlife logo
Sign in
  • Search
  • Products
    • Back
    • Products
    • Products overview
    • Health
      • Back
      • Health overview
      • Sun Critical Illness Insurance
      • Long Term Care
      • Personal Health Insurance and Health Coverage Choice
      • Sun Retirement Health Assist
    • Life
      • Back
      • Life overview
      • Participating Insurance
      • Permanent Insurance
      • Term Insurance
      • Death Claim Processing
      • Individual life insurance and wealth death claims
      • 10 reasons to choose SunUniversalLife II
      • SunUniversalLife II
    • Investments
      • Back
      • Investments overview
      • Mutual funds
      • Sun guaranteed investments AA/GIC
      • Segregated funds
      • Payout annuities
    • Marketing materials
      • Back
      • Marketing materials overview
      • Brochures & Fact Sheets
      • Logo usage guidelines
      • Chinese Marketing
      • Products no longer sold
    • Strategies and Concepts
      • Back
      • Strategies and Concepts overview
      • Taxation
      • Canadian Health Insurance Tax Guide
      • Insurance Tax Solutions
      • Asset Protection – critical illness insurance
      • Seminar - Buy - Sell agreement SP
      • Corporate asset transfer
      • Corporate investment strategy
      • Corporate retirement strategy
      • Sample Board Resolution for a grouped CII plan
      • Family protection solutions
      • Individual Asset Transfer
      • Individual investment strategy
      • Key person protection
      • Lifetime gift annuity
      • Mortgage protection insurance
      • Individual retirement strategy
      • Shared ownership - critical illness insurance
      • Shared ownership - life insurance
      • The corporate retirement strategy with SunUniversalLife II
      • Corporate ownership of a life insurance policy
      • Refundable Dividend Tax on Hand (RDTOH)
      • U.S. taxes for Canadians with U.S. assets
  • Client Service
    • Back
    • Client Service
    • Client Service overview
    • New business and underwriting
      • Back
      • New business and underwriting overview
      • Tools and illustrations
      • Applying and underwriting
      • Rates
      • Large case support
    • In-force business
      • Back
      • In-force business overview
      • Pre-authorized chequing
      • Customer Access
      • In-force client service standards
      • Life insurance conversions
      • Locating clients who are missing or have unclaimed property
      • Collecting information about non-owner payors of insurance policies
      • Participating insurance and dividends
      • Statements and their frequency
      • How to add Estate and/or Income Series units to an existing contract
      • Annuitant changes
      • Death claims
      • How to pay a fee
      • Automated deposits and withdrawals
      • Large case rate enhancements
      • Legacy settlement option
      • Non PAC payment options
      • Policy loan tax reporting
      • Post issue fees for Individual products
      • Process for maturing non-registered guaranteed savings annuities
      • Specialty withdrawals and requests
      • Subsequent trades
      • Transfers
      • Withdrawals
      • Investment directions
      • Juvenile Smoking Status Change
    • Client engagement
      • Back
      • Client engagement overview
      • Teladoc Medical Experts
    • Claims
      • Back
      • Claims overview
      • Death claims of $150,000 or less - express claim
      • Accidental death claims
      • Disability claims
      • How to make a claim for the return of premium on death benefit
      • How to make a claim for Long Term Care Insurance
  • Support
    • Back
    • Support
    • Support overview
    • Contracts & Compensation
      • Back
      • Contracts & Compensation overview
      • Important Facts: Multi-Corporation
      • How to access your commission statement through EIMweb
      • Cross-channel advisor of record changes for insurance products
      • Cross channel conversion rules
      • 2023 remuneration disbursement schedule - Canada
      • 2022 remuneration disbursement schedule - Canada
    • Compliance
      • Back
      • Compliance overview
      • Permissible activities - For a life licensed person
      • Investor/Stranger Owned Life Insurance - Industry on alert
      • Legislative supervisory requirements for new life insurance agents and trainees
      • Policy replacements
      • Privacy standards
      • PCMLTFA
      • Address changes
      • Canada’s Anti-Spam Legislation (CASL)
      • Disclosure
      • National do not call list
      • Sample "Reasons Why" Letters
      • Simple and practical tips when using social media
      • Information on third party client authorizations
      • Unethical advisor behaviour for trading in policies
      • Viatical and life settlements - trading in policies is not permitted
      • Law 14 (previously known as Bill 96) in Quebec
    • How we help you grow
      • Back
      • How we help you grow overview
      • Events
      • Strategic Partner Program
      • How we help?
    • Learning and development
      • Back
      • Learning and development overview
      • CE credits
      • Getting started with Sun Life
      • How to use this site
      • Our MGA and NA distribution partners
  • News
    • Back
    • News
    • News overview
    • Use Sun Life Illustrations version 5.8.0 for par
    • Wondering when to use the PUA or Enhanced dividend option? We’ve got you covered
    • Start a conversation about long-term care insurance with updated Cost of Care reports
    • Live webinar - Sun Critical Illness Insurance (CII) for Children
    • We won’t send printed copies of Annual Policyholder Statements to firms for some products starting March 10
    • The 2023 Strategic Partner Program is live
    • What does the Silicon Valley Bank collapse mean for Canadian investors?
    • Show Clients the power of Sun Par over time with a new video
    • New website alert! Get ready for Suncentral
    • 2023 federal budget commentary
    • Live webinar - The Corporate Conversation
    • Get an early look at Suncentral
    • Earn CE credits at Sun Life’s free webinar series
    • Client mailings for policy loan tax reporting errors – May update
    • Now available: updated Par Facts & Figures marketing materials and a new fact sheet
    • New emergency travel medical coverage provider for PHI and HCC
    • Introducing Suncentral - the central connection for your insurance business 
    • Updating Clients’ expired credit cards for Personal Health Insurance (PHI) and Health Coverage Choice (HCC)
    • Discover the proven practices of leading advisors
    • PHI & HCC Client Guides now available in Simplified Chinese
    • Staying compliant with Law 14 in Quebec
    • Live webinar: ABCs of chronic diseases in Canada
    • Important Reminder: Dynacare order tracking available online
    • Build powerful connections with the COI toolkit
    • 3 new resources to help you sell Par for children
    • New PHI and HCC emergency travel medical provider: Client letter mailing
    • Give Term Clients ultimate flexibility with industry leading conversion options
    • Understand how to illustrate the Sun Life Diversified Account
    • New Contact Centre experience for insurance callers starts August 14
    • FAQ for staying compliant with Law 14 in Quebec
    • Client mailings for policy loan tax reporting errors – August update
    • Weve refreshed our sales strategy materials
    • Registrations are open for Marketing Associate Forum 2023
    • Get decisions 10-12 days faster in Sun eApp
    • National Accounts year-end: Take note of these key dates
    • Introducing e-paramedical service through Dynacare
  • Alerts
    • Back
    • Alerts
    • Alerts overview
    • Get to know Suncentral
    • Browser compatibility for forms and tools
    • Support for Clients impacted by Alberta wildfires
    • Potential service delays with new insurance applications
    • Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm
  • Contact us
    • Back
    • Contact us
    • Contact us overview
    • Document and distribution centre
    • Independent insurance distribution
      • Back
      • Independent insurance distribution overview
      • Alan Lio
      • Ashley Jones
      • Allester Arellano
      • Andrea Saffrey-Lewis
      • Bryan Adachi
      • Edwina Chan
      • Diane Dubé
      • Éric La Charité
      • Holly Diep
      • Jason Leveille
      • Jenny Chan
      • Jon Hansen
      • Kitty Estrella
      • Lidia Pirrie
      • Zack Zhi
      • Mike Harris
      • Mona Yam
      • Yusudan Ren
      • Wai H. Leung
      • Viola Lam
      • Victoria Kwa
      • Travis Witt
      • Tracy To
      • Terry Ray
      • Sue De Sousa
      • Nevila Lato-Tershana
      • Nicholas Pateras
      • Nicolas Bernier
      • Patrick Than
      • Renée Ho
      • Stefanie Ozbalt
      • Stephen Szikora
      • Steven Kim
      • André Paradis
      • Mark Davis
      • Samuel Platel
      • Ryan Young
      • Neil Kellock
      • Arnab Roy
      • Pascale Leblond
    • VP insurance distribution
      • Back
      • VP insurance distribution overview
      • Stéphane Vigneault
    • Your wealth sales support team
  • Forms
  • Consulting
    • Back
    • Consulting
    • Consulting overview
    • Business building
      • Back
      • Business building overview
      • Advisor Business Planning
      • Client management
      • Succession planning
      • Proven practices of leading advisors
      • Multi-disciplinary teams
    • Marketing Yourself
      • Back
      • Marketing Yourself overview
      • Defining your brand
      • Video marketing
      • Connecting through webinars and seminars
      • Marketing planning
      • Social Media
    • Advice and Stewardship
      • Back
      • Advice and Stewardship overview
      • Intergenerational wealth planning
      • Advice for life
      • Engaging women
      • Client videos
      • Working with Millenials
      • Aging and Incapacity
      • Mental health
      • Collaborating with COIs
    • Professional insights
      • Back
      • Professional insights overview
      • Life Insurance and the wealthy
      • Working with business owners
      • Rethink
      • Voice of advisor
      • Industry insights
  • Group Plan Advisor sign-in
  • EN

    Regions

    • Worldwide (sunlife.com)
    • Canada
      • Sun Life Canada
      • Sun Life Global Investments
      • SLC Management
      • Bentall Kennedy Group
    • China
    • Hong Kong, SAR
    • India
      • Birla Sun Life
      • Sun Life Global Solutions
    • Indonesia
    • International
    • Ireland
    • Malaysia
    • Philippines
      • Sun Life Philippines
      • Sun Life Grepa Financial
      • Sun Life Global Solutions
    • Singapore
    • United Kingdom
    • United States
      • Sun Life United States
      • MFS Investment Management
      • Bentall Kennedy Group
    • Vietnam

    Languages - Canada

    • English
    • Français
    Back
    Regions
    Language
    • Worldwide (sunlife.com)
    • Canada

      • Sun Life Canada
      • Sun Life Global Investments
      • SLC Management
      • Bentall Kennedy Group
    • China
    • Hong Kong, SAR
    • India

      • Birla Sun Life
      • Sun Life Global Solutions
    • Indonesia
    • International
    • Ireland
    • Malaysia
    • Philippines

      • Sun Life Philippines
      • Sun Life Grepa Financial
      • Sun Life Global Solutions
    • Singapore
    • United Kingdom
    • United States

      • Sun Life United States
      • MFS Investment Management
      • Bentall Kennedy Group
    • Vietnam
    • English
    • Français
  1. Home
  2. Support
  3. Compliance

Compliance

  • Address changes
  • Canada's Anti-Spam Legislation (CASL)
  • Disclosure
  • Investor/Stranger Owned Life Insurance - Industry on alert
  • Law 14 (previously known as Bill 96) in Quebec
  • Legislative supervisory requirements for new life insurance agents and trainees
  • National Do not call list
  • Permissible activities - For a life licensed person
  • Policy replacements
  • Privacy standards
  • Proceeds of Crime (Money Laundering) and Terrorist Financing Act
  • Sample "Reasons Why" Letters
  • Segregated funds – Industry best practices for meeting clients’ needs
  • Simple and practical tips when using social media
  • Sun Life Assurance Company of Canada Code of Conduct
  • Third party client authorizations - One-time and ongoing authorizations
  • Unethical advisor behaviour for trading in policies
  • Viatical and life settlements - trading in policies is not permitted

Quick links

  • Forms
  • Sun eApp
  • Illustrations
  • Activity centre

Other sites

  • Sunlife.ca
  • SLGI
  • Plan advisor services
  • SunAdvantage

Support

  • Contact us
  • How to use this site
  • Getting started with Sun Life
  • How we help?
footer-logo-image
  • Legal
  • Privacy
  • Security
  • Accessibility
  • Sitemap

© Sun Life Assurance Company of Canada. All rights reserved.