Note regarding class E, EF and O: CI Private Investment Management (PIM), which offers securities to CI Fund Class E, EF and O, is closed to new investors as of July 28, 2017. After that date, only existing Pim investors or PIM budget groups may acquire securities of classes E, EF and O from 28 July 2017 (existing PIM budget groups), as well as investors or accounts who are entitled to join existing PIM budget groups. 2 Queen Street East, Twentieth FloorToronto, Ontario M5C 3G7Tel: 416-364-1145Tolerfrei: 1-800-268-9374Engmanian Customer Service Team: 1-800-563-5181Franzer Customer Service Team: 1-800-668-3528. Filling the void and putting income in quarantine for life – case study.. .. . . Log in to AdvisorOnline to access our new upgrade tool. October 2013 addendum to the SWESS 2 disclosure package and the January 2015 contract (for Sun Life Financial Advisor only). CalgaryTel: 403-205-4396Free: 1-800-776-9027MontrealTel: 514-875-0090Toll Free: 1-800-268-1602VancouverTel: 604-681-1602VancouverTel: 604-681-3346Toll Free: 1-800-665-6994 For more information about SunWise Essential Series 2, please contact your CI wholesaler or contact CI at: Guaranteeing Incomeing For Life Case Study (Sun Life Financial Advisors only) SunWise Elite including SunWise Elite Plus Transition Guide (Sept.
2010) SunWise Essential Series Sun Life Global Investments Bundles For other administrative documents, click on Sun Life Financial Advisor Administration Guide (only for Sun Life Financial Advisors) Advisor Guide (only for Sun Life Financial Advisors). Information package and individual variable pension contract January 2015 Information package and contract modified and customized (Jan 2012) SunWise Essential Series 2 TFSA Electronic application/signature form (only for SLF consultants). Welcome to the SunWise Essential Series 2 Advisor Resource Center. Click one of the following links to view the marketing materials. Succession planning and contract restructuring (for Sun Life Financial Advisor only). . . .