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Type Document Date Type
CI Global Private Real Estate Funds
CI Global Private Real Estate Fund Redemption Form (329K)
2024-05-01
Segregated Funds - Ivari
CI Anti-Money Laundering Identity Verification Supplement ivari (2.01M)
2024-02-01
Segregated Funds - Ivari
CI GIF Class Switch Request Form (470K)
2024-02-01 GIF, Switch
Segregated Funds - Ivari
CI GIF Transfer Form (731K)
2024-02-01 Segregated Fund, Rollover, Transfer, Registered, GIF
Segregated Funds - Ivari
Identity Verification for Beneficiaries – Individuals ivari (253K)
2024-02-01
Segregated Funds - Ivari
Identity Verification for Entity Beneficiaries ivari (639K)
2024-02-01 Anti-Money Landering, Identity Verification, Ivari
Segregated Funds - Ivari
Legacy Funds Transfer Form (579K)
2024-02-01 Segregated Fund, Rollover, Transfer, Registered, Legacy
CI Funds
CI Transfer Authorization for Registered Investments (274K)
2023-12-31 Registered Transfer Form, TARI, Transfer Form, T2033
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise & SunWise Elite Service Request Form (205K)
2023-12-31 SunWise, Reset, Guarantee, Rebalance, Beneficiary
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite & SunWise Elite Plus Client Elected Target Fund for Fixed Income Rebalancing Form (212K)
2023-12-21 SunWise, SWE, SWEP, Rebalancing
CI Adams Street Global Private Markets
CI Adams Street Global Private Markets Fund Redemption Form (81K)
2023-10-31
CI Private Markets Funds
Reregistration of Assets Form (73K)
2023-10-31
CI Global Private Real Estate Funds
Subscription Agreement For Class F units (411K)
2023-10-31
CI Global Private Real Estate Funds
Subscription Agreement For Class I units (364K)
2023-10-31
CI Private Markets Funds
CI Private Markets Growth Fund & CI Private Markets Income Fund - Redemption Form (62K)
2023-10-01
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite Plus GMWB Payment Option Change and Payment Direction Form (206K)
2023-09-30 SunWise Elite, GMWB Rider
CI Funds
CI First Home Savings Account (FHSA) (416K)
2023-09-28 FHSA,First Home
Segregated Funds - SunWise Essential Series 1 & 2
CI Sun Life Anti-Money Laundering Identity Verification Supplement (1.27M)
2023-09-01
CI PMA
IAF Agreement for Class O, P MF Units and PIM Units for SWESS & SWESS2 (267K)
2023-09-01 Investment Advisory Fee, Class O, Class P, PIM
Segregated Funds - SunWise Essential Series 1 & 2
SW, SWE, SWESS and SWESS 2 Non-Financial Change Request Form (299K)
2023-09-01 SunWise, Non-Financial
Segregated Funds - SunWise Essential Series 1 & 2
SW, SWE, SWESS and SWESS 2 Registered Owner Change Form (153K)
2023-09-01 SunWise, Registered, Owner Change
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 DSC to ISC Change Request Form (270K)
2023-09-01 SunWise, Switch, DSC to ISC
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Segregated Funds Registered Transfer Form (456K)
2023-09-01 SunWise, Registered, Transfer
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Withdrawals Order Ticket (362K)
2023-09-01 SunWise, Redemption
CI Funds
CI Deferred Profit Sharing Plan Applications - Employee (563K)
2023-08-31 DPSP, Employee, Application
CI Funds
CI Group Plan Automated Remission Modify Existing Form (824K)
2023-08-31 Group, Automated remission
CI Funds
CI Group Plan Changes Form (279K)
2023-08-31 Group, Change
Segregated Funds - Clarica
Clarica MVP Segregated Funds Contractual Conversion Form (Sun Life only) (857K)
2023-08-31 Segregated Fund, Rollover, Transfer, Registered, Clarica MVP
Segregated Funds
Identity Verification for Beneficiaries – Individuals (404K)
2023-08-31
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Automatic Rebalancing Service Request Form (252K)
2023-08-01 SunWise, Rebalancing
Segregated Funds
Foresters Segregated Funds Transfer Form (173K)
2023-07-31 Segregated Fund, Rollover, Transfer, Registered, Foresters
Segregated Funds
Identity Verification for Entity Beneficiaries (202K)
2023-07-31
Segregated Funds
International tax self-certification for an entity (670K)
2023-07-31 Tax Self-Certification, Entity
Segregated Funds
International tax self-certification for an individual (927K)
2023-07-31 Tax Self-Certification, Individual
CI Funds
CI Pre-Approved RRSP Loan Request (130K)
2023-06-30
CI Prestige
CI Prestige ACB Adjustment Election Form (142K)
2023-06-30 CI Prestige, ACB Adjustment
CI Funds
CI Registered Representative Acknowledgement of Portfolio Management Registration (52K)
2023-06-30 Registered, Portfolio Management Registration
CI Funds
CI Registered Rollover Form (213K)
2023-06-30 Registered, Rollover
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite Including SunWise Elite Plus Private Managed Assets Program Enrolment Form (135K)
2023-06-08 SunWise, Enrolment, Private Managd Assets
CI Funds
Authorization and Request for Payroll Deduction and Tax Adjustment (629K)
2023-05-31 Group, Payroll, Tax
CI Funds
CI Account Linking and Consolidated Reporting Form (315K)
2023-05-31 Family Group, CI Prestige, Account Linking, Consolidated Reporting, Reporting Group
CI Funds
CI Automatic Rebalancing Service Form (698K)
2023-05-31 Automatic Rebalancing, PPA, Systematic Plan, Rebalance, Rebalancing
CI RESP
CI Education Savings Plan Application Form (551K)
2023-05-31 RESP, Application, Family RESP, Individual RESP, education
CI Funds
CI Family Group Maintenance Form (233K)
2023-05-31 CI Prestige, Family Group, Account Linking
CI Funds
CI Group Employer Information Form (144K)
2023-05-31 Group, Employer
CI Funds
CI Group Plan Automated Remission Create New Form (648K)
2023-05-31 Group, Automated remission
CI Funds
CI Group Plan Contribution List Form (268K)
2023-05-31 Group, Contribution
CI Funds
CI Investment Advisory Fee Agreement (155K)
2023-05-31 IAF, Investment Advisory Fee, DSF, Dealer Service Fee, Fee
CI Funds
CI Open and Registered Plan Application Form (1.40M)
2023-05-31 Mutual Fund Application, Registered Plan Application, Non-registered Plan Application, Application
CI PMA
CI Private Managed Assets Program Enrollment Form (412K)
2023-05-31 Private Managed Assets, PMA
CI Funds
CI Tax-Free Savings Account Application Form (574K)
2023-05-31 TFSA Application, Application, TFSA
Hedge Funds
Form (45-106F9) for Individual Accredited Investors (156K)
2023-05-31 Accredited Investor
CI Funds
Group Plan Electronic Funds Transfer Contribution (249K)
2023-05-31 Group, Electronic Funds Transfer, EFT
Segregated Funds - SunWise Essential Series 1 & 2
CI - Sun Life Anti-Money Laundering Identity Verification Supplement (7.41M)
2023-05-05 Anti-Money Laundering, Identity Verification, aml
CI Funds
CI Electronic Funds Transfer Application (82K)
2023-05-05 Group, Electronic Funds Transfer, EFT
CI Funds
CI RESP Withdrawal Guide and Educational Assistance Payment Form (175K)
2023-05-05 RESP
Segregated Funds - SunWise Essential Series 1 & 2
Sun Life Financial Transfer Authorization Form (T2033) (227K)
2023-05-05 Sun Life, Transfer, Registered transfer, TARI, T2033
Segregated Funds
SW, SWE, SWESS and SWESS 2 Limited Trading Authorization Form (276K)
2023-05-05 SunWise, Limited Trading Authorization
CI Funds
Transfer from a TFSA to another TFSA on Breakdown of Marriage or Common-Law Partnership (219K)
2023-05-05 TFSA, Transfer, Marriage Breakdown
CI Funds
CI Dollar Cost Averaging Plan (264K)
2023-05-01 Dollar Cost Averaging, IFE, Systematic Plan, Switch
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite including SunWise Elite Plus Order Ticket Form (174K)
2023-04-21 SunWise, sunwise elite plus, Purchase, Redemption, Switch, GMWB, Order Ticket
Segregated Funds - SunWise Essential Series 1 & 2
SunWise Essential Series 2 Purchase/Pre-Authorized Chequing Plan Order Ticket (140K)
2023-04-21 SunWise, SWESS 2, Purchase, PAC, Systematic Plan
Segregated Funds - SunWise
SunWise Segregated Funds Order Ticket (existing client only) (168K)
2023-04-21 SunWise, Purchase, Redemption, Switch, Order Ticket
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Fund Transfers and Reclassifications Order Ticket (176K)
2023-04-21 SunWise, SWESS, SWESS 2, Transfer, Reclassification
CI Funds
CI Declaration of Transmission for Québec (260K)
2023-03-17 Estate, estate DOT, DOT, Quebec, estate settlement
CI Funds
CI Estate Claim Form (318K)
2023-03-17 estate, settlement, estate settlement, claim, estate claim
CI Funds
CI Estate Guide (98K)
2023-03-17 Estate, estate guide
CI Funds
CI Deferred Profit Sharing Plan Applications - Employer (773K)
2023-03-01 DPSP, Employer, Application
CI Funds
CI Pre-Authorized Chequing Agreement Form (217K)
2023-02-28 PAC, Systematic Plans
Segregated Funds
CP, SW, SWEP, SWESS and SWESS 2 Segregated Funds Contractual Conversion Form (Sun Life only) (206K)
2023-01-26 Clarica, SunWise, Contract, Conversion, Transfer, Rollover
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise & SunWise Elite Including SunWise Elite Plus Segregated Funds Registered Transfer Form (328K)
2023-01-26 SunWise, Registered, Transfer
CI RESP
RESP Proof of Enrolment Guidelines (97K)
2020-07-01 RESP, Proof of Enrolment, POE
CI Funds
T-Class Letter of Direction (177K)
2020-03-01 T-Class, ROC, Custom T-Class
CI Funds
T-Class Return of Capital (ROC) Dividend Request Form for Electronic Purchases (133K)
2019-10-01 T-Class, ROC, Return of Capital, Dividend, Electronic Purchase
Segregated Funds
Instruction page for completion of International tax self-certification for an entity (519K)
2017-08-01 Tax Self-Certification, Instructions
Hedge Funds
Trident Global Opportunities Fund Investment Application & Subscription Instructions (303K)
2015-05-01 Trident Global Opportunities, Application
Segregated Funds - SunWise Essential Series 1 & 2
Supplement to the SWESS 2 Info Folder & Contract dated Jan 2015 (Sun Life Financial Advisors Only) (809K)
2014-12-01 SWESS 2, Information Folder, Contract, Sun Life
Segregated Funds - SunWise Essential Series 1 & 2
SWESS 2 Information Folder and Individual Variable Annuity Contract January 2015 (1115K)
2014-12-01 SWESS 2, Information Folder, Contract
G5|20
G5|20 Series Guaranteed Distribution Reinvestment Instructions Form (216K)
2014-06-01 G520, Distribution Reinvestment
G5|20
G5|20 Series RRIF Plan Payment Form (262K)
2014-06-01 G520, RIF, Minimum Annual Payment
CI RESP
Québec Education Savings Incentive Transfer Form (116K)
2012-09-01 Quebec, RESP, Transfer, QESI
Segregated Funds - Clarica
Information Folder and Annuity Policy Client Document Package (708K)
2012-07-01 Clarica MVP, Information Folder, Annuity
Segregated Funds - SunWise Essential Series 1 & 2
SWESS Information Folder and Individual Variable Annuity Contract (Addendum included) Jan 2012 (2580K)
2012-01-01 SWESS, Information Folder, Contract
Segregated Funds - SunWise Elite & SunWise Elite Plus
Supplement to the SunWise Elite Plus Info Folder - January, 2010 (483K)
2009-12-01 SunWise Elite, Information Folder, Contract
Segregated Funds - SunWise Elite & SunWise Elite Plus
Supplement to the SunWise Elite Plus Info Folder - August 1, 2009 (268K)
2009-07-01 SunWise Elite, Information Folder, Contract
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite incl. SWE Plus Info. Folder & Ann. Contract (Supplements incl.) (1019K)
2009-05-01 SunWise Elite, Information Folder, Contract
CI Funds
CI Third Party Determination Form (35K)
2005-10-01 Third Party Determination

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