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Type Document Date Type
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 Group Plan Electronic Funds Transfer Contribution Form (137K)
2023-02-23 Group, Electronic Funds Transfer, EFT
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 (187K)
2023-01-26 SunWise, Registered, Transfer
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite & SunWise Elite Plus Client Elected Target Fund for Fixed Income Rebalancing Form (180K)
2022-11-14 SunWise, SWE, SWEP, Rebalancing
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite including SunWise Elite Plus Order Ticket Form (329K)
2022-11-14 SunWise, sunwise elite plus, Purchase, Redemption, Switch, GMWB, Order Ticket
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite Plus GMWB Payment Option Change and Payment Direction Form (172K)
2022-11-14 SunWise Elite, GMWB Rider
Segregated Funds - SunWise Essential Series 1 & 2
SunWise Essential Series 2 Purchase/Pre-Authorized Chequing Plan Order Ticket (242K)
2022-11-14 SunWise, SWESS 2, Purchase, PAC, Systematic Plan
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Fund Transfers and Reclassifications Order Ticket (175K)
2022-11-14 SunWise, SWESS, SWESS 2, Transfer, Reclassification
CI RESP
CI Education Savings Plan Application Form (414K)
2022-09-29 RESP, Application, Family RESP, Individual RESP, education
Segregated Funds - Ivari
CI GIF Registered Transfer Form (869K)
2022-09-29 GIF, Transfer
CI Funds
CI Open and Registered Plan Application Form (569K)
2022-09-29 Mutual Fund Application, Registered Plan Application, Non-registered Plan Application, Application
CI Funds
CI Tax-Free Savings Account Application Form (261K)
2022-09-29 TFSA Application, Application, TFSA
CI Funds
CI Transfer Authorization for Registered Investments (477K)
2022-09-29 Registered Transfer Form, TARI, Transfer Form, T2033
Segregated Funds - SunWise Essential Series 1 & 2
Sun Life Financial Transfer Authorization Form (T2033) (178K)
2022-09-29 Sun Life, Transfer, Registered transfer, TARI, T2033
CI RESP
CI RESP Educational Assistance Payment Form (477K)
2022-08-24 RESP, Education, EAP, Grant
CI Funds
CI Pre-Authorized Chequing Agreement Form (193K)
2022-04-13 PAC, Systematic Plans
CI Funds
CI Group Plan Changes Form (192K)
2022-04-07 Group, Change
CI Funds
CI Group Plan Contribution List Form (2.09M)
2022-03-03 Group, Contribution
CI RESP
Annex A - Additional Beneficiaries (648K)
2022-03-01 Beneficiary, RESP, Grant
CI RESP
Annex B - Primary caregiver or their spouse and/or custodial parent/legal guardian (697K)
2022-03-01 RESP, Grant, Primary Caregiver, PCG, Custodial Parent
CI RESP
Annex C - Saskatchewan Advantage Grant for Education Savings (707K)
2022-03-01 Saskatchewan, Grant, SK grant, RESP, SAGES
CI RESP
Annex D - British Columbia Training and Education Savings Grant (747K)
2022-03-01 BC Grant, British Columbia, Grant, RESP, BCTESG
CI RESP
Application for Basic and Additional CESG and CLB (693K)
2022-03-01 Grant, RESP, CESG, CLB
CI RESP
RESP Transfer Form - Subscriber Request (128K)
2022-03-01 RESP Transfer, Part A, Subscriber
CI Funds
CI Group Plan Payroll Deduction and Tax Adjustment (125K)
2022-02-28 Group, Payroll, Tax
CI RESP
Canada Learning Bond (CLB) Application for Adult Beneficiaries (661K)
2022-01-01 Grant, RESP, CLB
CI Funds
CI Automatic Rebalancing Service Form (254K)
2021-12-14 Automatic Rebalancing, PPA, Systematic Plan, Rebalance, Rebalancing
CI Funds
CI Investment Advisory Fee Agreement (103K)
2021-11-09 IAF, Investment Advisory Fee, DSF, Dealer Service Fee, Fee
CI Funds
CI Group Employer Information Form (268K)
2021-10-31 Group, Employer
CI Funds
CI Group Plan Automated Remission Create New Form (261K)
2021-10-31 Group, Automated remission
CI Funds
CI Group Plan Automated Remission Modify Existing Form (102K)
2021-10-31 Group, Automated remission
Segregated Funds - SunWise Essential Series 1 & 2
CI - Sun Life Anti-Money Laundering Identity Verification Supplement (420K)
2021-10-19 Anti-Money Laundering, Identity Verification, aml
CI RESP
Tax Withholding Waiver on Accumulated Income Payments from RESPs (223K)
2021-10-14 RESP, Withholding Tax, Redemption, AIP
Segregated Funds - Ivari
CI - ivari Anti-Money Laundering Identity Verification Supplement (683K)
2021-08-30 Anti-Money Landering, Identity Verification, Ivari
CI PMA
CI Private Managed Assets Program Enrollment Form (701K)
2021-03-01 Private Managed Assets, PMA
CI RESP
CRAs RESP Guide (200K)
2021-03-01 RESP, CRA
CI Funds
CI Deferred Profit Sharing Plan Applications - Employee (164K)
2021-02-01 DPSP, Employee, Application
CI Adams Street Global Private Markets
CI Adams Street Global Private Markets Fund Subscription Agreement Class F (810K)
2021-01-01 Adams Street Global Private Markets, Subscription, Class F
CI Adams Street Global Private Markets
CI Adams Street Global Private Markets Fund Subscription Agreement Class I (785K)
2021-01-01 Adams Street Global Private Markets, Subscription, Class I
CI Adams Street Global Private Markets
CI Adams Street Global Private Markets Fund Redemption Form (83K)
2020-12-01 Adams Street Global Private Markets, Redemption
CI Global Private Real Estate Funds
CI Global Private Real Estate Fund Redemption Form (78K)
2020-09-01 Global Private Real Estate Fund, Redemption
CI Funds
CI Registered Rollover Form (119K)
2020-09-01 Registered, Rollover
CI Global Private Real Estate Funds
CI Reregistration of Assets Form (62K)
2020-09-01 Global Private Real Estate Fund, Reregistration
CI RESP
RESP Proof of Enrolment Guidelines (97K)
2020-07-01 RESP, Proof of Enrolment, POE
CI Funds
CI Dollar Cost Averaging Plan - Edward Jones (124K)
2020-06-01 Dollar Cost Averaging, IFE, Edward Jones, Systematic Plan
CI Prestige
CI Prestige ACB Adjustment Election Form (131K)
2020-06-01 CI Prestige, ACB Adjustment
CI Global Private Real Estate Funds
Subscription Agreement: CI Global Private Real Estate Fund, Class F (840K)
2020-06-01 Global Private Real Estate, Subscription, Class F
CI Global Private Real Estate Funds
Subscription Agreement: CI Global Private Real Estate Fund, Class I (782K)
2020-06-01 Global Private Real Estate, Subscription, Class I
CI Global Private Real Estate Funds
Subscription Agreement: CI Global Private Real Estate Fund, Founders Class (888K)
2020-06-01 Global Private Real Estate, Subscription, Founders Class
Segregated Funds
Foresters Segregated Funds Transfer Form (182K)
2020-04-01 Segregated Fund, Rollover, Transfer, Registered, Foresters
CI Funds
CI Account Linking and Consolidated Reporting Form (545K)
2020-03-01 Family Group, CI Prestige, Account Linking, Consolidated Reporting, Reporting Group
CI Funds
CI Dollar Cost Averaging Plan (125K)
2020-03-01 Dollar Cost Averaging, IFE, Systematic Plan, Switch
CI Funds
CI Family Group Maintenance Form (1042K)
2020-03-01 CI Prestige, Family Group, Account Linking
CI PMA
IAF Agreement for Class O, P MF Units and PIM Units for SWESS & SWESS2 (994K)
2020-03-01 Investment Advisory Fee, Class O, Class P, PIM
CI Funds
T-Class Letter of Direction (1025K)
2020-03-01 T-Class, ROC, Custom T-Class
CI Funds
CI Electronic Funds Transfer Application (935K)
2019-10-01 Group, Electronic Funds Transfer, EFT
CI Funds
T-Class Return of Capital (ROC) Dividend Request Form for Electronic Purchases (986K)
2019-10-01 T-Class, ROC, Return of Capital, Dividend, Electronic Purchase
CI Funds
CI Deferred Profit Sharing Plan Applications - Employer (505K)
2019-03-01 DPSP, Employer, Application
CI Funds
CI Registered Representative Acknowledgement of Portfolio Management Registration (28K)
2019-02-01 Registered, Portfolio Management Registration
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise & SunWise Elite Service Request Form (128K)
2018-10-01 SunWise, Reset, Guarantee, Rebalance, Beneficiary
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 DSC to ISC Change Request Form (83K)
2018-10-01 SunWise, Switch, DSC to ISC
Segregated Funds
Instruction page for completion of International tax self-certification for an entity (519K)
2017-08-01 Tax Self-Certification, Instructions
Segregated Funds
International tax self-certification for an entity (94K)
2017-04-01 Tax Self-Certification, Entity
Segregated Funds
International tax self-certification for an individual (87K)
2017-04-01 Tax Self-Certification, Individual
Segregated Funds - Clarica
Clarica MVP Segregated Funds Contractual Conversion Form (Sun Life only) (464K)
2016-04-01 Segregated Fund, Rollover, Transfer, Registered, Clarica MVP
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Segregated Funds Registered Transfer Form (495K)
2016-04-01 SunWise, Registered, Transfer
Segregated Funds - Ivari
CI GIF Class Switch Request Form (78K)
2015-10-01 GIF, Switch
Segregated Funds - Ivari
CI GIF Transfer Form (118K)
2015-10-01 Segregated Fund, Rollover, Transfer, Registered, GIF
Segregated Funds - Ivari
Legacy Funds Transfer Form (87K)
2015-10-01 Segregated Fund, Rollover, Transfer, Registered, Legacy
Hedge Funds
Trident Global Opportunities Fund Investment Application & Subscription Instructions (303K)
2015-05-01 Trident Global Opportunities, Application
Hedge Funds
CI Form for Individual Accredited Investors (139K)
2015-04-01 Accredited Investor
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 (201K)
2014-06-01 G520, Distribution Reinvestment
G5|20
G5|20 Series RRIF Plan Payment Form (238K)
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
SW, SWE, SWESS and SWESS 2 Limited Trading Authorization Form (117K)
2012-08-01 SunWise, Limited Trading Authorization
Segregated Funds - SunWise Essential Series 1 & 2
SW, SWE, SWESS and SWESS 2 Non-Financial Change Request Form (212K)
2012-08-01 SunWise, Non-Financial
Segregated Funds - SunWise Essential Series 1 & 2
SW, SWE, SWESS and SWESS 2 Registered Owner Change Form (110K)
2012-08-01 SunWise, Registered, Owner Change
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Automatic Rebalancing Service Request Form (111K)
2012-08-01 SunWise, Rebalancing
Segregated Funds - SunWise Essential Series 1 & 2
SWESS and SWESS 2 Withdrawals Order Ticket (155K)
2012-08-01 SunWise, Redemption
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
SunWise Segregated Funds Order Ticket (existing client only) (65K)
2010-02-01 SunWise, Purchase, Redemption, Switch, Order Ticket
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
CI Funds
Transfer from a TFSA to another TFSA on Breakdown of Marriage or Common-Law Partnership (78K)
2009-09-01 TFSA, Transfer, Marriage Breakdown
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
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise Elite Including SunWise Elite Plus Private Managed Assets Program Enrolment Form (87K)
2007-03-01 SunWise, Enrolment, Private Managd Assets
CI Funds
CI Third Party Determination Form (35K)
2005-10-01 Third Party Determination
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise & SunWise Elite Change in Bank Information Form (exisiting clients only) (36K)
2005-10-01 SunWise, Bank Information
Segregated Funds - SunWise Elite & SunWise Elite Plus
SunWise & SunWise Elite Change of Address/Telephone Number/E-mail address Form (31K)
2005-10-01 SunWise, Address, Telephone, Email
CI Funds
CI Pre-Approved RRSP Loan Request (23K)
1969-12-31

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