| Type | Document | Date | Type |
|---|---|---|---|
| CI Funds | 2025-09-01 | TFSA Application, Application, TFSA | |
| CI Funds | 2025-08-01 | Dollar Cost Averaging, IFE, Systematic Plan, Switch | |
| Private Markets | 2025-05-01 | ||
| CI Funds | 2025-05-01 | T-Class, ROC, Custom T-Class | |
| Segregated Funds | 2025-03-01 | Segregated Fund, Rollover, Transfer, Registered, Foresters | |
| Segregated Funds - Ivari | 2025-03-01 | Segregated Fund, Rollover, Transfer, Registered, GIF | |
| Segregated Funds - Clarica | 2025-03-01 | Segregated Fund, Rollover, Transfer, Registered, Clarica MVP | |
| Segregated Funds - Ivari | 2025-03-01 | Segregated Fund, Rollover, Transfer, Registered, Legacy | |
| Segregated Funds | 2025-03-01 | Clarica, SunWise, Contract, Conversion, Transfer, Rollover | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2025-03-01 | SunWise, Registered, Transfer | |
| Segregated Funds - SunWise | 2025-01-01 | ||
| Private Markets | 2024-05-01 | ||
| Segregated Funds - Ivari | 2024-02-01 | ||
| Segregated Funds - Ivari | 2024-02-01 | GIF, Switch | |
| Segregated Funds - Ivari | 2024-02-01 | ||
| Segregated Funds - Ivari | 2024-02-01 | Anti-Money Landering, Identity Verification, Ivari | |
| CI Funds | 2023-12-31 | Registered Transfer Form, TARI, Transfer Form, T2033 | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-12-31 | SunWise, Reset, Guarantee, Rebalance, Beneficiary | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-12-21 | SunWise, SWE, SWEP, Rebalancing | |
| Private Markets | 2023-10-31 | ||
| Private Markets | 2023-10-31 | ||
| Private Markets | 2023-10-01 | ||
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-09-30 | SunWise Elite, GMWB Rider | |
| CI Funds | 2023-09-28 | FHSA,First Home | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | ||
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | Investment Advisory Fee, Class O, Class P, PIM | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | SunWise, Non-Financial | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | SunWise, Registered, Owner Change | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | SunWise, Switch, DSC to ISC | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-09-01 | SunWise, Redemption | |
| CI Group Plans | 2023-08-31 | DPSP, Employee, Application | |
| CI Group Plans | 2023-08-31 | Group, Automated remission | |
| CI Group Plans | 2023-08-31 | Group, Change | |
| Segregated Funds | 2023-08-31 | ||
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-08-01 | SunWise, Rebalancing | |
| Segregated Funds | 2023-07-31 | ||
| Segregated Funds | 2023-07-31 | Tax Self-Certification, Entity | |
| Segregated Funds | 2023-07-31 | Tax Self-Certification, Individual | |
| CI Funds | 2023-06-30 | ||
| CI Prestige | 2023-06-30 | CI Prestige, ACB Adjustment | |
| CI Funds | 2023-06-30 | Registered, Portfolio Management Registration | |
| CI Funds | 2023-06-30 | Registered, Rollover | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-06-08 | SunWise, Enrolment, Private Managd Assets | |
| CI Group Plans | 2023-05-31 | Group, Payroll, Tax | |
| CI Prestige | 2023-05-31 | Family Group, CI Prestige, Account Linking, Consolidated Reporting, Reporting Group | |
| CI Funds | 2023-05-31 | Automatic Rebalancing, PPA, Systematic Plan, Rebalance, Rebalancing | |
| CI RESP | 2023-05-31 | RESP, Application, Family RESP, Individual RESP, education | |
| CI Group Plans | 2023-05-31 | Group, Employer | |
| CI Group Plans | 2023-05-31 | Group, Automated remission | |
| CI Group Plans | 2023-05-31 | Group, Contribution | |
| CI Funds | 2023-05-31 | IAF, Investment Advisory Fee, DSF, Dealer Service Fee, Fee | |
| CI Funds | 2023-05-31 | Mutual Fund Application, Registered Plan Application, Non-registered Plan Application, Application | |
| CI Group Plans | 2023-05-31 | Group, Electronic Funds Transfer, EFT | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-05-05 | Anti-Money Laundering, Identity Verification, aml | |
| CI Group Plans | 2023-05-05 | Group, Electronic Funds Transfer, EFT | |
| CI RESP | 2023-05-05 | RESP | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-05-05 | Sun Life, Transfer, Registered transfer, TARI, T2033 | |
| Segregated Funds | 2023-05-05 | SunWise, Limited Trading Authorization | |
| CI Funds | 2023-05-05 | TFSA, Transfer, Marriage Breakdown | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-04-21 | SunWise, sunwise elite plus, Purchase, Redemption, Switch, GMWB, Order Ticket | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-04-21 | SunWise, SWESS 2, Purchase, PAC, Systematic Plan | |
| Segregated Funds - SunWise | 2023-04-21 | SunWise, Purchase, Redemption, Switch, Order Ticket | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2023-04-21 | SunWise, SWESS, SWESS 2, Transfer, Reclassification | |
| CI Estates | 2023-03-17 | Estate, estate DOT, DOT, Quebec, estate settlement | |
| CI Estates | 2023-03-17 | estate, settlement, estate settlement, claim, estate claim | |
| CI Estates | 2023-03-17 | Estate, estate guide | |
| CI Group Plans | 2023-03-01 | DPSP, Employer, Application, CI Group Plans | |
| CI Funds | 2023-02-28 | PAC, Systematic Plans | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2023-01-26 | SunWise, Registered, Transfer | |
| CI RESP | 2020-07-01 | RESP, Proof of Enrolment, POE | |
| CI Funds | 2019-10-01 | T-Class, ROC, Return of Capital, Dividend, Electronic Purchase | |
| Segregated Funds | 2017-08-01 | Tax Self-Certification, Instructions | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2014-12-01 | SWESS 2, Information Folder, Contract, Sun Life | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2014-12-01 | SWESS 2, Information Folder, Contract | |
| G5|20 | 2014-06-01 | G520, Distribution Reinvestment | |
| G5|20 | 2014-06-01 | G520, RIF, Minimum Annual Payment | |
| CI RESP | 2012-09-01 | Quebec, RESP, Transfer, QESI | |
| Segregated Funds - Clarica | 2012-07-01 | Clarica MVP, Information Folder, Annuity | |
| Segregated Funds - SunWise Essential Series 1 & 2 | 2012-01-01 | SWESS, Information Folder, Contract | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2009-12-01 | SunWise Elite, Information Folder, Contract | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2009-07-01 | SunWise Elite, Information Folder, Contract | |
| Segregated Funds - SunWise Elite & SunWise Elite Plus | 2009-05-01 | SunWise Elite, Information Folder, Contract | |
| CI Funds | 2005-10-01 | Third Party Determination |
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