T-Class Letter of Direction (754K)

CI Foresters Segregated Funds Transfer Form (634K)

CI GIF Transfer Form (673K)

CI SL Clarica MVP Segregated Funds Contractual Conversion Form (Sun Life only) (1.11M)

CI+ivari LEGACY Funds Transfer Form (670K)

CP, SW, SWEP, SWESS and SWESS 2 Segregated Funds Contractual Conversion Form (Sun Life only) (1.72M)

SWESS and SWESS 2 Segregated Funds Registered Transfer Form (755K)

Attestation for Transfer from Schedule 4 to Schedule 4A for Nova Scotia Life Income Fund (72K)

CI Global Private Real Estate Fund Redemption Form (329K)

CI Anti-Money Laundering Identity Verification Supplement ivari (2.01M)

CI GIF Class Switch Request Form (470K)

Identity Verification for Beneficiaries – Individuals ivari (253K)

Identity Verification for Entity Beneficiaries ivari (639K)

CI Transfer Authorization for Registered Investments (274K)

SunWise & SunWise Elite Service Request Form (205K)

SunWise Elite & SunWise Elite Plus Client Elected Target Fund for Fixed Income Rebalancing Form (212K)

CI Adams Street Global Private Markets Fund Redemption Form (81K)

Reregistration of Assets Form (73K)

Subscription Agreement For Class F units (411K)

Subscription Agreement For Class I units (364K)

CI Private Markets Growth Fund & CI Private Markets Income Fund - Redemption Form (62K)

SunWise Elite Plus GMWB Payment Option Change and Payment Direction Form (206K)

CI First Home Savings Account (FHSA) (416K)

CI Sun Life Anti-Money Laundering Identity Verification Supplement (1.27M)

IAF Agreement for Class O, P MF Units and PIM Units for SWESS & SWESS2 (267K)

SW, SWE, SWESS and SWESS 2 Non-Financial Change Request Form (299K)

SW, SWE, SWESS and SWESS 2 Registered Owner Change Form (153K)

SWESS and SWESS 2 DSC to ISC Change Request Form (270K)

SWESS and SWESS 2 Withdrawals Order Ticket (362K)

CI Deferred Profit Sharing Plan Applications - Employee (563K)

CI Group Plan Automated Remission Modify Existing Form (824K)

CI Group Plan Changes Form (279K)

Identity Verification for Beneficiaries – Individuals (404K)

SWESS and SWESS 2 Automatic Rebalancing Service Request Form (252K)

Identity Verification for Entity Beneficiaries (202K)

International tax self-certification for an entity (670K)

International tax self-certification for an individual (927K)

CI Pre-Approved RRSP Loan Request (130K)

CI Prestige ACB Adjustment Election Form (142K)

CI Registered Representative Acknowledgement of Portfolio Management Registration (52K)

CI Registered Rollover Form (213K)

SunWise Elite Including SunWise Elite Plus Private Managed Assets Program Enrolment Form (135K)

Authorization and Request for Payroll Deduction and Tax Adjustment (629K)

CI Account Linking and Consolidated Reporting Form (315K)

CI Automatic Rebalancing Service Form (698K)

CI Education Savings Plan Application Form (551K)

CI Family Group Maintenance Form (233K)

CI Group Employer Information Form (144K)

CI Group Plan Automated Remission Create New Form (648K)

CI Group Plan Contribution List Form (268K)

CI Investment Advisory Fee Agreement (155K)

CI Open and Registered Plan Application Form (1.40M)

CI Private Managed Assets Program Enrollment Form (412K)

CI Tax-Free Savings Account Application Form (574K)

Form (45-106F9) for Individual Accredited Investors (156K)

Group Plan Electronic Funds Transfer Contribution (249K)

CI - Sun Life Anti-Money Laundering Identity Verification Supplement (7.41M)

CI Electronic Funds Transfer Application (82K)

CI RESP Withdrawal Guide and Educational Assistance Payment Form (175K)

Sun Life Financial Transfer Authorization Form (T2033) (227K)

SW, SWE, SWESS and SWESS 2 Limited Trading Authorization Form (276K)

Transfer from a TFSA to another TFSA on Breakdown of Marriage or Common-Law Partnership (219K)

CI Dollar Cost Averaging Plan (264K)

SunWise Elite including SunWise Elite Plus Order Ticket Form (174K)

SunWise Essential Series 2 Purchase/Pre-Authorized Chequing Plan Order Ticket (140K)

SunWise Segregated Funds Order Ticket (existing client only) (168K)

SWESS and SWESS 2 Fund Transfers and Reclassifications Order Ticket (176K)

CI Declaration of Transmission for Québec (260K)

CI Estate Claim Form (318K)

CI Estate Guide (98K)

CI Deferred Profit Sharing Plan Applications - Employer (773K)

CI Pre-Authorized Chequing Agreement Form (217K)

SunWise & SunWise Elite Including SunWise Elite Plus Segregated Funds Registered Transfer Form (328K)

RESP Proof of Enrolment Guidelines (97K)

T-Class Return of Capital (ROC) Dividend Request Form for Electronic Purchases (133K)

Instruction page for completion of International tax self-certification for an entity (519K)

Trident Global Opportunities Fund Investment Application & Subscription Instructions (303K)

Supplement to the SWESS 2 Info Folder & Contract dated Jan 2015 (Sun Life Financial Advisors Only) (809K)

SWESS 2 Information Folder and Individual Variable Annuity Contract January 2015 (1115K)

G5|20 Series Guaranteed Distribution Reinvestment Instructions Form (216K)

G5|20 Series RRIF Plan Payment Form (262K)

Québec Education Savings Incentive Transfer Form (116K)

Information Folder and Annuity Policy Client Document Package (708K)

SWESS Information Folder and Individual Variable Annuity Contract (Addendum included) Jan 2012 (2580K)

Supplement to the SunWise Elite Plus Info Folder - January, 2010 (483K)

Supplement to the SunWise Elite Plus Info Folder - August 1, 2009 (268K)

SunWise Elite incl. SWE Plus Info. Folder & Ann. Contract (Supplements incl.) (1019K)

CI Third Party Determination Form (35K)