Policies & publications
Sun Life Financial company information
We offer a number of corporate publications to inform the public of our business practices around the world, and the efforts we make to ensure we are good corporate citizens.
- The financial strength of Sun Life [PDF, 2 pages, 380 KB]: We are a strong, well-capitalized company. This fact sheet outlines our continued strength in today's global economy.
- Sun Life at a glance: This company profile provides a snapshot of our organization, including our recent financial performance and our operations around the world.
- English [PDF, 8 pages, 1.13 MB]
- French [PDF, 8 pages, 1,02 MB]
- Simplified Chinese [PDF, 8 pages, 12.92 MB]
- Spanish [PDF, 8 pages, 5.15 MB]
- Public Accountability Statement: This document outlines a number of corporate social responsibility practices that Sun Life has adopted to ensure we are making the communities in which we work and live a better place.
- Public policy submission to the Government of Canada: We are an active participant in public policy discussion on matters concerning the financial services sector. This submission, entitled Consolidation of the Canadian Financial Services Sector in the Public Interest [PDF, 31 pages, 260 KB] outlines our position regarding the public policy framework governing mergers of Canadian financial institutions.
Corporate governance materials
We are committed to operating ethically and transparently in all we do. We’ve adopted corporate governance policies that reflect the business integrity and accountability at the foundation of our company.
Sun Life’s Board of Directors regularly reviews and assesses its corporate governance processes and guidelines. The policies listed below set out their responsibilities to Sun Life, and guide their practices.
- Charter of the Board of Directors [PDF, 8 pages, 78 KB]: This document provides detailed information about the duties and responsibilities, position descriptions, and practices and policies of the Board of Directors.
- Director Independence Policy [PDF, 4 pages, 40 KB]: This policy outlines our standards and processes for determining the independence of our directors.
- Management Information Circular [PDF, 79 pages, 1.44 MB]: This circular is prepared annually and contains information on corporate governance, reports from the Board committees and other shareholder information relevant to the annual meetings.
Sun Life’s approach to the business conduct of our employees, officers and directors is based on ethical behaviour, adhering to business standards, integrity and respect. This approach to business is captured in the document below:
- Sun Life Financial Code of Business Conduct [PDF, 32 pages, 1.16 MB] details the minimum conduct standards for our employees, officers and directors around the world. Every year, they are required to read and commit to these standards of business behaviour.
Investor, shareholder and policyholder information
- 2009 Annual Report: The most recent Annual Report summarizes our operating and financial performance for the year, and the value we deliver to our shareholders.
- Quarterly reports: Find out about our quarterly business and financial results and in-depth information for shareholders.
- Policyholder dividend and bonus information: Participating policyholders will find information about policyholder dividends and bonuses for policies issued in various regions in which we operate.


