Experiencing our strength

BRINGING OUR STRENGTH AND INNOVATION TO YOU, YOUR CLIENTS AND YOUR BUSINESS

The Sun Life Financial group of companies’ 150-year heritage inspires and helps drive Sun Life Financial International's innovation in the international, high-net-worth market. And it gives us the strength, perspective and experience to deliver truly effective solutions designed to advance your multigenerational wealth goals.

To appreciate how we can help your family and business across generations and around the world, consider the traits that set us apart.


1. The Sun Life Financial group of companies has a 150-year heritage of strength

Sun Life Assurance Company of Canada is a strong brand, regulated by Canada’s Office of the Superintendent of Financial Institutions (OSFI). OSFI was considered to be one of the world’s soundest oversight bodies during the most recent financial crisis. SLOC holds assets far in excess of OSFI’s Minimum Continuing Capital and Surplus Requirements (MCCSR).

2. We offer a tradition of innovation in the international high-net-worth market

Sun Life launched our Bermuda-based international business over 20 years ago and our focus remains exclusively the international, high-net- worth family. We are committed to applying a deep knowledge of the issues facing high-net-worth families and business owners to the design, implementation and monitoring of best-in-class solutions.

3. We adhere to a proven and disciplined approach to risk management.

This is supported by a “tone from the top” risk culture and a company-wide process of identifying, assessing, managing and monitoring risks.

We're ready to help you

Your wealth is at the core of a successful future for your family, for generations to come, for your business and for the charitable groups you cherish. Your legacy can ground them in financial stability and power their flight to new heights. By strengthening your roots and their wings now, we can help you carry your success forward.

Applying our strength to your family, business and multigenerational wealth goals

The Sun Life Financial group of companies operates under the "Sun Life Financial" name. Sun Life Financial Inc., the publicly traded holding company for the Sun Life Financial group of companies, is not a product offering company and is not the guarantor of the obligations of its subsidiaries.

Life insurance products available through the international offshore business based in Bermuda are offered by Sun Life Assurance Company of Canada (Bermuda Branch). These products may not be sold in the United States, nor to citizens or residents of the United States, nor to residents of Bermuda or Canada.

Wealth and Investment products through the international offshore business based in Bermuda were issued by, and supported by the financial strength and claims paying ability of, Sun Life Financial Investments (Bermuda) Ltd. ("SLFIB"). Certain payment obligations of some products issued by SLFIB are supported by a guarantee in its favor by its parent company, Sun Life Assurance Company of Canada; see product offering document(s) for details. Among other restrictions, these products were not available for sale in the United States, nor to citizens or residents of the United States or Canada, nor to residents of Bermuda. SLFIB no longer markets the Wealth and Investment products, having discontinued new sales as of December 2015.

In certain communications, the company may be referred to as "Sun Life Financial International" strictly as a marketing name and no legal significance is expressed or implied.

Sun Life Financial Investments (Bermuda) Ltd., Hamilton, Bermuda, is regulated and licensed to conduct Investment Business by the Bermuda Monetary Authority under Bermuda's Investment Business Act.

The information and scenarios described herein are not intended as legal or tax advice. Tax treatment of offshore products has not been determined under the tax legislation applicable to you or any individual investor. Legal and tax consequences that may be applicable in any relevant jurisdiction will need to be considered for each investor's situation. Investors should consult with their tax advisors regarding the ownership of offshore products prior to investing.

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