October 07, 2016

Investment Client Requirement Due November 11, 2016

To enable us to comply with our regulatory obligations, please download and complete the relevant Self-Certification form for your Investment account’s ownership structure.

Please be aware that if we do not receive the Self-Certification form in good order, we will use your primary residence address and other information currently in our records to determine tax residency for your Investment account.  Note: If you are a Life Insurance Client, no action is required at this time.

Please return the completed Self-Certification form by November 11, 2016, via:

(441) 296-3181, or
Sun Life Financial Investments (Bermuda) Ltd.
Washington House 3rd Floor
16 Church Street
Hamilton HM11, Bermuda

Please consult your tax advisor or a legal professional if you have any questions regarding the completion of the form.

For other questions, please contact our Customer Service team:

Toll-free U.S.: (800) 300-1728
International: (441) 269-3084
Toll-free UAE: (800) 017-8208
Toll-free Qatar: (800) 100 166
Toll-free Bahrain: (800) 04904

SLB 2601 1016 Exp 1018

News & Insight

Office Opening
August 18, 2016

New Headquarters open in Bermuda

On August 18 we hosted a ribbon cutting ceremony to official open our new headquarters in Hamilton, Bermuda.

Sun Life Financial's 2015 Annual Report
March 29, 2016

Sun Life Financial's 2015 Annual Report

Sun Life Financial proudly celebrated its 150th birthday, pausing to reflect upon past achievements and looking ahead at the next phase of growth.

SLF Named to the 2016 Global 100
January 21, 2016

SLF Named to the 2016 Global 100

Read how Sun Life Financial earned this prestigious recognition, demonstrating its strong and enduring commitment to the global community.