Presenting the new advisor chargeback option for Sun GIF Solutions1, available for deposits into new or existing contracts!
Building on the great features available in Sun GIF Solutions, this option is an alternative to the DSC and LL options currently available. - It does not lock Clients into a DSC schedule, allowing them to access their funds at any time without incurring sales charges.
- pays upfront sales commission.
- all or a portion of the sales commission will be repaid to Sun Life should the Client withdraw from the fund within the first 2 years after purchase
Key features of this sales charge option: - Upfront sales commission of 3%2
- Trailers begin after 2 years.
- Short, 2-year chargeback schedule.
- Same MERs as the FEL/DSC/LL sales charge option of the same fund
- Advisor chargeback units have the same eligibility for the Private Client program as FEL units
- Available in: 1) Investment Series, 2) Estate Series, and 3) Income Series
Note: Similar to DSC and LL, this option is not available for deposits between age 81 and 90 in Estate Series
Advisor chargeback sales charge option (CB): Trailer commissions and chargeback schedule :
For more details, contact your Sun Life Wealth Sales team or visit sunlifegifs.ca.
¹ Not available for Sun Lifetime Advantage GIF or Sun Protect GIF.
² Deposits to Sun Daily Interest and Sun Money Market do not pay an upfront sales commission until units are switched to other funds.
³ For Sun Daily Interest, Sun Money Market and all fixed income funds, the trailer commission is lower. |
