MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5

Transcription

1 MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5 If you have questions about your savings and retirement statement, please contact your advisor, John Advisor, at (999) Or call our Customer Care Centre toll free at SUN-LIFE / Tax Free Savings Account Investments Guaranteed Investment Certificate TFSA GC-H999,999-9 January 1, 20XX ($) December 31, 20XX ($) More details on 5, , Page 3

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3 Owner(s): Julie Statement Issue/conversion date Amount invested ($) Compound interest details Maturity date Value at maturity ($) 31 Dec 20XX ($) 15 Jan 20XX 5, % 15 Jan 20XX 5, , Total $5, Withdrawals prior to the maturity date of a guaranteed interest investment may be subject to a market value adjustment (MVA). When an MVA is charged, it will appear on your statement as "adjustments on surrenders. Opening balance on 01 Jan 20XX $0.00 Contributions/transfers in $5, Interest earned $ Closing balance on 31 Dec 20XX $5, Sun Life Financial Trust Inc. is a member of the Sun Life Financial group of companies.

4 Contribution/transfers in: money being put into your policy/account. This section includes any deposits made through the pre-authorized cheque plan (PAC), cash and cheque deposits, money transferred into this policy/account from another policy/account, transfers from another investment within the same policy/account, and any corrections made to this policy/account. Locked in: money that has originated from a registered pension plan and has been transferred to either a locked-in RRSP or locked-in retirement account (LIRA). Opening balance on January 1, 20XX: The value of your guaranteed investments, minus any interest earned on the first day of 20XX. Income/transfers out/withdrawals: money being taken from your policy/account. This section includes any withdrawals made from your policy/account, money transferred out of this policy/account and deposited to another policy/account, transfers from one investment in the same policy/account, and any corrections to this policy/account. For more information regarding access to your funds, including our cheque hold process, please refer to the Guaranteed investment certificates (GICs) page in the Products and services section on or contact us at the contact information provided on this statement. Contract Administration We administer our contracts so they meet all current federal and provincial laws. We may be required by the Canada Revenue Agency (CRA), or a provincial regulator to update existing contracts to satisfy federal and provincial laws. These laws include the Income Tax Act (Canada). If you have any questions about your contract, please contact your advisor. At Sun Life, we take the security and confidentiality of your information very seriously At Sun Life Financial, protecting your privacy is a priority. We maintain a confidential file in our offices containing personal information about you and your contract(s) with us. Our files are kept for the purpose of providing you with investment and insurance products or services that will help you meet your lifetime financial objectives. Access to your personal information is restricted to those employees, representatives, distribution partners (such as advisors and their companies) and third party service providers who are responsible for the administration, processing and servicing of your contract(s) with us, our reinsurers or any other person whom you authorize. In some instances these persons may be located outside Canada, and your personal information may be subject to the laws of those foreign jurisdictions. You are entitled to consult the information contained in our file and, if applicable, to have it corrected by sending a written request to us. Our privacy policy informs you that we will tell you about other products and services we offer and on how you can tell us if you no longer want this information.

5 To find out about our Privacy Policy, visit our website at or to obtain information about our privacy practices, send a written request by to privacyofficer@sunlife.com, or by mail to Privacy Officer, Sun Life Financial, 225 King St. West, Toronto, ON M5V 2C5 Sun Life Financial Trust Inc. is a member of the Sun Life Financial group of companies.