Sun Life of Canada

Postal dealing service

Who is it for?

The service is only available to private individuals (including registered personal representatives) resident in the United Kingdom, the Channel Islands and the Isle of Man who wish to sell their common shares of Sun Life Financial Inc.

Note to investors in the Nominee

If you hold your shares in the UK Share Account ("the nominee") and wish to sell your shares through this Dealing Service, you must withdraw from the nominee. To do so, simply complete and sign the dealing instruction form and enclose your written instruction to withdraw from the nominee; return to: Link Market Services Trustees Limited, Link Group, Share Dealing, 10th Floor, Central Square, 29 Wellington Street, Leeds, LS1 4DL.

Please click here to download and print all necessary documents.

Sell shares by post

All you need to do is complete and sign the Dealing Instruction Form and return it to Link together with a valid share certificate(s). We recommend you use a secure method of postage, alternatively, you may choose to use the pre-paid envelope provided (valid only within the UK).

Dealing will normally take place once a week on a Thursday (the Dealing Day") when it is a Business Day or on the next business day if the Thursday is not a Business Day in the UK or if the Toronto Stock Exchange ("TSE") is not open for business. Instructions received on any day which is not a Business Day will be deemed to have arrived on the next Business Day. All sale instructions will need to be received by 4pm on the day before (normally a Wednesday) the next Dealing Day so as to qualify for dealing to take place on that Dealing Day. Your instruction will be combined with those of other shareholders and you will not know the share price obtained until after your shares have been sold. Aggregated orders may result in a large number of shares being dealt in the market which may result in a higher or lower price being obtained or a delay in executing the order in full on the designated market.

Once your shares are sold, your sale proceeds will be paid (minus commission charges) and a sales advice will be sent detailing the share price obtained and the exchange rate used. Commission will be charged at 1% subject to a minimum of £50.

If you need assistance or would like to be sent a printed version of the documents, please phone the helpline on 0345 602 1587 (lines are open Monday - Friday 8:30am - 5.30pm).