Its all about the Funds
If a client is looking to switch from their registered account - Sun Life Granite Conservative Class Series A to Sun Life Conservative Class Series F would this be a disposition?
Yes
No
Can a client still make a purchase into the Sun Life Milestone 2020 Fund Series A DSC.
YES
NO
Why would a client who wants income be interested in investing in a Series AT fund?
Better MER
To get 100% return of capital
To gain equity
What type of investment product invest in shares of companies and offer the investor the potential for growth in their investment over time have a variety of management styles.
Equity funds
Sun Life Tactical ETF Portfolios
Fixed income funds
Diversified income funds
What was the highes NAV Sun Life Granite Growth Class ever had?
13.8366
14.0637
14.1732
14.1735
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