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Statement on Obatan LLC Mini-Tender Offer

Have you been contacted by Obatan LLC with an offer to purchase your Sun Life shares? Sun Life is not associated with Obatan LLC and does not recommend or endorse this offer. Investors should exercise caution with mini-tender offers.

U.K. and Ireland shareholders U.S. shareholders

Sun Life Shareholders

Securely maintain your security holdings online, including the ability to:

  • View your account balances and transaction history
  • View your dividend payment or reinvestment history
  • Check the status of a dividend payment
  • View details of both certificated and non-certificated positions
  • Obtain the last available market value of your holdings
  • Access forms to update your account information

Proxy Voting

Securityholders have the right to vote on key issues and decisions affecting corporate issuers. This is an important responsibility of ownership. Proxy voting is available during a company’s annual meeting cycle, and materials are available online throughout the year.

If you have a question or need assistance with your vote, please contact us at the numbers below between the hours of 8:00 a.m. and 6:30p p.m. ET, Monday to Friday.

Call for investor inquiries: (800) 387-0825 or (416) 682-3860.

Login to:

  • View proxy materials, request paper copies, and vote your online proxy

In order to vote, you must reference the control number provided with your proxy notification.

  • Control Number Request (If you have been appointed to attend a virtual meeting and need a control number, please click here and complete the request form)

Proxy/AGM Materials

Notice & Access website where proxy materials are posted for viewing. Shareholders can view, download or print.

Contact

Canadian Residents

To contact Sun Life Shareholder Services at TSX Trust

Phone:

1-877-224-1760 (Reps are available from 8:30am-6:00pm ET)

Email:

sunlifeinquiries@tmx.com

Mail:

TSX Trust Company, PO Box 700, Station B, Montreal, Quebec H3B 3K3

Canadian Dividend Reinvestment Plan (DRIP) Information

Sun Life Prospectus Enrollment Form

U.S. Residents

To contact Sun Life Shareholder Services at American Stock Transfer & Trust Company, LLC (AST)

Phone:

1-877-224-1760 (Reps are available from 8:30am-6:00pm ET)

Email:

sunlifeinquiries@tmx.com

Mail:

American Stock Transfer & Trust Company, LLC (AST), PO Box 199036, Brooklyn, NY 11219

Hong Kong Residents

To contact Computershare Hong Kong Investor Services Limited

Phone:

852-2862-8555

Email:

hkinfo@computershare.com.hk

Mail:

Computershare Hong Kong Investor Services Limited, Hong Kong Registrars Limited
17M Floor, Hopewell Centre, 183 Queen’s Road East, Wanchai, Hong Kong

Philippines Residents

To contact RCBC Stock Transfer

Phone:

(632)-5318-8567

Email:

rcbcstocktransfer@rcbc.com

Mail:

RCBC Stock Transfer
Ground Floor, West Wing
GPL (Grepalife) Building
221 Senator Gil Puyat Avenue
Makati City, Metro Manila, Philippines

UK Residents

To contact Link Group

Phone:

+44 (0) 345-602-1587

Email:

shareholderenquiries@linkgroup.co.uk

Mail:

Link Group, 10th Floor, Central Square, 29 Wellington Street, Leeds LS1 4DL

Rest of the World

To contact Sun Life Shareholder Services at TSX Trust

Phone:

Call Collect 1 (416)-682-3865

Email:

sunlifeinquiries@tmx.com

Mail:

TSX Trust Company, PO Box 700, Station B, Montreal, Quebec H3B 3K3

Sun Life Share Selling Service

The Sun Life Financial Inc. Share Selling Service is available to Canadian resident holders of SLF common shares held in a share ownership account. The Service provides an easy and convenient way for Qualified Holders to sell their Shares.