Sun Life Financial Inc. files U.S. current reports as a Canadian foreign private issuer using Form 6-K and reports under Form 40-F. Its filings document operating and financial results for its insurance, wealth, health and asset management businesses, including shareholder reports, management certifications, earnings coverage information and capital-related disclosures such as common and preferred share dividends and dividend reinvestment arrangements.
The filing record also covers proxy and governance matters, including annual meeting materials, director election results, board and committee disclosures, executive compensation, compensation governance, equity compensation plans and the amended executive stock option plan. These documents provide formal records of Sun Life's public-company governance, capital structure and recurring securities-law disclosures.
Sun Life Financial Inc. said Ocehan LLC made an unsolicited mini-tender offer for up to 100,000 Sun Life common shares. The stated discounts were 24.97% to Sun Life's Toronto Stock Exchange closing price and 24.93% to its New York Stock Exchange closing price on August 27, 2026, the last trading day before the offer began. Sun Life said it is not associated with Ocehan, does not recommend or endorse the offer, and shareholders are not required to sell their shares.
Sun Life Financial Inc. (SLF) announced Darko Mihelic’s appointment as Senior Vice-President, Head of Investor Relations. He will join Sun Life on October 22, 2026, and report to Tim Deacon, Executive Vice-President and Chief Financial Officer.
Mihelic joins from RBC Capital Markets, where he served as Managing Director, Equity Research, covering Canada’s banking and insurance sectors. Sun Life had total assets under management of $1.70 trillion as of June 30, 2026.
Sun Life Financial Inc. (SLF) announced its intention to redeem all of its $500 million principal amount of Series 2021-1 Subordinated Unsecured 2.46% Fixed/Floating Debentures. Sun Life plans to fund the redemption from existing cash and liquid assets and intends to complete it on November 18, 2026.
The Debentures are redeemable at Sun Life's option at a price equal to the principal amount plus accrued and unpaid interest to the redemption date, after which interest will cease to accrue and holders will be entitled only to receive the redemption price.
Sun Life Financial Inc. (SLF) reported the results of the conversion privilege for its Class A preferred shares Series 10R and Series 11QR effective September 30, 2026. Holders elected to convert 1,400 of 6,838,672 Series 10R Shares into Series 11QR Shares and 621,829 of 1,161,328 Series 11QR Shares into Series 10R Shares on a one-for-one basis. Because fewer than 1,000,000 Series 11QR Shares would have remained outstanding, Sun Life will automatically convert all remaining Series 11QR Shares into Series 10R Shares and Series 10R holders will not be entitled to convert into Series 11QR. As a result, on September 30, 2026, Sun Life will have 8,000,000 Series 10R Shares outstanding and no Series 11QR Shares. From September 30, 2026 to September 30, 2031, Series 10R Shares will pay a 5.519% annual non-cumulative dividend, or $0.344938 per share per quarter, and may be redeemed at $25.00 per share on September 30, 2031 and every fifth year thereafter, subject to regulatory approval.
Sun Life Financial Inc. (SLF) announced reset and floating dividend rates for its Class A preferred shares Series 10R and Series 11QR effective September 30, 2026. Series 10R will pay a fixed 5.519% per annum, or $0.344938 per share quarterly, to but excluding September 30, 2031, subject to declaration and the Insurance Companies Act (Canada). Series 11QR will pay a floating rate equal to the T-Bill Rate plus 2.17%; for the period from September 30, 2026 to December 31, 2026 this equals 4.459% per annum or $0.280978 per share. Holders may exercise conversion rights by 5:00 p.m. (ET) on September 16, 2026 through their broker or nominee. Sun Life reported $1.70 trillion of assets under management as of June 30, 2026.
Sun Life Financial Inc. (SLF) is entering a definitive strategic partnership with Wilton Re to create Windsor Life Re, a U.S. and Bermuda–domiciled affiliated reinsurer focused on in-force life and annuity business. Windsor Life Re will initially reinsure an in-force block of approximately US$1.7 billion from Wilton Re, with future business ceded on a quota share basis.
The partnership is expected to deploy about US$900 million of capital, with Sun Life and Wilton Re each contributing roughly one-third of the total equity capitalization. SLC Management, Sun Life’s institutional alternatives asset manager, will act as lead asset manager for Windsor Life Re and manage up to US$10 billion of assets at scale. Windsor Life Re is anticipated to grow to roughly US$10 billion in assets, subject to regulatory approvals and customary closing conditions, with launch targeted for the first half of 2027.
As context, Sun Life reported total assets under management of C$1.70 trillion (US$1.20 trillion) and SLC Management reported US$316 billion in assets under management as of June 30, 2026.
Sun Life Financial Inc. reports that it will not redeem its Class A Non-Cumulative Rate Reset Preferred Shares Series 10R or its Class A Non-Cumulative Floating Rate Preferred Shares Series 11QR on September 30, 2026. Holders of each series may, subject to conditions, convert on a one-for-one basis into the other series on that date, or retain their existing shares.
If, after conversions, either series would have fewer than one million shares outstanding, all remaining shares of that series will be automatically converted into the other series on September 30, 2026, with notice to registered holders by September 21, 2026. The new dividend rates for Series 10R (five-year period) and Series 11QR (initial three-month period) starting September 30, 2026 will be set and announced on August 31, 2026. Beneficial owners must instruct their intermediaries by 5:00 p.m. (ET) on September 16, 2026 to exercise conversion rights.
Subject to regulatory approval, Sun Life may redeem Series 10R for $25.00 per share plus declared and unpaid dividends on September 30, 2031 and every fifth September 30 thereafter. Series 11QR may be redeemed for $25.00 on those same scheduled dates or $25.50 on other dates, in each case plus declared and unpaid dividends. As of June 30, 2026, Sun Life reported $1.70 trillion of assets under management.
Sun Life Financial Inc., as an institutional investment manager, filed a quarterly Form 13F combination report. The filing covers holdings managed directly by Sun Life and by other managers, with 47 reportable positions in the information table and an aggregate reported value of $1,952,194 (round to nearest dollar). The report lists 3 other included managers, including Sun Life Capital Management (U.S.) LLC, Sun Life Assurance Co. of Canada, and Crescent Capital Group LP, and identifies Massachusetts Financial Services Co. as another reporting manager.
Sun Life Financial Inc. appointed Katherine Lee to its Board of Directors effective July 31, 2026. She is a veteran executive with extensive experience in financial services, investments and real estate, including senior leadership roles at GE Capital in Canada, the U.S. and Asia.
Lee has over 20 years of public and private board service at major organizations in regulated industries and global financial services. As of March 31, 2026, Sun Life reported total assets under management of $1.58 trillion, reflecting its scale as an international provider of asset management, wealth, insurance and health solutions across multiple global markets.
Sun Life Financial filed a Prospectus Supplement to a short form base shelf prospectus registering the periodic resale of up to 3,277,951 Common Shares by selling shareholders under a Registration Rights Agreement dated July 2, 2026. The resale registration covers secondary offerings by the selling shareholders; the Company will not receive proceeds from sales.
The supplement notes the completion of the US$350 million acquisition of Bell Partners (approximately 80% paid in Common Shares) and a C$750,000,000 debenture issuance. Shares outstanding were 557,353,418 as of July 3, 2026. Offerings may occur on exchanges or privately and may use multiple sale methods.