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Sun Life Financial Inc. is inviting common shareholders to its annual and special meeting on May 6, 2026, with 554,013,029 votes eligible to be cast. Shareholders can attend by live webcast or in person in Toronto and may vote by proxy, online or at the meeting.
Items on the agenda include receiving 2025 financial statements, electing 13 directors, reappointing Deloitte as auditor, a non-binding “say on pay” vote, and amendments to the Executive Stock Option Plan. The Board proposes increasing the ESOP share pool by 5 million common shares to a maximum of 34,525,000, which would bring total shares available for issuance under the ESOP to 6,067,349, or about 1.1% of common shares outstanding as of February 27, 2026.
The circular outlines Sun Life’s governance framework, director independence, committee structure and succession planning. It also details strong prior shareholder support for directors, the auditor and executive pay, along with robust policies on culture, ethics, inclusion and board renewal.
Sun Life Financial Inc. has amended and restated its Executive Stock Option Plan, effective as of May 6, 2026, to govern long‑term incentives for selected officers and senior managers across the company, its subsidiaries and designated affiliated entities.
The plan grants stock options at a price that is at least the fair market value of a share on the grant date, generally based on the TSX closing price. It includes blackout period extensions, change‑in‑control vesting rules, and allows attached stock appreciation rights payable in cash based on share price gains.
The maximum number of shares that may be issued under options outstanding pursuant to the plan is 34,525,000. Options for any one person, together with options under other employee‑related plans or option grants for services, are capped at 1% of outstanding shares, subject to stock exchange and legal limits. The board can amend or terminate the plan within specified boundaries, and participation is voluntary and does not guarantee continued employment or future grants.
Sun Life Financial Inc. filed a report confirming key details for its upcoming Annual General and Special Meeting of security holders. The meeting is scheduled for May 6, 2026.
The record date for notice, voting, and beneficial ownership determination is March 13, 2026, meaning investors holding common shares on that date will be entitled to receive meeting materials and vote. Only common shares carry notice and voting rights for this meeting.
The company will use a notice-and-access approach for both registered shareholders and beneficial holders, providing proxy-related materials electronically. Sun Life will also pay for delivery of materials to objecting beneficial owners, helping ensure broad distribution of the meeting information.
Sun Life Financial Inc. filed a Form 13F combination report showing holdings reported by multiple affiliated managers. The report lists 43 portfolio entries with a total market value of $1,905,282 (rounded) and identifies 3 other included managers. The report was signed by Randolph Brown, CIO, on 02-11-2026.
Sun Life Financial Inc. filed a Form 13F reporting institutional holdings. The filing, signed by Randolph Brown, CIO, lists 39 reported positions with a total value of $1,960,987 and names 3 other included managers. The report is dated 10-27-2025.