Welcome to our dedicated page for SUN LIFE FINANCIAL SEC filings (Ticker: SLFQF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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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., 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 Inc. has informed shareholders that Ocehan LLC has launched an unsolicited mini-tender offer to purchase up to 100,000 Sun Life common shares. Sun Life is not associated with Ocehan and does not recommend or endorse acceptance of this offer, noting that shareholders are not required to sell.
Sun Life explains that the Ocehan mini-tender is priced significantly below recent market levels, at discounts of 24.95% to the TSX closing price on May 25, 2026 and 24.38% to the NYSE closing price on May 22, 2026. The company highlights Canadian and U.S. regulators’ cautions about mini-tender offers and notes that, according to Ocehan’s documents, shareholders who have already tendered can withdraw their shares within 21 days.
Sun Life also provides contact details for its stock transfer agents and advisors, and reiterates its global financial services footprint. As of March 31, 2026, it reports total assets under management of $1.58 trillion, underscoring the scale of its operations.
Sun Life Financial Inc. has completed its acquisition of Bell Partners, a leading U.S. multifamily real estate investment manager and property manager. Sun Life acquired a 100% interest for US$350 million, with about 80% of the price paid in Sun Life common shares.
Bell Partners will operate as a distinct, vertically integrated business under BGO, overseeing Sun Life’s U.S. multifamily real estate assets while retaining its leadership, branding, offices and client focus. The deal expands Sun Life’s asset management capabilities in the U.S. multifamily sector, one of the largest segments of the U.S. real estate market.
As of March 31, 2026, Sun Life reported total assets under management of $1.58 trillion. Its institutional asset management arm, SLC Management, had US$308 billion in assets under management, while BGO, together with Bell Partners, had approximately US$100 billion in real estate assets under management.
Sun Life Financial filed a Form 13F disclosing institutional holdings on behalf of its investment management entities. The filing reports 48 positions with a total reported market value of $1,761,356 and lists 3 other included managers. The report is a 13F Combination Report.
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.