The information marked with required is required

You are enrolling as:
MGA Broker PPGA/Elite
National Account/IDA F55/GWL/IG

Last Name: required
First Name: required
Affiliated Head Office: required
AGA Affiliate: required
Title/Role: required
Advisor/Rep Code(s): required
    (If you do not have an advisor/rep code, please enter your branch code or zero fill.
If access is required for more than one code, please use comment section to identify all additional required codes.)
Mutual Fund Dealer Code:
Mutual Fund Rep Code:
Sun Life Global Investments Access ID (if applicable)
Company Name:  
(if other than above)
Address: required
   
City: required
Province: required
Postal Code: required
Language of Choice: required
Gender: required
Telephone Number: required ( ) -   Extension:  
E-mail: required
Please provide date of birth: required
    (yyyy/mm/dd)

**Please note: If you have assistants and/or other staff members that require access to your block of business (including any compensation information) via the advisor site, please advise of this in the comments section below. Please direct staff members to submit a self enrolment form in their name. To protect the confidentiality of your client data, the sharing of access id's and passwords is not permitted.

Comments:


The Sun Life Financial (SLF) Advisor Site adheres to the high standards for collecting, using, disclosing and storing personal information as outlined in the SLF Privacy Policy and Privacy Code for Canada. The personal information we collect in this form is confidential and will be used to establish an ID and password within our security framework, and may be shared with other SLF group of companies for the purpose of managing your access to SLF's secure sites. Your date of birth will be used for authentication and verification purposes should your password need to be reset and for telephone authentication if needed. Your personal information is stored in a secure, password protected database that can only be accessed by a limited group of people who administer this protected access and use the date of birth to authenticate you. We will continue to review our practices and procedures to effectively administer your personal information in accordance with the federal and provincial privacy laws.