TABLE OF CONTENTS ABOUT SLGI CONNECT 2 OVERVIEW OF NAVIGATION 3 ACCOUNT VIEW 4-6 FUND VIEW 7 GLOSSARY 8

Transcription

1

2 TABLE OF CONTENTS ABOUT SLGI CONNECT 2 OVERVIEW OF NAVIGATION 3 ACCOUNT VIEW 4-6 FUND VIEW 7 GLOSSARY 8 1

3 ABOUT SLGI CONNECT SLGI Connect provides online access to your accounts with Sun Life Global Investments (Canada) Inc. Access SLGI Connect to view your account balance, account details, tax slips, statements, transactions, fund holdings, and more! HOW TO ACCESS SLGI Connect is located on the secure Sun Life Global Investments website and requires an access ID and password. 1. Visit 2. In the Access ID field, enter your ID. 3. In the Password field, type your password. 4. Select Sign In to access the SLGI Connect landing page. First time user? Call to obtain an access ID and password. Make sure you have your account number ready. The SLGI Connect landing page provides high level details about what information is available within the platform. To enter the system and view your account information, select the ACCESS NOW button. If you've purchased funds through a CSF advisor you can also access SLGI Connect from within my Sun Life or Customer Access. QUESTIONS? If you have any questions about SLGI Connect or have trouble accessing the platform, contact our client services team at , Monday to Friday, 8 a.m. 8 p.m. ET, or info@sunlifeglobalinvestments.com. 2

4 OVERVIEW OF NAVIGATION Account Holder Name Account # Dealer account # Account type and market value of your selected account Side Navigation Bar - On the left side of the page, you ll see a navigation bar with two main views Account and Fund. Refer to the next sections for more information on each view. Account This is the first view you see when accessing SLGI Connect. It displays your account details and provides the most important information up front in an easy to use modular format. Fund Under this view, you have various options to look up fund prices and fund distributions. By selecting any of the fund names, the applicable fund fact sheet will open. This functionality is available when you select a fund name from anywhere in the tool. 2. Settings Menu - At the top right, you ll see a gear icon which will allow you to switch languages and sign off of SLGI Connect. 3. Module Functionality Each view contains modules, and these modules include some or all of the following icons within the module heading. Information Shows information about what the module is used for. Download spreadsheet Exports the module s information to a spreadsheet in CSV format. Please note that this feature may not work correctly for French users. Generate PDF Creates a PDF of the information in the module. Collapse Collapses the module so you only see the module s heading. Expand Expands the module. Each module shows the most important information at a glance. In some modules, to see more information, expand the module. Once the module is expanded, select the Back to Compact icon to return to the previous view. 3

5 ACCOUNT VIEW ACCOUNT view displays your account details PORTFOLIO OVERVIEW This module provides a summary view of your accounts. It will only appear if you have more than one account. SLGI Connect will display the first account that was set up in the system, which will be highlighted here. To navigate to another account, select the applicable account number link within the module. The data in the modules beneath it will change to reflect the account selected. FUND HOLDINGS This module shows information about the funds you hold in the selected account. To see further details, expand the module by clicking the Expand icon. To see the fund fact sheet, select the fund name link. This functionality is the same throughout the tool PENDING TRADES AND TRANSACTIONS This module will display pending trades and transactions for the selected account. This module also displays an RESP Transactions link if the account you have selected in the Portfolio Overview module is an RESP. REGISTERED TRANSFERS This module provides you with information relating to registered transfers for the selected account, including: relinquishing institution, initiation date, expected amount and investment instructions. ACCOUNT DETAILS This module provides basic details about the account including addresses, contact information, ownership type, tax jurisdiction, designation, signature requirements and beneficiary or annuitant information. ADVISOR PROFILE This module provides advisor of record information for the selected account including your advisor's name and contact information. SYSTEMATIC PLANS This module outlines any PACs, SWPs/AWDs, STPs and RIF/LIF setups on the selected account. It will show the information including the amount, from what funds the money is taken and what bank account the money is going to. When a RIF/LIF account is selected, this module includes details as it relates to annual minimum payment and what has been paid or left to be used. For PACs on an RESP account, the beneficiary breakdown is provided for each contribution dollar. BANK ACCOUNTS This module provides details about your bank accounts on file for the selected account. You can provide different bank accounts for each account, or you can advise that one bank account be used as the default for all your accounts. 4

6 TOOLS AND REPORTS MODULE This module outlines the various tools and reports that are available for the selected account. Below are some of the highlights of this module. You can also view the information icon found within each report for more information. Free units summary - provides a breakdown of the 10% free units and deferred sales charges (DSC) units. Transaction Summary provides the breakdown of the different transactions in the selected account. The default period is Since inception, however, you can change it to YTD, Last quarter, Last year or Date range. To select your own date, update the from and to calendar icons. RRSP Summary only available if you ve selected an RRSP account. This report summarizes all RRSP contributions for the first 60 days and the remainder of the year. TFSA summary only available if you ve selected a TFSA account. This report summarizes all TFSA contributions since inception and year to date. RESP Summary only available if you ve selected an RESP account. This report summarizes the beneficiary(ies) details along with contribution and grant information for your selected RESP account. 1. The Beneficiary and plan details link provides plan level information including who the beneficiaries are and how much educational assistance payment (EAP) and post-secondary education (PSE) is available for redemption. 2. The Grant and contribution information link shows which beneficiary received which grant(s) and amount(s)

7 STATEMENTS AND SLIPS MODULE This module allows you to view and print duplicate statements, tax slips and trade confirmations for the selected account. The most recent documents are listed first and older duplicates can be located by clicking more. The next section explains how to view historical documents, and produce an ad-hoc statement within this module. How to view historical documents: 1. Select the more link. The STATEMENTS AND SLIPS SEARCH dialog box appears with the current year selected by default. 2. If necessary, to change the year, select the calendar icon and select the year you wish. 3. To display historical documents for the selected year, click Search. How to produce an ad-hoc statement: 1. Select the Produce an ad-hoc statement link. 2. Pick a time period by selecting the From and to calendar icons, then select Generate. 6

8 FUND VIEW FUND view displays information on Sun Life Global Investments funds including prices and distributions FUND PRICE FUND DISTRIBUTIONS This module provides the net asset value (NAV) of funds on the last valuation day. By default, all funds show for all sales charge options on the last valuation day, however, you can search a specific fund by code or name, a specific sales charge option and a specific valuation date. To change the default selections: 1. Use the: first drop-down list to enter a specific fund. second drop-down list to select a specific sales charge option. As of calendar icon to select a time period. 2. Select Apply. This module provides the latest fund distributions. By default, all funds show for all sales charge options on the last valuation day, however, you can search a specific fund by code or name, a specific sales charge option and a specific valuation date. To change the default selections: 1. Use the: first drop-down list to enter a specific fund. second drop-down list to enter a specific sales charge option. Payment Date calendar icon to select a specific valuation date. 2. Select Apply. 7

9 GLOSSARY AWD = Automatic withdrawal plan EAP = Educational assistance payment LIF = Life Income Fund NAV = Net Asset Value PAC = Pre-authorized chequing plan PSE = Post-secondary education RIF = Retirement Income Fund (RIF) RESP = Retirement Education Savings Plan RRSP = Registered Retirement Savings Plan STP = Systematic transfer plan SWP = Systematic withdrawal plan TFSA = Tax-Free Savings Account YTD = Year to date 8

10 9