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Much care has been taken to produce accurate subject matter and to trace ownership of copyrighted matter in the material; however, the publisher will welcome any information that enables it to rectify any reference or credit, for subsequent editions.

The material provided in this publication is provided for general informational purposes only. Laws, regulations, policy and procedures regarding this subject are continuously changing and the information and examples are intended as general guidelines only and not as specific tax, insurance, investments, accounting, financial or legal advice. This publication is therefore presented with the understanding that neither the publisher, authors, nor Sun Life can be held liable for any actions taken as a result of the material presented. It is therefore recommended that the appropriate professional advice be obtained before acting on any of the information herein.

Users of the information in this module are responsible for their own actions and outcomes. Sun Life , Knowledge Bureau, its authors, lecturers and publishers expressly disclaim any and all liability in respect of any consequences.

Sun Life Global Investments is the brand name representing the operating subsidiaries of Sun Life Financial which offer wealth products in Canada, including mutual funds managed by Sun Life Global Investments (Canada) Inc., life insurance and annuities issued by Sun Life Assurance Company of Canada, and GICs issued by Sun Life Financial Trust Inc.

Sun Life Assurance Company of Canada, Sun Life Global Investments (Canada) Inc. and Sun Life Financial Trust Inc. are each members of the Sun Life Financial group of companies.

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