Sun Life Financial (SLF) Registration filing summary

Company overview and business model

• Leading international financial services organization offering asset management, wealth, insurance, and health solutions to individual and institutional clients across multiple global markets, with $1.58 trillion in assets under management as of March 31, 2026.

• Recent acquisition of Bell Partners Inc., a U.S. multifamily real estate investment manager, for US$350 million, with approximately 80% of the purchase price paid in common shares.

Financial performance and metrics

• Financial statements are prepared in accordance with IFRS Accounting Standards and presented in Canadian dollars.

• Audited consolidated financials as of December 31, 2025, and unaudited interim results as of March 31, 2026, are incorporated by reference.

Use of proceeds and capital allocation

• No proceeds from the secondary offering will be received by the company; all proceeds go to the selling shareholders.

• Recent C$750 million debenture offering, with proceeds allocated to general corporate purposes, subsidiary investments, debt repayment, and strategic investments.