Grupo Sun Life Financial Inc.

Part of Sun Life Financial, Inc., Sun Life Asset Management (HK) Ltd. is a Chinese company that provides investment advice. The company is based in Hong Kong, Hong Kong. Stanley Ngan has been the CEO of the company since 2014.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Sun Life Asset Management Co., Inc. (SLAM) is the Philippines-based fund management arm and wholly-owned subsidiary of Sun Life of Canada (Philippines), which is in turn owned by Sun Life Financial (NYSE: SLF; MN: SLF) in Canada. Established in 2000, SLAM is located in Makati City and is the investment manager and principal distributor of the Sun Life Prosperity Funds, registered in the Philippines.

Sun Life of Canada (Philippines), Inc. provides insurance services. The firm’s products include life insurance, accidental insurance, pension plans, education plans and mutual funds. The company was founded in 1895 and is headquartered in Taguig City, Philippines.

Part of Sun Life Financial, Inc., Sun Life Financial Trust, Inc. is a Canadian company that provides banking services. The company is based in Waterloo, Canada. Sun Life Financial Trust was acquired by B2B Bank from Sun Life Financial, Inc. on June 10, 2002.

Part of Phoenix Group Holdings Plc, Sun Life Assurance Company of Canada (U.K.) Ltd. provides life insurance services. The company is based in Basingstoke, UK and was founded in 1969.

Sun Life Global Investments, Inc. provides investment advisory services. The firm’s investment products include product listing, sun life granite managed solutions, sun life milestone funds, diversified income funds, equity funds, asset allocation and balanced funds, fixed income funds, corporate class, private client, absolute return funds and other investment solutions. The company is headquartered in Toronto, Canada.

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. They are a subsidiary of AAM Holdings, Inc., ultimately owned by Sun Life Financial, Inc. (TSX: SLF) in Canada, which acquired majority stake in AAM in 2023. AAM provides complete portfolio solutions with varying market conditions and investor objectives tailored to the individual needs of financial professionals.