mutual_funds

Sun Life Global Investments (Canada) Inc. will issue Passive Foreign Investment Company (PFIC) annual information statements for tax year 2014.

Read: Client caught in cross-border trap

The funds that Sun Life Global Investments will provide PFIC factors for are:

Sun Life MFS Global Growth Fund
Sun Life MFS Global Value Fund
Sun Life MFS Global Total Return Fund
Sun Life MFS International Growth Fund
Sun Life MFS International Value Fund
Sun Life MFS U.S. Growth Fund
Sun Life MFS U.S. Value Fund
Sun Life MFS U.S. Equity Fund
Sun Life MFS Canadian Bond Fund
Sun Life NWQ Flexible Income Fund
Sun Life Managed Balanced Growth Portfolio
Sun Life Managed Balanced Portfolio
Sun Life Managed Conservative Portfolio

Read: Help clients file late U.S. taxes

Sun Life Managed Moderate Portfolio
Sun Life Managed Growth Portfolio
Sun Life Managed Conservative Class
Sun Life Managed Moderate Class
Sun Life Managed Balanced Class
Sun Life Managed Balanced Growth Class
Sun Life Managed Growth Class
Sun Life MFS Canadian Equity Class
Sun Life Sentry Value Class
Sun Life MFS U.S. Growth Class
Sun Life MFS Global Growth Class
Sun Life MFS International Growth Class

Read: New rules for U.S. taxpayers with mutual funds

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca