Sun Life selects Broadridge for Fund Facts

Sun Life Global Investments has signed on to use Broadridge Financial Solutions’ Smart Document Creation automated solution to create Fund Facts documents for mutual funds.

In addition to creating the documents, Smart Document Creation will be integrated into Broadridge’s Smart Prospectus service to provide an end-to-end fulfillment solution. This same process will also be extended to cover MRFPs (management report of fund performance), financial statements and other marketing document requirements.

“Sun Life Global Investments is a new, exciting client opportunity for Broadridge,” says Donna Bristow, vice-president, client management and strategic product development, Canada, with Broadridge. “Our teams have worked closely together to ensure that the document template is customized to their needs and provides the flexibility necessary for their fund lineup.”

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