Sun Capital Advisors LLC / McLean Budden Limited / Sun Life Global Investments Corporate Class Inc. / Portfolio (Series A F I) Sun Life Dynamic Equity Income Fund / Sun Life MFS Canadian Equity Fund / Sun Life MFS Dividend Income Fund / BlackRock Asset Management Canada Limited / Sun Life MFS Balanced Value Fund / Sun Life BlackRock Canadian Composite Equity Fund / Sun Life Milestone Global Equity Fund / MFS Institutional Advisors Inc. / Natnook Inc. / Director and President / Sun Life Milestone 2020 Fund / Sentry Investments Inc. / Sun Life MFS Canadian Equity Value Fund / Sun Life Sentry Value Fund / Sun Life Milestone 2035 Fund / Sun Life BlackRock Canadian Equity Fund / Fasken Martineau DuMoulin LLP / S. Value Fund / Sun Life MFS International Growth Fund / Sun Life MFS International Value Fund / Sun Life Milestone 2025 Fund / Sun Life Financial Inc. / Financial Services Consultant Investment Management Canada Limited / Sun Life MFS Global Value Fund / Sun Life BlackRock Canadian Balanced Fund / Schroder Investment Management North America Inc. / Sun Life Dynamic Strategic Yield Fund / U.S. Equity Fund / Global Total Return Fund / Sun Life Assurance Company / Sun Life MFS Monthly Income Fund / U.S. Growth Fund / Sun Life NWQ Flexible Income Fund / Sun Life Milestone 2030 Fund / Sun Life Global Investments (Canada) Inc. / Asset Management L.P. / Sun Life MFS Global / GCIC Ltd. / Short Term Trading / Goodman & Company Ltd. / /
Country
Canada / /
Currency
USD / / /
IndustryTerm
indirect subsidiary / law / /
Organization
International Growth Fund / Dynamic Strategic Yield Fund / Canadian Balanced Fund / Life Money Market Fund / Canadian Bond Fund / Canadian Equity Growth Fund / Canadian Universe Bond Fund / Independent Review Committee IRC / Emerging Markets Fund / Independent Review Committee / Growth Fund / Past / /
Person
Pierre-Yves Châtillon / Victoria Kwan / / /
Position
Standing Instructions The Manager / Manager / Assistant-Secretary / related Broker/Dealer / ICD.D Chair / Sub-Advisor / Related Issuers The Manager / Chair / Manager As / /
March 25, 2014 Dear Investor: Please find attached this annual report issued by the Independent Review Committee (the “IRC”) of the publicly offered investment funds (the “Funds”) managed by Sun Life Global Inves