Advisor Change Request

In this form, you and your refer to the policy owner/planholder/investor/company’s authorized signatory, while we, us, our and the Company
refer to either Sun Life of Canada (Philippines), Inc., Sun Life Financial Plans, Inc. or Sun Life Asset Management Co., Inc., which are members
of the Sun Life Financial group of companies.

IMPORTANT NOTES:
You must accomplish and submit completed form to any of the following: (1) Sun Life of Canada (Philippines), Inc. Billing and Client
Support Services, Sun Life Centre, 5th Ave. cor. Rizal Drive, Bonifacio Global City, Taguig City, 1634 Philippines, (2) any of our Client Service
Centers, or (3) email to sunlink@sunlife.com.

Please write legibly by using capital letters. Write N/A if question is not applicable. Mark the box(es) with an “X” to indicate your choice(s)
then sign the form only when completely filled out

By signing below, you confirm your understanding and agreement to the following:
a) All services relating to your account(s) as indicated in this form shall be coursed through your new servicing advisor.
b) You will inform us within 30 calendar days of any change in your circumstances, including but not limited to citizenship, and submit the
applicable document accordingly.
c) You acknowledge the Company’s statutory responsibility to provide your information, including but not limited to local or foreign tax status,
to the appropriate authority.
d) You acknowledge that the Company, its employees, duly authorized representatives, related companies, third party service providers and
vendors, shall process and share your and insured’s information, with any person or organization to (i) service this account, (ii) process claims
and enforce the contract, and (iii) pursue its legitimate and lawful rights and interests and other purposes allowed under privacy laws and regulations.
e) Your personal data shall be retained throughout the existence of your account(s) and/or until expiration of the retention limit set by laws
and regulations from account closure and the period set for destruction or disposal of records. You certify that you have read, understood
and agree with the declarations and authorizations above, including Sun Life’s privacy policy found in https://apps.sunlife.com.ph/privacy