{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/SLF",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Sun Life Financial Inc. (TSX: SLF) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Sun Life Financial Inc., listed on the TSX under the ticker SLF. Its LEI is 549300V040JZX5S66Z78, and no ISIN is on the record. Its security type is Corporate, its sector is Financial Services, and its jurisdiction is Canada (federal). The segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 94 filings in the twelve months to 2026-11-06, across 63 filing days. The median gap between filing days is 4.5 days. The latest filing is dated 2026-11-05, one day before the record date, and is a newswire release. The TSX median cadence gap is 16 days and its median latency is 3.0 days. The Financial Services sector median cadence gap is 21.5 days, its median filings count is 10.5, and its median latency is 8.5 days.\n\n## Auditor\n\nThe auditor is not on the record, and no auditor was found. No auditor changes are on the record.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move lines. The issuer is listed, not halted.\n\n## Orderability\n\nFor paragraph (o) of the definition, the outcome is determinable and the signal is ACM-200. For paragraph (q) of the definition, the outcome is determinable and the signal is ACM-200. The rule version is acm-68000/ca/kyp-know-your-product-ni-31-103/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.\n\n## Open research\n\nThe field has not been read, so openly published research notes are not on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. The issuer's sealed years are none, and the market's earliest sealed date is not on the record. The live record began 2026-09-10. Years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of answer is not_sealed.\n\n## Sources\n\n7 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://api.gleif.org/api/v1/lei-records/549300V040JZX5S66Z78 (identity.jurisdiction)\n- https://www.tsx.com/en/resource/571 (identity.sector)\n- https://mcp.ca-cm-kg.ai/events/TSX/SLF (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ca-cm-kg.ai/record/TSX/SLF (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "CA",
    "reason": "none found",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/SLF",
  "coverage": {
   "note": "the coverage field has not been read for this issuer",
   "state": "not_read"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "issuers": 98,
     "median_cadence_gap_days": 21.5,
     "median_filings": 10.5,
     "median_latency_days": 8.5,
     "name": "Financial Services"
    }
   },
   "by_type": {
    "agm_record_date": 1,
    "corporate_action": 6,
    "financial_statement": 9,
    "newswire_release": 78
   },
   "cadence_median_gap_days": 4.5,
   "filing_days": 63,
   "filings": 94,
   "latency_days": 1,
   "latest": [
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.newswire.ca/news-releases/sunlife-wins-two-global-awards-for-client-focused-digital-and-ai-innovation-884298541.html",
     "title": "Sunlife wins two global awards for Client-focused digital and AI innovation",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.newswire.ca/news-releases/la-sunlife-remporte-deux-prix-internationaux-recompensant-l-innovation-centree-sur-la-clientele-a-l-ere-du-numerique-et-de-l-ia-863133055.html",
     "title": "La Sunlife remporte deux prix internationaux récompensant l'innovation centrée sur la clientèle à l'ère du numérique et de l'IA",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.newswire.ca/fr/news-releases/sunlife-wins-two-global-awards-for-client-focused-digital-and-ai-innovation-884298541.html",
     "title": "Sunlife wins two global awards for Client-focused digital and AI innovation",
     "type": "newswire_release"
    },
    {
     "category": null,
     "date": "2026-11-04",
     "source": "https://www.prnewswire.com/news-releases/sunlife-reports-third-quarter-2026-results-828763299.html",
     "title": "Sunlife Reports Third Quarter 2026 Results",
     "type": "financial_statement"
    },
    {
     "category": null,
     "date": "2026-11-04",
     "source": "https://www.prnewswire.com/news-releases/sunlife-reports-third-quarter-2026-results-302929827.html",
     "title": "Sunlife Reports Third Quarter 2026 Results",
     "type": "financial_statement"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/SLF",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "market": "CA",
    "reason": "no ISIN found on issuer pages",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column) · adjudicated by Claude",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300V040JZX5S66Z78",
    "state": "filled",
    "value": "Canada (federal)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300V040JZX5S66Z78",
    "state": "sourced",
    "value": "549300V040JZX5S66Z78"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "Sun Life Financial Inc."
   },
   "sector": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Financial Services"
   },
   "security_type": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "SLF"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:c7e5ddc8a337e3ce858dfdac6ca8efb48006294fc217e4fdb8ce3cc3566cf6bc",
  "open_research": {
   "rows": [],
   "state": "not_read"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/SLF",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:c7e5ddc8a337e3ce858dfdac6ca8efb48006294fc217e4fdb8ce3cc3566cf6bc",
 "path": "/ca/TSX/SLF",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Sun Life Financial Inc., listed on the TSX under the ticker SLF. Its LEI is 549300V040JZX5S66Z78, and no ISIN is on the record. Its security type is Corporate, its sector is Financial Services, and its jurisdiction is Canada (federal). The segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 94 filings in the twelve months to 2026-11-06, across 63 filing days. The median gap between filing days is 4.5 days. The latest filing is dated 2026-11-05, one day before the record date, and is a newswire release. The TSX median cadence gap is 16 days and its median latency is 3.0 days. The Financial Services sector median cadence gap is 21.5 days, its median filings count is 10.5, and its median latency is 8.5 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record, and no auditor was found. No auditor changes are on the record.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change or segment move lines. The issuer is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For paragraph (o) of the definition, the outcome is determinable and the signal is ACM-200. For paragraph (q) of the definition, the outcome is determinable and the signal is ACM-200. The rule version is acm-68000/ca/kyp-know-your-product-ni-31-103/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "The field has not been read, so openly published research notes are not on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed. The issuer's sealed years are none, and the market's earliest sealed date is not on the record. The live record began 2026-09-10. Years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of answer is not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "7 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/549300V040JZX5S66Z78"
  },
  {
   "for": "identity.sector",
   "source": "https://www.tsx.com/en/resource/571"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/SLF"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/SLF"
  }
 ],
 "title": "Sun Life Financial Inc. (SLF) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}