{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/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 (NYSE: SLF) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is SUN LIFE FINANCIAL INC, listed on the NYSE under the ticker SLF, with ISIN US8667961051. The LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-Z4). The security type is recorded as Non-operating entity type (other), the sector as 6311 Life Insurance, and the jurisdiction as Canada (Federal Level). The segment is not on the record. The issuer is listed, not halted.\n\n## The disclosure read\n\nThe record holds 45 filings in the twelve months to 2026-11-08, falling on 29 filing days. Of these, 36 are results, 8 are regulatory filings and 1 is a prospectus. The median gap between filing days is 7.0 days. The latest filing is dated 2026-11-06, two days before the record date, and is a regulatory filing. On the NYSE, the median filings count is 64.0, the median cadence gap is 6.0 days and the median latency is 4.0 days across 3256 issuers. In the sector 6311 Life Insurance, across 44 issuers, the median filings count is 100.0, the median cadence gap is 5.5 days and the median latency is 3.0 days.\n\n## Auditor\n\nThe auditor is not on the record (no dei:AuditorName tag on the latest annual report cover; foreign private issuers and older filings carry none). The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable, because the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's own investor-relations page names 13 research houses: Scotia Capital, Veritas Investment Research, Barclays Capital, BMO Capital Markets, CIBC World Markets, Desjardins Securities, Evercore ISI, Jefferies Securities, Morgan Stanley, National Bank Financial, RBC Capital Markets, TD Securities and UBS Securities.\n\n## Open research\n\nNo openly published research notes were found for the issuer, and the record holds none.\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 record holds sealed years for the issuer of 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n8 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.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001097362.json (identity.jurisdiction)\n- https://mcp.us-cm-kg.ai/events/NYSE/SLF (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/ (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/SLF (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/SLF",
  "coverage": {
   "count": 13,
   "houses": [
    {
     "analyst": "Mike Rizvanovic",
     "house": "Scotia Capital",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Roshan Paunikar",
     "house": "Veritas Investment Research",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Alex Scott",
     "house": "Barclays Capital",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Tom MacKinnon",
     "house": "BMO Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Paul Holden",
     "house": "CIBC World Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Doug Young",
     "house": "Desjardins Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Thomas Gallagher",
     "house": "Evercore ISI",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "John Aiken",
     "house": "Jefferies Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Bob Huang",
     "house": "Morgan Stanley",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Gabriel Dechaine",
     "house": "National Bank Financial",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Bart Dziarski",
     "house": "RBC Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Mario Mendonca",
     "house": "TD Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    },
    {
     "analyst": "Michael Ward",
     "house": "UBS Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/",
     "result": "read: 13 of 15 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 44,
     "median_cadence_gap_days": 5.5,
     "median_filings": 100,
     "median_latency_days": 3,
     "name": "6311 Life Insurance"
    }
   },
   "by_type": {
    "prospectus": 1,
    "regulatory_filing": 8,
    "results": 36
   },
   "cadence_median_gap_days": 7,
   "filing_days": 29,
   "filings": 45,
   "latency_days": 2,
   "latest": [
    {
     "category": "SCHEDULE 13G/A",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1097362/000094562126001353/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G/A",
     "type": "regulatory_filing"
    },
    {
     "category": "6-K",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1097362/000127956926001042/sunlife6k.htm",
     "title": "6-K — FORM 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1097362/000109736226000034/a2026q3form6-kwrap3shareho.htm",
     "title": "6-K — 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1097362/000109736226000032/a2026q3form6-kwrap1enr.htm",
     "title": "6-K — 6-K",
     "type": "results"
    },
    {
     "category": "6-K",
     "date": "2026-10-08",
     "source": "https://www.sec.gov/Archives/edgar/data/1097362/000127956926000962/sunlife6k.htm",
     "title": "6-K — FORM 6-K",
     "type": "results"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/SLF",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-09",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US8667961051"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001097362.json",
    "state": "sourced",
    "value": "Canada (Federal Level)"
   },
   "lei": {
    "market": "US",
    "reason": "no GLEIF record with the exact legal name in jurisdiction US-Z4",
    "state": "not_on_record"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001097362.json",
    "state": "sourced",
    "value": "SUN LIFE FINANCIAL INC"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001097362.json",
    "state": "sourced",
    "value": "6311 Life Insurance"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001097362.json",
    "state": "sourced",
    "value": "Non-operating entity type (other)"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "SLF"
   },
   "website": {
    "market": "US",
    "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": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:2c3169d20dc348c35f66cc51892c4ea2c2b4596bfbbbead32303ceefbfbcff33",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/SLF",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:2c3169d20dc348c35f66cc51892c4ea2c2b4596bfbbbead32303ceefbfbcff33",
 "path": "/us/NYSE/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 NYSE under the ticker SLF, with ISIN US8667961051. The LEI is not on the record (no GLEIF record with the exact legal name in jurisdiction US-Z4). The security type is recorded as Non-operating entity type (other), the sector as 6311 Life Insurance, and the jurisdiction as Canada (Federal Level). The segment is not on the record. The issuer is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 45 filings in the twelve months to 2026-11-08, falling on 29 filing days. Of these, 36 are results, 8 are regulatory filings and 1 is a prospectus. The median gap between filing days is 7.0 days. The latest filing is dated 2026-11-06, two days before the record date, and is a regulatory filing. On the NYSE, the median filings count is 64.0, the median cadence gap is 6.0 days and the median latency is 4.0 days across 3256 issuers. In the sector 6311 Life Insurance, across 44 issuers, the median filings count is 100.0, the median cadence gap is 5.5 days and the median latency is 3.0 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record (no dei:AuditorName tag on the latest annual report cover; foreign private issuers and older filings carry none). The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record (EDGAR states no dated change of state of incorporation on a filing line). The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable, because the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's own investor-relations page names 13 research houses: Scotia Capital, Veritas Investment Research, Barclays Capital, BMO Capital Markets, CIBC World Markets, Desjardins Securities, Evercore ISI, Jefferies Securities, Morgan Stanley, National Bank Financial, RBC Capital Markets, TD Securities and UBS Securities.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found for the issuer, and the record holds none.",
   "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 record holds sealed years for the issuer of 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 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.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001097362.json"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/SLF"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/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"
 }
}