The page is the record's research on the issuer — no analyst, no rating, no view.

# SUN LIFE FINANCIAL INC (NYSE: SLF) — research page

As of 2026-11-08 · us-cm-kg · record version 1

## Identity and listing

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.

## The disclosure read

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.

## Auditor

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.

## Events and halts

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.

## Orderability

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.

## Coverage

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.

## Open research

No openly published research notes were found for the issuer, and the record holds none.

## Licensed

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.

## As-of depth

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.

## Sources

8 source pages are named on this page; every value above carries its own source page and read date in the numbers.

- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)
- https://data.sec.gov/submissions/CIK0001097362.json (identity.jurisdiction)
- https://mcp.us-cm-kg.ai/events/NYSE/SLF (the disclosure lines)
- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
- https://www.sunlife.com/en/investors/investor-briefcase/analyst-coverage/ (coverage)
- https://mcp.us-cm-kg.ai/record/NYSE/SLF (the record)

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