Sun Life Launches 'Sun Life Private Wealth' Platform for High-Net-Worth and Ultra-High-Net-Worth Clients and

Sun Life Financial has launched the 'Sun Life Private Wealth' integrated platform, designed to address the wealth management needs of high-net-worth and ultra-high-net-worth individuals, families, and financial advisors. The platform aims to help clients more systematically build, preserve, and transfer wealth across generations. It integrates Sun Life's global network, professional expertise, and cross-market service capabilities, providing a consistent and seamless experience for both clients and financial advisors.

Over the past 18 months, the platform established a unified business acceptance and underwriting system, integrating processes and forms, and offering round-the-clock support. This initiative closely connects the expertise and resources of teams across various regions, forming a more comprehensive global network. As a result, it enhances the service experience for distribution partners and their clients, while Sun Life handles the complexities of cross-market operations.