AGREEMENT AND PLAN OF MERGER BETWEEN SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) AND KEYPORT LIFE INSURANCE COMPANYAgreement and Plan of Merger • January 15th, 2004 • Sun Life Assurance Co of Canada Us • Delaware
Contract Type FiledJanuary 15th, 2004 Company JurisdictionTHIS AGREEMENT AND PLAN OF MERGER (the "Agreement"), dated as of 18th day of June, 2003, between Sun Life Assurance Company of Canada (U.S.), a stock life insurance company organized under the laws of the State of Delaware ("SLUS"), and Keyport Life Insurance Company, a stock life insurance company organized under the laws of the State of Rhode Island ("KLIC").
SUN LIFE FINANCIAL GLOBAL FUNDING, L.P. TERMS AGREEMENTTerms Agreement • June 9th, 2005 • Sun Life Assurance Co of Canada Us
Contract Type FiledJune 9th, 2005 Company
SUN LIFE FINANCIAL GLOBAL FUNDING, L.P. $900,000,000 Medium Term Notes Unconditionally Guaranteed by Sun Life Global Funding, L.L.C. Pursuant to Guarantees Secured by Funding Agreements Issued by Sun Life Assurance COMPANY of Canada (U.S.) PURCHASE...Purchase Agreement • June 9th, 2005 • Sun Life Assurance Co of Canada Us • New York
Contract Type FiledJune 9th, 2005 Company JurisdictionSun Life Financial Global Funding, L.P., a special purpose limited partnership formed under the laws of Delaware (the "Issuer") pursuant to the Limited Partnership Agreement, dated as of September 8, 2004 (as amended and restated by the Amended and Restated Limited Partnership Agreement dated as of November 10, 2004 and as it may be further amended, supplemented, modified, restated, or replaced from time to time, the "LP Agreement") between Sun Life Assurance Company of Canada, a stock life insurance company organized under the laws of Canada (the "Initial Limited Partner") and 2053812 Ontario Inc., a corporation organized under the laws of Ontario, Canada (the "Initial General Partner"), in connection with the medium term notes program (the "Program") of the Issuer described in the Offering Memorandum dated November 10, 2004 (as supplemented, amended or restated from time to time, including the documents and financial statements incorporated by reference therein, the "Offering Memoran
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • May 14th, 2010 • Sun Life Assurance Co of Canada Us • Life insurance • Delaware
Contract Type FiledMay 14th, 2010 Company Industry JurisdictionThis Administrative Services Agreement ("Agreement") is made effective as of 11:59 p.m. Eastern Standard Time, on the 31st day of December, 2009 ("Effective Date") by and between Sun Life Assurance Company of Canada (U.S.) (“Sun Life (U.S.)”), a Delaware life insurance company, and Sun Life Financial (U.S.) Services Company, Inc. (“Sun Life Services”), a Delaware corporation.
SUN LIFE FINANCIAL GLOBAL FUNDING III, L.P. TERMS AGREEMENTTerms Agreement • September 26th, 2006 • Sun Life Assurance Co of Canada Us
Contract Type FiledSeptember 26th, 2006 Company
SUN LIFE FINANCIAL GLOBAL FUNDING II, L.P. TERMS AGREEMENTTerms Agreement • May 25th, 2006 • Sun Life Assurance Co of Canada Us
Contract Type FiledMay 25th, 2006 Company
MARKETING SERVICES AGREEMENTMarketing Services Agreement • March 15th, 2012 • Sun Life Assurance Co of Canada (U.S.) • Life insurance • Massachusetts
Contract Type FiledMarch 15th, 2012 Company Industry Jurisdiction
SUN LIFE FINANCIAL GLOBAL FUNDING, L.P. TERMS AGREEMENTTerms Agreement • July 6th, 2005 • Sun Life Assurance Co of Canada Us
Contract Type FiledJuly 6th, 2005 CompanySun Life Financial Global Funding, L.P., c/o Sun Life Assurance Company of Canada (U.S.) Office of General Counsel One Sun Life Executive Park Wellesley Hills, MA 02481 Attention: General Counsel Telecopy No.: (781) 237-6030
SUN LIFE FINANCIAL GLOBAL FUNDING III, L.P. TERMS AGREEMENTTerms Agreement • September 15th, 2006 • Sun Life Assurance Co of Canada Us
Contract Type FiledSeptember 15th, 2006 Company
SUBORDINATED NEW GUARANTEESun Life Assurance Co of Canada Us • July 27th, 2007 • New York
Company FiledJuly 27th, 2007 JurisdictionSUBORDINATED NEW GUARANTEE (the "Subordinated Guarantee"), dated as of [___________, 200___], by SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a corporation organized under the laws of the State of Delaware ("Sun Life U.S." or the "Guarantor"), in connection with certain deferred combination fixed and variable annuity contracts (together with any riders, endorsements, modifications or supplements thereto, the "Contracts") issued by SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a stock life insurance company organized under the laws of the State of New York ("Sun Life N.Y.").