Sun Life Financial Inc.

11/05/2024 | Press release | Distributed by Public on 11/04/2024 19:12

Quarterly Report

SECURITIES AND EXCHANGE COMMISSIONSEC FORM 17-Q

QUARTERLY REPORT PURSUANT TO SECTION 17 OF THE SECURITIES
REGULATION CODE AND SRC RULE 17(2)(b) THEREUNDER

1. For the quarterly period ended Sep 30, 20242. SEC Identification Number N/A3. BIR Tax Identification No. N/A4. Exact name of issuer as specified in its charter Sun Life Financial Inc.5. Province, country or other jurisdiction of incorporation or organization Canada6. Industry Classification Code(SEC Use Only) 7. Address of principal office 1 York Street, Toronto, Ontario, M5J 0B6 Postal Code M5J8. Issuer's telephone number, including area code 1-416-979-99669. Former name or former address, and former fiscal year, if changed since last report N/A10. Securities registered pursuant to Sections 8 and 12 of the SRC or Sections 4 and 8 of the RSA
Title of Each Class Number of Shares of Common Stock Outstanding and Amount of Debt Outstanding
Common -
11. Are any or all of registrant's securities listed on a Stock Exchange? Yes No If yes, state the name of such stock exchange and the classes of securities listed therein: TSX, NYSE, PSE - Common Shares; TSX - Preferred Shares12. Indicate by check mark whether the registrant:

(a) has filed all reports required to be filed by Section 17 of the SRC and SRC Rule 17 thereunder or Sections 11 of the RSA and RSA Rule 11(a)-1 thereunder, and Sections 26 and 141 of the Corporation Code of the Philippines, during the preceding twelve (12) months (or for such shorter period that the registrant was required to file such reports)

Yes No (b) has been subject to such filing requirements for the past ninety (90) days Yes No

The Exchange does not warrant and holds no responsibility for the veracity of the facts and representations contained in all corporate disclosures, including financial reports. All data contained herein are prepared and submitted by the disclosing party to the Exchange, and are disseminated solely for purposes of information. Any questions on the data contained herein should be addressed directly to the Corporate Information Officer of the disclosing party.

Sun Life Financial Inc.SLF

PSE Disclosure Form 17-2 - Quarterly Report References: SRC Rule 17 and
Sections 17.2 and 17.8 of the Revised Disclosure Rules

For the period ended Sep 30, 2024
Currency (indicate units, if applicable) C$millions except EPS&B
Balance Sheet
Period Ended Fiscal Year Ended (Audited)
Sep 30, 2024 Dec 31, 2023
Current Assets - -
Total Assets 361,252 333,241
Current Liabilities - -
Total Liabilities 335,324 309,041
Retained
Earnings/(Deficit) 		13,108 12,157
Stockholders' Equity 25,228 23,582
Stockholders' Equity - Parent - -
Book Value per Share 39.88 36.51
Income Statement
Current Year
(3 Months) 		Previous Year
(3 Months) 		Current Year-To-Date Previous Year-To-Date
Gross Revenue 15,333 2,439 31,124 22,090
Gross Expense 13,690 1,258 27,374 18,947
Non-Operating Income - - - -
Non-Operating Expense - - - -
Income/(Loss) Before Tax 1,643 1,181 3,750 3,143
Income Tax Expense 215 244 668 548
Net Income/(Loss) After Tax 1,428 937 3,082 2,595
Net Income Attributable to
Parent Equity Holder 		- - - -
Earnings/(Loss) Per Share
(Basic) 		2.33 1.49 4.84 3.98
Earnings/(Loss) Per Share
(Diluted) 		2.33 1.48 4.83 3.97
Current Year (Trailing 12 months) Previous Year (Trailing 12 months)
Earnings/(Loss) Per Share (Basic) 6.12 5.97
Earnings/(Loss) Per Share (Diluted) 6.12 5.95
Other Relevant Information

See attached:
1. Interim Financial Statements for the third quarter of 2024; and
2. Interim Management's Discussion and Analysis for the third quarter of 2024.

Filed on behalf by:
Name Tracie Allan
Designation Assistant Vice-President & Managing Counsel