COL Fund Source: Sun Life Removes Holding Period For Their FUnds

Invest in funds just like stocks. ​Investing in mutual funds just got easier!

Good News!

I received an email from COL Financial that starting on Monday, July 12, 2021, just like any stock, COL Clients can now conveniently buy and sell their Sun Life funds without any holding period.

It means that you, as a COL Client, may sell your Sun Life investments any time you want without being charged with any redemption fees.

It covers all Sun Life funds available through COL Fund Source except for the Sun Life Prosperity Money Market Fund.​

Image from COL Financial Group, Inc.

If you're a COL Client and already invested in any of these Sun Life funds, your investments are also covered by the waiver of the holding period.

How can a COL Client benefit from this?
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Diversifying your mutual fund portfolio is made trouble-free as you can grow your money without needing to worry about any holding period or being charged with any early redemption fees for your Sun Life investments.

For more guidance or if you have any questions, you can send an email to COL Financial at [email protected]

Happy Investing!

PS: If you want to know on how to invest in Mutual Funds using COL Fund Source, you can read my blog article, "How To Invest In Mutual Funds Using COL Fund Source"