Press Releases

Sun Life Global Investments Selects Broadridge Canada’s Smart Fund Facts Solution

TORONTO, Ontario -- November 8, 2011 -- Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Sun Life Global Investments (Canada) Inc. has started an initiative to use Broadridge Canada’s Smart Document Creation solution for the automated creation of regulatory Point-of-Sale (POS) Fund Facts documents.

The Smart Document Creation solution will create Fund Facts documents for mutual funds through an automated document creation process.  In addition to creating the documents, Smart Document Creation will be integrated into Broadridge’s Smart Prospectus service which will then provide an end-to-end fulfillment solution. This same process will also be extended to cover MRFPs (Management Report of Fund Performance), Financial Statements, and other Marketing document requirements.

Donna Bristow, VP Client Management and Strategic Product Development, Canada, Broadridge commented, "Sun Life Global Investments is a new, exciting client opportunity for Broadridge.  Our teams have worked closely together to ensure that the document template is customized to their needs and provides the flexibility necessary for their fund line-up.  With Smart Document Creation being an automated solution, we will be able to scale quickly and efficiently to support Sun Life Global Investments as they grow their business."


About Broadridge

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations. Broadridge’s investor and customer communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes on average $5 trillion in equity and fixed income trades per day. Broadridge employs approximately 10,000 associates in 14 countries.

For more information about Broadridge, please visit

Media Contacts:

Ed Orgon

The Torrenzano Group

+1 212 681 1700


Donna Bristow

Broadridge Financial Solutions, Inc.

+1 905 507 5446


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