# EDGAR Filing Document

**Accession Number:** 0001097362
**File Stem:** 0001279569-26-000607
**Filing Date:** 2026-6
**Character Count:** 6463
**Document Hash:** e326f8f2c1ab4dd390561e9ff73baa27
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001279569-26-000607.hdr.sgml**: 20260630

**ACCESSION NUMBER**: 0001279569-26-000607

**CONFORMED SUBMISSION TYPE**: 6-K

**PUBLIC DOCUMENT COUNT**: 4

**CONFORMED PERIOD OF REPORT**: 20260629

**FILED AS OF DATE**: 20260630

**DATE AS OF CHANGE**: 20260629

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SUN LIFE FINANCIAL INC
- **CENTRAL INDEX KEY:** 0001097362
- **STANDARD INDUSTRIAL CLASSIFICATION:** LIFE INSURANCE [6311]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** Z4
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 6-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-15014
- **FILM NUMBER:** 261137224

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** SUN LIFE ASSURANCE CO OF CANADA
- **STREET 2:** ONE YORK STREET
- **CITY:** TORONTO
- **PROVINCE COUNTRY:** A6
- **ZIP:** M5J 0B6
- **BUSINESS PHONE:** 4169794800

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** SUN LIFE ASSURANCE CO OF CANADA
- **STREET 2:** ONE YORK STREET
- **CITY:** TORONTO
- **PROVINCE COUNTRY:** A6
- **ZIP:** M5J 0B6

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUN LIFE FINANCIAL SERVICES INC
- **DATE OF NAME CHANGE:** 20030702

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUN LIFE FINANCIAL SERVICES OF CANADA INC
- **DATE OF NAME CHANGE:** 20000224

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**<br> **Washington, D.C. 20549**

**FORM 6-K**

**Report of Foreign Private Issuer<br> Pursuant to Rule 13a-16 or 15d-16<br> under the Securities Exchange Act of 1934** 

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| | |
|:---|:---|
| **For the month of June 2026** | Commission File Number: 001-15014 |

---

**SUN LIFE FINANCIAL INC.**

------

(Translation of registrant's name into English)

**1 York Street, 31st Floor, Toronto, Ontario, M5J 0B6**

(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☐ Form 40-F ☒

---

| | |
|:---|:---|
| **Exhibits** | **Description** |
| [99.1](ex991.htm) | [News Release dated June 29, 2026](ex991.htm) |

---

**SIGNATURE**

Pursuant to the requirement of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

---

| | | |
|:---|:---|:---|
|  | ****Sun Life Financial Inc.***<br> *(Registrant)* | ****Sun Life Financial Inc.***<br> *(Registrant)* |
| Date: June 29, 2026 | By: | /s/ "*Kevin Armitage*" |
|  |  | Kevin Armitage |
|  |  | AVP & Managing Counsel, Corporate Legal |

---

## Exhibit 99.1

**Exhibit 99.1**

**Sun Life announces interest rate reset on Limited Recourse Capital Notes Series**

TORONTO, June 29, 2026 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today the interest rate for its $1 billion principal amount of 3.60% Limited Recourse Capital Notes Series 2021-1 (Subordinated Indebtedness) (the "Notes") for the five-year period commencing June 30, 2026.

In accordance with the terms of the trust indenture dated June 30, 2021 (the "Indenture"), the interest rate on the Notes for the period from and including June 30, 2026, to but excluding June 30, 2031, will be 5.614% per annum.

The interest rate was calculated as the sum of the Government of Canada Yield (as defined in the Indenture) determined as at June 29, 2026, plus 2.604%. Interest on the Notes will continue to be payable semi-annually in arrears on June 30 and December 31 of each year, with the first such payment occurring on December 31, 2026.

The Notes are scheduled to mature on June 30, 2081. In connection with the issuance of the Notes, the Company issued 1,000,000 Class A Non-Cumulative Rate Reset Preferred Shares Series 14 (the "Series 14 Shares") held by Computershare Trust Company of Canada, as trustee of Sun Life LRCN Trust (the "Limited Recourse Trust"). In case of non-payment of interest on or principal of the Notes when due, the recourse of each noteholder will be limited to that holder's proportionate share of the Limited Recourse Trust's assets, which will consist of Series 14 Shares except in limited circumstances. The Notes and the Series 14 Shares were issued under a prospectus supplement dated June 24, 2021.

The Company may redeem the Notes, with the prior written approval of the Superintendent of Financial Institutions (Canada), in whole or in part, during the period from May 31, 2031 to and including June 30, 2031 and every five years thereafter, on not less than 15 nor more than 60 days' prior notice, and only upon the redemption by the Company of such number of Class A Shares Series 14 with an aggregate face amount equal to the aggregate principal amount of Notes redeemed, in accordance with the terms of such shares.

For more information, the prospectus supplement dated June 24, 2021 is available on the Company's SEDAR+ profile.

**About Sun Life**<br> Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2026, Sun Life had total assets under management of $1.58 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

**Note to editors:** All figures in Canadian dollars.

*To contact Sun Life media relations, please email Media.Relations@sunlife.com*.

*To contact Sun Life investor relations, please email Investor_Relations@sunlife.com*.

View original content to download multimedia:https://www.prnewswire.com/news-releases/sun-life-announces-interest-rate-reset-on-limited-recourse-capital-notes-series-302813707.html

SOURCE Sun Life Financial Inc. - Financial News

View original content to download multimedia: http://www.newswire.ca/en/releases/archive/June 2026/29/c7342.html

%CIK: 0001097362

CO: Sun Life Financial Inc. - Financial News

CNW 17:01e 29-JUN-26

### Attached PDF Documents

**Attachment 1:** `ex991.pdf`

_No text found in this document._