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- Log in to the Portal: Sign in to the Sun Life advisor platform using your access code.
- Access Tools: In the main menu, select the “Tools” tab.
- Contract and Compensation: Click on “Contract and Compensation”. This will redirect you to a new financial services page.
- Select Profile: Choose your name or the specific entity/employee (e.g., Groupe financier Signature Inc.).
- Financial Information: Under the “Financial Information” tab, select “Compensation Statement”.
- Generate the Report:
- Quick View: Reports from the last 15 days are usually shown. You can expand this to 30 or 90 days.
- Manual Trigger: If the specific week is not visible, click “Generate Report”. If the list remains empty, no commission was issued for that period.
- Download and Dialogue Box:
- Click on the report link.
- Note: A dialogue box titled “Generate Report” will appear. You must click inside this box to finalize the document creation.
- Final Step: Once generated, click “Click here to view your file” to open or save the PDF.
