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

TORONTO, Nov. 8, 2011 /CNW/ - 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 is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $4 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge, please visit www.broadridge.com.

SOURCE Broadridge

For further information:

   
Media Contacts:  
Ed Orgon      Donna Bristow
The Torrenzano Group       Broadridge Financial Solutions, Inc.
+1 212 681 1700     +1 905 507 5446
ed@torrenzano.com     donna.bristow@broadridge.com

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