Managing data responsibly

We’re a global company with a proud history of building long lasting relationships with our Clients. It’s a privilege to have Client data, and we know we have a responsibility to protect how it’s collected, used and stored.

Data privacy principles

Our data privacy principles highlight our commitment to Clients for how we carefully and responsibly manage data at Sun Life.

We use Client data to deliver on our Purpose We’re driven by our company’s Purpose to help our Clients achieve lifetime financial security and live healthier lives. We use data to help deliver experiences and outcomes with our Clients’ best interests at heart.

We do not sell Client data We do not sell data that would identify an individual Client. There may be times when we share anonymous or aggregate data and insights to help deliver improvements and generate value for our Clients.

We inform Clients about why we collect and use their data We’re committed to being clear with our Clients about how we collect and use their data. We outline their options and continue to simplify the language we use.

Responsible data use framework

Responsible data use at Sun Life means more than just doing the right thing. It means complying with legal requirements in all the markets in which we operate and applying ethical and fair principles whenever using Client data. These practices help us operate as a trusted and responsible business, part of our ambition that includes safeguarding our Clients’ information as a Client-focused, purpose-driven, forward-thinking and sustainable company for the long term, aligned with our Sustainability strategy.

We have a responsible data use framework that includes an advisory body that works alongside our Global Privacy and Data Ethics Centre of Excellence to support coordination, education and alignment of responsible data use practices across Sun Life focused on common themes:

• Privacy and data protection
• Human oversight and control
• Safety and security
• Accountability
• Fairness and non-discrimination
• Beneficial use
• Transparency and explainability
• Societal and environmental impact

Sun Life Employees globally are also committed to the ethics, principles and values in our Code of Conduct.

Artificial intelligence at Sun Life

Artificial intelligence (AI), including generative and agentic AI, enables Sun Life to create more personalized and frictionless digital experiences for our Clients, streamline operations and enhance employee productivity.

As with any new technology, we apply our robust risk management framework, including privacy impact assessments, enterprise standards and data privacy principles to comply with evolving local laws and regulatory requirements related to the use of AI across all markets.

We provide our employees globally with AI training on how to optimize, develop and use the technology responsibly, including topics like bias and ethical use, hallucinations, and environmental impacts.

Visit Sun Life Stories to learn more about AI innovation at Sun Life.

AI Governance

Governance by design is an approach where the governance model and its rules are built into the design system itself, from the initial experiment phase of AI initiatives through to full operational use.

As the use of AI tools and applications continues to grow, our governance framework ensures we use these technologies responsibly and remains adaptable to new developments in artificial intelligence.

As AI continues to evolve, so will our guidelines and safeguards, staying ahead of emerging risks and regulatory requirements, upholding our commitment to operate as a trusted and responsible business.
 

Your Privacy at Sun Life

Learn more about how we protect your privacy and our commitment to carefully and responsibly manage Client data at Sun Life.

Read our Global Privacy Statement