The transaction is subject to customary closing conditions, including required regulatory approvals. The transaction is expected to close in the first half of 2019.
The information in this document is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific oﬀer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this document.
Bentall Kennedy includes Bentall Kennedy (Canada) Limited Partnership and Bentall Kennedy (U.S.) Limited Partnership. The Sun Life Investment Management group of institutional investment management companies comprises Bentall Kennedy Group in North America, Prime Advisors, Inc. and Ryan Labs Asset Management Inc. In the United States, and Sun Life Investment Management Inc. in Canada. Pooled funds, separately managed accounts and other securities-based investment advisory services are provided through Sun Life Institutional Investments (Canada) Inc., with support from the investment operations of Sun Life Assurance Company of Canada.
Forward looking statements contained herein are subject to change due to investment strategy execution or market conditions, and past performance is not indicative of future results. Forward-looking statements are based upon certain assumptions. Other events, which were not taken into account, may occur and may significantly affect performance. Any assumptions should not be construed to be indicative of the actual events that will occur. Some important factors which could cause actual results to differ materially from those projected or estimated in any forward-looking statements include, but are not limited to, the following: changes in interest rates and financial, market, economic, tax, or legal conditions.
Bentall Kennedy has approximately $36 billion USD / $48 billion CAD of assets under management (including approximately $18 billion USD / $24 billion CAD of Sun Life General Account Assets, of which $12.3 billion USD are commercial mortgages managed by certain affiliated Sun Life Investment Management entities outside the Bentall Kennedy group under the oversight of individuals who are officers both of Bentall Kennedy and those other affiliates).
All figures shown as of September 30, 2018