Sun Life Capital Trust, a special-purpose trust established by Sun Life Assurance Company of Canada, completed an offering of Sun Life ExchangEable Capital Securities (SLEECS), a security that qualifies as tier one for insurance regulatory purposes. At $950 million, it was the largest offering of its type in Canada. The deal closed on October 19, 2001.
William Minucci and Natalie Ochrym, in-house counsel at Sun Life supervised legal matters. Torys LLP acted as external counsel to Sun Life with a team that included Phil Mohtadi, GuyLaine Charles, Paul Guthrie and Blair Keefe (regulatory) and Lucia ten Kortenaar and Ron Nobrega (tax). The underwriters, co-led by Scotia Capital Inc. and Merrill Lynch Canada Inc., were represented by McCarthy Tétrault LLP with a team comprised of Barry Ryan, Jonathan Grant and Steven Kim (business) and Gabrielle Richards and Michael Quigley (tax).
William Minucci and Natalie Ochrym, in-house counsel at Sun Life supervised legal matters. Torys LLP acted as external counsel to Sun Life with a team that included Phil Mohtadi, GuyLaine Charles, Paul Guthrie and Blair Keefe (regulatory) and Lucia ten Kortenaar and Ron Nobrega (tax). The underwriters, co-led by Scotia Capital Inc. and Merrill Lynch Canada Inc., were represented by McCarthy Tétrault LLP with a team comprised of Barry Ryan, Jonathan Grant and Steven Kim (business) and Gabrielle Richards and Michael Quigley (tax).
Lawyer(s)
Philip Mohtadi
Steven R. Kim
Ronald E. Nobrega
Blair W. Keefe
Jonathan R. Grant
Lucia M. ten Kortenaar
Paul D. Guthrie