Case Name :      Sun Life Financial: Entering China

Authors :           Paul W. Beamish, Ken Mark, Jordan Mitchell

Source :             Ivey Publishing

Case ID :            904M66

Discipline :        General Management

Case Length :    21 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Sun Life Financial is a large insurance conglomerate with $14.7 billion in annual revenues. The vice-president for China must formulate an approach for his company’s entrance into China. Sun Life has achieved two important milestones: the right to apply for a license and the signing of a Memorandum of Understanding for Joint Venture with China Everbright, a local securities company. The financial vice-president must consider strategic options for entry and choose a city in which to focus his efforts in getting a license. In doing so, he needs to consider Sun Life’s overall priorities, strategic direction, and how he will sell the concept to senior management in Canada.