Our Terms of Business for intermediaries

Home Finance

Terms of business for Home Finance products

To do Home Finance business with us, you must download and fill out a registration form. Please read our Terms of Business.

How to apply

1. Download the appropriate registration form(s)
2. Complete and save the editable PDF files
3. Email your completed form(s) to hf-applications@canadalife.co.uk
4. We will aim to process your application within 3-5 working days of receipt

New adviser registration form

If you’re not registered with us, but your firm is, please download and complete our Individual adviser registration form.

Download the new adviser registration form  (editable PDF)

New firm registration form

If you're not registered to do home finance business with us, please fill out our Firm registration form.

Download the new firm registration form  (editable PDF)

UK Bonds and Annuities

Terms of business for UK Bonds and Annuities

To do Bonds and Annuities business with us you will need to complete our registration process. Read our Terms of Business.

How to apply

Applying for terms of business with us is now even easier. You can still apply for them using our usual application form, or use Unipass by Origo.

Fast-apply using Unipass by Origo  (recommended)

How to apply using Unipass by Origo

1. Sign in using Unipass and select the products you would like to apply for
2. Confirm your details and apply instantly
3. We will review your application, typically in under 24 hours
4. Once reviewed, we aim to provide confirmation within 3-4 working days

OR

Download application form  (editable PDF)

How to apply using a downloaded application form

1. Download the appropriate registration form(s)
2. Complete the editable PDF files, print and sign
3. Email your completed form(s) to adviserpayments@canadalife.co.uk
4. Once reviewed, we aim to provide confirmation within 5-7 days of receipt

International Bonds

Terms of business for International Bonds

To do Bonds and Annuities business with us you will need to complete our registration process. Read our Terms of Business.

How to apply

1. Download the appropriate registration form(s)
2. Complete the editable PDF files, print and sign
3. Email your completed form(s) to focus@canadalifeint.com
4. Once reviewed, we aim to provide confirmation within 5 working days of receipt

Download application form  (editable PDF)

Pensions - The Retirement Account

Terms of business for The Retirement Account

To do Pensions business with us you will need to complete our registration process. Read our Terms of Business.

How to apply

1. Download the appropriate registration form(s)
2. Complete the editable PDF files, print and sign
3. Email your completed form(s) to adviserservices.ra@canadalife.co.uk

Download application form  (editable PDF)

Workplace Protection

Terms of business for Workplace Protection

Applying for terms of business with us is now even easier. You can still apply for them using our usual application form, or use Unipass by Origo. Read our Terms of Business.

Apply using Unipass by Origo  (recommended)

How to apply using Unipass by Origo

1. Sign in using Unipass and select the products you would like to apply for
2. Confirm your details and apply instantly
3. We will review your application, typically in under 24 hours
4. Once reviewed, we aim to provide confirmation within 3-4 working days

OR

Download application form  (editable PDF)

How to apply using a downloaded application form

1. Download the appropriate registration form(s)
2. Complete the editable PDF files, print and sign
3. Email your completed form(s) to groupagencymain@canadalife.co.uk
4. Once reviewed, we aim to provide confirmation within 5-7 days of receipt