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Premiere Account Key Features Download Premiere Account Key Features Document is client facing
Premiere Account Key Information Document (KID) Download Premiere Account Key Information Document (KID) Document is client facing
Premiere Alpha Discounted Trust Account Key Features Download Premiere Alpha Discounted Trust Account Key Features Document is client facing
Administration and transaction fee and bank charge increases Download Administration and transaction fee and bank charge increases Document is client facing
CLI and CLIAI Charges and fees Download CLI and CLIAI Charges and fees Document is client facing
Additional Application for personal customers (including personal Trustees) Download Additional Application for personal customers (including personal Trustees) Document is client facing
Corporate Premiere Account and Premiere Europe Account Application (including Corporate Trustees) Download Corporate Premiere Account and Premiere Europe Account Application (including Corporate Trustees) Document is client facing
Premiere & Premiere Europe Account Personal Application Download Premiere & Premiere Europe Account Personal Application Document is client facing
Bare Gift Trust Deed Download Bare Gift Trust Deed Document is client facing
CLI Trust Form Guide Download CLI Trust Form Guide
Deed of Assignment of a life assurance policy Download Deed of Assignment of a life assurance policy Document is client facing
Discretionary Gift Trust Download Discretionary Gift Trust Document is client facing
The Excluded Property Discretionary Trust Download The Excluded Property Discretionary Trust
Adviser remuneration options Download Adviser remuneration options
Amendment to Application Form Download Amendment to Application Form Document is client facing
AML Submission Sheet New Business Download AML Submission Sheet New Business
Benefits of segmentation - Case study 1 Download Benefits of segmentation - Case study 1 Document is client facing
Benefits of segmentation - case study 2 Download Benefits of segmentation - case study 2
Canada Life International Guide to Anti Money Laundering and preventing the financing of terrorism Download Canada Life International Guide to Anti Money Laundering and preventing the financing of terrorism Document is client facing
CanPay Surrender/Withdrawal Form Download CanPay Surrender/Withdrawal Form Document is client facing
Change Of Circumstances - CLI and CLIAI Download Change Of Circumstances - CLI and CLIAI Document is client facing
Dealing Instructions for all policies except Delta Accounts, Offshore Savings Accounts and Flexible Life Plans Download Dealing Instructions for all policies except Delta Accounts, Offshore Savings Accounts and Flexible Life Plans Document is client facing
Fund Adviser Fees Briefing Note Download Fund Adviser Fees Briefing Note
Generic platform process map (CLI/CLIAI) Download Generic platform process map (CLI/CLIAI)
Gifting as part of Normal Expenditure Out of Income Download Gifting as part of Normal Expenditure Out of Income
International and UK bond compared Download International and UK bond compared
International bond jurisdictions Download International bond jurisdictions
International Bonds: the importance of same policy top-up Download International Bonds: the importance of same policy top-up
Investment Administration Form (Isle of Man) Download Investment Administration Form (Isle of Man)
Investment and Estate Planning Service charter - Our Commitment to you (Isle of Man) Download Investment and Estate Planning Service charter - Our Commitment to you (Isle of Man) Document is client facing
Investment Bonds and Long-term care assessments (excluding England) briefing note Download Investment Bonds and Long-term care assessments (excluding England) briefing note
Life assurance and capital redemption compared Download Life assurance and capital redemption compared
Normal expenditure out of income case study Download Normal expenditure out of income case study
Premiere Account Suitability Report Download Premiere Account Suitability Report
Premiere and Premiere Discounted Trust Accounts Client Guide Download Premiere and Premiere Discounted Trust Accounts Client Guide Document is client facing
Premiere and Premiere Europe Account A regular savings problem solved Download Premiere and Premiere Europe Account A regular savings problem solved Document is client facing
Premiere and Premiere Europe Account repeat top ups questions and answers Download Premiere and Premiere Europe Account repeat top ups questions and answers Document is client facing
Request to add an additional life/lives assured (Isle of Man) Download Request to add an additional life/lives assured (Isle of Man) Document is client facing
Take a closer look Download Take a closer look
Time apportionment relief briefing note Download Time apportionment relief briefing note

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.