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Wealth Preservation Europe Account Key Features Download Wealth Preservation Europe Account Key Features Document is client facing
CLI and CLIAI Charges and fees Download CLI and CLIAI Charges and fees Document is client facing
Wealth Preservation Account & Wealth Preservation Europe Account Application Download Wealth Preservation Account & Wealth Preservation Europe Account Application Document is client facing
Wealth Preservation Trust - Initial Trust and Settlement Deed Download Wealth Preservation Trust -  Initial Trust and Settlement Deed Document is client facing
WPT Deed of appointment Download WPT Deed of appointment Document is client facing
A guide to Wealth Preservation Accounts Download A guide to Wealth Preservation Accounts
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 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 Instruction (Dublin) Download Dealing Instruction (Dublin) 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)
International bond jurisdictions Download International bond jurisdictions
Investment Administration Form (Dublin) Download Investment Administration Form (Dublin) Document is client facing
Investment and Estate Planning Service charter - Our commitment to you (Wealth Preservation Europe Account only) Download Investment and Estate Planning Service charter - Our commitment to you (Wealth Preservation Europe Account only) Document is client facing
Periodic and exit charges checklist Download Periodic and exit charges checklist Document is client facing
Request to add an additional life/lives assured (Dublin) Download Request to add an additional life/lives assured (Dublin) Document is client facing
Taking money out of the Wealth Preservation Accounts Download Taking money out of the Wealth Preservation Accounts Document is client facing
Trustees duties Download Trustees duties
Wealth Preservation Account - case study 4 Download Wealth Preservation Account - case study 4 Document is client facing
Wealth Preservation Accounts policy segments and anniversaries Download Wealth Preservation Accounts policy segments and anniversaries Document is client facing
Wealth Preservation Accounts what to expect during the life of this investment Download Wealth Preservation Accounts what to expect during the life of this investment Document is client facing
Wealth Preservation Europe Account Key Information Document (KID) Download Wealth Preservation Europe Account Key Information Document (KID) Document is client facing
Wealth Preservation Europe Account Policy Provisions Download Wealth Preservation Europe Account Policy Provisions Document is client facing
Wealth Preservation Europe Account suitability report Download Wealth Preservation Europe Account suitability report
Wealth Preservation Trust - Who should be appointed as trustees? Download Wealth Preservation Trust - Who should be appointed as trustees? Document is client facing
Wealth Preservation Trust notes Download Wealth Preservation Trust notes
Wealth Preservation Trust The variable inheritance tax plan Download Wealth Preservation Trust The variable inheritance tax plan Document is client facing
WPA/EPA/WPEA Maturity/Deferment request form Download WPA/EPA/WPEA Maturity/Deferment request form Document is client facing
WPAs case study 1 Download WPAs case study 1 Document is client facing
WPAs case study 2 Download WPAs case study 2 Document is client facing
WPAs case study 3 Download WPAs case study 3 Document is client facing
WPT - Q & As Download WPT - Q & As
WPT tax notes Download WPT tax notes

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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.

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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.