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Wealth Preservation Account Key Features Download Wealth Preservation Account Key Features Document is client facing
Wealth Preservation Account Key Information Document (KID) Download Wealth Preservation Account Key Information Document (KID) 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
Wealth Preservation Account & Wealth Preservation Europe Account Application Download Wealth Preservation Account & Wealth Preservation Europe Account Application Document is client facing
CLI Trust Form Guide Download CLI Trust Form Guide
Wealth Preservation Trust - Initial Trust and Settlement Deed Download Wealth Preservation Trust -  Initial Trust and Settlement Deed Document is client facing
A guide to Wealth Preservation Accounts Download A guide to Wealth Preservation Accounts
Adviser remuneration options Download Adviser remuneration options
Benefits of segmentation - case study 2 Download Benefits of segmentation - case study 2
CanTrust Wealth Preservation Account decision process Download CanTrust Wealth Preservation Account decision process
Dealing Instruction (Dublin) Download Dealing Instruction (Dublin) 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
External legal advice on the Wealth Preservation Trust Account Download External legal advice on the Wealth Preservation Trust Account Document is client facing
International bond jurisdictions Download International bond jurisdictions
Investment Administration Form (Isle of Man) Download Investment Administration Form (Isle of Man)
Investment and Estate Planning Service Charter - Our Commitment to you (Wealth Preservation Account only) Download Investment and Estate Planning  Service Charter - Our Commitment to you (Wealth Preservation 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 (Isle of Man) Download Request to add an additional life/lives assured (Isle of Man) 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 Account anti-money laundering guide Download Wealth Preservation Account anti-money laundering guide Document is client facing
Wealth Preservation Account claims experience Download Wealth Preservation Account claims experience Document is client facing
Wealth Preservation Account Client Guide Download Wealth Preservation Account Client Guide Document is client facing
Wealth Preservation Account Flexible Access Download Wealth Preservation Account Flexible Access Document is client facing
Wealth Preservation Account generic platform process map Download Wealth Preservation Account generic platform process map
Wealth Preservation Account Policy Provisions Download Wealth Preservation Account Policy Provisions Document is client facing
Wealth Preservation Account Request for Endorsement to Policy Provisions to add partial surrenders rights Download Wealth Preservation Account Request for Endorsement to Policy Provisions to add partial surrenders rights Document is client facing
Wealth Preservation Account Request to Endorse to allow an Adviser Charge Download Wealth Preservation Account Request to Endorse to allow an Adviser Charge Document is client facing
Wealth Preservation Account suitability report Download Wealth Preservation Account suitability report
Wealth Preservation Accounts offshore bond jurisdictions Download Wealth Preservation Accounts offshore bond jurisdictions
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 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
Wealth Preservation Trust: the IHT mitigation solution that puts you in control Download Wealth Preservation Trust: the IHT mitigation solution that puts you in control
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.