Wealth Preservation Account Literature

Planning Pack

Generic Platform Process Map

Offshore Anti-money Laundering Guide

Offshore Bond Jurisdictions

Claims Experience

External Legal advice on the Wealth Preservation Account

Flexible Access

Comparison of Estate Planning Arrangements

Charges and Fees

Charges and Fees (Offshore - WPEA)

Recognition for Canada Life's Estate Planning Products

Draft Paragraphs for a Suitability Report

Quote Pack

To request a 'Quote Pack' please contact our sales team or our adviser support team via email or call on +44 1624 820 200.

A quote pack contains the following:

  • Policy Provisions - Offshore Estate Planning Solutions Designed for You
  • Charges and Fees
  • What you could Expect during the Life of this Investment
  • Flexible Access
  • Policy Segments and Anniversaries
  • The Role of the Trustees
  • Taking Money out of the Wealth Preservation Account

This website is for UK professional advisers only and is not approved for use by private customers.

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 and regulated by the Financial Conduct Authority.