CanInvest Select Account

  • The Account offers a simple, transparent charging structure.
  • It is set-up as a series of identical policies, providing flexibility when your clients want to take money from the investment.
  • The underlying fund selection can be changed, without charge, at any time.
  • A comprehensive phased investment facility is available allowing money to be moved between different investment funds over a required period of time.
  • In addition to withdrawals being available every month, quarter, half-yearly or yearly they are also available on a termly basis to help with school fees planning.
  • As a life assurance policy, the individual policies can be gifted to other people without a tax charge.

Click here to view the product related Key Information Document

Combining retirement and estate planning

The CanInvest Select Account is all about giving your clients choice and adapting to their changing needs and goals.

Whether it’s a comprehensive range of top funds to invest in, the ability to select how they take a tax-efficient income or flexibility on how they pay for your advice, we’ve put them and you in control.

As a market leading provider of onshore bonds, Canada Life offers you and your clients the security you need from an investment partner. In addition, the CanInvest Select Account allows your clients to access income and capital from their investments without incurring any penalties, within a competitive and transparent charging structure.

The Account is a tax efficient solution for investors because tax is accounted for in the investment, so no basic rate tax liability will exist when a chargeable event occurs.

The value of investments can fall as well as rise and you should speak to a professional adviser to ensure that any investment is suitable for you.

The Select Account allows you to provide your client with an investment solution tailored to their objectives, both now and in the future. Our investment solution has been achieved through our rigorous fund selection and governance process; drilling down through thousands of funds that are available today – refining the options into a high quality range, allowing you and your client to select suitable investments.

The CanInvest Select Account offers a simple and straightforward, tax-efficient investment solution for those looking to invest a lump sum and who may have already funded ISAs to the annual maximum.

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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.