We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.

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Premiere Account Key Features Download Premiere Account Key Features
Premiere Alpha Discounted Trust Account Key Features Download Premiere Alpha Discounted Trust Account Key Features
CLI Administration fee and bank charge increases charges and fees Download CLI Administration fee and bank charge increases charges and fees
Premiere Account Charges and Fees Download Premiere Account Charges and Fees
Premiere Alpha Discounted Trust Account Charges and Fees Download Premiere Alpha Discounted Trust Account Charges and Fees
Additional Application for personal customers (including personal Trustees) Download Additional Application for personal customers (including personal Trustees)
Corporate and Trustee Investment Application Download Corporate and Trustee Investment Application
Premiere & Premiere Europe Account Personal Application Download Premiere & Premiere Europe Account Personal Application
Bare Gift Trust Deed Download Bare Gift Trust Deed
Deed of Assignment of a life assurance policy Download Deed of Assignment of a life assurance policy
Discretionary Gift Trust Download Discretionary Gift Trust
Amendment to Application Form Download Amendment to Application Form
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
CanPay Surrender/Withdrawal Form Download CanPay Surrender/Withdrawal Form
Cash Administration Service Client Guide Download Cash Administration Service Client Guide
Change Of Circumstances - CLI and CLIAI Download Change Of Circumstances - CLI and CLIAI
Controlled Access Account - Key Information Document (KID) Download Controlled Access Account -  Key Information Document (KID)
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
Elite Account - Key Information Document (KID) Download Elite Account -  Key Information Document (KID)
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)
PEA Insight Briefing Notes 3 Download PEA Insight Briefing Notes 3
PEA Insight Briefing Notes 5 Download PEA Insight Briefing Notes 5
Premiere Account - Key Information Document (KID) Download Premiere Account -  Key Information Document (KID)
Premiere Account Policy Provisions Download Premiere Account Policy Provisions
Premiere and Premiere Discounted Trust Accounts Client Guide Download Premiere and Premiere Discounted Trust Accounts Client Guide
Premiere and Premiere Europe Account A regular savings problem solved Download Premiere and Premiere Europe Account A regular savings problem solved
Premiere and Premiere Europe Account regular top ups questions and answers Download Premiere and Premiere Europe Account regular top ups questions and answers
Premiere Europe - Key Information Document (KID) Download Premiere Europe -  Key Information Document (KID)
Request to add an additional life/lives assured (Isle of Man) Download Request to add an additional life/lives assured (Isle of Man)
Surrender Withdrawal Request Forms Download Surrender Withdrawal Request Forms
Wealth Preservation Europe Account - Key Information Document (KID) Download Wealth Preservation Europe Account -  Key Information Document (KID)

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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.