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Wealth Preservation Account Key Features Download Wealth Preservation Account Key Features
Wealth Preservation Account Key Information Document (KID) Download Wealth Preservation Account Key Information Document (KID)
CLI Administration fee and bank charge increases charges and fees Download CLI Administration fee and bank charge increases charges and fees
CLI and CLIAI Charges and fees Download CLI and CLIAI Charges and fees
Wealth Preservation Account Charges and Fees Download Wealth Preservation Account Charges and Fees
Wealth Preservation Account & Wealth Preservation Europe Account Application Download Wealth Preservation Account & Wealth Preservation Europe Account Application
Wealth Preservation Trust - Initial Trust and Settlement Deed Download Wealth Preservation Trust - Initial Trust and Settlement Deed
WPT Deed of appointment Download WPT Deed of appointment
A guide to Wealth Preservation Accounts Download A guide to Wealth Preservation Accounts
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
Change Of Circumstances - CLI and CLIAI Download Change Of Circumstances - CLI and CLIAI
Dealing Instruction (Dublin) Download Dealing Instruction (Dublin)
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
External legal advice on the Wealth Preservation Trust Account Download External legal advice on the Wealth Preservation Trust Account
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)
Periodic and exit charges Download Periodic and exit charges
Premiere Europe - Key Information Document (KID) Download Premiere Europe -  Key Information Document (KID)
Recognition for Canada Life's estate planning products Download Recognition for Canada Life's estate planning products
Request to add an additional life/lives assured (Isle of Man) Download Request to add an additional life/lives assured (Isle of Man)
Taking money out of the Wealth Preservation Accounts Download Taking money out of the Wealth Preservation Accounts
Tax Tables 2018/19 Download Tax Tables 2018/19
Trustees duties Download Trustees duties
Wealth Preservation Account anti-money laundering guide Download Wealth Preservation Account anti-money laundering guide
Wealth Preservation Account claims experience Download Wealth Preservation Account claims experience
Wealth Preservation Account Client Guide Download Wealth Preservation Account Client Guide
Wealth Preservation Account Flexible Access Download Wealth Preservation Account Flexible Access
Wealth Preservation Account Policy Provisions Download Wealth Preservation Account Policy Provisions
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
Wealth Preservation Account Request to Endorse to allow an Adviser Charge Download Wealth Preservation Account Request to Endorse to allow an Adviser Charge
Wealth Preservation Accounts policy segments and anniversaries Download Wealth Preservation Accounts policy segments and anniversaries
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
Wealth Preservation Trust - Flexible Access Download Wealth Preservation Trust - Flexible Access
Wealth Preservation Trust The variable inheritance tax plan Download Wealth Preservation Trust The variable inheritance tax plan
WPA/EPA/WPEA Maturity/Deferment request form Download WPA/EPA/WPEA Maturity/Deferment request form
WPAs case study 1 Download WPAs case study 1
WPAs case study 2 Download WPAs case study 2
WPAs case study 3 Download WPAs case study 3

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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.