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Due to essential maintenance the MyAccess and Adviser Connect portals are currently unavailable. They will be available again from 21 January 2019. If you are a customer and need help during this period, please contact our call centre on 0345 6060708. For Advisers, please contact Adviser Support on 01707 422004.

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Wealth Preservation Europe Account Key Features Download Wealth Preservation Europe Account Key Features
CLI and CLIAI Charges and fees Download CLI and CLIAI Charges and fees
Wealth Preservation Europe Account Charges and Fees Download Wealth Preservation Europe 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
Controlled Access Account - Key Information Document (KID) Download Controlled Access Account -  Key Information Document (KID)
Dealing Instruction (Dublin) Download Dealing Instruction (Dublin)
External legal advice on the Wealth Preservation Trust Account Download External legal advice on the Wealth Preservation Trust Account
Investment Administration Form (Dublin) Download Investment Administration Form (Dublin)
Investment and Estate Planning Service charter - Our commitment to you (Wealth Preservation Europe Account only) Download Investment and Estate Planning Service charter - Our commitment to you (Wealth Preservation Europe Account only)
Periodic and exit charges Download Periodic and exit charges
Premiere Account - Key Information Document (KID) Download Premiere Account -  Key Information Document (KID)
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 (Dublin) Download Request to add an additional life/lives assured (Dublin)
Taking money out of the Wealth Preservation Accounts Download Taking money out of the Wealth Preservation Accounts
Trustees duties Download Trustees duties
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 Europe Account Key Information Document (KID) Download Wealth Preservation Europe Account Key Information Document (KID)
Wealth Preservation Europe Account Policy Provisions Download Wealth Preservation Europe Account Policy Provisions
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.

Please note the Schroder funds are priced as at 13/12/18 and will be updated today due to no price being issued on 14/12/18.