Institutional Advisers

Application form

• Premiere & Premiere Europe Account Personal Application 
• Corporate Premiere Account and Premiere Europe Account Application (including Corporate Trustees)
• Court of Protection - Personal Injury/Personal Injury Trust Application Form
• Segregated Portfolio Services - Manager Appointment Form
• Premiere Europe Discounted Gift Trust Account Application
• Premiere Account Discounted Gift Application

Key features

• Premiere Account Key Features
• Premiere Europe Account Key Features

Key Information Document

• Premiere Account Key Information Document (KID)
• Premiere Europe Account Key Information Document (KID)

Suitability letter

• Premiere Account Suitability Report
• Premiere Europe Account Suitability Report

Guides

• Premiere Account and Premiere Europe Account Adviser Guide
• Premiere and Premiere Europe Account Client Guide
• Segregated Portfolio Service Client Guide
• Segregated Portfolio Service - Safeguards and Controls 
• Personal Injury - Court of Protection Guide
• Personal Injury SPS new policy process

Terms and conditions

• Premiere Account Policy Provisions
• Premiere Europe Account Policy Provisions

Anti-money laundering

• Canada Life International Guide to Anti-Money Laundering and preventing the financing of terrorism
• Anti-Money Laundering Submission Sheet

Application & trust deed

• Wealth Preservation Account & Wealth Preservation Europe Account Application
• Wealth Preservation Account Initial Trust and Settlement Deed

Key features

• Wealth Preservation Account Key Features Document
• Wealth Preservation Europe Account Key Features Document

Key information document

• Wealth Preservation Account Key Information Document
• Wealth Preservation Europe Account Key Information Document

Suitability reports

• Wealth Preservation Account Suitability Report
• Wealth Preservation Europe Account Suitability Report

Guides

• Wealth Preservation Account and Europe Account product information
• A guide to Wealth Preservation Accounts
• Canada Life International Guide to anti-money laundering and preventing the financing of terrorism
• Professional trustee service - trust solutions including WPA

Top-up form

• Additional Application for personal customers (including personal Trustees)
• Premiere Account and Premiere Europe Account Regular Top-ups - Questions and Answers

Surrender and withdrawal form

• CanPay Surrender/Withdrawal Form
• Personal Injury - COP Withdrawal Form

Investment dealing form

Wealth Preservation Account