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Canada Life has agreements with a range of platforms to provide administration, custody and execution only services in relation to the funds held on the platforms.
You can manage all or a proportion of the assets in an open architecture investment bond using the functionality of each platform.
Platform | International Isle of Man |
International Ireland |
Institutional |
---|---|---|---|
Open Architecture Products |
Premiere Account Wealth Preservation Account |
Premiere Europe Account Wealth Preservation Europe Account International Portfolio Bond (existing policyholders only) |
Elite Account |
7IM (Tethys) | ✔ | ✔ | |
A J Bell Investcentre | ✔ | ✔ | |
Aegon Arc | ✔ | ||
Abrdn Elevate | ✔ | ||
Aviva | ✔ | ||
Credo Capital | ✔ | ✔ | |
Embark Investment Services Ltd | ✔ | ✔ | |
Fidelity Adviser Solutions | ✔ | ✔ | |
Fundment limited | ✔ | ✔ | |
Fusion Wealth | ✔ | ✔ | |
Hubwise securities | ✔ | ✔ | ✔ |
James Brearley & Sons Ltd | ✔ | ✔ | ✔ |
M&G Wealth | ✔ | ✔ | |
M&G Wealth Openwork | ✔ | ✔ | |
M&G Wealth Succession | ✔ | ✔ | |
Morningstar Wealth Platform | ✔ | ✔ | |
Wealthtime | ✔ | ✔ | |
Nucleus | ✔ | ✔ | |
P1 Platform | ✔ | ✔ | |
Parmenion | ✔ | ✔ | |
Pershings Securities Limited | ✔ | ✔ | |
Platform One | ✔ | ||
Quilter Investment Platform Ltd | ✔ | ||
Raymond James | ✔ | ✔ | |
SECCL | ✔ | ✔ | |
Transact Platform | ✔ | ✔ | |
True Potential LLP | ✔ | ||
Wealthtime Select | ✔ |
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