All the documents you need in one place. From forms and client guides to product brochures and key features.
The Retirement Account application form
Third party contribution form
Employer contribution form
Agency application form
Terms and conditions
Investment fund summary (client)
Expression of wish
New guaranteed annuity application
New transfer payment application
Making regular contributions application
Fund switch form
The Retirement Account: At a glance
Why choose the Retirement Account?
Daily report – Canlife Index Managed (80% Protected)
Multi-Asset - Investment Approach and Fund Governance
How it works
Adviser Learning zone
Frequently Asked Questions
Find answers to commonly asked questions, helpful links, tools and contact details.