Delta Account
Our simple, offshore investment bond
A straightforward, tax-efficient way to invest for the future. This offshore bond is based in the Isle of Man, offering significant tax advantages. You can choose from over 150 Canada Life funds and make regular or ad-hoc withdrawals. For this account, you’ll need to invest at least £3,000.
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Delta account adviser guide
Currently unavailable
Guide to Anti Money Laundering
Application form
Charges and fees
Key features
Key information document
Suitability letter
Additional application for personal customers including personal trustees
Surrender and withdrawal form
Fund switch form
Deed of assignment
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Learn moreBriefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
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