Briefing Notes Pre March 2006 Flexible Trusts Advisor Meeting 13 680X392

Platform partners

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
Open Architecture Products

Premiere Account

Premiere Alpha Discounted Trust Account

Wealth Preservation Account

Controlled Access Account

Premiere Europe Account

Premiere Europe Discounted Trust Account

Wealth Preservation Europe Account

International Portfolio Bond (existing policyholders only)

Elite Account
7IM (Tethys)  
A J Bell Investcentre  
Aegon Arc    
Amber Sei Platform  
Bordier & Cie    
Credo Capital  
Fidelity Funds Network    
Fundment limited  
Fusion Wealth  
Hubwise securities  
James Brearley & Sons Ltd
Novia Financial  
Novia Global Limited  
Old Mutual Wealth  
Openwork Platform  
Pershings Securities Limited  
Windsor Private Office Limited    
Platform One    
Praemium Platform - Smartfund Administration Ltd  
Raymond James  
SEI Investments (Europe) Limited  
Succession Investment Platform  
Towergate Financial Wealth Platform  
Transact Platform ✔   
True Potential LLP    
Winterflood Securities Ltd    

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