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    
Credo Capital  
Embark Investment Services Ltd  
Fidelity Adviser Solutions  
Fundment limited  
Fusion Wealth  
Hubwise securities
Ironbright Investment Management Ltd  
James Brearley & Sons Ltd
Novia Financial  
Openwork Platform  
Pershings Securities Limited  
Platform One    
Praemium Platform - Smartfund Administration Ltd  
Quilter Investment Platform Ltd    
Raymond James  
Succession Investment Platform  
Transact Platform ✔   
True Potential LLP    
Wren Sterling  

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