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Canada Life – International Investment Bonds
You can choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the Canada Life range of international investment bonds including:
- Canada Life International Limited - Premiere Account & Wealth Preservation Account
- Canada Life International Assurance (Ireland) DAC - Premiere Europe Account & Wealth Preservation Europe Account
This includes access to:
- Our standard fund range subject to standard International Bond investment rules
- Our Model Portfolio capability for the assets held on our platform
- Our client management service and online reporting tools
Your client's money will initially be placed via Canada Life into the Fidelity Cash Fund, giving you the freedom to switch online into their preferred investment options.
As with the other investment wrappers available on the platform, clients can benefit from unlimited free switching (for dual priced funds there may be an additional bid-offer spread and fund managers may levy buy and sell charges).
Investing in a Canada Life International Bond
All you need to know about setting up and administering client accounts.
Please note that the value of investments and the income from them can go down as well as up so clients may get back less than they invest. Tax treatment depends on individual circumstances and all tax rules may change in the future.
Permitted investments
As you will be aware, some fund types are not permitted to be held within an International Bond wrapper.
Please ensure that the funds you wish to access on behalf of your clients’ are permissible under the International Bond investment rules. Our online fund range is not restricted – please contact Canada Life International before placing a switch instruction if you are in any doubt.
Further information
This is a Canada Life owned product and therefore all aspects of the administration, including illustrations and the facilitation of adviser fees, are managed by Canada Life International Limited and Canada Life International Assurance (Ireland) DAC.
The underlying assets sit on our platform alongside your clients' other accounts in the form of a Corporate Account in the name of Canada Life International. Underlying clients will be identifiable by a unique designation.
For further information, you can contact Canada Life’s Adviser Support team directly:
Telephone: 01624 820200
Email: focus@canadalifeint.com
Alternatively, please speak to your usual Fidelity representative.