Canada Life International Bond

This is a Canada Life product and therefore all aspects of the administration, including illustrations and the facilitation of adviser fees, are managed by Canada Life International. The underlying assets sit on our platform alongside a client's other accounts in the form of a corporate account in the name of Canada Life International. Underlying clients are identifiable by a unique designation.

Guide to investing in a Canada Life International Bond

Applying

The application process should be instigated directly with Canada Life. Once the client’s money has been transferred to us from Canada Life, the money will initially be placed into the Fidelity Cash Fund. You then have the freedom to switch online into the client’s preferred investment options. As with the other investment wrappers available on the platform, clients 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).

Permitted investments

As you will be aware, some fund types are not permitted within an International Bond wrapper. Please ensure the funds you wish to access 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

For more information, please contact Canada Life’s Adviser Support team directly:

• Telephone: 01624 820200
• Email: presale@canadalifeint.com

Alternatively, please speak to your usual Fidelity representative.