Please download our Service and Support Guide which contains useful information and contact details on how to do business with us..
Our funds are available through a variety of platforms and wrap providers, as well as through Canada Life and Canada Life International. Please check our platform availability to find out more.
We review our platform availability regularly and are currently working with a number of wrap and platform providers to increase access to our funds. Please let us know if you would like our funds to be made available through any other platforms or wraps by contacting us directly at firstname.lastname@example.org or by telephone on 020 7415 6490.
Instructions to buy or sell shares can be made by calling our dedicated Customer Services Team on 0345 606 6180 (Monday to Friday, 8:30am to 5:30pm), select option 1. For all other enquiries please select option 2.
12:00 noon London, UK.
The dealing cut-off time for all dealing is 11:59am London, UK.
The new ISA allowance for tax year 2017/2018 is £20,000 as of 6 April 2017 (the tax year runs from 6 April 2017 to 5 April 2018). The annual ISA allowance is per individual.
There are four types of ISA available; a cash ISA, a stocks and shares ISA, an innovative finance ISA and a lifetime ISA. You can either invest the full amount (up to £20,000) in one account or split the allowance across some or all of the other types. However, you can only pay £4,000 into your Lifetime ISA in a tax year. Please note that Canada Life Investments only provides stocks and shares ISAs.
Alternatively, you and your clients can view holdings online by registering for the online service at www.cfa-online.co.uk
Please note that this is not available if the investment has been placed via a platform and in this case you should contact the platform directly.
Following the Retail Distribution Review in January 2013 neither Canada Life Investments nor Capita Financial Managers (CFM) facilitate adviser charging.
Prices are updated daily on the Prices & Performance page on our website. If you require historical prices please email us at email@example.com
Income units can pay distributions (an income) to the investor; however, these are not fixed amounts, nor are they guaranteed. Accumulation units reinvest the income back into the fund with the aim of increasing capital growth. This means that the income from these units is automatically added to investors’ holdings, rather than being paid to the investor as a distribution payment. (Please note when investing in an income fund with Canada Life Limited or Canada Life International any income paid is automatically reinvested into the fund and not distributed).
Contract notes are issued the following working day after the valuation point.
Contract notes are not issued for each regular monthly payment made. Half-yearly client statements are issued within 25 business days of the end of April and October which will detail all investments made.
Statements are produced on 5 October and 5 April, and are sent to clients within 25 business days.
For more information please read the guide on the statements.
You can request an agent code by contacting our Customer Services Team on 0345 606 6180 (Monday to Friday, 8:30am to 5:30pm) and selecting option 2. An agent code will be issued with the Terms of Business once the request is received. When the agent code is provided it should be quoted on all correspondence and dealing instructions.
Please note that if you already have an agent code with Canada Life Limited or Canada Life International for existing policies, you will require a separate agent code for doing business with Canada Life Investments.
Capita Financial Managers Limited (‘CFM’) is the Authorised Corporate Director of the CF Canada Life Investments Funds and is authorised and regulated by the Financial Conduct Authority. Canada Life Asset Management Limited is the Investment Manager.
CFM carries out all administration, which includes placing dealing instructions and taking calls from you and your clients. They are also responsible for all the statutory literature such as the prospectus, Key Investor Information Documents (KIID) and the application form.
As CFM is the Authorised Corporate Director of the CF Canada Life Investments Funds, each of our funds are prefixed with ‘CF’ which stands for Capita Financial.