At Canada Life Investments we want to make it easy to do business with us. Our team of specialists will help you every step of the way, from your initial interest, to placing deals and monitoring your clients’ investments.
KIIDs and other statutory documents are available on our literature centre. Download our application form for our OEIC funds (UCITS) and our CF Canlife Portfolio Funds (Non-UCITS Retail Schemes).
Please see detailed fund information including SEDOLs, AMCs, distribution dates and more.
Our funds are available through the group companies, platforms, wrap and offshore bond providers listed. We review our platform availability on a regular basis. Please let us know if you would like Canada Life Investments' Funds to be available on any other platforms.
Please note that availability of individual funds varies by third-party distributor.
Our participant code is CSMGR.
You will need to use your registered agency code number, a registered investor account number and the fund's ISIN code in order to place a trade.
0345 606 6180 (Monday to Friday, 8:30am to 5:30pm)
Press 1 – dealing line
Fax instructions should be sent to 0113 224 6001
Please send all dealing instructions to:
Capita Financial Managers Limited
2 The Boulevard,
City West One Office Park,
Further information on how to invest and do business with Canada Life Investments can be found in our Service & Support Guide.