For professional use only ABOUT US CONTACT US Home INVESTMENT SOLUTIONS FUNDS PRICES & PERFORMANCE LITERATURE NEWS & VIEWS MEDIA CENTRE FAQS Canada Life Investments offers a range of funds encompassing fixed interest, UK equity, regional equity, property and multi-assets solutions. In addition, we provide finance for corporate borrowers wishing to invest in UK commercial property. Click here for further information on our funds. Our sister companies, Canada Life Limited and Canada Life International Limited offer a range of investment products and funds that can be invested in using both onshore and offshore bond wrappers as well as a number of pension products. Further information regarding Canada Life Limited and the onshore product offering and fund range can be viewed here. Information regarding Canada Life International Limited and the offshore product offering and fund range can be viewed here. CANADA LIFE INVESTMENTS How can I buy or sell units (either in an OEIC, Unit Trust or ISA) in a CF Canlife Fund? Capita Financial Managers Limited (CF) are the administrators for Canada Life Investments and deal with the buying or selling of units for the Canada Life Investments’ Funds. Instructions to buy or sell units can be made by calling 0845 606 6180 (Monday to Friday between 8.30am to 5.30pm), select option 1. This is for buying units on behalf of the professional advisers' client. Where can I find price information on the CF Canlife OEIC and Unit Trust funds? Prices are updated daily on the Prices & performance page on this website. If you require historical prices please request these through the ‘Contact us’ facility on the website. Who are Capita Financial Managers Limited (CF)? Capita Financial Managers Limited (CF) is the Authorised Corporate Director of the CF Canada Life Investments Funds and manager of the CF Canlife Unit Trusts and is authorised and regulated by the Financial Conduct Authority. Canada Life Asset Management Limited are the investment manager. Capita carry 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. What is the difference between Income (Inc) and Accumulation (Acc) units? Income units can pay distributions/income out to the investor; these are not fixed amounts or guaranteed. Accumulation units reinvest income back into the fund, which is aimed at creating growth. This means that the income from these units is automatically added to their value, rather than being paid to the investor. The percentage growth of income units is shown on this website assuming the income is used to buy additional units. (Please note when investing in an income Life Fund with Canada Life Limited or Canada Life International any income paid is reinvested into the fund and not distributed). When are statements sent out? Statements are produced on 5 October and 5 April, and are sent to clients within 25 business days. If you are registered on a client’s account you will also receive a copy. When are contract notes sent? Contract notes are issued the following working day after the valuation point. Are contract notes sent each time a direct debit is collected? Contract notes are not issued for each direct debit collection. Half-yearly client statements are issued within 25 business days of the end of April and October. How do I get a valuation? Please call the Investor Services Team on 0845 606 6180 and select option 2, or email technical.services@capitafinancial.com. Alternatively, you and your clients can view holdings online by registering for our online service at: www.cfa-online.co.uk/pp/CFM/prices.asp 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. What is the ISA allowance for a stocks and shares ISA? From 1st July 2014 the annual ISA allowance for tax year 2014/2015 is £15,000. On which platforms can I buy Canada Life Investments’ funds? Our funds are available through Canada Life and Canada Life International as well as wrap and platform providers which can be found by clicking here. We review our platform availability regularly and are currently working with a number of wraps and platforms to increase access to our funds. Please let us know if you would like our funds to be available through any other platforms or wraps by contacting us on 0207 415 6482. How do I obtain a new agent code so I can do business with Canada Life Investments? You can request a code by contacting us either by telephone, email, fax or post. We will create and issue a code on the day the request is received and then provide you with our Terms of Business. Once the agent code is provided it should be quoted on all correspondence and dealing instructions. Please click here for our contact details. Where can I find how to do business with Canada Life Investments? Please click here to download our "Service and Support Guide". CANADA LIFE LIMITED My client has a policy with Canada Life Limited, where can I find information about it? Generic product details can be found by visiting the website of Canada Life Limited. Specific policy information can be obtained by the account holder or their registered adviser by calling the Canada Life Customer Services team on 0845 60 60 708 (between 9.00am to 5.00pm Monday to Friday). I am an adviser and have an enquiry I wish to discuss with Canada Life Limited, who should I contact? Please contact your Canada Life Account Manager. For contact details or for an illustration please telephone the Adviser Support Team on 01707 422927 (between 9.00am to 5.00pm Monday to Friday) or email them at adviser.support@canadalife.co.uk CANADA LIFE INTERNATIONAL My client has a policy with Canada Life International, where can I find out information about my policy? Generic product details can be found by visiting the website of Canada Life International. Specific policy information can be obtained by the account holder or their registered adviser by calling the Canada Life International Customer Services team on 01624 820 299 (between 9.00am to 5.00pm Monday to Friday). I am an adviser and have an enquiry I wish to discuss with Canada Life International, who should I contact? Please contact your Account Manager or telephone the Offshore Adviser Support Team on 01624 820 299 (between 9.00am to 5.00pm Monday to Friday) or email them at adviser.support@canadalifeint.com ABOUT US OUR PEOPLE OUR HISTORY ABOUT GREAT-WEST LIFECO INC AWARDS TREATING CUSTOMERS FAIRLY UK STEWARDSHIP CODE PILLAR 3 DISCLOSURE FAQS CONTACT US SHARE THIS PAGE INVESTMENT WITH VISION © 2014 Canada Life Investments ABOUT US Our People Our history About Great-West Lifeco Inc Awards Treating customers fairly UK Stewardship Code Pillar 3 disclosure FAQs Contact us INVESTMENT SOLUTIONS Fixed Income International Equities UK Equities Specialist Equities Multi Asset Risk Profiled Property Fund Management Real Estate Finance FUNDS Fixed Income International Equities UK Equities Specialist Equities Multi Asset Risk Profiled Life & Pension Buy our funds PRICES & PERFORMANCE LITERATURE NEWS & VIEWS Latest News Market Views MEDIA CENTRE Press releases Press Office CONTACT US Buy our funds How to find us Canada Life (Onshore) Canada Life International (Offshore Isle of Man) Canada Life International Assurance (Offshore Dublin) Press Office Feedback Data Protection Accessibility Legal Cookies © 2014 Canada Life Investments. All rights reserved. The Canada Life Investments website is intended for institutional investors, professional investors and professional advisers only and is not approved for use by private investors. Canada Life Investments is the brand for investment management activities undertaken by Canada Life Asset Management Limited, Canada Life Limited and Canada Life European Real Estate Limited. Canada Life Asset Management Limited (no. 03846821), Canada Life Limited (no.00973271) and Canada Life European Real Estate Limited (no. 03846823) are all registered in England and the registered office for all three entities is Canada Life Place, Potters Bar, Hertfordshire EN6 5BA. Canada Life Asset Management is authorised and regulated by the Financial Conduct Authority. Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.