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Flexible Investment Bond  
 

Introducing the Flexible Investment Bond

Throughout their life the financial needs and goals of your clients will change. The Canada Life Flexible Investment Bond (FIB) can adapt to the changing goals of clients and put you and them in control whether their strategy is to create, enhance, distribute or protect their wealth.

• It is a single premium whole of life assurance policy that provides potential for capital growth and can be used to supplement income by allowing tax-deferred cash withdrawals.

• It combines simplicity with clarity and choice in its charges.

• There are a wide range of investment opportunities available managed by Canada Life’s internal investment team and a number of external fund management companies.

• Free switching and phased investment facility available.

• The FIB allows for a high amount of capital to be withdrawn should the investor need access to capital.

• Loyalty bonuses paid for those investors who hold the investment for the longer-term.

• The FIB is available with high allocation and commission options* and also has an RDR compliant option including the availability of initial, ongoing and ad hoc adviser charging.

* As from 31 December 2012 the high allocation and commission options will be removed in order to meet the new Retail Distribution Review (RDR) legislation.

We aim to provide superior levels of service and to show our commitment to this we have published service standards and non-performance penalties as part of our service charter. Please ask for our ‘Investment service charter’ (document 8393) for more details.

 

Please note that past performance is not a guide for the future. The value of units can fall as well as rise and currency fluctuations may also affect performance.

 
 
Flexible Investment Bond Administrative details More

The following key documents will give you more information on the Flexible Investment Bond. The documents marked * are available to order. Further details of ordering literature can be found in the Library section of the site.
 
Canlife Managed (0%-35% Shares) Fund ID4386
[ PDF; Feb. 03, 2013; 123KB ]
Canlife Portfolio Funds ID5107
[ PDF; Mar. 03, 2013; 1,685KB ]
Flexible Investment Bond adviser guide ref 8237 RDR *
[ PDF; Jan. 06, 2013; 828KB ]
Flexible Investment Bond application ref 8238 RDR *
[ PDF; Apr. 08, 2013; 126KB ]
Flexible Investment Bond charges and fees ref MKT668 RDR *
[ PDF; Nov. 23, 2012; 43KB ]
Flexible Investment Bond client guide ref 8236 RDR *
[ PDF; Jan. 06, 2013; 1,100KB ]
Flexible Investment Bond Extra 1% allocation offer: Terms and Conditions ID4599
[ PDF; Sep. 27, 2012; 76KB ]
Flexible Investment Bond key features ref 8235 RDR *
[ PDF; Jan. 06, 2013; 112KB ]
Flexible Investment Bond product details at a glance ref MKT278 RDR
[ PDF; Nov. 23, 2012; 44KB ]
Fund codes and charges MKT621
[ PDF; May 12, 2013; 286KB ]
Investment Bond Performance Update Life Funds (Series 3) ref MKT254
[ PDF; Apr. 22, 2013; 328KB ]
Investment Bond Performance Update Life Funds (Series 4) ref MKT220
[ PDF; Apr. 22, 2013; 307KB ]
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Canada Life Limited
Canada Life Place
Potters Bar
Hertfordshire
EN6 5BA
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This website is for UK financial advisers only and is not approved for use by private customers.
Canada Life Limited, registered in England no. 973271. Registered office: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA
Telephone 08457 226232 Fax 01707 646088 www.canadalife.co.uk/ifa
Canada Life group consists of Canada Life Limited, Canada Life Asset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.