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Flexible Investment Bond  
 

The documents in this section are split into the categories below. Either click on the link below to take you to the relevant section or use the scroll bar to see the full listing. Each document will open in a new window.

 
Product Details
Sales Aids
Adviser & Client Guides
Terms and Conditions
Client Servicing forms
Funds
Trusts
Letters
 
Product Details Back to Top
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 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 ]
 
Sales Aids Back to Top
Investment Service Charter ref 8393 RDR *
[ PDF; Feb. 03, 2013; 38KB ]
 
Adviser & Client Guides Back to Top
Flexible Investment Bond adviser guide ref 8237 RDR *
[ PDF; Jan. 06, 2013; 828KB ]
Flexible Investment Bond client guide ref 8236 RDR *
[ PDF; Jan. 06, 2013; 1,100KB ]
 
Terms and Conditions Back to Top
Flexible Investment Bond Extra 1% allocation offer: Terms and Conditions ID4599
[ PDF; Sep. 27, 2012; 76KB ]
Flexible Investment Bond policy provisions ref NBD64 RDR
[ PDF; Dec. 19, 2012; 140KB ]
 
Client Servicing forms Back to Top
FIB Req.to make additional payments Application 8242
[ PDF; Jan. 06, 2013; 56KB ]
Fund switch authority ref CSD39 *
[ PDF; Oct. 28, 2011; 73KB ]
Fund switch request ref CSD18 *
[ PDF; Oct. 28, 2011; 78KB ]
Investment Bond change of address ref CSD19 *
[ PDF; Jul. 26, 2012; 26KB ]
Phased investment request 8396
[ PDF; Apr. 21, 2013; 58KB ]
 
Funds Back to Top
Canlife Managed (0%-35% Shares) Fund ID4386
[ PDF; Feb. 03, 2013; 123KB ]
Canlife Portfolio Funds ID5107
[ PDF; Mar. 03, 2013; 1,685KB ]
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 ]
 
Trusts Back to Top
Bare Gift & Loan Trust loan agreement ref 8324
[ PDF; May 14, 2012; 109KB ]
Bare Gift & Loan Trust ref 8323
[ PDF; May 13, 2013; 182KB ]
Bare Gift & Loan Trust tax notes ref 8326
[ PDF; Sep. 10, 2012; 13KB ]
Bare Gift Trust explanatory notes ref 8135
[ PDF; Nov. 02, 2012; 79KB ]
Bare Gift Trust ref 9016
[ PDF; May 12, 2013; 153KB ]
Discretionary Gift & Loan Trust - How To Do Business with Canada Life ref 8319
[ PDF; Apr. 25, 2013; 19KB ]
Discretionary Gift & Loan Trust ref 8290
[ PDF; May 13, 2013; 193KB ]
Discretionary Gift and Loan Trust loan agreement ref 8293
[ PDF; Jul. 13, 2011; 86KB ]
Discretionary Gift and Loan Trust tax notes ref 8283
[ PDF; Jul. 08, 2012; 19KB ]
Discretionary Gift Trust ref 8289
[ PDF; May 12, 2013; 195KB ]
Gift & Loan Trust client guide ref 8155
[ PDF; Mar. 09, 2012; 13KB ]
 
Letters Back to Top
Flexible Investment Bond Suitability Letter ref MKT262 RDR
[ DOC; Jan. 06, 2013; 101KB ]
 
Order literature  
 

Any of the literature in the Library marked with * can be ordered as printed items. If you would like to order hard copies of any of our forms:
call 08457 22 62 32
or
email Order literature quoting the form number(s) and your mailing details.
 
Product overview  
 

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Flexible Investment Bond
 
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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
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