| For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. |
| Don’t forget – an easier way of doing segregated fund business is here! |
Available exclusively through Workspace, here’s what the new Canada Life™ digital segregated fund application includes:- A dynamic and guided platform.
- Visual cues, resulting in fewer errors.
- Enter necessary information only once; after that the application automatically populates duplicate fields.
- A faster, easier, DocuSign-enabled experience.
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| Go digital, get rewards. From now until March 31, 2024, you’ll receive a bonus of 0.5% of gross sales when you go digital. Delegates can also be rewarded on their first and fifth submitted application. See how the bonus works. |
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| Debunking segregated funds myths |
| With the ongoing turbulence in global economic markets, investors are increasingly searching for ways to protect their investments. In the latest article from Wealth Professional, they debunk some of these myths and explain why segregated funds are a compelling option for investors in today’s market conditions. |
| Read more |
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| Changes to the Canadian Concentrated Equity segregated fund |
| Effective Nov. 27, 2023, Connor, Clark & Lunn Capital Management becomes the sub-advisor of the Canadian Concentrated Equity segregated fund.1 We’ll update the fund’s feature sheet later this year to reflect this change. |
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| New enhancements to the fund overview and performance website: MERs in more places! |
| We continue to streamline where you find details on the Canada Life shelf, so you can focus on your business. We’ve enhanced the fund overview and performance site, powered by Fundata, as a central source of information. Now you can use the platform to easily compare management expense ratios (MERs) across the fund shelf and series, or your own custom fund lists. |
| Read the quick how-to guide |
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| Q3 updates for managed solutions now available |
Stay on top of changing market conditions with a snapshot of the quarter in review, fund performance, an overview of asset allocation model positioning and market outlooks.
Check out the latest reports2: |
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| Wealth operations update |
- Registered client held redemptions with additional withholding tax can now be placed on Investment Centre
- Important year-end dates for Canada Life Charitable Giving Program donations
- Management Expense Ratio’s being added to Fundata site
- Form updates
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| Read more › |
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