Today is the day - we're pleased to officially introduce our new shelf of Canada Life segregated funds. We're confident this new shelf is relevant, competitive and positioned to win now and in the future. |
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| | Strong today - and moving forward | Hear why senior leaders are excited about the new Canada Life fund shelf.
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| | Client impact | As we transition to the new Canada Life segregated fund shelf, we'll soft cap a portion of current Canada Life funds for new sales.
Clients with Canada Life policies who are already investing in a soft capped fund can still make pre-authorized contributions (PACs) and lump sum deposits into the fund. If the client doesn't already hold the soft capped fund within their policy, they can't purchase or switch into it.
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| | Helpful resources | If you haven't already, be sure to look at our updated fund mapping resource, which helps you compare the new Canada Life fund shelf with the funds you know today | |
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| To find out more about the new Canada Life fund shelf, including fund managers, compensation, performance and business processing, check out the new Canada Life segregated fund marketing toolkit. | |
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