On Nov. 4, we'll introduce our new, single 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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| | Strength through simplicity | We've taken the best of the best of our three existing shelves to create one strong, competitive shelf designed to help meet clients' unique needs and perform through a full market cycle.
Hear more from Jim Brownlee and George Turpie about the new Canada Life shelf and why you can confidently recommend these funds to your clients. | |
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| | A smooth transition | This transition is about making things easier for you and your clients. With less funds to familiarize yourself with, we're confident you can sharpen your focus and strengthen your expertise.
On our end, we'll be able to reduce the operational complexities that come with maintaining multiple product lines. And as clients see one brand of Canada Life segregated funds, we believe they'll have a clearer understanding of who we are and what we can offer them. This is about ensuring that our shelf continues to be industry leading.
As we transition to the new Canada Life shelf, a portion of current Canada Life funds will be soft capped for new business on Nov. 4. Clients who have soft capped Canada Life funds within their policies will still be able to make contributions, switch between funds or set up pre-authorized contribution (PACs).
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| | Resources and support | Get to know the new Canada Life fund shelf with our new fund mapping resource. Use it to select a current Canada Life fund that's being soft capped and find an alternative. | |
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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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