Canada Life International has launched its first offshore bond on the Cofunds platform.
The provider says it designed the Canada Life International Portfolio Account with transparency in mind to provide the client and adviser with clarity when making investment decisions.
The portfolio offers advisers fund-specific illustrations showing the cost of investing in the chosen portfolio, fund level trail commission and discounts on the cost of purchasing funds and initial commission or funded commission spread over five years.
Anthony Wolfe, strategic development director of Cofunds, says: “By utilising the online capabilities of the platform, financial advisers will be able to perform e-switches for the CLI Portfolio Account, in addition to accessing online valuations of their client’s assets.
"An annual valuation that illustrates a consolidation of the client’s online assets is also provided”.
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