Instructing a transfer – Canada Life International

The first step here is submitting a transfer instruction to Canada Life International and you should do this in the following way:

1. Complete the investment administration form and appoint Seccl as the custodian. Seccl are our custodian and manage our back office systems.
2. Complete the Dealing Instruction Form – to confirm if the transfer is in-specie or cash.
3. Obtain a current valuation of the offshore bond from the ceding scheme.

Once you have completed these three steps, submit all 3 pieces of information to Canada Life International to review the transfer instruction. Once accepted, Canada Life International will submit the instruction to the ceding scheme who will then contact Seccl to process the transfer.

Instructing a transfer – Investacc

Please get in touch with us on servicecentre@soderbergpartners.com if you would like to transfer in an Investacc third party SIPP. Please provide us with the ceding provider and the approximate value of the account, and any additional pertinent information.