Canada Life Limited

• Principal Place of Business

  Level 37

  22 Bishopsgate

  London

  EC2N 4BQ

  UNITED KINGDOM

  Phone

  +4403456060708

  Web

  https://www.canadalife.co.uk

• Complaints Contact

  Level 37

  22 Bishopsgate

  London

  EC2N 4BQ

  UNITED KINGDOM

  Phone

  +4403456060708

• Bank Deposits

  For All, Deposit

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  • · Limited to accepting deposits in the course of carrying on insurance business for which the firm holds a permission.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Manages Insurance Policies

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract

  Show 3 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · The firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates.
  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Issues Insurance

  For All, Capital redemption, Life and annuity, Linked long-term, Marriage and birth, Pension fund management, Permanent health

• Runs Personal Pensions

• Loan Servicing

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Teri Matthews

  IRN TXM00004

  • CF21 Investment Adviser (1 Dec 2001 to 7 Nov 2002)
• Terrance Frederick Onions

  IRN TFO00002

  • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)
• Thomas Evans

  IRN TXE01138

  • [FCA CF] Manager of certification employee (1 Dec 2023 to 30 Dec 2024)
  • SMF6 Head of Key Business Areas (22 Mar 2023 to 30 Dec 2024)
• Thomas Frederic Corcoran

  IRN TFC01013

  • Responsible for Insurance Mediation (6 Aug 2004 to 31 Aug 2004)
  • CF1 Director (28 Aug 2002 to 31 Aug 2004)
• Thomas Inglis Ritchie

  IRN TIR00001

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Dec 2001)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)
• Thomas Sword Adams

  IRN TSA00003

  • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)
• Thomas Timothy Ryan

  IRN TTR01002

  • CF2 Non Executive Director (20 Mar 2015 to 6 Mar 2016)
• Tim Coulson

  IRN TSC01027

  • [FCA CF] Manager of certification employee (8 Dec 2023 to 7 Apr 2025)
  • SMF18 Other Overall Responsibility (3 Aug 2023 to 7 Apr 2025)
• Tim Harvey Cosby

  IRN THC00004

  • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)
• Timothy James Stoves

  IRN TJS01191

  • [FCA CF] Manager of certification employee (24 Nov 2023 to 30 Apr 2024)
  • SMF18 Other Overall Responsibility (10 Dec 2018 to 30 Apr 2024)
  • CF29 Significant management (5 Apr 2016 to 9 Dec 2018)

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No changes recorded yet.