| You may have noticed some mid-year statements are late. Even though statements are late, policy information is available and up to date for affected polices on Workspace and My Canada Life™. We’re sorry for any inconvenience to you and your clients. | | This doesn’t impact the segregated fund policies that recently moved to a new system over the Aug. 4 to 8 weekend. Mid-year statements for these policies were delivered. | | We’re working to resolve this issue as quickly as possible, and expect statements to be delivered to you and online for your clients the week of August 21. |
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Mid-year statements are delayed for:- Standard Series, Partner Series and all Preferred Series segregated fund and annuity policies
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If you have clients with affected policies- You can access policy information for these policies on Workspace.
- Clients who are registered users of My Canada Life™ can view their policy details online.
- Clients who aren’t, can register now at canadalife.com/gopaperless5
- Clients with policies that are corporate owned, managed in trust or if they’re a power of attorney will be able to manage or get information about their policies by contacting you or calling the Client Service Centre at 1-888-252-1847 (Monday to Friday, 8 a.m. to 8 p.m. ET).
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Reminder
Mid-year client statements will be delivered digitally from now on. We communicated this change last year, but this is the first mid-year statement cycle since then. |
