Information to setup the valuation service with the provider is detailed below.
For further information, please refer to the valuation user guide.
Provider support telephone | Adviser Connect team 0345 606 0708 09:00 – 17:00 Monday to Friday |
Provider support email | |
Provider website | www.canadalife.co.uk |
Service Availability | Available 24 hours Monday to Sunday (subject to maintenance) |
Access credentials for Pathways | Individual Level Individual Unipass certificate |
Registration | To obtain valuations, you must first be registered to use Adviser Connect. Go to www.canadalife.co.uk and click on Login or Register. Go to Adviser Connect section and click Register with your Unipass certificate. Once your system administrator has approved your registration, you will be able to access valuations. |
Message type | Individual real-time |
Fund codes supported | SEDOL Provider internal code |
Product types | Bonds Pensions |
Setup guidance | Canada Life on-shore Bonds (unit linked and with profits) will have up to 8 alphanumeric characters: ANNNNNNN ANNNNNN NNNNNNN A = Alphanumeric Character / N = Numeric Character Canada Life International off-shore Bonds (unit linked) will have a maximum of 7 digits (minimum of 5 numeric digits, but may have leading zeroes to a maximum of 7 digits). IoM policies have a “/” in place of the 4th digit, and this will be used to identify the location aaa/nnnnnnn a = 3 alphaumeric / n = numeric |
Notes | If you are already set up on Adviser Connect with a username and password, please contact your Account Manager or the adviser Connect team to arrange to delete your current profile. You will then need to re-register with Unipass. |
