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Start using the digital application today

The new digital application is a guided and dynamic experience that enables you to open new segregated funds plans for your clients.

[MUSIC PLAYS]  (DESCRIPTION) A woman is outside, jogging up concrete steps. The Canada Life brandmark appears over her. Text appears onscreen over a red background: "One of the strongest segregated fund shelves now even better with… Digital segregated fund application." A screen shot of the digital segregated fund application webpage appears. Text appears beside the screenshot: "Dynamic and guided. Built-in visual cues = reduced errors. Enter necessary info only once." A grey line moves across the screen eventually forming into a stylized line drawing of a laptop computer. Text appears beside the laptop: "Easy-to-follow. DocuSign®-enabled. Only available through Workspace." Text appears over a red background: "Less of this." A folder full of paperwork is added to a large stack of paperwork. Text appears over a red background: "More of this." An advisor interacts with couple sitting on a couch. Text appears over a red background: "175+ years of Canada Life growing and protecting wealth for Canadians." A red line moves across the screen eventually forming into a stylized line drawing of a group of people. Text appears beside the people: " We’re making it easier to do business with Canada Life." The Canada Life brandmark animates onto the bottom of the screen. Text appears above the brandmark: "Head over to Workspace to get started today!" Text appears below the brandmark: "Canada Life and design are trademarks of the Canada Life Assurance Company. canadalife.com. 1-204-946-1190." 

Follow these tips to help prepare for a smooth first application submission experience:

  1. Have your rep code ready. You’ll need this to complete Step 5 – Review & Sign.
    • For Advisor Solutions / Advanced Advisor Practices advisors: You’ll need your Investment Centre LL rep code. If you’re not sure what it is, you can find it on Investment Centre prior by looking up an existing client.   
    • For MGA/NA advisors: You’ll need your Fundserv code. If you use a paper-based code, leave the rep code drop-down blank; you’ll need to choose Print and sign as your delivery method. 
  2. Watch a previously recorded demonstration video or sign up for a facilitated demonstration to familiarize yourself with the application process.
  3. Practice within the application before using it with a client. You can do this without submitting the completed application electronically.

The digital application is available only through Workspace.

Not registered for Workspace yet? Register here.

Get rewarded for using our new digital segregated fund application! Learn more:

Need help getting started? Sign up for a live, facilitated session where you’ll have an opportunity to see the tool and ask your questions. Register here:

Looking for a quick refresher? Watch a previously recorded demo session:

You can:

  • Easily follow the application process that helps guide your conversation with clients.
  • Complete only the information that is specific and relevant to your client’s selections.
  • Enter necessary information only once – it populates throughout the application, saving you time.
  • Have access to integrated DocuSign capabilities (e-signature and package delivery) – you won’t need to have your own account.
  • Have easier access to Canada Life’s leading segregated fund product shelf.

The digital application started with RRSP and TFSA plans, but we’re continuing to add more application types and enhancements. It's all part of our digital evolution.

Take a peek at our roadmap: Advisor Solutions / Advanced Advisor Practices advisors | MGA/NA

Updates:

  • April 2024: Available for MGA / NA and coming soon for Advisor Solutions / Advanced Advisor Practices – Non-registered (single) accounts are now included in the application, in addition to RRSP, TFSA and LIRA.

Quick reference guide

Application status and processing support

Technical support

Product support​