A YOUR Platform account can be held with a Canada Life (CLI) Offshore bond.
The platform charges apply as normal and are in addition to those for the CLI account chosen to meet your clients’ needs. We have a specific adviser guide to transacting on these accounts in our resources section here.
The offshore bond account on YOUR Platform will be grouped with the client’s other accounts for both reporting and online access as well as for family lining for fees.
If you would like to explore options with CLI, please contact your relationship manager there or contact Questions@YOUR-Platform.co.uk to arrange a call.