Lineup of Transamerica Life Canada s segregated funds

Transcription

1 Lineup of Life Canada s segregated funds Product 100% Death/75% Maturity = 22 funds 100% Death/75% Maturity = 13 funds 75% Death/75% Maturity = 19 Funds 100% Death/75% Maturity = 19 Funds 100% Death/100% Maturity = 10 Funds 75% Death/75% Maturity = 18 Funds 100% Death/75% Maturity = 18 Funds 100% Death/100% Maturity = 10 Funds GROWSafe/ 100% Death/100% Maturity = 6 funds Management Series (IMS) (75% Death/75% Maturity and/or 100% Death/75% Maturity)/NN RRIF (100% Death/100% Maturity) = 22 funds* Agent s Plan 100% Death / 75% Maturity (policy-based guarantee) 1 fund per product Summary Open to new policies. Closed to new policies as of January 25, New applications are not accepted. Closed to new policies as of November 16, New applications are not accepted. The contract remains open for existing GROWSafe 94* and IMS* I, II, III RRSP/LIRA/LRSP segregated fund policyholders who want to transfer before ** their contract matures or in the year they turn 69/71*** to a RRIF/LIF/PRIF. Use the Transfer from a Registered Qualified Policy to an Contract electronic kit (ekit) (IP903T) which includes the IP1212 form and must be used to process as a Transfer in Kind (TIK). * These contracts do not offer registered income plans (RRIF/LIF/PRIF or LRIF). ** Available for GROWSafe 94 and IMS I, II, III (policy based contracts and Fund Based contracts) *** Available for: (i) IMS Fund based contracts where the policyholder is holding fund(s) under the 100% guarantee option and the 10 year minimum requirement is not met on December 31 st of the year the Annuitants turn 69 or 71; (ii) GROWSafe 94 contracts where the 10 year minimum requirement is not met at age 69 or 71. Closed to new policies as of August 29, New applications are not accepted. : Closed to new policies as of March 30, New applications are not accepted. GROWSafe: Closed to new policies and no additional deposits are permitted as of March 30, New applications are not accepted. Existing PACs can continue, but the amount deposited and the frequency of deposits cannot Closed to new policies and additional deposits as of March 1, Effective November 2010, IMS policies were closed to existing PACs. Closed to new policies, additional deposits and existing PACs. New applications are not accepted. *Some funds are not available under IMS I and IMS II. 1 of 5

2 Objective 75/75 75/75 Money Market & Fixed Income Money Market GIF Bond GIF TD Income Advantage GIF Short-Term Bond GIF Canadian GIF Fixed Pay GIF Fidelity Canadian GIF Fidelity Canadian Asset Allocation GIF The objective of this Fund is to make available the capital protection and high-liquidity of the short-term money market in Canada and to earn the highest returns available with minimum exposure to risk. The objective of this Fund is to achieve long-term stable growth through interest income and capital appreciation by investing in Canadian fixed income securities. The objective of this Fund is to emphasize income with some potential for capital appreciation by investing in units of the TD Income Advantage Portfolio or a similar fund. The objective of this Fund is to preserve capital and liquidity while generating a high level of income. The fund will be invested in money market and short-term fixed income securities issued by governments, supranational agencies and corporations. The objective of this Fund is to achieve long-term stable growth and to maintain a reasonable degree of portfolio diversification to reduce risk by investing in fixed income and equity securities. The objective of this Fund is to provide capital appreciation by investing in units of the imaxx Canadian Fixed Pay Fund or a similar fund. The objective of this Fund is to provide a high total investment return by investing in units of the Fidelity Canadian Fund or a similar fund. The objective of this Fund is to provide a high total investment return by investing in units of the Fidelity Canadian Asset Allocation Fund or a similar fund. New fund offering to the lineup on or about May 10, 2013 For IMS fund lineup, go to the Rate of Return section on the site. 2 of 5

3 Objective 75/75 75/75 Canadian TD Dividend GIP TD Dividend Income GIF Canadian Equity Equity GIF Large Cap Index GIF U.S. Equity U.S. Equity Index GIF Global Equity Global Growth GIF The objective of this Portfolio is to provide long-term stable growth and some interest income by investing in units of underlying TD mutual funds and/or other investments as deemed appropriate by us. The objective of this Fund is to provide a high level of after-tax return and capital appreciation by investing in units of the TD Dividend Income Fund or a similar fund. The objective of this Fund is to achieve superior long-term total returns, at moderate risk, through a combination of capital gains and dividend income by investing in Canadian equity securities. growth. The Fund seeks to achieve returns similar to a generally recognized index of the large-cap Canadian equity index market, currently being the S&P/TSX 60 Index. growth. The Fund seeks to achieve returns similar to a generally recognized index of the U.S equity market, currently being the S&P 500 Index. The objective of this Fund is to achieve long term growth by investing primarily in equity and fixed income securities throughout the world. The Fund will be managed so that it is prudently diversified among countries, industries and securities. New fund offering to the lineup on or about May 10, 2013 For IMS fund lineup, go to the Rate of Return section on the site. 3 of 5

4 Objective 75/75 75/75 Asset Allocation Portfolios Conservative GIP Canadian GIP GIP Growth GIP Maximum Growth GIP Quotential Income GIF The objective of this Portfolio is to earn a reasonable level of income, while also providing the opportunity for moderate longterm capital appreciation through investment in a diversified portfolio of income and equity based underlying mutual funds and/or other investments as deemed appropriate by us. The objective of this Portfolio is to earn a reasonable level of income, while also providing the opportunity for moderate longterm capital appreciation through investment in a diversified portfolio of income and equity based underlying mutual funds and/or other investments as deemed appropriate by us. The objective of this Portfolio is to provide a reasonable balance between growth and income-oriented investments, with a slight bias towards growth funds through investment in a diversified portfolio of income and equity based underlying mutual funds and/or other investments as deemed appropriate by us. The objective of this Portfolio is to provide long-term capital appreciation, through investment in a diversified portfolio of primarily growth-oriented funds, but income-oriented funds are of some importance by investing in units of underlying mutual funds and/ or other investments as deemed appropriate by us. The objective of this Portfolio is to provide long-term capital appreciation, through investment in a diversified portfolio of primarily growth oriented underlying mutual funds and/or other investments as deemed appropriate by us. The objective of this Fund is to provide a balance of current income and long-term capital appreciation by investing in units of the Quotential Income Portfolio or a similar fund. For IMS fund lineup, go to the Rate of Return section on the site. 4 of 5

5 Objective 75/75 75/75 Growth (BIG) Agent s plan Asset Allocation Portfolios Quotential Growth GIF Quotential Growth GIF The objective of this Fund is to provide a balance of current income and long-term capital appreciation by investing in units of the Quotential Growth Portfolio or a similar fund. appreciation by investing in units of the Quotential Growth Portfolio or a similar fund. Total number of funds available For IMS fund lineup, go to the Rate of Return section on the site. Life is a trademark of Life Canada. Aegon and the Aegon logo are registered trademarks of Aegon N.V. Aegon Canada ULC and its affiliated companies are licensed to use such marks. and the pyramid design are registered trademarks of Corporation. Life Canada is licensed to use such marks. 5 of 5 IP1440 5/13