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Fund Risk Rating Change – Canada Life Investment Management

May 29, 2025

Category: Best practices

Please be advised that effective May 23, 2025, the risk rating of the following fund was increased by Canada Life Investment Management Ltd. (CLIML):

3 en

These changes have been reflected on the Fund Fact document available on Univeris. The risk rating change at the product level will be updated in Univeris tomorrow, Friday, May 30. 

For more detailed information, please click here to read Canada Life’s press release. 

As a reminder, Representatives are expected to review impacted products in their clients’ portfolios upon a risk rating change and re-complete their KYP due diligence process as a risk rating change constitutes a material change to the product. Representatives are also expected to work to resolve suitability concerns within a 3-month period. For a list of your impacted clients, please reach out to your Compliance Officer once the changes have been made in Univeris.

Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548 or use the chatbot feature available on the Advisor Centre.