variable investment options (vio) & general interest ...ivari.ca/files/lp946c.pdf · variable...

Variable Investment Options (VIO) & General Interest Options (GIO) Universal Life Fund Code ChartFund codes and available interest options by plan for Challenger®, Discovery 2000, ACHIEVER™, ENDEAVOUR®, HORIZON™ and OMNILIFE™ plans (for use with PS425 – Allocation Form)

FOR ADVISOR

USE ONLY

Rate Scale A,B,C,D,E,F,R W A A 3 3 5 5 6 7 7

Product Name RSP funds available on some plans only.

Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger

Contract Start Date Pre-1990 1-May-93 1-Feb-95 1-Feb-96 1-Apr-98

Contract End Date 30-Apr-93 31-Jan-95 31-Jan-96 31-Mar-98

Variable Investment Options (VIO) (Taxable or RSP)

Asset Allocation Fund LBALD LBALD LBALD LBAL2 LBAL2 LBAL3 LBAL3 LBALD LBAL2 LBAL2 LBAL3

Equity Fund SEG-A SEG-A SEG-A SEG-A SEG-A SEGA2 SEGA2 SEGA2 SEG-A SEG-A SEGA2

Mid-Term Bond Fund BONDC BONDC BONDC BOND2 BOND2 BONDC BONDC BOND3 BOND2 BOND2 BOND3

Canadian 35 Index Fund LTSEF LTSEF LTSE2 LTSE2 LTSEF LTSEF LTSE4 LTSE2 LTSE2 LTSE3

Can-Am Fund LAMFU LAMFU LAMFU LAMFU LAMF2 LAMF2 LAMF3 LAMFU LAMFU LAMFU

Can-Asian Fund LASFS LASFS LASFS LASFS LASF2 LASF2 LASFS LASFS LASFS LASFS

Can-Daq 100 Fund LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY

Can-Emerge Fund LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ

Can-Euro Fund LEURO LEURO LEURO LEURO LEURO LEURO LEURO LEUR2 LEUR2 LEUR2

Can-Global Bond Fund LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLB2

Dividend Fund LDIVV LDIVV LDIVV LDIVV LDIVV LDIVV LDIV2 LDIV3 LDIV3 LDIVV

American Asset Allocation Fund

American Equity Index Fund

Bond Fund

Canadian Communications Fund

Canadian Financial Services Fund

Canadian Growth Fund

Canadian Resources Fund

Canadian Small Cap Fund

European Equity Index Fund

Information Technology Fund

International Bond Index Fund

International Brands Fund

T-Bill Fund

General Interest Options (GIO) (Tax Deferred)

Managed Index Interest Accounts (Managed Index Interest Accounts cannot be registered)

ivari CI Maximum Growth Portfolio Index Account MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA MTOPA

ivari CI Growth Portfolio Index Account MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG MTOPG

ivari CI Balanced Portfolio MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB MTOPB

ivari CI Conservative Portfolio Index Account MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC MTOPC

imaxx™ Canadian Fixed Pay Index Account MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY MCFPY

nAvailable nNot AvailableA minimum of 5 percent allocation per interest option

Effective December 10, 2012 the Designated Indices of the imaxx TOP Portfolios were substituted with the Designated Indices of the CI Portfolios. Accordingly, the names of the corresponding Managed Index Accounts were updated to reflect this change. On October 26, 2015 Transamerica rebranded to ivari. Accordingly, the names of the Managed Index Accounts are updated to reflect the new brand, as listed below:

Managed Index Account

imaxx TOP Conservative Portfolio imaxx TOP Balanced Portfolio imaxx TOP Growth Portfolio imaxx TOP Aggressive Growth Portfolio

Current Managed Index Account

Transamerica CI Conservative Portfolio Transamerica CI Balanced Portfolio Transamerica CI Growth Portfolio Transamerica CI Maximum Growth Portfolio

New Managed Index Account

ivari CI Conservative Portfolio ivari CI Balanced Portfolio ivari CI Growth Portfolio ivari CI Maximum Growth Portfolio

Rate Scale 8 8 9 0 W 3 3, 5


Challenger Challenger Challenger Challenger Discovery 2000

Discovery 2000

Discovery 2000

Achiever A, B, J

Achiever Plus C,D,E

Achiever Plus F, G

Achiever Plus F, G

Contract Start Date 1-Aug-99 1-Mar-95 1-Mar-95

Contract End Date 31-Jul-99 28-Feb-95 28-Feb-95 31-Aug-95


Asset Allocation Fund LBAL3 LBALD LBAL2 LBAL3 LBALD LBAL2 LBAL3 LBALD LBAL2 LBALD LBALD

Equity Fund SEGA2 SEGA2 SEG-A SEG-A SEGA2 SEG-A SEG-A SEG-A SEGA2

Mid-Term Bond Fund BOND3 BOND3 BONDC BOND2 BONDC BONDC BOND2 BONDC BONDC

Canadian 35 Index Fund LTSE3 LTSE4 LTSE2 LTSE3 LTSEF LTSE2 LTSEF

Can-Am Fund LAMFU LAMF3 LAMF4 LAMFU LAMFU LAMFU LAMF2 LAMFU LAMFU LAMF2

Can-Asian Fund LASFS LASF3 LASF4 LASFS LASFS LASFS LASF2 LASFS LASFS LASF2

Can-Daq 100 Fund Fund LDAQY LDAQ2 LDAQ3 LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY LDAQY

Can-Emerge Fund LEMRZ LEMR2 LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ LEMRZ

Can-Euro Fund Fund LEUR2 LEURO LEUR3 LEUR2 LEURO LEURO LEURO LEURO LEURO LEURO

Can-Global Bond Fund LGLB2 LGLB3 LGLBQ LGLB2 LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ LGLBQ

Dividend Fund LDIVV LDIV2 LDIV3 LDIVV LDIVV LDIVV LDIVV

American Asset Allocation Fund LAAAW LAAAW

American Equity Index Fund LMAM7 LMAM7

Bond Fund LBONC LBONC

Canadian Communications Fund LCOME LCOME

Canadian Financial Services Fund LFIN2 LFIN2

Canadian Growth Fund LCANA LCANA

Canadian Resources Fund LRESR LRESR

Canadian Small Cap Fund LSCP4 LSCP4

European Equity Index Fund LERI8 LERI8

Information Technology Fund LTCH6 LTCH6

International Bond Index Fund LIBD9 LIBD9

International Brands Fund LBRN5 LBRN5

T-Bill Fund TBILB TBILB



ivari CI Maximum Growth Portfolio Index Account

MTOPA MTOPA MTOPA MTOPA

ivari CI Growth Portfolio Index Account MTOPG MTOPG MTOPG MTOPG

ivari CI Balanced Portfolio MTOPB MTOPB MTOPB MTOPB

ivari CI Conservative Portfolio Index Account MTOPC MTOPC MTOPC MTOPC

imaxx™ Canadian Fixed Pay Index Account MCFPY MCFPY MCFPY MCFPY


Effective December 10, 2012 the Designated Indices of the imaxx TOP Portfolios were substituted with the Designated Indices of the CI Portfolios. Accordingly, the names of the corresponding Managed Index Accounts were updated to reflect this change. On October 26, 2015 Transamerica rebranded to ivari. Accordingly, the names of the Managed Index Accounts are updated to reflect the new brand, as listed below:

Managed Index Account

imaxx TOP Conservative Portfolio imaxx TOP Balanced Portfolio imaxx TOP Growth Portfolio imaxx TOP Aggressive Growth Portfolio

Current Managed Index Account

Transamerica CI Conservative Portfolio Transamerica CI Balanced Portfolio Transamerica CI Growth Portfolio Transamerica CI Maximum Growth Portfolio

New Managed Index Account

ivari CI Conservative Portfolio ivari CI Balanced Portfolio ivari CI Growth Portfolio ivari CI Maximum Growth Portfolio

Rate Scale


Achiever F, G

Achiever F, G

Achiever F, G

Achiever H

Endeavour Omnilife Omnilife Horizon

Contract Start Date 1-Sep-95 1-Feb-96 1-Aug-96 1-Mar-95

Contract End Date 31-Jan-96 31-Jul-96 28-Feb-95


Asset Allocation Fund LBAL3 LBALD LBAL2 LBAL3 LBAL2 LBALD LBALD

Equity Fund SEGA2 SEGA2 SEG-A SEGA2 SEG-A SEG-A SEGA2

Mid-Term Bond Fund BONDC BOND3 BOND2 BOND3 BOND2 BONDC BONDC

Canadian 35 Index Fund

Can-Am Fund LAMF2 LAMF3 LAMFU LAMFU LAMFU

Can-Asian Fund LASF2 LASFS LASFS LASFS LASFS

Can-Daq 100 Fund LDAQY LDAQY LDAQY LDAQY

Can-Emerge Fund LEMRZ LEMRZ LEMRZ LEMRZ

Can-Euro Fund LEURO LEURO LEUR2 LEUR2

Can-Global Bond Fund LGLBQ LGLBQ LGLBQ LGLB2

Dividend Fund

American Asset Allocation Fund

American Equity Index Fund

Bond Fund

Canadian Communications Fund

Canadian Financial Services Fund

Canadian Growth Fund

Canadian Resources Fund

Canadian Small Cap Fund

European Equity Index Fund

Information Technology Fund

International Bond Index Fund

International Brands Fund

T-Bill Fund



ivari CI Maximum Growth Portfolio Index Account

ivari CI Growth Portfolio Index Account

ivari CI Balanced Portfolio

ivari CI Conservative Portfolio Index Account

imaxx™ Canadian Fixed Pay Index Account


Rate Scale A,B,C,D,E,F,R W A A 3 3 5 5 6 7 7


Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger Challenger

Contract Start Date Pre-1990 1-May-93 1-Feb-95 1-Feb-96 1-Apr-98

Contract End Date 30-Apr-93 31-Jan-95 31-Jan-96 31-Mar-98

Five year Guaranteed Interest Account was replaced by the Five year fixed rate in May 1995.


Advisor Program

Aggressive Growth Portfolio Account ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG ULVMG

Growth Portfolio Account ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG ULVAG

Balanced Portfolio Account ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG ULVCG

Conservative Portfolio Account ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI ULVGI

Income Portfolio Account ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN ULVIN

Capital Preservation Portfolio Account ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP ULVCP

Interest Account/Options

Daily Interest Account

Money Market Account

Guaranteed Interest Accounts

5 Year Fixed Rate Account

5 Year Portfolio Average Account



Index Interest Options

American Large Capital Equity Account ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP ULCAP

American Technology Account ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC ULTEC

Asian Equity Account ULANX ULANX ULANX ULANX ULANX ULANX ULANX ULANX ULANX ULANX ULANX

Canadian Bond Account ULBND ULBND ULBND ULBND ULBND ULBND ULBND ULBND ULBND ULBND ULBND

Canadian Equity Account ULE C ULE C ULE C ULE C ULE C ULE C ULE C ULE C ULE C ULE C ULE C

Can-Am Index Account ULC 3 ULC 3 ULC 3 ULC 3 ULC 1 ULC 1 ULC 2 ULC 3 ULC 3 ULC 3

Can-Asian Index Account ULP 3 ULP 3 ULP 3 ULP 3 ULP 1 ULP 1 ULP 3 ULP 3 ULP 3 ULP 3

Can-Daq 100 Index Account ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6 ULDAQ6

Can-Emerge Index Account ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6 ULEMR6

Can-Euro Index Account ULEUR5 ULEUR5 ULEUR5 ULEUR5 ULEUR5 ULEUR5 ULEUR5 ULEUR1 ULEUR1 ULEUR1

Can-Global Bond Index Account ULG 6 ULG 6 ULG 6 ULG 6 ULG 6 ULG 6 ULG 6 ULG 6 ULG 6 ULG 1

Equity Backed Account (available on corporately-owned policies)

ULE A

European Equity Account ULENX ULENX ULENX ULENX ULENX ULENX ULENX ULENX ULENX ULENX ULENX

Toronto Composite 35 Account ULE3 ULE3 ULE3 ULE3 ULE3 ULE3 ULE3 ULE3 ULE3 ULE3


Rate Scale 8 8 9 0 W 3 3, 5


Challenger Challenger Challenger Challenger Discovery 2000

Discovery 2000

Discovery 2000

Achiever A, B, J

Achiever Plus C,D,E

Achiever Plus F, G

Achiever Plus F, G

Contract Start Date 1-Aug-99 1-Mar-95 1-Mar-95

Contract End Date 31-Jul-99 28-Feb-95 28-Feb-95 31-Aug-95



Advisor Program

Aggressive Growth Portfolio Account ULVMG ULVMG ULVMG ULVMG

Growth Portfolio Account ULVAG ULVAG ULVAG ULVAG

Balanced Portfolio Account ULVCG ULVCG ULVCG ULVCG

Conservative Portfolio Account ULVGI ULVGI ULVGI ULVGI

Income Portfolio Account ULVIN ULVIN ULVIN ULVIN

Capital Preservation Portfolio Account ULVCP ULVCP ULVCP ULVCP










American Large Capital Equity Account ULCAP ULCAP ULCAP ULCAP

American Technology Account ULTEC ULTEC ULTEC ULTEC

Asian Equity Account ULANX ULANX ULANX ULANX

Canadian Bond Account ULBND ULBND ULBND ULBND

Canadian Equity Account ULE C ULE C ULE 9 ULE 9

Can-Am Index Account ULC 3 ULC 2 ULC 9 ULC 0 ULC 3 ULC 3 ULC 1

Can-Asian Index Account ULP 3 ULP 2 ULP 9 ULP 0 ULP 3 ULP 3 ULP 1

Can-Daq 100 Index Account ULDAQ6 ULDAQ1 ULDAQ9 ULDAQ0 ULDAQ6 ULDAQ6 ULDAQ6

Can-Emerge Index Account ULEMR6 ULEMR9 ULEMR0 ULEMR0 ULEMR6 ULEMR6 ULEMR6

Can-Euro Index Account ULEUR1 ULEUR5 ULEUR9 ULEUR0 ULEUR5 ULEUR5 ULEUR5

Can-Global Bond Index Account ULG 1 ULG 8 ULG 9 ULG 0 ULG 6 ULG 6 ULG 6


European Equity Account ULENX ULENX ULENX ULENX

Toronto Composite 35 Account ULE3 ULE3


Rate Scale


Achiever F,G

Achiever F,G

Achiever F,G

Achiever H

Endeavour Omnilife Omnilife Horizon

Contract Start Date 1-Sep-95 1-Feb-96 1-Aug-96 1-Mar-95

Contract End Date 31-Jan-96 31-Jul-96 28-Feb-95



Advisor Program

Aggressive Growth Portfolio Account ULVMG ULVMG ULVMG

Growth Portfolio Account ULVAG ULVAG ULVAG

Balanced Portfolio Account ULVCG ULVCG ULVCG

Conservative Portfolio Account ULVGI ULVGI ULVGI

Income Portfolio Account ULVIN ULVIN ULVIN

Capital Preservation Portfolio Account ULVCP ULVCP ULVCP










American Large Capital Equity Account ULCAP ULCAP ULCAP

American Technology Account ULTEC ULTEC ULTEC

Asian Equity Account ULANX ULANX ULANX

Canadian Bond Account ULBND ULBND ULBND

Canadian Equity Account ULE/C ULE/C ULE/C

Can-Am Index Account

Can-Asian Index Account

Can-Daq 100 Index Account

Can-Emerge Index Account

Can-Euro Index Account

Can-Global Bond Index Account


European Equity Account ULENX ULENX ULENX

Toronto Composite 35 Account


For further verification of available GIOs/VIOs for your policy, refer to the policy and amendments and endorsements issued in respect thereof.

Options available for Eagle contracts are as follows: $US Five Year Account and $US Equity Account

All confirmation and statements will reflect the correct fund names (eg. LAMF2 = Can-Am Fund 2)

If overlap with contract start date, application received date will be used.

™ Trademarks of ivari Canada ULC and/or its affiliated companies.TM ivari and the ivari logos are trademarks of ivari Canada ULC. ivari is licensed to use such marks.

The ivari CI Portfolios are managed by CI Investments Inc. on behalf of ivari Canada ULC.

LP946C 9/15

variable investment options (vio) & general interest ...ivari.ca/files/lp946c.pdf · variable...

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