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
Product Name RSP funds available on some plans only.
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
Variable Investment Options (VIO) (Taxable or RSP)
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
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
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
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
Product Name RSP funds available on some plans only.
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
Variable Investment Options (VIO) (Taxable or RSP)
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
General Interest Options (GIO) (Tax Deferred)
Managed Index Interest Accounts (Managed Index Interest Accounts cannot be registered)
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
nAvailable nNot AvailableA minimum of 5 percent allocation per interest option
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
Five year Guaranteed Interest Account was replaced by the Five year fixed rate in May 1995.
General Interest Options (GIO) (Tax Deferred)
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
10 Year Fixed Rate Account
15 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
nAvailable nNot AvailableA minimum of 5 percent allocation per interest option
Rate Scale 8 8 9 0 W 3 3, 5
Product Name RSP funds available on some plans only.
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
Five year Guaranteed Interest Account was replaced by the Five year fixed rate in May 1995.
General Interest Options (GIO) (Tax Deferred)
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
Interest Account/Options
Daily Interest Account
Money Market Account
Guaranteed Interest Accounts
5 Year Fixed Rate Account
5 Year Portfolio Average Account
10 Year Fixed Rate Account
15 Year Portfolio Average Account
Index Interest Options
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
Equity Backed Account (available on corporately-owned policies)
European Equity Account ULENX ULENX ULENX ULENX
Toronto Composite 35 Account ULE3 ULE3
nAvailable nNot AvailableA minimum of 5 percent allocation per interest option
Rate Scale
Product Name RSP funds available on some plans only.
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
Five year Guaranteed Interest Account was replaced by the Five year fixed rate in May 1995.
General Interest Options (GIO) (Tax Deferred)
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
Interest Account/Options
Daily Interest Account
Money Market Account
Guaranteed Interest Accounts
5 Year Fixed Rate Account
5 Year Portfolio Average Account
10 Year Fixed Rate Account
15 Year Portfolio Average Account
Index Interest Options
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
Equity Backed Account (available on corporately-owned policies)
European Equity Account ULENX ULENX ULENX
Toronto Composite 35 Account
nAvailable nNot AvailableA minimum of 5 percent allocation per interest option
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
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