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FOR FINANCIAL ADVISERS ONLY
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ADVISER SUPPORT

In this section, you will find all the literature you need to get started with Old Mutual International. You can also follow this link for more information on working with Old Mutual International.

Company Information

    • Welcome to Old Mutual International

      This is our corporate brochure giving you all the information you need on Old Mutual International, including regions we operate and company structure.

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    • Investor Protection Measures in the Republic of Ireland

      This article provides an outline of the investor protection measures in Ireland, for policyholders not habitually resident in Ireland, who invest in a life assurance policy.

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    • Why invest in the Isle of Man?

      This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

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Key Information Documents (KIDs)

    • European Executive Investment Bond - PRIIPs Key Information Document (KID)

      This is the Key Information Document (KID) for the European Executive Investment Bond - PRIIPs. 

      This document is also available in:

      French
      - Greek
      - Dutch

      Download
    • European Collective Investment Bond - PRIIPs Key Information Document (KID)

      This is the Key Information Document (KID) for the European Collective Investment Bond - PRIIPs.

      This document is also available in:

      - French
      - Greek
      - Dutch

      Download
    • Spanish Collective Investment Bond Key Information Document (KID)

      This is the Key Information Document (KID) for the Spanish Collective Investment Bond. This document is also available in Spanish.

      Download
    • Swedish Executive Portfolio - PRIIPs Key Information Document (KID)

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Brochures/Sales Aids

    • Tax benefits of the Old Mutual International Spanish Collective Investment Bond

      The benefits of investing in a Spanish compliant policy, such as the Spanish Collective Investment Bond (SCIB), rather than a non-compliant policy.

       

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    • Top ups now accepted from Portugal

      Top ups can now be accepted to the Swedish Executive Portfolio. Which could be of benefit to your clients living in, or moving to, Portugal - this sales aid explains more.

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    • Reducing UK and Spanish tax for UK expats living in Spain

      Sales aid explaining how our Spanish Collective Investment Bond (SCIB) could help manage and mitigate tax liabilities for your UK expat clients in Spain, when combined with a foreign trust solution.

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    • UK inheritance tax (IHT) - the forgotten tax

      An adviser-facing guide covering who is liable to IHT,
      exemptions and reliefs, plus options to mitigate liability.

      This document is for financial adviser use only. 

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    • Investing through volatile times – client sales aid

      The document show our top six principles of investing. 

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    • Leaving the UK - but are they leaving UK taxes?

      When clients leave the UK, either permananently or for at least a full tax year, they expect to leave behind their liability for UK taxes. 

      This document is for financial adviser use only. 

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    • Why invest in the Isle of Man?

      This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

      Download
    • Our perfectly combined Spanish tax-compliant and risk-targeted fund range

      Our 'Perfectly combined' sales aid covers the main product features of the Spanish Collective Investment Bond and European Capital Account, as well as how the Compass Portfolios could benefit your clients

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    • UK residential property and the International investor

       

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    • NRI estate planning

      A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.

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    • Your two step guide to setting up an OMI Excluded Property Trust

      Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

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    • Taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident

      An explanation of the taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident.

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    • Taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel

      An explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel.

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    • Taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel

      An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel.

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    • Investment and retirement planning for future South African residents

      A client-facing item discussing investment and retirement planning for the expatriate South African who has retained 'ordinarily resident' tax status and future South African residents.

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    • Origin of Wealth - what you need to know

      What you need to know when completing this section of the application form. 

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    • International pension solutions for US non-residents

      This document considers an investment scheme for retirement designed especially for US non-residents.

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    • Important information about certifying photocopied identification and address documents

      This document provides information on certifying photocopied identification and address documents. As part of the global efforts to prevent money laundering, Old Mutual Interational has to verify the identity and address of all individuals party to a contract (for example applicant(s), trustees, power of attorney). Unless the documents provided are originals, they will need to be certified by a suitable certifier.

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    • The Super Six: Benefits of an offshore bond for UK expatriates

      This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

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    • The Super 6 (reduced version) - Benefits of an offshore bond for UK expatriates

      This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

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    • Origin of wealth guidelines

      This document does not give guidance on where Old Mutual International can accept business from. It should only be used as guidance for financial crime risk purposes. For example, Old Mutual International may be able to accept premiums from a country listed in this document, but might not accept business from a resident of that country. If you have any questions regarding acceptance of business from a particular country then you should contact your Old Mutual International sales consultant.

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    • Portfolio builder risk assessment questionnaire

      To calculate your client attitude to risk, they should fill out this questionnaire. The resultant risk score will vary from one to five, with one being the lowest risk and five the highest risk.

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    • Old Mutual International Life bonds owned by individuals becoming Australia residents

      This document is an overview of the taxation of Old Mutual International Life bonds owned by an individual who returns or moves to Australia and becomes Australian resident.

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    • FATCA - Questions and Answers

      This document provides you with an overview of the FATCA and the Crown Dependency agreements and the potential impact on Old Mutual International Isle of Man Limited, Old Mutual International Ireland dac and ('Old Mutual International Compamies') as financial institutions, and our policy/account holders.

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    • US & UK estate tax planning

      This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.

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    • Determining your liability to tax in India

      This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India. 

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    • Investment basics: A long-term approach to investing

      Here we present some reasons why taking a long-term approach to investment can often be the soundest approach.

      This document is for financial adviser use only.

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    • What are hedged share classes? sales aid

      This sales aid explains what hedged share classes are and why investors need them.

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    • Understanding investment risk and why it matters

      This document will help you understand risk and manage your clients’ expectations around risk.

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    • Portfolio Bond Transaction Account Overdraft Limit

      The published overdraft limit of transaction accounts for applicable portfolio bonds.

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    • Assessing your client’s risk profile

      This document will help provide useful risk points for your discussions with clients.

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    • Building a multi-asset portfolio

      This document will help you understand the likely composition of each multi-asset portfolio.

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    • GlobalSelect Researched Range infographic

      This clear and engaging infographic illustrates the key benefits of the Researched Fund range. 

      Download
    • Adviser toolkit – Investing through volatile times

      Supporting our ‘Investing through volatile times’ client sales aid

      Download

Terms of business

    • Isle of Man - Intermediary terms of business

      These Intermediary Terms of Business and the Rates of Commission govern your relationship with Old Mutual International Isle of Man Limited (Old Mutual International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Old Mutual International.

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    • Ireland - Intermediary Terms of Business

      These Intermediary Terms of Business and the Rates of Commission govern your relationship with Old Mutual International Ireland dac (Old Mutual International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Old Mutual International.

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Tax and other Important Information

    • Tax and other important information for Spain

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    • Tax and other important info for residents outside the EU and EEA

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    • Tax and other important information for Gibraltar

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    • Tax and other important information for Malta (for Malta based trustees only)

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    • Tax and other important information for residents of the European Economic area

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    • Tax effects of policy ownership and insured events for Belgium

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    • Tax and other important information for Belgium

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    • Tax and Other Info (Cyprus)

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    • Tax effects of policy ownership and insured events

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    • The Super Six: Benefits of an offshore bond for UK expatriates

      This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

      Download
    • Tax Information for Irish Residents

      This document provides a high-level summary of the tax that applies to a life or redemption bond issued by a UK, Isle of Man or Ireland Insurer when held by a policyholder who becomes resident in Ireland

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    • Tax and other important information for Luxembourg

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Investments and funds

    • GlobalSelect Portfolio Bond fund list 2017

      This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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    • GlobalSelect Unit-Linked fund list

      This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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    • Focus on Compass portfolios

      The Old Mutual Compass Portfolio range, defined here as ‘Portfolios’, is available through various Old Mutual International products. The investment objective of the Compass Portfolios is to generate a long-term total return, through investing in a diversified range of asset classes.

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    • Dealing Instruction Form - OMI Ireland portfolio bonds

      Please use this form when submitting all dealing instructions for client with an Old Mutual International Ireland portfolio bond.

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    • Spanish Collective Investment Bond Fund List

      This document shows the funds that are currently available for investment that comply with the requirements of the Spanish Personal Income Tax.

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    • What are hedged share classes? sales aid

      This sales aid explains what hedged share classes are and why investors need them.

      Download
    • Compass Portfolios quarterly report

      The latest Compass Portfolios quarter report provides detailed information about the assets each of the Compass Portfolios holds plus commentary from the Portfolio Manager on how the team has navigated the portfolios during the turbulent market conditions seen over the quarter.

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    • GlobalSelect Researched Range infographic

      This clear and engaging infographic illustrates the key benefits of the Researched Fund range. 

      Download

Forms

    • Form for appointing a discretionary fund manager

      Please use this form for appointing a discretionary fund manager.

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    • Executive Investment Bond – Sweden - Request to transfer custodianship of assets

      Please use this form to request custodianship of assets for the Executive Investment Bond (Sweden).

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    • Unit-linked - request for withdrawal or surrender or maturity

      This form should only be used to request a partial, full surrender or maturity from an OId Mutual International Isle of Man Limited or OId Mutual International Ireland dac unit-linked policy.

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    • Old Mutual International Identification and Verification of Address Certification

      Form to be used to provide (copy) photographic identification and verification of address.
      To be used in any situation where Identification and Verification of Address is not being submitted at the same time as an application form.

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    • Request to transfer to an authorised custodian

      Please complete this form if you wish to request a selected custodian facility for your Old Mutual International portfolio bond/policy/account/plan.

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    • Appointing a fund adviser to your Old Mutual International Ireland Portfolio Bond

      Please use this form if your client would like to appoint a fund adviser to their Old Mutual International Ireland Portfolio Bond. 

      Not for use in the UK.

      Download
    • Switch Form for European Capital Account

      Please use this for to switch your clients investments or change the funds in which future regular investments are investments.

      This form is only to be used with Old Mutual International Ireland dac unit-linked policies, including the European Capital Account.

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    • Payment Instructions

      Please use this form to increase or change contributions for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account.

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    • Dealing instruction form and guidance notes (Ireland)

      Please use this Dealing Instruction form for all Old Mutual International Ireland dac Portfolio Bonds.

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    • Dealing instruction form and guidance notes (Isle of Man)

       Placing a deal online takes a fraction of the time – sign in to Wealth Interactive

      Please use this Dealing Instruction form for all Old Mutual International Isle of Man Limited Portfolio Bonds.

      Including: Collective Investment Bond (CIB), Collective Investment Plan (CIP), Collective Redemption Bond (CRB), Executive Investment Account (EIA), Executive Investment Bond (EIB), Executive Investment Plan (EIP), Executive Investment Portfolio (EIP), Executive Redemption Bond (ERB), International Portfolio Bond - Life (IPB), International Portfolio Bond - Redemption (IPBR), Investment Account (IA), Silk Life Plan (SLP) or Wealth Management Plan (WMP).

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    • Wealth Interactive - Master User Registration form for existing firms

      Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us. The form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). 

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    • Selected Custodian Facility (Ireland)

      Please use this form if you wish to request a Selected Custodian Facility to your Old Mutual International Ireland Policy. 

      This form can be used for the following products:
      - European Executive Investment Bond
      - European Collective Investment Bond
      - European Portfolio Bond

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    • Application for an Online Service Account on Wealth Interactive

      For use with the Old Mutual International - Portfolio Bonds.

      This form allows individual investors to request online access via Wealth Interactive.

       

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    • Tax declaration for trustees and corporates

      Please use this form to confirm the tax status for Trustee and Corporate applicants. 

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    • Taxation information and declaration for the individual investor

      Please use this form to confirm your clients' country of residence for taxation. 

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    • Change of financial adviser

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    • Change of address

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    • Switch form for unit-linked policies (IoM)

      Please use this form if you want to switch your clients' investments or change the funds in which future regular investments are invested.

      This is for use for client with an Old Mutual International Isle of Man Limited unit-linked policy, including - Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealthbuilder Account.

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    • Appointing a fund adviser to your portfolio bond

      This form is for use only when appointing a fund adviser not registered in the United Kingdom and Singapore. 

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    • Charge Deduction Asset and nominated asset for regular withdrawals

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    • Transferring assets to your bond - Ireland portfolio bonds

      This form should be used when transferring external assets to an Old Mutual International Ireland bond. Before completing this form please make sure you have read the relevant client brochure and policy terms and conditions for the chosen bond. 

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    • Transferring assets to your bond - Isle of Man portfolio bonds

      This form should be used when transferring external assets to an Old Mutual International Isle of Man Bond. 

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    • Portfolio Bonds change to fund-based commission

      This form can be used to add or change the fund-based commission (FBC) terms for a Old Mutual International portfolio bond.

      This form can be used for a Collective Investment Bond, Collective Redemption Bond, Executive Investment Bond or Executive Redemption Bond.

      Download

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