FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Forms

  • 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.

    Download
  • 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 UK 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 Limited unit-linked policies, including the European Capital Account.

    Download
  • 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.

    Download
  • Portfolio Bond - request to withdrawal or surrender (Ireland portfolio bonds)

    This form should only be used to request a partial surrender from an Old Mutual International Ireland Limited portfolio bonds.

    If you need the withdrawal and surrender form for Isle of Man portfolio bonds, please click here.

    Download
  • Dealing instruction form and guidance notes (Ireland)

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

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

    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).

    Download
  • Wealth Interactive - Master User Registration form for exising 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). 

    Download
  • 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

    Download
  • 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.

     

    Download
  • Tax declaration for trustees and corporates

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

    Download
  • Taxation information and declaration for the individual investor

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

    Download
  • Change of financial adviser

    Download
  • Change of address

    Download
  • 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.

    Download
  • 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. 

    Download
  • Charge Deduction Asset and nominated asset for regular withdrawals

    Download
  • 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. 

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

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

    Download
  • 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
  • Old Mutual International Intermediary Registration Application

    Please use this application form for intermediary registration with Old Mutual International Isle of Man Limited and/or Old Mutual International Ireland Limited.

    Download
  • 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 unit linked policy.

    Download
  • Portfolio Bond - request for withdrawal or surrender (Isle of Man portfolio bonds)

    This form should only be used to request a partial surrender from an Old Mutual International Isle of Man portfolio bonds.

    If you need the withdrawal and surrender form for Ireland portfolio bonds, please click here.

    Download

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