FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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COLLECTIVE BOND

Brochures and Sales Aids

    • Collective Bond client brochure - perfectly tuned investments

      Client brochure promoting the benefits of investing in the Collective Bond.

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    • Collective Redemption Bond - at a glance

      This at a glance document highlights the main features of the Collective Redemption Bond.

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    • Collective Investment Bond - at a glance - life assurance version

      This at a glance document highlights the main features of the Collective Investment Bond - Life assurance version.

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    • About the Old Mutual International Portfolio Bond range (Adviser Guide) Powered by Wealth Interactive

      The adviser guide provides information on all our offshore portfolio bonds and will help you choose the right bond for each individual client. Whether your clients are British expatriates, foreign nationals, trustees or businesses.

      This guide is not to be used in the UK.

      Download
    • Overview of Old Mutual International's Collective Bond charges

      This is an overview to help you understand Old Mutual International's charges and how they are applied.

      Not for use in Hong Kong or Singapore.

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Applications and guidance notes

    • Collective Bond application form for individual investors

      Please use this application form for individual investors wishing to invest in the Collective Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

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    • Collective Redemption Bond application form for individual investors

      Please use this application form for individual investors wishing to invest in the Collective Redemption Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

      Download
    • Collective Bond application form for trustee investors

      Please use this application form for trustee investors wishing to invest in the Collective Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for entity investors

      Download
    • Collective Bond application form for corporate investors

      Please use this application form for corporate investors wishing to invest in the Collective Bond.

      Download
    • Guidance Notes - Collective Bond for individual investor

      Guidance notes to accompany the application form for individual investors wishing to invest in the Collective Bond.

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    • Guidance Notes - Collective Bond for the corporate investor

      Guidance notes to accompany the application form for corporate investors wishing to invest in the Collective Bond.

      Download
    • Guidance Notes - Collective Bond for trustee investors

      Guidance notes to accompany the application form for trustee investors wishing to invest in the Collective Bond.

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    • Tax Declaration and Self Certification for individual investors

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

      Download
    • Tax Declaration and Self Certification for corporate and trustee investors

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

      Download

Terms and Conditions and Endorsements

    • Collective Investment Bond - life assurance version policy terms

      The policy terms for the Collective Investment Bond - life assurance version with the Wealth Interactive endorsement.

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    • Collective Redemption Bond - redemption version policy terms

      The policy terms for the Collective Redemption Bond - redemption version with the Wealth Interactive endorsement.

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Forms

    • Tax Declaration and Self Certification for individual investors

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

      Download
    • Tax Declaration and Self Certification for corporate and trustee investors

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

      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.

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    • OMI Know your client

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    • 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).

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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.

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    • Transferring assets to your bond/account

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

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    • Charge Deduction Asset and nominated asset for regular withdrawals

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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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    • 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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Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.