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FOR FINANCIAL ADVISERS ONLY
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European Executive Investment Bond

Brochures and Sales Aids

    • European Executive Investment Bond client brochure - the discerning investor

      Client brochure to promote the benefits of the European Executive Investment Bond.

      Download
    • European Executive Investment Bond at a glance

      This at a glance document highlights the main features of the European Executive Investment Bond.  

      Download
    • Why Old Mutual International Ireland?

      Adviser sales aid promoting the benefits of investing with Old MUtual International Ireland. The sales aid includes a helpful sales matrix showing products and regional splits.

      Download
    • Where to find information about units and funds linked to your Old Mutual International Ireland policy

      A sales aid providing information about units and funds linked to your clients Old Mutual International Ireland policy.

      Download

Applications and guidance notes

    • EEIB or ECIB application form

      Please use this application for individual, joint, corporate and trustee investors.

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

      Download
    • Guidance Notes - European Executive Investment Bond or European Collective Investment Bond

      Guidance notes to accompany the application form. Please use these guidance notes for individual, joint, corporate and trustee investors.

      Download
    • ECIB Application (Belgian Residents under English Law)

      Please use this application for Belgium residents under English Law, for Individual, Joint or Trustee investors.

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

      Download
    • Guidance Notes - ECIB (Belgium Residents under English Law)

      Guidance notes to accompany the application form for Belgium residents using English Law, for individual, joint or trustee investors.

      Download
    • ECIB Application (Belgian Residents - Belgian Law)

      Please use this application for Belgium residents under Belgian Law, for individual and joint investors.

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

      Download
    • Guidance Notes - ECIB (Belgium Residents under Belgian Law)

      Please use this application for Belgium residents under Belgian Law, for individual or trustee investors.

      Download
    • EEIB or ECIB Application (Cyprus - English Law)

      Please use this application for Cyprus residents under English Law, for individual, joint and trustee investors.

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

      Download
    • Guidance Notes - EEIB or ECIB (Cyprus residents under English Law)

      Guidance notes to accompany the application form for Cyprus residets under English Law, for individual, joint and trustee investors.

      Download
    • EEIB or ECIB Application (Cyprus - Cypriot Law)

      Please use this application for Cyprus residents under Cypriot Law, for individual and corporate investors.

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

      Download
    • Guidance Notes - EEIB or ECIB (Cyprus residents under Cypriot Law)

      Guidance notes to accompany the application form for Cyprus residents under Cypriot Law, for individual or corporate investors.

      Download
    • 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

    • EEIB policy terms

      The policy terms for the European Executive Investment Bond with the Wealth Interactive endorsement.

      Download
    • Discretionary Fund Manager endorsement for ECIB and EEIB

      Endorsement for clients wishing to appoint a discretionary fund manager with their European Collective Investment Bond or European Executive Investment Bond.

      Download

Forms

    • 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
    • Tax Declaration and Self Certification for individual investors

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

      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
    • Dealing instruction form and guidance notes (Ireland)

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

      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
    • 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
    • Portfolio Bond - request for withdrawal or surrender (Ireland)

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

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

      Download

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