FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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SPANISH COLLECTIVE INVESTMENT BOND

Brochures and Sales Aids

    • Spanish Collective Investment Bond client brochure - Simply Spanish

      A client brochure promoting the benefits ofthe Spanish Collective Investment Bond.

      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

      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
    • Tax and other important information for Spain

      This document provides the Policyholder with important information before investing in the Spanish Collective Investment Bond and the European Capital Accout provided by Old Mutual International Ireland.

      Download
    • Where to find info OMII policy

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

      Download
    • 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.

      Download

Applications and guidance notes

    • SCIB Application (Spanish residents under Spanish Law)

      Please use this application for Spanish residents under Spanish Law, for individual investors.

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

      Download
    • Guidance Notes - SCIB (Spanish residents under Spanish Law)

      Guidance notes to accompany the application form. Please use the guidance notes for individual investors.

      Download
    • SCIB Application (Spanish residents under English Law)

      Please use this application for Spanish residents under English Law, for rindividual, 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 - SCIB (Spanish residents under English Law)

      Guidance notes to accompany the application form. Please use the guidance notes for individual or trustee 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

    • Spanish Collective Investment Bond policy terms

      The policy terms for the Spanish Collective Investment Bond with the Wealth Interactive endorsement.

      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
    • 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 Limited portfolio bonds.

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

      Download
    • Letter of authorisation (SCIB)

      Download

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