FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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EUROPEAN CAPITAL ACCOUNT

Brochures and Sales Aids

    • A flexible investment solution - Introducing the European Capital Account

      Client brochure promoting the benefits of the European Capital Account.

      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

Applications and guidance notes

    • European Capital Account application form

      Please use this application form for clients wishing to invest in the European Capital Account.

      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
    • European Capital Account application form under Cypriot Law

      Please use this application form for clients wishing to invest in the European Capital Account. This application is for Cyprus residents only under Cypriot Law.

      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
    • Know your client

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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

    • European Capital Account - Account Terms and Conditions

      The Account Terms and Conditions for the European Capital Account.

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    • European Capital Account endorsement for Spanish residents

      This endorsement should be used for Spanish residents who wish to invest in the European Capital Account.

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Forms

    • 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
    • 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

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.