FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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MANAGED PENSION ACCOUNT

Brochures and Sales Aids

    • Managed Pension Account - at a glance - redemption version

      This at a glance document highlights the main features of the Managed Pension Account - redemption version.

      You can use this version in all regions exept North East Asia and South East Asia.

      Download
    • Managed Pension Account - at a glance - life assurance version

      This at a glance document highlights the main features of the Managed Pension Account - life assurance version.

      You can use this version in all regions exept North East Asia and South East Asia.

      Download
    • Flexibility when priorities change

      Download
    • Client Centre Sales Aid

      Download

Applications and guidance notes

    • Managed Savings Account or Managed Pension Account (MSPA) application form for the Individual investor

      Please use this application form for individual investors wishing to invest in the Managed Savings Account or the Managed Pension Account.

      Download
    • Guidance Notes - MSPA for the individual investor

      These guidace notes are to be used alongside the application form for individal investors wishing to invest in the Managed Savings Account or the Managed Pension 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

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
    • 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
    • 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
    • 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
    • OMI Know your client

      Download

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