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FOR FINANCIAL ADVISERS ONLY
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What are the PRIIPS regulations? 

The Packaged Retail And Insurance-Based Investment Products (PRIIPs) regulations are a set of European Union regulations which becomes effective on 1 January 2018. The regulations apply to all life assurance products, funds and structured products sold or marketed to retail investors within the European Union (EU) or the European Economic Area (EEA).

New Key Information Documents (KIDs) 

From 1 January 2018, when recommending an Old Mutual International portfolio bond to your clients resident in the EU/EEA, you will need to provide them with the following:

  • A Key Information Document (KID) in relation to the portfolio bond.
    The Old Mutual International portfolio bonds KIDs will be available in both English and in one of the official languages of the country we are making the bond available in.
  • A Key Information Document (KID) for each underlying funds recommended within the portfolio bond.
    You can provide UCITS Key Investor Information Document (KIID) until 31 December 2019 instead of a KID. The KIDs/KIIDs for the individual funds will be available through Wealth Interactive, our end-to-end wealth management service. Alternatively you can access them directly from the fund managers or from external data providers such as Funds Library or Morningstar.

Key Information Documents

Click here to view the translated Key Information Documents. 

 

New business documents

Using the tables below you can find all the literature you’ll need to complete new business or add additional premiums to existing products. You may also find our 'Doing business with Old Mutual International in a PRIIPs compliant world' document useful.

 

Literature for policies sold AFTER 1 January 2018

Executive Redemption Bond – PRIIPs

European Executive Investment Bond – PRIIPs

European Collective Investment Bond – PRIIPs

Spanish Collective Investment Bond

Swedish Executive Portfolio - PRIIPs

 

PRODUCTS THAT ARE NOW CLOSED TO NEW BUSINESS
For policies sold BEFORE 31 December 2017

The quickest way to add additional premium to existing policies is by logging into Wealth Interactive or you can find the paper top-up forms on the relevant link below:

European Executive Investment Bond

European Collective Investment Bond

Swedish Executive Portfolio

European Capital Account

Executive Bond

  • Executive Investment Bond
  • Executive Redemption Bond

Collective Bond

  • Collective Investment Bond
  • Collective Redemption Bond

 

All other literature can be found on the literature library

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