FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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There are three key steps involved in registering financial adviser firms and their employees with their own secure online service accounts.

REGISTRATION PROCESS

Step 1

Your firm needs to have Terms of Business in place with Old Mutual International. If they are not already in place, the relevant person in your firm should get in touch with our local Old Mutual International sales team.

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Step 2

Once your firm’s Terms of Business have been established, your Head of Firm needs to appoint a ‘Master User’ and supply us with the Master User’s email address using this Master User registration form.

We will then email this appointed Master User with a link to register their 'Master User Account', where they will set up their user name and password.

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Step 3

Your firm’s appointed Master User can then set up the rest of the firm's employees on Wealth Interactive and select the level of access they want to grant each employee. Each user will then receive their own sign in details and will be asked to accept the online service terms when they sign in for the first time.

As a user, you will then be ready to enjoy the numerous benefits of Wealth Interactive.

 

REGISTER NOW

To register your firm for Wealth Interactive, please complete this Master User registration form and return it to masteruser@ominternational.com.

You'll then have access to our team of dedicated Wealth Interactive specialists who will be available to give you all the support you need to set up your firm on Wealth Interactive.

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.