FOR FINANCIAL ADVISERS ONLY
Brochures and Sales Aids
Old Mutual International: A winning team
Our business development support
Protected funds for International Portfolio Bond investors
Information on Old Mutual International or Old Mutual International Ireland funds
Take maximum advantage of virtually tax-free growth on the assets held within our bonds
Visit the Old Mutual International Literature library
Wealth Interactive: facts and figures at your fingertips
What products are powered by Wealth Interactive?
Informer – topical articles for financial advisers
Knowledge Direct – our dedicated technical financial planning resource
Quicklinks - for quick and easy navigation around our site
Tax reporting requirements for FATCA and CRS
In this brochure, we will explain what exactly is meant by investment risk, explain how the Compass Portfolios work and give you some background on the highly experienced team that manages them. This brochure needs to be read together with the relevant Old Mutual International Product brochure.
When clients leave the UK, either permananently or for at least a full tax year, they expect to leave behind their liability for UK taxes.
This document is for financial adviser use only.
This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.
Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.
The document show our top seven principles of investing.
A client-facing item discussing investment and retirement planning for future South African residents.
This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India.
This sales aid will help you find the right trust solution for your client.
This document looks at the changes to rules for the non-UK domiciled before April 2017.
This document considers an investment scheme for retirement designed especially for US non-residents.
A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.
An explanation of the taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident.
An explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel.
An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel.
This document looks at the key reason why the Isle of Man is a secure harbour for global investors.
This document does not give guidance on where Old Mutual International can accept business from. It should only be used as guidance for financial crime risk purposes. For example, Old Mutual International may be able to accept premiums from a country listed in this document, but might not accept business from a resident of that country. If you have any questions regarding acceptance of business from a particular country then you should contact your Old Mutual International sales consultant.
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.
What you need to know when completing this section of the application form.
This guide summarises how the fees and charges that could apply to your clients Portfolio Bond.
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual International's homepage.