FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share
  • 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
  • Appointing a discretionary asset manager (DAM)

    Please use this form to appoint a discretionary asset manager on an advisory or discretionary authority.

    Download
  • Dealing instruction form and guidance notes (Ireland)

    Please use this Dealing Instruction form for all Old Mutual International Ireland dac Portfolio Bonds.

    Download
  • Dealing instruction form and guidance notes (Isle of Man)

    Please use this Dealing Instruction form for all Old Mutual International Isle of Man Limited Portfolio Bonds.

    Including: Collective Investment Bond (CIB), Collective Investment Plan (CIP), Collective Redemption Bond (CRB), Executive Investment Account (EIA), Executive Investment Bond (EIB), Executive Investment Plan (EIP), Executive Investment Portfolio (EIP), Executive Redemption Bond (ERB), International Portfolio Bond - Life (IPB), International Portfolio Bond - Redemption (IPBR), Investment Account (IA), Silk Life Plan (SLP) or Wealth Management Plan (WMP).

    Download
  • Request to appoint a fund adviser

    Please use this form if your client wishes to appoint a fund adviser to their International Portfolio Bond or European Portfolio Bond.

    This form is for use only when appointing fund advisers registered in the United Kingdom.

    Download
  • Request to pay fees to financial or fund adviser (Portfolio Bonds pre 31 Dec 2012)

    You should use this form to authorise Old Mutual International or Old Mutual International Ireland to pay fees you have agreed with your financial adviser and/or fund adviser.

    This form is only to be used in the UK and on portfolio bonds taken out before 31 December 2012.

    Download
  • Request to appoint an authorised custodian

    Please use this form if you wish to request Old Mutual International Isle of Man or Old Mutual International Ireland to appoint an authorised custodian in respect of your policy. This form is for UK use only for the International Portfolio Bond or European Portfolio Bond.

    Download
  • Letter of Authorisation for OMII ECIB/EPB

    This letter of authorisation permits the Authorised Individual to carry out any of the following actions in respect of the Accounts (designated with the above-referenced European Collective Investment Bond (ECIB)/European Portfolio Bond (EPB) policy number) opened by Old Mutual International Ireland with the Authorised Custodian.

    Download
  • Selected Custodian Facility (OMII)

    Download
  • Intermediary Registration form - UK OMI

    Download
  • Adviser Fees for the Loan Trust

    Download
  • General Practitioner's Report

    Download
  • Deed of absolute appointment in favour of one or more discretionary benficiaries (Manx Law)

    Download
  • Cheque processing form

    Download
  • Request to apply a charging structure that currently has a £195 Administration charge and restrict the assets to the Policy

    Download
  • Request to pay fees to your financial and/or fund adviser from your existing IPB or EPB

    This form should be used to authorise Old Mutual International Isle of Man Limited or Old Mutual International Ireland dac to pay fees agreed to pay financial adviser and/or fund adviser from a International Portfolio Bond or European Portfolio Bond.

    Download
  • Application for an Online Service Account on Wealth Interactive

    For use with the Old Mutual International - Portfolio Bonds.

    This form allows individual investors to request online access via Wealth Interactive.

     

    Download
  • Letter of Authorisation (CIB CRB IPB IPBR)

    Download
  • Financial and Fund Adviser fees authorisation (for UK use)

    You should use this form to authorise Old Mutual International to pay the fees you have agreed with your financial adviser and/or fund adviser for either International Portfolio Bond – Redemption, International Portfolio Bond – Life, European Portfolio Bond – Life or European Wealth Bond

    This form should only be used where your financial adviser is completing and submitting to Old Mutual International an online application on behalf of the applicants.

    Download
  • Wealth Interactive - Master User Registration form for exising firms

    Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us. The form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). 

    Download
  • Specimen Signature Form (for use in the UK only)

    Download
  • Guidelines for completion of GP report

    Download
  • Taxation information and declaration for the individual investor

    Please use this form to confirm your clients country of residence for taxation. 

    Download
  • Change of financial adviser

    Download
  • Change of address

    Download
  • Charge Deduction Asset and nominated asset for regular withdrawals

    Download
  • Portfolio Bond - request for withdrawal or surrender (Isle of Man portfolio bonds)

    This form should only be used to request a partial surrender from an Old Mutual International Isle of Man portfolio bonds.

    If you need the withdrawal and surrender form for Ireland portfolio bonds, please click here.

    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.