FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share

Collective Investment Account

Forms

    • CIA - Appointment Form - Isle of Man products

      This form is for use where the applicant for, or existing Bond Owner of an European International Portfolio Bond or Collective Bond has requested a Collective Investment Account provided by Old Mutual Wealth Limited on the platform as an underlying investment.

      Download
    • CIA - Appointment Form - Ireland products

      This form is for use where the applicant for, or existing Bond Owner of, an European Collective Investment Bond has requested a Collective Investment Account provided by Old Mutual Wealth Limited on the platform as an underlying investment.

      Download
    • CIA - Appointment of Discretionary Investment Management (on a discretionary basis)

      This form is for use where the applicant for, or existing Bond Owner of, a Collective Investment Bond or Collective Redemption Bond has requested a Collective Investment Account provided by Old Mutual Wealth Limited on the platform as an underlying investment, and also wishes to appoint their Financial Adviser on a discretionary investment management basis.

      Download
    • CIA - Appointment of a discretionary asset managers (on a advisory basis)

      This form is for use by policyholders of a International Portfolio Bond or Collective Bond where:
      - the underlying investment choice for the Bond is to be
       a Collective Investment Account on Charge Basis 3 provided by Old Mutual Wealth's platform; and
      - the policyholder's financial adviser has been appointed as a Discretionary Asset Manager on an advisory basis by Old Mutual International.

      For UK use only.

      Download
    • CIA Appointment Form for overseas Pensions QNUPS UK investors only

      This form is for use where the Trustee of an Oversea Pension QNUPS as bond owner of a Collective Investmewnt Bond or Collective Redemption Bond has requested a Collective Investment Account provided by Old Mutual Wealth Limited on our platform as an underlying investment.

      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

Key Features Documents

    • Key Features of investing in a Collective Investment Account via an International Portfolio Bond

      The purpose of this Key Features Document is to give you a clear and balanced summary of the information you will need to help make a decision about investing in an Old Mutual Wealth Collective Investment Account via a an Old Mutual International - International Portfolio Bond.

      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.