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FOR FINANCIAL ADVISERS ONLY

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Collective Investment Account

Forms

    • CIA Appointment Form for overseas Pensions QNUPS UK investors only

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    • Collective Investment Account - Appointment of Discretionary Investment Management

      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. .

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    • Collective Investment Account - Appointment Form

      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.

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    • Collective Investment Account - Appointment for advisory discretionary asset managers

      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.

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    • Tax Declaration and Self Certification for individual investors

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

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    • Tax Declaration and Self Certification for corporate and trustee investors

      Please use this form to confirm the tax status for Trustee and Corporate applicants. 

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Key Features Documents

    • Key Features of investing in a Collective Investment Account via an Internatinal 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.

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