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.