FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS 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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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.