FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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European Portfolio Bond

Brochures and Sales Aids

    • About our UK Portfolio Bond Range (adviser guide)

      The adviser guide provides information on our UK portfolio bond range and will help you choose the right bond for each individual client as well as trustees or businesses.

      Download
    • European Portfolio Bond - Reasons Why for the individual investor

      This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendations comply with the rules and guidance issued by your regulatory body. Old Mutual International Ireland Limited cannot accept any responsibility in this respect. The information provided in this document is not intended to offer advice. 

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    • European Portfolio Bond - Life - at a glance

      This at a glance document highlights the main features of the European Portfolio Bond - Life. 

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    • Defined range of assets

      The following assets are to be used in conjunction with charging structures that waive Telegraphic Transfer charges and dealing fees.

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    • Why Old Mutual International Ireland?

      Adviser sales aid promoting the benefits of investing with Old MUtual International Ireland. The sales aid includes a helpful sales matrix showing products and regional splits.

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Applications and guidance notes

    • European Portfolio Bond - Life application form - Individual investors

      Please use this application for individual investors wishing to invest in the European Portfolio Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

      Download
    • European Portfolio Bond - Life application form - trustee investors

      Please use this application for trustee investors wishing to invest in the European Portfolio Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for entity investors

      Download
    • European Portfolio Bond - Life application form - QROPS/QNUPS

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors or click here for entity investors

      Download
    • Guidance Notes - European Portfolio Bond - Life - individual investors

      Guidance notes to accompany the application form for individual investors wishing to invest in the European Portfolio Bond.

      Download
    • Guidance Notes - European Portfolio Bond - Life - corporate investors

      Guidance notes to accompany the application form for corporate investors wishing to invest in the European Portfolio Bond.

      Download
    • European Portfolio Bond - Life application form - corporate investors

      Please use this application for corporate investors wishing to invest in the European Portfolio Bond.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for entity investors

      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

Terms and Conditions and Endorsements

    • Endorsement for European Portfolio Bond to amend the terms for discretionary asset manager

      This endorsement forms part of the Policy Terms for the European Portfolio Bond - Life (EPBv2) when appointing a discretionary asset manager.

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    • European Portfolio Bond Policy Terms

      The policy terms for the European Portfolio Bond with the Wealth Interactive endorsement.

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Forms

    • 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
    • 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 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.

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    • Dealing instruction form and guidance notes (Ireland)

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

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    • Portfolio Bond - request for withdrawal or surrender (Ireland)

      This form should only be used to request a partial surrender from an Old Mutual International Ireland dac portfolio bonds.

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

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    • Appointing a discretionary asset manager (DAM)

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

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    • Charge Deduction Asset and nominated asset for regular withdrawals

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    • 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

Financial Adviser Verification

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