FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Brochures and Sales Aids

  • Unlocking the secrets of intelligent investing

    This brochure exlains how a Portfolio Bond could benefit individual investors resident in or returning to the UK. Many of these benefits equally apply to non-UK residents, trustees and companies wishing to invest. 

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  • 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 dac 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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  • Explaining your portfolio bond fees and charges

    This guide summarises how the fees and charges that could apply to your clients Portfolio Bond.

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  • 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.

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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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  • Q&A relating to changes to adviser charging on offshore bonds in the UK

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