FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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European Wealth Bond

Brochures and Reasons Why Document

    • A safe home for your investment

      A client brochure to promote the benefits of the European Wealth Bond.

      Download
    • European Wealth Bond - Reasons Why Document

      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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Key Features Documents

    • Key Features Document for the European Wealth 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.

      For UK use only.

      Download

Application forms

    • European Wealth Bond - application form

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

      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

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    • Discounted Gift Trust Application with an European Wealth Bond

      Please use this application for individual investors wishing to invest in the International 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
    • 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

    • European Wealth Bond - Policy Terms

      The policy terms for the European Wealth Bond.

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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
    • 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 Limited portfolio bonds.

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

      Download
    • Appointing a discretionary asset manager to your EWB

      This form should be used for European Wealth Bond policyholders only, who would like to change their discretionary asset manager.

      Download

Financial Adviser Verification

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