FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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International 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.

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    • International Portfolio Bond - at a glance - Life Assurance version

      This at a glance document highlights the main features of the International Portfolio Bond - Life Assurance version.

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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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    • International 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 Isle of Man Limited cannot accept any responsibility in this respect

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    • International Portfolio Bond - Reasons Why for the trustee 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 Isle of Man Limited cannot accept any responsibility in this respect

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Key Features Documents

    • Key Features of your International Portfolio Bond

      The purpose of this Key Features Document is to give you a clear and balanced summary of the information you need to help you make a decision about the International Portfolio Bond.

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Applications and guidance notes

    • International Portfolio Bond application form - individual investors

      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.

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    • International Portfolio Bond application form - trustee investors

      Please use this application for trustee 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 entity investors

      Download
    • International Portfolio Bond application form - corporate investors

      Please use this application for corporate 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 entity investors

      Download
    • International Portfolio Bond application form - QROPS

      Please use this application for trustee investors wishing to invest in the International Portfolio Bond via a QROPS.

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

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    • Guidance notes - International Portfolio Bond for Individual investors

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

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    • Discounted Gift Trust Application with International Portfolio Bond

      Please use this application for setting up a Discounted Gift Trust with an International Portfolio Bond.

      For use with bare and discretionary versions.

      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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    • Guidance Notes - Discounted Gift Trust with International Portfolio Bond

      Guidance notes to accompany the application form for investors wishing to start a discounted gift trust with an International Portfolio Bond.

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    • 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. 

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Terms and Conditions and Endorsements

    • International Portfolio Bond - Redemption version policy terms

      The policy terms for the International Portfolio Bond - redemption version with the Wealth Interactive endorsement.

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    • International Portfolio Bond - Life Assurance version policy terms

      The policy terms for the International Portfolio Bond - life assurance version with the Wealth Interactive endorsement.

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    • Variations to your IPBv1 Policy Terms (life assurance version)

      This varation reflects a clarification of administration process described in your cients Policy Terms and includes enhancements to the contract options for your clients Policy Terms.

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    • Variations to your IPBRv1 Policy Terms (redemption version)

      This varation reflects a clarification of administration process described in your cients Policy Terms and includes enhancements to the contract options for your clients Policy Terms.

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

      This endorsement forms part of the Policy Terms for the International Portfolio Bond - Redeption (IPBRv2), or the International Portfolio Bond - Life (IPBv2) when appointing a discretionary asset manager.

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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.

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    • 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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    • Portfolio Bond - request for withdrawal or surrender (Isle of Man portfolio bonds)

      This form should only be used to request a partial surrender from an Old Mutual International Isle of Man portfolio bonds.

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

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    • Dealing instruction form and guidance notes (Isle of Man)

      Please use this Dealing Instruction form for all Old Mutual International Isle of Man Limited Portfolio Bonds.

      Including: Collective Investment Bond (CIB), Collective Investment Plan (CIP), Collective Redemption Bond (CRB), Executive Investment Account (EIA), Executive Investment Bond (EIB), Executive Investment Plan (EIP), Executive Investment Portfolio (EIP), Executive Redemption Bond (ERB), International Portfolio Bond - Life (IPB), International Portfolio Bond - Redemption (IPBR), Investment Account (IA), Silk Life Plan (SLP) or Wealth Management Plan (WMP).

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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.

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Financial Adviser Verification

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