FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Forms

  • Wealth Interactive - Master User Registration form for exising firms

    Please use this form to appoint a master user to Wealth Interactive for adviser firms who already have terms of business with us. The form will allow us access to a nominated master user within your firm who can then grant access to other users (including other master users within your firm). 

    Download
  • Application for an Online Service Account on Wealth Interactive

    For use with the Old Mutual International - Portfolio Bonds.

    This form allows individual investors to request online access via Wealth Interactive.

     

    Download
  • Appointment of Lead Policyholder on Wealth Interactive

    For use with the Old Mutual International Portfolio Bonds.

    Please use this form to appoint a Lead Policyholder where your clients have requested online access via Wealth Interactive.

    Download

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