FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Wealth Interactive

  • Get closer to your investments with our new online service (client sales aid)

    A client sales aid promoting the benefits of using Wealth Interactive. The sales aid also give guidance on how to register for the online service.

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  • Introducing Wealth Interactive (Adviser Brochure)

    Adviser brochure to promote the benefits of Wealth Interactive our new end-to-end wealth management service that's transforming the way we do business.

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  • What are your clients' Savings goals? Are they on track to reach them?

    Our new Financial Goal Planning tool helps reveal the answers.

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  • 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). 

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  • 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

  • Wealth Interactive User Guide - Risk Profiling

    This helpful user guide provides you with a step-by-step guide to assessing your clients attitude to risk on Wealth Interactive.

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  • Wealth Interactive User Guide - Create a top-up contribution

    This helpful user guide provides you with a step-by-step guide on creating a top-up contribution on Wealth Interactive.

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  • Wealth Interactive User Guide - Create New User

    This helpful user guide provides you with a step-by-step guide to setting up a new user on Wealth Interactive.

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  • Wealth Interactive User Guide - Adviser Registration Process

    This helpful user guide provides you with a step-by-step guide on the registration process for Wealth Interactive.

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  • Wealth Interactive User Guides - Create new investment and illustration

    This helpful user guide provides you with a step-by-step guide to creating a new investment and illustration on Wealth Interactive.

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  • Wealth Interactive User Guides - adviser homepage

    This helpful user guide provides you with a step-by-step guide to navigating around the adviser homepage on Wealth Interactive.

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Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.