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FOR FINANCIAL ADVISERS ONLY
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Investment Portfolio+

In this section, you will find all of our Investment Portfolio+ literature. Use the links on the left to browse through specific product literature.

Application Forms

    • Investec balance payment form

      Download
    • Investment Portfolio+ individual application form

      Please use this application for individual investors wishing to invest in the Investment Portfolio+.

      Download
    • Investment Portfolio+ trustee application form

      Please use this application for trustee investors wishing to invest in the Investment Portfolio+.

      Download
    • Investment Portfolio+ corporate application form

      Please use this application for corporate investors wishing to invest in the Investment Portfolio+.

      Download
    • Investment Portfolio+ additional investment for individual investors

      Please use this application for individual investors wishing to invest an additional investment into their Investment Portfolio+.

      Download
    • Investment Portfolio+ additional investment for Trustee investors

      Please use this application for trustee investors wishing to invest an additional investment into their Investment Portfolio+.

      Download
    • Investment Portfolio+ additional investment for Corporate investors

      Please use this application for corporate investors wishing to invest an additional investment into their Investment Portfolio+.

      Download
    • Transfer pack for individual investors

      Please use this application for individual investors wishing transfer from Life Account 2 to Investment Portfolio+.

      Download
    • INVESTEC - Foreign Exchange, declaration and indemnity

      Download
    • Origin of Wealth Guidelines

      Download
    • Overseas Transfer Details

      Download

Brochures and at a glance

    • Key Features of your Old Mutual International Investment Portfolio+

      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 investing in the Old Mutual International Investment Portfolio+.

      Download
    • A carefully selected blend of opportunities

      A financial adviser's guide to our investment proposition. 

      This guide introduces and explains our investment proposition and how you can identify the best solution for each of your clients which support their financial plan. 

      Download

Terms and Conditions

    • Details of your Investment Portfolio+ General Conditions (IP2)

      Download

Admin forms

    • OMI Intermediary terms of business

      Download
    • OMIOM Beneficiary Nomination Form

      Download
    • Change of Address

      Download
    • Change of Authorised Custodian

      Please complete this form if you wish to request or change an Authorised Custodian facility
      for your Old Mutual Investment Portfolio or Investment Portfolio+.
      A separate form is required for each plan.

      Download
    • Investment Portfolio+ - Letter of Authority

      Authorised Custodian facility only

      Download
    • Investment Portfolio+ fund switching form

      This form enables you to switch Funds within your Investment Portfolio+.

      Download
    • Statutory Notice and Replacement Advice Notice

      Download
    • Letter of authority

      Download
    • Intermediary Registration Application

      Intermediary Registration application - Old Mutual International Isle of Man/Old Mutual International Guernsey. 

      The intermediary must be FAIS licenced to apply for Terms of Business with Old Mutual International Isle of Man/Old Mutual International Guernsey. 

      Download
    • Declaration of non-receipt

      Download
    • Internet Service Request form

      This form is for use with Investment Portfolio policies. 

      Download
    • Change of financial adviser

      Download
    • Change of Investment Review Fee form

      Download
    • Deed of Assignment

      This form may be used in relation to Investment Portfolio and Investment Portfolio+. 

      Download
    • Form of Discharge for Full or Partial Encashment

      This form should only be used to request a partial or full encashment from an Old Mutual Isle of Man Contract.

      This form may be used in relation to Investment Portfolio and Investment Portfolio+. 

      Download

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