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FOR FINANCIAL ADVISERS ONLY
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  • OMI Intermediary terms of business

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  • OMIOM Beneficiary Nomination Form

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  • Change of Address

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  • 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.

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  • Investment Portfolio+ - Letter of Authority

    Authorised Custodian facility only

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  • Investment Portfolio+ fund switching form

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

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  • Statutory Notice and Replacement Advice Notice

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  • Letter of authority

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  • 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. 

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  • Declaration of non-receipt

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  • Internet Service Request form

    This form is for use with Investment Portfolio policies. 

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  • Change of financial adviser

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  • Change of Investment Review Fee form

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  • Deed of Assignment

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

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  • 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+. 

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