Old Mutual Isle of Man has agreed on the legal terms with certain custodians based on investor demand and the fact that these custodians meet certain requirements. The inclusion of any particular custodian is in no way any indication of the suitability of the custodian or financial strength of a custodian and it is your responsibility to ensure you review and monitor the custodian you have requested we appoint.
Old Mutual Isle of Man may, from time to time, review the custodian panel and could add or remove custodians. The custodian will fulfill certain dealing services and there is a cost associated with each of these services. Generally, these functions include, but are not limited to:
When selecting a custodian, investors, with their financial advisers’ assistance, should engage with them prior to signing up to the Investment Portfolio+. This will ensure that the particular custodian can provide the level of service required by the investor.
Please find below details of the authorised custodians available to Investment Portfolio+ clients (pdf documents)