Wealth Interactive is now available to Old Mutual International policies*.
Facts and figures at your fingertips
Wealth Interactive will give you a straightforward, clear and transparent way to access information about your investment. You’ll be able to sign in to your own secure online service account and review your policy, including your portfolio of assets, whenever you have access to the internet. You’ll also be able to check the latest available figures and facts about your investments and keep up to date with changes made by your financial adviser.
Plus, you’ll be able to use Wealth Interactive to change your personal details, such as your address or contact information.
Please read this leaflet for more information.
You’ll feel engaged with your investment, because you’ll be able to see how it’s performing and react quickly to any changes. You’ll be able to confidently discuss your wealth with your financial adviser, because you’ll have all the facts you need.
Reducing paperwork and waiting times
You’ll be able to approve key transactions electronically, reducing the need for you to sign forms and file paperwork, while seamless processing means there will be less waiting around for approval or valuations from our offices.
Correspondence between you and Old Mutual International will be available within your online service account. Your financial adviser will even be able to request your online approval of transactions such as selecting and changing asset choices where applicable. You’ll then be able to sign in to review the transaction and submit or request changes if you wish.
*Wealth Interactive is available to designated Old Mutual International products, which include Wealth Management Plan and Portfolio Bond policies.