Old Mutual International: A winning team
Our business development support
What products are powered by Wealth Interactive
Visit the Old Mutual International Literature library
Protected funds for International Portfolio Bond investors
Information on Old Mutual International or Old Mutual International Ireland funds
Wealth Interactive: facts and figures at your fingertips
Informer – our online publication for financial advisers
We are committed to helping you develop a sustainable business that’s truly fit for the future.
Techcellence – Our online channel for technical information
Support for your trust planning discussions with your clients
In this section, you will find all of our Wealth Interactive literature. Wealth Interactive is our end-to-end wealth management service that's transforming the way we do business. Use the links on the left to browse through specific literature.
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.
Adviser guide promoting the benefits of our whole range of portfolio bonds
Not for use in the UK.
We want to ensure your fees are paid correctly and on time, and we understand how frustrating it is if this doesn't happen. This trouble shooting guide will help you avoid some common obstacles.
We’ve changed the way fees, charges and withdrawals are paid on all new and existing portfolio bonds and how these need to be managed. These changes could affect whether withdrawals or fee payments are paid from your client’s policy, so it’s important that you read and understand the following information.
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.
A client brochure promoting the benefits of using Weaelth Interactive.
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).
For use with the Old Mutual International - Portfolio Bonds.
This form allows individual investors to request online access via Wealth Interactive.
This helpful user guide provides you with a step-by-step guide to setting up a new user on Wealth Interactive.
This helpful user guide provides you with a step-by-step guide on the registration process for Wealth Interactive.
This helpful user guide provides you with a step-by-step guide to setting up a new client on Wealth Interactive.
This helpful user guide provides you with a step-by-step guide to carrying out a deal instruction on Wealth Interactive.
This helpful user guide provides you with a step-by-step guide to carrying out client withdrawals on Wealth Interactive.
This helpful user guide provides you with a step-by-step guide to navigating around the client extranet on Wealth Interactive.
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual International's homepage.