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FOR FINANCIAL ADVISERS ONLY
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ADVISER SUPPORT

In this section, you will find all the literature you need to get started with Old Mutual International. You can also follow this link for more information on working with Old Mutual International.

Company Information

    • Welcome to Old Mutual International

      This is our corporate brochure giving you all the information you need on Old Mutual International, including regions we operate and company structure.

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    • Award-winning sales aid

      And the winners are...
      ...our customers! 

      This sales aid highlights the latest awards Old Mutual International have won. 

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    • Why invest in the Isle of Man?

      This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

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Sales Aids

    • NRI estate planning

      A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.

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    • Award-winning sales aid

      And the winners are...
      ...our customers! 

      This sales aid highlights the latest awards Old Mutual International have won. 

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    • Investing through volatile times – riding the turbulent seas of fortune

      The document show our top seven principles of investing. 

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    • Your two step guide to setting up an OMI Excluded Property Trust

      Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

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    • Taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident

      An explanation of the taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident.

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    • Taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel

      An explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel.

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    • Taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel

      An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel.

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    • Investment and retirement planning for future South African residents

      A client-facing item discussing investment and retirement planning for future South African residents.

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    • Origin of Wealth - what you need to know

      What you need to know when completing this section of the application form. 

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    • International pension solutions for US non-residents

      This document considers an investment scheme for retirement designed especially for US non-residents.

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    • Non-UK domicile planning opportunities

      This document looks at the changes to rules for the non-UK domiciled before April 2017. 

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    • Leaving the UK - but are they leaving UK taxes?

      When clients leave the UK, either permananently or for at least a full tax year, they expect to leave behind their liability for UK taxes. 

      This document is for financial adviser use only. 

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    • Why invest in the Isle of Man?

      This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

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    • UK residential property and the International investor

       

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    • The Super Six: Benefits of an offshore bond for UK expatriates

      This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

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    • Portfolio Risk Profiler (OMI)

      To calculate your client attitude to risk, they should fill out this questionnaire. The resultant risk score will vary from one to five, with one being the lowest risk and five the highest risk.

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    • OMI bonds owned by individuals becoming Australia residents

      This document is an overview of the taxation of Old Mutual International bonds owned by an individual who returns or moves to Australia and becomes Australian resident.

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    • FATCA - Questions and Answers

      This document provides you with an overview of the FATCA and the Crown Dependency agreements and the potential impact on Old Mutual International Isle of Man Limited, Old Mutual International Ireland Limited and ('Old Mutual International Compamies') as financial institutions, and our policy/account holders.

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    • Origin of wealth guidelines

      This document does not give guidance on where Old Mutual International can accept business from. It should only be used as guidance for financial crime risk purposes. For example, Old Mutual International may be able to accept premiums from a country listed in this document, but might not accept business from a resident of that country. If you have any questions regarding acceptance of business from a particular country then you should contact your Old Mutual International sales consultant.

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    • Determining your liability to tax in India

      This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India. 

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    • US & UK estate tax planning

      This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.

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Investments and funds

    • Old Mutual Wealth Investment Division fund research team

      This sales aid explains how the fund research team performs two crucial tasks:finding the best fund managers from across the world, and conducting rigorous ongoing due diligence on fund managers already entrusted by the Investment Division and Old Mutual International.

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    • GlobalSelect Portfolio Bond fund list 2016

      This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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    • GlobalSelect Unit-Linked fund list 2016

      This document lists the Multi-Asset Funds and Researched Funds available with our GlobalSelect investment solutions.

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    • Focus on Compass portfolios

      The Old Mutual Compass Portfolio range, defined here as ‘Portfolios’, is available through various Old Mutual International products. The investment objective of the Compass Portfolios is to generate a long-term total return, through investing in a diversified range of asset classes.

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    • Multi-asset funds investment tools sales aid

      This sales aid outlines some of the tools and models that the multi-asset unit uses as part of its investment process for running multi-asset portfolios.

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    • Investment Division’s Multi-asset Quant team sales aid

      This sales aid provides an overview of the Quant time, whose primary role is to curate and enhance the models and tools developed in collaboration with the fund managers to run their portfolios.

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    • Compass Portfolio brochure

      In this brochure, we will explain what exactly is meant by investment risk, explain how the Compass Portfolios work and give you some background on the highly experienced team that manages them. This brochure needs to be read together with the relevant Old Mutual International Product brochure.

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    • Compass Portfolios Q3 report

      The latest Compass Portfolios Q3 report provides detailed information about the assets each of the Compass Portfolios holds plus commentary from the Portfolio Manager on how the team has navigated the portfolios during the turbulent market conditions seen over the quarter.

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Forms

    • Request to transfer to an authorised custodian

      Please complete this form if you wish to request a selected custodian facility for your Old Mutual International portfolio bond/policy/account/plan.

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    • Payment Instructions

      Please use this form to increase or change contributions for the Managed Capital Account, Managed Savings Account, Managed Pension Account and Executive Wealthbuilder Account.

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    • Dealing instruction form and guidance notes (Isle of Man)

      Please use this Dealing Instruction form for all Old Mutual International Isle of Man Limited Portfolio Bonds.

      Including: Collective Investment Bond (CIB), Collective Investment Plan (CIP), Collective Redemption Bond (CRB), Executive Investment Account (EIA), Executive Investment Bond (EIB), Executive Investment Plan (EIP), Executive Investment Portfolio (EIP), Executive Redemption Bond (ERB), International Portfolio Bond - Life (IPB), International Portfolio Bond - Redemption (IPBR), Investment Account (IA), Silk Life Plan (SLP) or Wealth Management Plan (WMP).

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    • Wealth Interactive - Master User Registration form for exising firms

      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). 

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    • Application for an Online Service Account on Wealth Interactive

      For use with the Old Mutual International - Portfolio Bonds.

      This form allows individual investors to request online access via Wealth Interactive.

       

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    • Tax declaration for trustees and corporates

      Please use this form to confirm the tax status for Trustee and Corporate applicants. 

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    • Taxation information and declaration for the individual investor

      Please use this form to confirm your clients country of residence for taxation. 

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    • Change of financial adviser

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    • Change of address

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    • Switch form for unit-linked policies (IoM)

      Please use this form if you want to switch your clients investments or change the funds in which future regular investments are invested.

      This is for use for client with an Old Mutual International Isle of Man Limited unit-linked policy, including - Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealthbuilder Account.

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    • Appointing a fund adviser to your portfolio bond

      This form is for use only when appointing a fund adviser not registered in the United Kingdom and Singapore. 

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    • Charge Deduction Asset and nominated asset for regular withdrawals

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    • Portfolio Bonds change to fund-based commission

      This form can be used to add or change the fund-based commission (FBC) terms for a Old Mutual International portfolio bond.

      This form can be used for a Collective Investment Bond, Collective Redemption Bond, Executive Investment Bond or Executive Redemption Bond.

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    • Old Mutual International Intermediary Registration Application Offshore

      Please use this application form for intermediary registration with Old Mutual International Isle of Man Limited and/or Old Mutual International Ireland Limited.

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    • Unit-linked - Request for withdrawal or surrender or maturity

      This form should only be used to request a partial, full surrender or maturity from an OId Mutual International Isle of Man unit linked policy.

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    • Portfolio Bond - request for withdrawal or surrender (Isle of Man portfolio bonds)

      This form should only be used to request a partial surrender from an Old Mutual International Isle of Man portfolio bonds.

      If you need the withdrawal and surrender form for Ireland portfolio bonds, please click here.

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Terms of business

    • OMI Intermediary terms of business

      These Intermediary Terms of Business and the Rates of Commission govern your relationship with Old Mutual International Isle of Man Limited (Old Mutual International) and cover the way we do business with you, the Intermediary. These Intermediary Terms of Business and any documents referred to in it replace any previous Terms of Business you have with Old Mutual International.

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    • OMI Intermediary terms of business HK

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Financial Adviser Verification

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