FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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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.

    Download
  • 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.

    Download
  • 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).

    Download
  • 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. 

    Download
  • 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.

    Download
  • 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.

    Download
  • 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.

    Download
  • 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.

    Download

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