FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Brochures and Sales Aids

    • Executive Wealthbuilder Account client brochure - individual investment freedom

      Client brochure promoting the benefits of the Executive Wealthbuilder Account.

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    • Executive Wealthbuilder Account - at a glance - redemption version

      This at a glance document highlights the main features of the Executive Wealthbuilder Account - redemption version.

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    • Executive Wealthbuilder Account - at a glance - life assurance version

      This at a glance document highlights the main features of the Executive Wealthbuilder Account - life assurance version.

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Applications and guidance notes

    • Guidance Notes - Executive Wealthbuilder Account

      These guidance notes are to be used alongside the application form for individual investors wishing to invest in the Executive Wealthbuilder Account. These guidance notes cover both Life Assurance and Redeption versions.

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    • Executive Wealthbuilder Account Application Form

      Please use this application form for individual investors wishing to invest in the Executive Wealthbuilder Account. This application can be used for both Life Assurance and Redemption versions of the Executive Wealthbuilder Account.

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

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    • EWA Application form for the individual investor

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    • Tax Declaration and Self Certification for individual investors

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

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    • Tax Declaration and Self Certification for corporate and trustee investors

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

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Terms and Conditions and Endorsements

    • Executive Wealthbuilder Account - Account Terms - life assurance version

      Account Terms for the Executive Wealthbuilder Account - life assurance version (ref EWA4).

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    • Executive Wealthbuilder Account policy terms - redemption version

      Account Terms and Conditions for the Executive Wealthbuilder Account - redemption version.

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Forms

    • Tax Declaration and Self Certification for individual investors

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

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    • OMI Know your client

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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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    • 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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    • 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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    • Tax Declaration and Self Certification for corporate and trustee investors

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

      Download

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.