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FOR FINANCIAL ADVISERS ONLY
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MANAGED CAPITAL ACCOUNT

Brochures and Sales Aids

    • Managed Capital Account client brochure - Flexability and Freedom

      Client brochure promoting the benefits of the Managed Capital Account.

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    • Managed Capital Account - at a glance - redemption version

      This at a glance document highlights the main features of the Managed Capital Account - redemption version. 

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    • The Managed Capital Account - client case studies

      This document shows client case studies, highlighting the possible benefits and scenarios of investing in the Managed Capital Account.

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    • Managed Capital Account competitive investment returns from regular saving

      This document show the benefits of investing in the Managed Capital Account.

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    • Managed Capital Account - at a glance - life assurance version

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

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Applications and guidance notes

    • Managed Capital Account application form - life assurance

      Please use this application form for individual investors wishing to invest in the Managed Capital  Account. This is the life assurance version of the application form.

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    • Managed Capital Account application form - redemption version

      Please use this application form for individual investors wishing to invest in the Managed Capital  Account. This is the redemption version of the application form.

      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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    • Guidance Notes - Managed Capital Account - redemption version

      Guidance notes to accompany the application form. Please use these guidance notes for individual investors investing in the redemption version of the MCA.

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    • Guidance Notes - Managed Capital Account - life assurance version

      Guidance notes to accompany the application form. Please use these guidance notes for individual investors investing in the life assurance version of the MCA.

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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

    • Managed Capital Account - Life Assurance policy terms

      The policy terms for the Managed Capital Account - life assurance version.

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    • Managed Capital Account - Redemption version policy terms

      The policy terms for the Managed Capital Account - redemption version.

      Download

Forms

    • 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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    • Tax Declaration and Self Certification for individual investors

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

      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.

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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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    • 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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    • OMI Know your client

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