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FOR FINANCIAL ADVISERS ONLY
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MANAGED PENSION ACCOUNT

Brochures and Sales Aids

    • Managed Pension Account client brochure - the future starts now

      Client brochure promoting the benefits of the Managed Pension Account.

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    • Managed Pension Account - at a glance - redemption version

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

      You can use this version in all regions exept North East Asia and South East Asia.

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

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

      You can use this version in all regions exept North East Asia and South East Asia.

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    • Managed Pension Accout - at a glance - life assurance version (RoW Asia Version)

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

      This document is for use in North East Asia and South East Asia only.

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    • Explaining the myth of capital units

      When recommending a savings plan, you want to make sure your clients fully understand the charges that may apply.

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    • Flexibility when priorities change

      Flexibility when priorities change - we like your client to get the most from their savings, and are committed to help them achieve their objectives for future prosperity.

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    • Ensuring Investment Growth

      Ensuring investment growth benefits your clients - We are committed to giving clients value for money and ensuring that investment growth really works in their favour. Our MSA and MPA stand out from the crowd by design - they do not use initial units, but instead feature a bid/offer spread.

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    • Sample Illustration – MSPA

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Applications and guidance notes

    • Managed Savings Account or Managed Pension Account (MSPA) application form for the Individual investor

      Please use this application form for individual investors wishing to invest in the Managed Savings Account or the Managed Pension Account.

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    • Guidance Notes - MSPA for the individual investor

      These guidace notes are to be used alongside the application form for individal investors wishing to invest in the Managed Savings Account or the Managed Pension Account.

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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

    • MSPA account terms and conditions - redemption version

      The account terms and conditions for the Managed Savings Account - redemption version or the Managed Pension Account - redemption version.

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    • MSPA account terms and conditions - life assurance version

      The account terms and conditions for the Managed Savings Account - life assurance version or the Managed Pension Account - life assurance version.

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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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