FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
Consumer
Share

MANAGED SAVINGS ACCOUNT

Brochures and Sales Aids

    • Managed Savings Account - at a glance - redemption version

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

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

      Download
    • Managed Savings Accout - at a glance - life assurance version

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

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

      Download
    • MSPA RIY competitor comparison guide

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

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

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

      Download
    • Flexibility when priorities change

      Flexibility when priorities change

      Download

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.

      Download
    • 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.

      Download
    • Tax Declaration and Self Certification for individual investors

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

      Download
    • 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

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. 

      Download
    • 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.

      Download
    • 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
    • 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.

      Download
    • OMI Know your client

      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.