FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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WEALTH INTERACTIVE

In this section, you will find all of our Wealth Interactive literature. Wealth Interactive is our end-to-end wealth management service that's transforming the way we do business. Use the links on the left to browse through specific literature.

Brochures and Sales Aids

    • Introducing Wealth Interactive (Adviser Brochure)

      Adviser brochure to promote the benefits of Wealth Interactive our new end-to-end wealth management service that's transforming the way we do business.

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    • About the Old Mutual International Portfolio Bond range (Adviser Guide) Powered by Wealth Interactive

      Adviser guide promoting the benefits of our whole range of portfolio bonds

      Not for use in the UK.

      Download
    • Get closer to your investments with our new online service (client sales aid)

      A client sales aid promoting the benefits of using Wealth Interactive. The sales aid also give guidance on how to register for the online service.

      Download
    • Stay in touch with your investments with Wealth Interactive (client brochure)

      A client brochure promoting the benefits of using Weaelth Interactive.

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    • Wealth Interactive Adviser Summary

      A short adviser summary promoting the benefits of using Wealth Interactive.

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Forms

    • 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.

       

      Download

User Guides

    • Wealth Interactive User Guide - Create New User

      This helpful user guide provides you with a step-by-step guide to setting up a new user on Wealth Interactive.

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    • Wealth Interactive User Guide - Adviser Registration Process

      This helpful user guide provides you with a step-by-step guide on the registration process for Wealth Interactive.

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    • Wealth Interactive User Guide - Create New Client

      This helpful user guide provides you with a step-by-step guide to setting up a new client on Wealth Interactive.

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    • Wealth Interactive Client Extranet - Deal Instruction

      This helpful user guide provides you with a step-by-step guide to carrying out a deal instruction on Wealth Interactive.

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    • Wealth Interactive User Guide - client withdrawals

      This helpful user guide provides you with a step-by-step guide to carrying out client withdrawals on Wealth Interactive.

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    • Wealth Interactive User Guides - client extranet

      This helpful user guide provides you with a step-by-step guide to navigating around the client extranet on Wealth Interactive.

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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.