FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Setting up and managing users

Wealth Interactive, Old Mutual International's online wealth management service, makes it much easier for you to do business with us. 

Our service puts you in complete control and gives you access to information on your clients' investments whenever you need it.

With Wealth Interactive you are also able to manage user roles within your business. You can access a wide range of roles, all of which can be customised to suit the setup of your business.

 

Videos

Introducing Wealth Interactive for Financial Advisers

 

Wealth Interactive - Adviser registration

 

Wealth Interactive - Firm Administration

 

User Guides

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.