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Execute business

Once you have selected the most appropriate wrappers and funds for your clients’ needs, you can invest through our platform.

Our platform provides access to over 1,250 funds from our WealthSelect and SelfSelect fund ranges (with multiple share classes available on many of them) together with a range of tax-efficient product wrappers, within a single consolidated portfolio.

If you’re new to Old Mutual Wealth, you can get started by applying for terms of business and obtaining access to our online services.

Download the advice process template

Choose a coloured Word template to create your own branded document of the advice process.

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