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Support material

  • Old Mutual Wealth risk profile questionnaire for Individuals

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

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  • Old Mutual Wealth risk profile questionnaire for Trustees

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.

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  • Adviser Charging post R-Day - at-a-glance scenarios for Old Mutual Wealth's platform

    This document details what transactions will trigger a move to Adviser Charging post 31 December 2012 for Old Mutual Wealth's platform wrappers.

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  • Old Mutual Wealth risk profile questionnaire for Retirement

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.

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  • Risk profiling

    This document explains the principles of risk profiling and how it works and describes the Old Mutual Wealth risk profiler.

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  • Old Mutual Wealth's platform Reasons Why

    This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Old Mutual Wealth.

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  • Old Mutual Wealth's platform at a glance Charge Basis 1

    This document provides an overview of products and charges on the platform. For Charge Basis 1 only. Available 16 November 2015. 

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  • Old Mutual Wealth's platform at a glance Charge Basis 2

    This document provides an overview of products and charges on our platform. For Charge Basis 2 only. 

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  • Old Mutual Wealth's platform at a glance Charge Basis 3

    This document provides an overview of products and charges on the platform. For Charge Basis 3 only.

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  • Online Customer Centre Flyer

    This flyer has been produced for advisers to pass onto clients to encourage registration to the new online Customer Centre.

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  • Old Mutual Wealth's Platform Due Diligence Responses Document

    To make it easier and help advisers manage due diligence effectively and in line with regulatory rules, we have developed ‘Q & A’ style platform due diligence responses based on FCA’s guidelines. It covers the questions financial advisers should be asking in order to carry out adequate, firm and robust due diligence.

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Financial Adviser Verification