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Guides and brochures

  • Intermediary terms of business

    Terms of Business applicable to financial advisers conducting business with Old Mutual Wealth. Applies to Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual Global Investors.

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  • Old Mutual Wealth Limited - Managed Portfolio Service Terms

    These are the Terms and Conditions for the Managed Portfolio Service for advisers.

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  • Legal framework

    Terms of Business applicable to financial advisers conducting business through Old Mutual Wealth's platform through Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited.

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  • Old Mutual Wealth's platform remuneration guide

    Summary of commission and fee options - including payment methods, transaction dates and treatment of commission on change of intermediary. This document only covers commission scales for products currently offered through Old Mutual Wealth's platform.

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  • Old Mutual Wealth Life Assurance remuneration guide

    Summary of commission and fee options - including payment methods, transaction dates and treatment of commission on change of intermediary. This document only covers commission scales for all products currently offered through Old Mutual Wealth. This document is effective from 01 August 2014.

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  • Discretionary commission arrangements

    Summary of the two types of discretionary commission payments offered through our platform: Nominated trail commission and Switch commission.

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  • Protection - Intermediary terms of business

    The Terms of Business applicable to financial advisers conducting protection only business with Old Mutual Wealth Life Assurance Limited.

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  • Old Mutual Wealth Protect Remuneration Guide

    This remuneration guide relates to Protect products provided by Old Mutual Wealth. This guide should be read together with our current Intermediary Terms of Business. 

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  • Old Mutual Wealth’s UK Proposition Brochure

    A brochure explaining who Old Mutual Wealth is, and all of the holistic wealth management solutions we have to offer, at great value, to you and your clients.

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