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This document provides a summary of the changes being made to the risk profiling questions which come into effect in mid-December 2011.
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.
You can personalise this version of the risk profile questionnaire by adding your company logo.
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.
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.
In the Budget on 22 March 2006, and the subsequent publication of the Finance Act 2006, the Chancellor introduced changes to the IHT regime which affect some Old Mutual Wealth trusts.
This document helps the understanding of the key elements of the Old Mutual Wealth Transfer Analysis Report output produced in relation to any client’s defined benefit scheme entitlement we are asked to analyse.
The information requested in this document regarding a client’s defined benefit scheme entitlement will enable Old Mutual Wealth to provide an accurate transfer analysis report for review with your client.
Use this form to request a transfer value analysis report from OM Wealth. It must be accompanied by a cash equivalent transfer value statement. Please refer to the Submission Checklist above to see what other essential information we need.
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