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Key features and terms

  • Key features of the Collective Investment Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Investment Account (CIA). It describes CIA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. If you want to print this document out, please check out the print-friendly version.

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  • Print-friendly key features of the Collective Investment Account

    This is a print-friendly version of the Collective Investment Account Key Features Document.

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  • Charge Basis 3 - Terms and conditions for the Collective Investment Account (CIA)

    These are the terms and conditions for the Collective Investment Account (CIA) for Charge Basis 3 customers.

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  • Key features addendum - accessing a Collective Investment Account through an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

    This key features addendum contains additional information for members accessing the Collective Investment Account through the Old Mutual Wealth Self-Invested Personal Pension (SIPP) and should be read in conjunction with the Collective Investment Account Key Features Document.

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  • Supplementary terms and conditions for a Collective Investment Account through an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

    These supplementary Terms and Conditions must be read in conjunction with the Terms and Conditions applicable to the Collective Investment Account. They amend or make additions to the Terms and only apply to Collective Investment Accounts taken out through the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

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