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Collective Investment Bond

Forms

    • Data capture form - Collective Investment Bond

      Handy form for you to gather details to later input online on the platform - use this version for the Collective Investment Bond.

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    • Ongoing Adviser Fee Authorisation

      Use this form to provide authorisation to pay upfront fees as well as ongoing fees agreed with your clients from their ISA/CIA/CIB/CRA investments; you can also convert CRA investments to Charge Basis 3 at the same time if required.  It also caters for ad hoc fees for re-registration but if you have agreed an ad hoc fee with your clients for something other than this, please use our separate Ad Hoc Fee Authorisation Form.

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    • New or additional investment application for the Collective Investment Bond (CIB) - individual and joint

      This is our new application form for the Collective Investment Bond (CIB) for individual and joint applications.

      It can be used for new and additional investments.

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    • New or additional investment application for the Collective Investment Bond (CIB) - trust/corporate entity

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    • Client linking request

      This form can be used to request a link to other eligible investors on Old Mutual Wealth's platform for the purpose of calculating the service/product Charge (Charge basis 3).

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    • Confirmation of verification of identity (COVI)

      Use this form to provide the necessary identity information and verification of identity to support a new application. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

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    • Investment continuation form

      Provide additional fund choice details if you have run out of space on an application form.

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    • Third-party payer form

      Use this form to accompany applications where a third party is paying the investment amount.

      Download
    • Power of attorney form

      Completing this form will allow one or more people to be nominated to act as attorney on a bond or account.

      Download
    • Automatic rebalancing instruction

      Use this form to apply or reinstate the automatic rebalancing option to your account or bond.

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    • Switch/redirection request

      You can use this form to switch funds within the SelfSelect or WealthSelect investment range or to swap from one range to another.

      Please note transactions involving the WealthSelect Managed Portfolio Service can only be carried out by advisers online.

      Download
    • Withdrawal/Closure form

      This form is used to request a withdrawal or close a Collective Investment Bond.  

      Download
    • Change of name and/or address

      Use this form to change your name and/or address for your account(s)/bond(s).

      Download
    • Automatic withdrawal instruction

      Use this form to set up a new or amend an existing automatic withdrawal instruction. It can only be used for the Collective Investment Bond (CIB). 

      Download
    • Death Claim Form

      Please contact our team on 0808 171 2626 if you wish to obtain a copy of this form.

    • Ad Hoc Fee Authorisation

      For ad hoc fees relating to re-registration, please use our Ongoing Adviser Fee Authorisation form.

      Use this form to provide authorisation to pay ad hoc fees agreed with your clients from their ISA/CIA/CIB/CRA investments; ad hoc fees can be requested as a monetary amount or as a percentage of the entire account/bond value.

      Download

Key features and terms

    • Key features of the Collective Investment Bond

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Investment Bond (CIB). It describes the CIB 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. You might also find the Platform and Investment Guide a useful read. 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 Bond

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

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    • Charge Basis 1 & 2 - Terms and conditions for the Collective Investment Bond (closed to new business)

      Terms and Conditions for the Collective Investment Bond on Charge Basis 1 and 2. These are now closed to new business.

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    • Charge Basis 3 - Terms and conditions for the Collective Investment Bond (CIB)

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

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    • Funds list for investments on Charge Basis 1

      Shows the list of funds available for investments on Charge Basis 1 and investments in the Offshore Collective Investment Bond, together with details of their objectives and risks.

      Download
    • Funds list for investments on Charge Basis 2

      Shows the list of funds available for investments on Charge Basis 2, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Funds list for investments on Charge Basis 3

      Shows the list of funds available for investments on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Funds list for investments in WealthSelect on Charge Basis 3

      Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

      Download

Guides and brochures

    • Capital protected death benefit - for bonds taken out before 21 December 2012

      Protecting your client's capital in the event of death of the relevant life assured, Capital Protected Death Benefit is available on the onshore Collective Investment Bond. This guide explains much more.

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    • Capital protected death benefit - for bonds taken out after 21 December 2012

      Protecting your client's capital in the event of death of the relevant life assured, Capital Protected Death Benefit is available on the onshore Collective Investment Bond. This guide explains much more.

      Download
    • Making the cost of investment clear - Charge Basis 1

      This document summarises the charges on your clients' platform investment for Charge Basis 1.

      Download
    • Making the cost of investment clear - Charge Basis 2

      This document summarises the charges on your clients' platform investment for Charge Basis 2.

      Download
    • Making the cost of investment clear - Charge Basis 3

      This document summarises the charges on your clients' platform investment for Charge Basis 3.

      Download
    • Making the cost of investment clear - Charge Basis 3 - WealthSelect

      This document summarises the charges on your clients' platform investment for the WealthSelect investment range on Charge Basis 3.

      Download

Support material

    • Protecting your money

      This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.

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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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    • Our 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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    • Our platform at a glance Charge Basis 3

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

      Download
    • 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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    • Important notes for debit card payments

      This document provides you with important information to consider when making debit card payments.

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    • Taxation for Old Mutual Wealth's life funds

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Reasons why

    • 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.

      Download

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