This site is for financial advisers only, Click here for the consumer site.

Share

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.

    Download
  • 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.

    Download
  • 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.

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

    Download
  • 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).

    Download
  • 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.

    Download
  • Investment continuation form

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

    Download
  • 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.

    Download
  • 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

Financial Adviser Verification