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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.

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  • 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.

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