Support material

• 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.

  Date Published: 28/01/2019

  File Size: 451 Kb
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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. 

  Date Published: 04/07/2019

  File Size: 1 MB
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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. 

  Date Published: 29/06/2017

  File Size: 768 KB
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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.

  Date Published: 17/06/2019

  File Size: 1.2 Mb
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• 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.

  Date Published: 30/09/2019

  File Size: 1,213 KB
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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.

  Date Published: 30/09/2019

  File Size: 1,280 KB
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• Important notes for debit card payments

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

  Date Published: 27/05/2016

  File Size: 30 Kb
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• Taxation for Old Mutual Wealth's life funds

  Date Published: 13/05/2019

  File Size: 860KB
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• Conflict of interest statement of practice

  This document provide details of Old Mutual Wealth’s Conflicts of Interest statement of practise, including an overview of the statement and key considerations, how we identify and manage conflicts of interest, and how we review and monitor them on an ongoing basis.

  Date Published: 20/02/2019

  File Size: 387KB
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