Support material

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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.

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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.

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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.

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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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  • 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.

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Financial Adviser Verification