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Maximum Investment Plan

  • Statement

    This form must be completed where changes are made to qualifying policies to ensure we maintain a record of the qualifying status of the plan.

    The information is required by HM Revenue & Customs. Completion is compulsory where changes are made from 6 April 2013 and must be done within three months of the date of the change.

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  • Adviser Fund switching authority

    This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

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  • Delegated switching authority

    This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

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  • Old Mutual Wealth Life fund switch form

    This form is used to switch funds in an Old Mutual Wealth Life pension plan.

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  • Cashing in your Maximum Investment Plan

    This form is used to partially or fully encash your Maximum Investment Plan.

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  • Your Maximum Investment Plan maturity payment instruction

    This form is used to instruct Old Mutual Wealth how the maturity payment of your Maximum Investment Plan policy/ies should be paid.

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  • Old Mutual Wealth withdrawal/closure form

    For use with products with the following prefixes: CAP, TSP, MIP, PPP, SEP, SLP, SIB, CAB, HIB, EAB, APB, CIB, and FIB

    (There is a separate form for Old Mutual Wealth pension products)

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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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  • 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 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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Financial Adviser Verification