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Section Highlights
Up-to-date performance information on funds available through Old Mutual Wealth
Creation – an active range of diversified, risk targeted, multi-asset funds
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Generation – a range of three multi-asset funds built for retirement
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Support material
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.
This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.
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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