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Charge Basis 2

  • Charge Basis 1 & 2 - Terms and conditions for the Collective Retirement Account (closed to new business)

    Your terms and conditions are unaffected, but this document is currently being updated to reflect the change of name. For more information about this please ask your financial adviser or go to 

  • 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.

  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your clients' platform investment for Charge Basis 2.

  • Old Mutual Wealth's 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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