SIPP Collective Investment Account

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SIPP Collective Investment Account

Forms

    • Application for a Collective Investment Account (CIA) through the Old Mutual Wealth SIPP

      Use this form for new and additional investments into a CIA held under the Old Mutual Wealth SIPP.

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    • Customer privacy notice

      How we collect, manage, store and use your clients' personal information. 

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    • Direct debit instruction for the Collective Investment Account through the Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This form can be used to support an application for a Collective Investment Account (CIA) through the Old Mutual Wealth Self-Invested Personal Pension (SIPP) where a direct debit instruction is required.

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    • Old Mutual Wealth's platform change to account details for a CIA held under a Old Mutual Wealth SIPP

      This form is to be completed to change details on a Collective Investment Account held under a Old Mutual Wealth Self-Invested Personal Pension (SIPP).

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    • Withdrawal/closure request for a Collective Investment Account held under an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This form is to be completed to request a withdrawal or closure for a Collective Investment Account held under an Old Mutual Wealth Self-Invested Personal Pension (SIPP).

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Key features and terms

    • Key features of the Collective Investment Account

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Investment Account (CIA). It describes CIA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. If you want to print this document out, please check out the print-friendly version.

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    • Print-friendly key features of the Collective Investment Account

      This is a print-friendly version of the Collective Investment Account Key Features Document.

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    • Key features addendum - accessing the Collective Investment Account through the Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      This key features addendum contains additional information for members accessing the Collective Investment Account through the Old Mutual Wealth Self-Invested Personal Pension (SIPP) and should be read in conjunction with the Collective Investment Account Key Features Document.

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    • Supplementary terms and conditions for Collective Investment Account

      These supplementary Terms and Conditions must be read in conjunction with the Terms and Conditions applicable to the Collective Investment Account. They amend or make additions to the Terms and only apply to Collective Investment Accounts taken out through the Old Mutual Wealth Self-Invested Personal Pension (SIPP).

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    • Terms and conditions for the Collective Investment Account (CIA)

      These are the terms and conditions for the Collective Investment Account (CIA) for Charge Basis 3 customers.

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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

      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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    • Conflicts 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