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Client support

  • WealthSelect client guide

    A guide for your clients introducing WealthSelect, its benefits, how it works, and how it is managed.

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  • MPS client agreement - ISA and CIA

    This document is designed for advisers to use with their clients when entering the WealthSelect Managed Portfolio Service in an ISA or CIA. It explains the relationship between the adviser and client when using the service, and what the adviser and Old Mutual Wealth are responsible for. It is designed to be signed by the client and kept on record by the adviser.

    Download
  • MPS client agreement - CRA and CIB

    This document is designed for advisers to use with their clients when entering the WealthSelect Managed Portfolio Service in an CRA or CIB. It explains the relationship between the adviser and client when using the service, and what the adviser and Old Mutual Wealth are responsible for. It is designed to be signed by the client and kept on record by the adviser.

    Download
  • Monthly commentary

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  • Example client quarterly report

    An example of the quarterly report and valuation clients receive when they invest in the Managed Portfolio Service, which can be co-branded and personalised by you.

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  • Supplementary client terms and conditions

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Financial Adviser Verification