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Minimum premiums

Products available via Old Mutual Wealth's platform are designed with minimum investment levels, as stated in the relevant product Terms and Conditions.

In certain circumstances, however, it may be that a client may wish to make an investment that is below the published minimum. To help you deliver the outcome your client wants we apply a lower minimum for web applications.

What minimum contributions apply for web based applications?

Product Contribution Minimum contribution on the web Minimum contribution in the product Terms and Conditions
CIA Lump sum £99  £2,500
CIA Regular £50 per month £99 per month
CIB Lump sum £99 £10,000
CRA Lump sum £99 gross (this is the minimum for each source) £3,600 gross or £1,800 from each source
CRA Lump sum (with immediate TFC) £1000 gross (this is the minimum for each source) £3,600 gross or £1,800 from each source. Min Additional Designation (Top-Up) £1000 gross
CRA Monthly regular £50 gross (this is the minimum for each source) £99 gross or £50 from each source
CRA Annual regular £600 gross per annum (this is the minimum for each source) £3600 gross or £1800 from each source
CRA Transfer £99 gross £3,600
CRA Transfer (with immediate TFC) £1000 gross (this is the minimum for each source) £3,600
ISA Lump sum £99 £2,500
ISA Regular £50 per month £99 per month


Why have Old Mutual Wealth introduced these minimum contributions on the web?

We introduced lower minimum contributions via our web application process to allow you as advisers more flexibility in submitting below-minimum investment business for clients, where there is a need to do so.

If I submit a below-minimum application will it be rejected?

No, we will not reject any applications that are above our web minimum contribution. However we do monitor and report on how such business that is below our published minimums is applied, to ensure the right client outcome.

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