If you choose, your clients can now easily top up their Old Mutual Wealth Individual Savings Accounts (ISAs) and Collective Investment Accounts (CIAs) through our online Customer Centre. It’s a simple process and any top-ups will be invested into their current portfolio. Your existing serving fee will be applied to the top up and if you send us your company logo we’ll add it to the webpages your client sees, extending your own service.
Following a successful trial, the top-up facility is an optional new service that we’d now like to offer permanently. Once you’ve registered and we’ve activated the service, you’ll be able to:
- offer your clients with an ISA or CIA extra value by introducing them to our top-up service
- customers can pay for the top up online by bank transfer or Debit Card or can select to fund the top up from their CIA (Bed and ISA service) should they hold one with Old Mutual Wealth.
- co-brand the online Customer Centre, so your clients feel reassured that you’re involved
- earn your servicing fee as per your current arrangement; you’ll be responsible for ensuring suitability/record-keeping. No initial fees will be facilitated through this service
- save time by using our email and letter templates – you just need to personalise them
- stay in the loop – we’ll automatically send you a confirmation email whenever one of your clients uses the service
How to register for the service
To set up the top-up facility please complete your details on the form below. We’ll also ask you to provide us with a date to switch on the service, so you can make sure you’ve communicated it to your clients beforehand.
We’ll turn on the service at FCA-number level, so your whole firm will be able to benefit from it. Please make sure that any other advisers registered against the number are happy for us to do so.
When you’re all set up, we’ll send you your confirmation email which will include email and letter templates to use with your clients.