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Collective Investment Account

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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    • Charge Basis 3 - 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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    • Key features addendum - accessing a Collective Investment Account through an 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 a Collective Investment Account through an Old Mutual Wealth Self-Invested Personal Pension (SIPP)

      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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Guides and brochures

    • A guide to your tax voucher

      This document has been designed to answer questions about tax vouchers and the information that is contained within them. We recommend that this document is used as a general guide and that any specific tax-related queries are directed to a financial adviser or local tax office in the first instance.

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    • Making the cost of investment clear - Charge Basis 3

      This document summarises the charges on your clients' platform investment for Charge Basis 3.

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    • Making the cost of investment clear - Charge Basis 3 - WealthSelect

      This document summarises the charges on your clients' platform investment for the WealthSelect investment range on Charge Basis 3.

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Support material

    • Protecting your money

      This document describes the protection offered for a client’s policy when they have an investment with Old Mutual Wealth.

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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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