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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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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

    • 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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