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Collective Investment Bond

Key features and terms

    • Key features of the Collective Investment Bond

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Collective Investment Bond (CIB). It describes the CIB 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. You might also find the Platform and Investment Guide a useful read. 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 Bond

      This is a print-friendly version of the Collective Investment Bond Key Features Document.

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    • Charge Basis 3 - Terms and conditions for the Collective Investment Bond (CIB)

      These are the terms and conditions for the Collective Investment Bond (CIB) for Charge Basis 3 customers.

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    • Funds list for investments on Charge Basis 1

      Shows the list of funds available for investments on Charge Basis 1 and investments in the Offshore Collective Investment Bond, together with details of their objectives and risks.

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    • Funds list for investments on Charge Basis 2

      Shows the list of funds available for investments on Charge Basis 2, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Funds list for investments on Charge Basis 3

      Shows the list of funds available for investments on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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    • Funds list for investments in WealthSelect on Charge Basis 3

      Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on Old Mutual Wealth's platform, together with details of their objectives and risks.

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Guides and brochures

    • Making the cost of investment clear - Charge Basis 1

      This document summarises the charges on your clients' platform investment for Charge Basis 1.

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    • Making the cost of investment clear - Charge Basis 2

      This document summarises the charges on your clients' platform investment for Charge Basis 2.

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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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