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Individual Savings Account

Key features and terms

    • Key features of the Individual Savings Account

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Individual Savings Account (ISA). It describes the ISA 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 Old Mutual Wealth's 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 Individual Savings Account (ISA)

      This is a print-friendly version of the ISA Key Features Document.

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    • Charge Basis 3 - Terms and conditions for the Individual Savings Account (ISA)

      These are the terms and conditions for the Individual Savings Account (ISA) for Charge Basis 3 customers.

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Guides and brochures

    • Investing with Old Mutual Wealth – Your financial journey

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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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    • ISA Additional Permitted Subscription (APS) Options

      This guide describes how you can make an Additional Permitted Subscription (APS).

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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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