SIPP Collective Investment Account | Old Mutual Wealth
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SIPP 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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    • Key features addendum - accessing the Collective Investment Account through the 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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    • 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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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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