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Key questions about transactions on your investment

The information below relates to the following products with Old Mutual Wealth:

  • Individual Savings Account (ISA)
  • Collective Investment Account (CIA)
  • Collective Retirement Account (CRA)
  • Collective Investment Bond (CIB)

We recommend that you speak to your financial adviser before making any investment decisions.

The below assumes that the suspension will be temporary (for a period of less than six months). If the suspension lasts longer than this, further rules may apply.

If you have any questions about the above or about your investment in general, please speak to your financial adviser in the first instance. If you don’t have an adviser and would like to find one in your area, you can search using our Find an Adviser tool.

Alternatively, you can call our Customer Contact Centre on Freephone 0808 171 2626, or email us at ask@omwealth.com, but please remember we are not authorised to give you any investment advice.