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Name Description Fund Range Effective Date
Verbatim Investment Limited (Various) Name and Authorised Corporate Director changes Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 28 Apr 2018
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Please note: in addition to the above, the Head Office address for the funds will change as follows: Host Capital Limited 73 New Bond Street London W1S 1RS.
For information:Orange arrowview change details.
Fund Partners Limited Verbatim (Various) Name and Authorise Corporate Director changes Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 28 Apr 2018
Exclamation
Please note: in addition to the above, the Head Office address for the funds will change as follows: Host Capital Limited 73 New Bond Street London W1S 1RS.
For information:Orange arrowview change details.
Margetts Fund Management Limited (Various) Authorised Corporate Director and Name changes Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 20 Apr 2018
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Please note: in addition to the above, the Head Office address for the funds will change as follows: Valu-Trac Investment Management Limited Level 13 Broadgate Tower 20 Primrose Street London EC2A 2EW.
For information:Orange arrowview change details.
New Capital US Growth -U Conversion Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 02 Jan 2018

Discontinuing Fund

Continuing Fund

New Capital US Growth -U

New Capital US Growth (GBP Ord) -U

Various IA sector change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 01 Oct 2017
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Please Note: there will be no change to the TW sector or Fund Type For Illustrations.
Carmignac Portfolio funds Share class change Old Mutual Wealth Limited & Old Mutual Wealth Life & Pensions Limited 25 Jul 2017
CFIC CRUX UK Changing Autorised Corporate Director (ACD) Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited 30 Jun 2017

Current ACD
City Financial Investment Company Limited

New ACD
Fund Partners Limited

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Please Note: this fund is also changing name.
TB Wise Income, TB Wise Income -U, TB Wise Investment, TB Wise Investment -U & Evenlode Income -U Fund manager change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited and Old Mutual International Guernsey Limited 01 Jun 2017

Current fund manager:

TB Wise                                                                                  

New fund managers:

Wise Funds Limited

Evenlode Investment Management Limited (only for Evenlode Income -U)

Dimensional Fund Advisors Ltd Authorised Corporate Director (ACD) change Old Mutual Wealth Limited and Old Mutual Life & Pensions Limited 01 May 2017
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Please Note: the ACD change is no longer going ahead.
M&G UK Select Fund Manager Change Fund Manager Change Old Mutual Wealth Limited, Old Mutual Wealth Life & Pensions Limited, Old Mutual International Guernsey Limited & Old Mutual Wealth Life Assurance Limited 01 Jan 2017
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