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Old Mutual Wealth
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How do I set up new clients and applications?

  • How do I invest in a CIA which is going to be held within another investment?
    One of the benefits of our Collective Investment Account (CIA) is that it can be held as an asset... December 23, 2020 14:24
  • How do I set up a new client?
    This step-by-step summary explains how to set a new client up on our technology platform. What y... December 02, 2020 16:45
  • How do I create a quick quote for a client?
    This step-by-step summary explains how to create a quick quote for a client. This functionality i... April 23, 2020 15:33
  • How do I submit a new business application? (ISA/CIA)
    This step-by-step summary explains how to submit a new business application for an ISA or a Colle... December 19, 2019 16:03
  • How do I set up a Bed & ISA?
    This step-by-step summary explains how to transfer money from a client’s Collective Investment Ac... December 03, 2020 16:32
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