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Old Mutual Wealth
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  3. Your clients’ investments, account numbers, and income payments

Your clients’ investments, account numbers, and income payments

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  • How do I transfer money from an ISA, CIA or CIB to a CRA?
    To instruct a transfer between these accounts, you will need to complete and post a withdrawal fo... December 10, 2020 15:53
  • Will my clients income payments continue as normal?
    Yes. There will be no changes to the amount or frequency of income payments for clients who are t... October 15, 2020 09:30
  • Will my clients be given new account numbers?
    Yes. These will be provided to your clients after migration. In the interim they can continue usi... October 02, 2020 15:19
  • Will my clients’ regular investments continue as normal after migration?
    Yes. Their Direct Debits will continue as normal. Your clients may notice a change to our bank de... October 15, 2020 10:29
  • Why do my clients have more than one Collective Retirement Account (CRA)?
    We are making it easier for you to manage uncrystallised and crystallised assets separately. To d... September 09, 2020 07:26
  • Will my clients see the names of my model portfolios on their documents?
    Yes. Previously the name of the model portfolio was not visible on client documentation. In futur... September 09, 2020 07:27
  • Can I change the dates my clients pay their regular investments?
    Yes, after migration you can change the date we collect their Direct Debit to any day from the 1s... September 09, 2020 07:27
  • Can I change the dates my clients are paid their income?
    Yes. After your client’s accounts have been moved to the new technology platform it will be possi... September 09, 2020 07:27
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