Managing clients and accounts
The key things you need to know around how to set up and manage your clients and their investments on our new technology platform
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Important update for advisers migrated in February and November 2020
We have just reset the Adviser Support Hub homepage, so that it’s tailored for advisers who will ... -
Adviser-led online Customer Centre account activation
More and more advisers like you are encouraging their clients to activate their Old Mutual Wealth... -
Re-registration of assets
One significant enhancement to the Collective Retirement Account (CRA) is the ability to transfer... -
Investment Committee discussion points - for firms who run model portfolios
As we approach migration, there are some important things to discuss in your upcoming investment ... -
Model portfolio rebalancing options
Our switching and portfolio rebalancing options have been improved to give you full control over ... -
Guide to income tax on the Collective Retirement Account
Old Mutual Wealth acts as an agent of the HM Revenue and Customs (HMRC) and collects tax from you... -
Cut-off and dealing points
When we receive instructions to buy or sell assets they are usually processed on the day of recei... -
Correspondence to your clients from the new system
Where possible we have tried to make correspondence we send to your clients from the new platform... -
Setting up new clients
Our new technology is designed to make bringing a client onto the system as easy as possible, thr... -
The new 'Head Account' structure
Understanding the new ‘Head Account’ structure Our new technology has been designed to link your ... -
New business and top-ups
Our technology upgrade makes it quicker and more efficient than ever before to create quotes and ... -
Switching
Our switching and rebalancing options have been improved to give you full control over your clien... -
Flexible model portfolios
We have improved the way model portfolios run on our system to make it easier for you to control ... -
Changes to automatic rebalancing
Automatic rebalancing will now operate at model portfolio level, rather than account level, and y... -
Our new bank details
Whenever you make payments of client money to us, please ensure you make payment to the appropria... -
Executing your trading instructions
Regulations introduced in January 2018, under the Markets In Financial Instruments Directive II (... -
Important information for discretionary investment managers
Our new technology platform makes it easier for you to provide discretionary services to a wide r...