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Submission: On December 18 via api from ZA — Scanned from DE
Submission: On December 18 via api from ZA — Scanned from DE
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<div class="privacy-policy-container">
<p class="small">View our <span class="medium"><a href="https://www.oldmutual.co.za/privacy-policy/">Privacy Policy</a></span></p>
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</form>Text Content
* Personal
* Wealth
* Home
* Our Solutions
* WEALTH MANAGEMENT
* FINANCIAL PLANNING
A financial plan should speak to all facets of your life. Our financial
planners will ensure that happens.
* ONLINE WILLS CAPABILITY
Allows Financial Planners to draft robust wills for clients with
estates valued below R10 million
* RETIREMENT SOLUTIONS
With a host of retirement funds to peruse, you don't have to sacrifice
a lifestyle of comfort when you walk into your later years.
* INVESTMENT SOLUTIONS
* STRATEGY FUNDS
Strategy Funds align directly to the return objectives required by each
of our proprietary investment strategies
* OFFSHORE INVESTING
Access well-regulated and extremely secure offshore investment
opportunities.
* CASH AND LIQUIDITY SOLUTIONS
Optimises returns on corporate cash without fixed deposit limitations.
* TAILORED FUND PORTFOLIOS
Enabling financial planners to create tailor-made portfolios aimed at
achieving clients’ specific goals.
* MULTI-MANAGERS
Benefit from both the best of South African and offshore asset managers
* MY WEALTH TRADER
Gives you quick and easy access to real-time trading on local and
global markets
* RESPONSIBLE INVESTING
Invest while considering your environmental and social impact.
* OLD MUTUAL INVESTMENT SERIES
A core range of funds, hand picked and tailor-made to meet the needs of
any investor.
* INDEX FUNDS
Your Investment follows the performance of the Market Index
* GUARANTEED SOLUTIONS
Guaranteed Solutions offer investors real returns, while reducing the
volatility associated with market-linked investments
* INVESTMENT BACKED LOANS
Bespoke liquidity solution with flexible terms
* Financial Planners
* About Wealth
* ABOUT WEALTH
* Our Philosophy
* Our People
* Contact Us
* Private Clients
* PRIVATE CLIENTS
* Home
* Our Services
* Why choose us?
* Insights
* Investment Research Library
* Contact Us
* News & Insights
* Digital Solutions
* Business
* Corporate
* Institutions
* Claims
* Find an adviser
* Careers
* About
* Contact Us
Clear
--------------------------------------------------------------------------------
* SUGGESTED RESULTS
*
*
*
South Africa
Select a country
South Africa
Botswana
Eswatini
Ghana
Kenya
Malawi
Namibia
Nigeria
Rwanda
South Sudan
Tanzania
Uganda
Zimbabwe
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South Africa
Select a country
South Africa
Botswana
Eswatini
Ghana
Kenya
Malawi
Namibia
Nigeria
Rwanda
South Sudan
Tanzania
Uganda
Zimbabwe
WEALTH
* Personal
* Wealth
* Home
--------------------------------------------------------------------------------
* Our Solutions
* WEALTH MANAGEMENT
--------------------------------------------------------------------------------
* FINANCIAL PLANNING
A financial plan should speak to all facets of your life. Our financial
planners will ensure that happens.
* ONLINE WILLS CAPABILITY
Allows Financial Planners to draft robust wills for clients with
estates valued below R10 million
* RETIREMENT SOLUTIONS
With a host of retirement funds to peruse, you don't have to sacrifice
a lifestyle of comfort when you walk into your later years.
* INVESTMENT SOLUTIONS
--------------------------------------------------------------------------------
* STRATEGY FUNDS
Strategy Funds align directly to the return objectives required by each
of our proprietary investment strategies
* OFFSHORE INVESTING
Access well-regulated and extremely secure offshore investment
opportunities.
* CASH AND LIQUIDITY SOLUTIONS
Optimises returns on corporate cash without fixed deposit limitations.
* TAILORED FUND PORTFOLIOS
Enabling financial planners to create tailor-made portfolios aimed at
achieving clients’ specific goals.
* MULTI-MANAGERS
Benefit from both the best of South African and offshore asset managers
* MY WEALTH TRADER
Gives you quick and easy access to real-time trading on local and
global markets
* RESPONSIBLE INVESTING
Invest while considering your environmental and social impact.
* OLD MUTUAL INVESTMENT SERIES
A core range of funds, hand picked and tailor-made to meet the needs of
any investor.
* INDEX FUNDS
Your Investment follows the performance of the Market Index
* GUARANTEED SOLUTIONS
Guaranteed Solutions offer investors real returns, while reducing the
volatility associated with market-linked investments
* INVESTMENT BACKED LOANS
Bespoke liquidity solution with flexible terms
--------------------------------------------------------------------------------
* Financial Planners
--------------------------------------------------------------------------------
* About Wealth
* ABOUT WEALTH
--------------------------------------------------------------------------------
* Our Philosophy
* Our People
* Contact Us
--------------------------------------------------------------------------------
* Private Clients
* PRIVATE CLIENTS
--------------------------------------------------------------------------------
* Home
* Our Services
* Why choose us?
* Insights
* Investment Research Library
* Contact Us
--------------------------------------------------------------------------------
* News & Insights
--------------------------------------------------------------------------------
* Digital Solutions
--------------------------------------------------------------------------------
* Business
* Corporate
* Institutions
* Claims
* Find an adviser
* Careers
* About
* Contact Us
Clear
--------------------------------------------------------------------------------
* SUGGESTED RESULTS
*
*
*
Your portfolio brought to you.
Simply
wealthdigital solutions
WHAT ARE OUR DIGITAL SOLUTIONS?
Old Mutual Wealth offers you the ease of electronic correspondence and the
ability to view your portfolio online or through our Old Mutual mobile App. With
the ever-increasing use of technology, Old Mutual believes in the benefits of
sending correspondence via email as opposed to post. We have also made it easier
for you and our financial planners to submit and approve transactions, with our
safe-to-use electronic signature functionality.
--------------------------------------------------------------------------------
Easily Retrieve your Quarterly Statements
You will receive an SMS or an email notification once your statements are
available for retrieval. It is important that you provide Old Mutual with
up-to-date contact details i.e. mobile number and email address to ensure you
receive these notifications.
Whatsapp
Secure Client Website
Old Mutual App
Add us on WhatsApp!
Save the dedicated Old Mutual number 0860 933 333 (please use the mobile number
you have provided to Old Mutual) and send a WhatsApp message “Hi”. Select Option
5 to retrieve statements! Yes, it’s that easy!
Old Mutual Wealth and Unit Trusts Secure Client Website
Click on the Login icon on the top right of the page. Click on Wealth and Unit
Trusts Client. Here you can either log in (if you have already registered) or
click on the Register icon to complete your Old Mutual Secure Services access
(once off).
User Guide
The Old Mutual App
Download the Old Mutual App by searching for the name “Old Mutual SA” in the
Apple App Store, Android Play Store or Huawei AppGallery.
--------------------------------------------------------------------------------
How do I get in touch?
To view your Old Mutual Wealth portfolio, visit www.oldmutual.co.za/wealth and
click on the login button at the top of the page. Alternatively you can download
the Old Mutual App by searching for the name ‘Old Mutual’ on the Apple App
store, Android Play Store or the Huawei App Gallery. After downloading the Old
Mutual App, you can click to open it and start the registration process. You can
e-mail appsupport@oldmutual.com or alternatively contact our dedicated Old
Mutual Wealth Service Centre on 0860 999 199.
To use our electronic signature functionality, you are required to have access
to the Secure Client Portal. If you do not have access, you will need to
register for access to the Secure Client Portal via Secure Services.
--------------------------------------------------------------------------------
ELECTRONIC DISTRIBUTION OF 2023 OLD MUTUAL WEALTH TAX CERTIFICATES
TAX CERTIFICATES ARE NOW AVAILABLE FOR ACCESS BY PLANNERS AND CLIENTS VIA OUR
DIGITAL CHANNELS
FIND OUT MORE
--------------------------------------------------------------------------------
How to access our digital solutions
Talk to us. We want to hear from you.
Electronic Communication
Old Mutual App
Secure Client Portal
Electronic Signature
WHAT YOU NEED TO DO?
We encourage you to provide us with your email address and update your
correspondence preference to email. If you have not already done so, you can opt
to receive your correspondence via email by emailing us at
service@omwealth.co.za. Please remember to include your client number as a
reference.
IF WE HAVE YOUR EMAIL ADDRESS ON RECORD
If we have an email address for you on record, email will be used as your
correspondence preference going forward, unless you inform us otherwise. If we
do not have an email address, then post will be used as your correspondence
preference.
Visit the Apple App Store, Google Playstore (device dependant) or Huawei App
GallerySearch "Old Mutual" in the search barClick "Install" once you have found
Old MutualRegister for a profile or login if you already have one
The secure client portal was designed with you in mind. Log in to a dedicated
and secure website to perform essential activities. It’s fully integrated with
our back-end system to provide fast, reliable access to the information you need
at the click of a mouse!
We have provided quick links to:
• View Investment Reports – access detailed reports for the latest information
on their investments
• Manage my Portfolio – view and update my portfolio online
• Fund Centre – view your latest fund information for all available funds
• Explore Wealth Insights – access to recent market and economic articles to
keep you abreast of the latest trends
• Contact My Financial Planner
For a detailed guide on how to register on the client portal, please click here
Our electronic signature functionality allows both you and your financial
planner the ability to submit and approve instructions electronically. This
paperless measure streamlines our current processes in order to enhance your
online investment experience while reducing the risk of identity theft and
fraud.
How does it work?
* Your financial planner will continue to capture various instructions online
and select to submit it to you electronically
* You will receive an email or sms about the pending instruction
* Simply log on to the Old Mutual App or the Secure Client Portal, click on the
relevant notification, view the documentation detailing the instruction and
click on Accept or Decline.
* If accepted, the instruction will be sent for processing. If declined, your
financial planner will be in touch to address any concerns you may have.
--------------------------------------------------------------------------------
Why partner with Old Mutual Wealth
CLIENT-CENTRIC
You and your planner are the centre of our universe and focus.
VALUED PARTNERSHIPS
Our partnerships with you and your financial adviser are at the forefront of our
business.
SOLVE FOR A HOLISTIC NEED
We take into account your entire life in order to create a plan that helps you
every step of the way.
COPYRIGHT OLD MUTUAL LIMITED 2023 | DISCLAIMERPRIVACY NOTICECOOKIE POLICY
ABOUT OLD MUTUAL
Old Mutual Limited (OML) is a licensed Controlling Company of the Designated Old
Mutual Limited Insurance Group. Registration number 2017/235138/06. Entities in
the Group are Licensed Financial Services Providers and Insurers that offer a
broad spectrum of financial solutions to retail and corporate customers across
key markets in 14 countries.
* More About Old Mutual
* Careers
* Media
* Investor Relations
* Fraud and Security Centre
WEALTH
* Home
* Our Solutions
* Financial Planners
* About Wealth
* Private Clients
* News and Insights
DOWNLOAD OLD MUTUAL APP
* iOS
* Android
* Huawei
CONTACT US
* Contact Us
* Branch Locator
* Complaints
SOCIAL MEDIA
* Facebook
* Twitter
* Youtube
* Instagram
* LinkedIn
OLD MUTUAL SHARE PRICE
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18 Dec 09:02 SAST
JHB11.98 ZAR-2.84%
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15 Dec 16:45 GMT
LDN52.40 GBp+4.17%
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INDICATORS
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18 Dec 08:49 SAST
ZAR/USD18.30.08
ZAR/GBP23.22-0.04
ZAR/EUR19.98-0.22
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LET'S TALK
SHARE YOUR DETAILS AND WE'LL GET IN TOUCH AS SOON AS POSSIBLE.
Your Name
Your Surname
Cellphone Number
View our Privacy Policy
Call Me Back
SUBMIT A FUNERAL CLAIM
WE ARE SORRY FOR YOUR LOSS. TO CONTINUE, PLEASE COMPLETE THE FORM BELOW.
Your Name
Your Surname
Cellphone Number
Are you the policy holder?
* yes
* no
yes
no
MAKE A FUNERAL AND LIFE INSURANCE CLAIM
WE’RE SORRY FOR YOUR LOSS AND HOPE TO MAKE YOUR CLAIM AS SMOOTH AND SEAMLESS AS
POSSIBLE.
TO ENSURE YOUR CLAIM IS PROCESSED AS QUICKLY AS POSSIBLE, PLEASE PROVIDE THE
CORRECT INFORMATION IN THE FIELDS BELOW.
Your Name
Your Surname
Your SA ID Number
Cellphone Number
Email Address (optional)
Are you the policy holder?
* yes
* no
yes
no
Have unclaimed benefits?Unclaimed benefits within the Old Mutual SuperFund
Unclaimed Benefits Preservation Pension/Provident Fund.
Initials
E.g. JP
Your Surname
E.g. Smith
Your Date of Birth
Format DD/MM/YYYY
Check
DO I QUALIFY FOR A LOAN?
SHARE YOUR DETAILS AND WE'LL CHECK IF YOU QUALIFY.
GET AN ANSWER WITHIN 24 HOURS.
We will not contact you for marketing purposes
Permanently employed for a period of 3 months or moreContracting for a period of
3 months or moreOtherMonthlyOtherYes, I doNo, I do not
Do you consent to us doing a credit check?
I consent to the processing of my personal information for purposes of the
assessment of this loan application and reasons related thereto in accordance
with the old Mutual privacy policy and applicable laws.Sorry, we need your
consent
View our Privacy Policy
Check if I qualify
ARBITRATION
Select Your Title
* Mr
* Mrs
* Miss
* Ms
* Professor
* Advocate
* Doctor
* Judge
Select Your TitleMrMrsMissMsProfessorAdvocateDoctorJudge
Your Name
Your Surname
Cellphone Number
Email
Select Identity Type
Select Identity Type
Policy Number
Select Product Type
* Banking
* Disability
* Education
* Funeral
* Investment
* Lending
* Life cover
* Retirement
* Savings
* Illness or Impairment
* iWyze Short-term insurance
* OM Insure Short-term insurance
* Funeral Parlour or Burial Society
* Income Plans
* Pension and Preservation Funds
* Unit Trust
* Wills / Estate Planning
* Other
Select Product TypeBankingDisabilityEducationFuneralInvestmentLendingLife
coverRetirementSavingsIllness or ImpairmentiWyze Short-term insuranceOM Insure
Short-term insuranceFuneral Parlour or Burial SocietyIncome PlansPension and
Preservation FundsUnit TrustWills / Estate PlanningOther
Complaint Related To
* Advice
* Changes or switches
* Claims
* Debit / Stop Orders
* Design of the product or service
* Fraud
* How the complaint was resolved
* Information
* Performance, Fees and Premiums
* Restrictions
* Service experience
* Staff
* Refunds
* Reinstatements
* Other
Complaint Related ToAdviceChanges or switchesClaimsDebit / Stop OrdersDesign of
the product or serviceFraudHow the complaint was resolvedInformationPerformance,
Fees and PremiumsRestrictionsService experienceStaffRefundsReinstatementsOther
Title of Arbitration
What Is This Arbitration About?
Send me a copySubmit
If you're unsure what Unclaimed Benefits are? Click here to find out more
CHECK FOR UNCLAIMED BENEFITS
Your SA ID Number
I DON'T HAVE A SA ID NUMBER
I agree to the Terms and Conditions
Check