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Terms and Conditions
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What are the website’s terms and conditions?
This page provides information about who we are and the legal terms and conditions that may apply to your use of Informer.
Please read these Terms and Conditions carefully. By accessing any page of this website, you agree to be bound by the Terms and Conditions below. If you do not agree to these terms, please do not access any pages of this website. Content of site The information on this website is for information purposes only. Whilst considerable care has been taken to ensure the information contained within this website is accurate and up to date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information. All products referred to on this website are subject to change without notice.
Your use of the websites and the information contained in them is at your own risk and you assume full responsibility and risk of loss resulting from the use of the information.
Old Mutual Wealth and Old Mutual International accept no responsibility for any information contained in any website accessed via a hypertext link from this website. The content, accuracy and opinions expressed in such websites are not checked, analysed, monitored or endorsed by us.
The information contained on this website does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. Some products detailed on this website are only available to persons in certain named countries.
None of the products, funds or services referred to on this website will be distributed to persons resident in any territory where such distribution would be contrary to local law or regulation. The information contained on the website does not constitute investment advice.
Products, funds or services referred to on the website are not available in the United States or its territories, nor are they available to US residents. Any investor who later becomes resident in the United States or its territories will be subject to restrictions placed on the investment, which include the suspension of premium payments and may include the ability to switch between funds.
Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves a foreign investment the investor may be exposed to the risk of currency fluctuations.
AdviceOld Mutual Wealth and Old Mutual International do not offer investment advice on the merits or suitability of its products. Information contained within this website is not intended to constitute professional advice and should not be construed as such. Individual investors should seek advice from an independent financial adviser.
You are advised that our products are only available upon the recommendation of a financial adviser, and you must consult such an adviser in order to apply for any product.
TaxationExcept where stated otherwise, the contents of this website are based on our interpretation of taxation law and practice as at the date appearing at the foot of each product factsheet.
Old Mutual Wealth and Old Mutual International accept no legal liability for loss, damages or expenses which you may suffer or incur directly or indirectly by you accessing this website.
CopyrightAll material on this website is Copyright © Old Mutual Wealth and Old Mutual International. Information accessed on this website is protected under Copyright Law. You may not copy, re-publish or re-distribute the information contained on the website for commercial purposes or gain other than whilst operating as a financial adviser acting within his or her normal business activities, except with the express agreement of Old Mutual Wealth and Old Mutual International.
In the event of any party wishing to publish or distribute written marketing or other promotional material based upon the content of this website, he/she may only do so having first obtained the prior written consent of Old Mutual Wealth and Old Mutual International.TrademarksThis website contains names and logos which are trademarks of Old Mutual Wealth and Old Mutual International. Any use of any of these names and logos would constitute an infringement of those trademarks and is therefore forbidden.
CommentingRegistered users are given the ability to leave online comments relating to our content. The registered user’s name and photo (if added to the Personal Details section of the site) will automatically be added to the comment.
When commenting, please be respectful to other users and refrain from using any language which may be seen as offensive, intended for commercial use or unlawful.
Comments are monitored and we retain the right to remove any comments that are deemed inappropriate in any way.
We retain the right to remove the ability for all users to leave comments on our site at any time.
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Share Identification Rules
When considering disposing of assets, you need to be aware of the clients complete fund holdings rather than just the holding they may wish to sell.
When disposing of an unwrapped Open Ended Investment Company (OEIC) or unit trust holding a key consideration for many clients is whether the disposal creates a gain or loss for capital gains tax (CGT) purposes...
For financial advisers only. Not to be relied on by consumers.
This document is based on Old Mutual International’s interpretation of the law and practice as at August 2013. While this interpretation is believed to be correct, Old Mutual International can give no guarantee in this respect or that tax reliefs and the tax treatment of investment funds will remain the same in the future. The value of any tax reliefs will depend on individual financial circumstances.
The views expressed by external contributors are not necessarily those of Old Mutual International.
Calls may be monitored and recorded for training purposes and to avoid misunderstandings.
Old Mutual International Isle of Man Limited is registered in the Isle of Man under number 24916C. Registered and Head Office: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU, British Isles. Phone: +44 (0)1624 655 555 Fax: +44 (0)1624 611 715. Authorised and regulated by the Isle of Man Insurance and Pensions Authority.
All promotional material is approved by Old Mutual Wealth Limited. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Financial Services register number 165359.
The rules made under the Financial Services and Markets Act 2000 (as amended) for the protection of retail clients in the UK do not apply.
Old Mutual International Isle of Man Limited is a member of the Association of International Life Offices. Old Mutual International is registered in the Isle of Man as a business name of Old Mutual International Isle of Man Limited.
Old Mutual International Ireland Limited is regulated by the Central Bank of Ireland. Registered No 309649. Administration Centre for correspondence: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU Tel: +353(0)1 479 3900 Fax: +353(0)1 475 1020.
Head Office Address: Iveagh Court, 6-8 Harcourt Road, Dublin 2, Ireland. VAT number for Old Mutual International Ireland Limited 6329649S.
Registered Office: Arthur Cox Building, Earlsfort Terrace, Dublin 2, Ireland.
Old Mutual International is registered in Ireland as a business name of Old Mutual International Ireland Limited.
For financial advisers only