There are four types of Unit Trust funds you can choose from and invest in. There are many types of unit trusts that are designed to offer investors a range of different benefits, depending on their particular needs. Contact details If you need more information, or would like us to contact you, please see details below. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. Old Mutual Unit Trust Malawi products have been designed to cater for a variety of investment needs. South Africa +27) (For eg. KRA Pin. Download Old Mutual App. We have answered a few of your investment questions below, if you want to speak to an adviser, please call + 265 (0) 1 820 677. Contact details: Old Mutual Unit Trusts’ preferred method of communication is e-mail E-mail Address Cellphone Telephone (Home) Telephone (Work) (For eg. Register for an online account. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. There are over 175 reasons why we know what we're doing. South Africa +27) (For eg. This form is for existing entity investors, investing in the name of a legal entity such as a Company Trust / Fund / Fund of funds or a retirement fund where updates to contact details, authorised persons details, appointed signatory details or any tax disclosure information recorded with Old Mutual Unit Trusts is required. Unit trust Funds Other Policy ... Primary Details. CONTACT US. WhatsApp:+263 0772 107 600. As the parent or legal guardian, you will be required to sign all documentation until the minor reaches the age of 18 years. 3. Natianal ID Number. Please fill in your contact details below and click submit. South Africa +27) (For eg. Old Mutual Equity Fund 4. 0860 234 234. South Africa +27) 29092020 Page 5 of 12 OLD MUTUAL UNIT TRUSTS INDIIDUAL BUYING FORM 2. Partner with Old Mutual We've been around since 1845 but our focus is firmly on the future. Want to know more about Old Mutual Malawi Unit Trusts? There are many types of unit trusts that are designed to offer investors a range of different benefits, depending on their particular needs. Unit Trusts provide a much safer method of investing. A 2.30% initial administration fee is levied in the unlikely event that we accept investments of under R500 into our other funds. Here's how we built it. Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider.Â. Travel is good for the soul but can be tough on your savings. There are no initial administration fees for investment amounts of R500 (fund minimum) or more. Contact details. Do you own and manage (run) the business? 0860 234 234 / +27 21 503 1770. 1. Is your business registered in South Africa with proper business registration documents? Unit Trusts provide a much safer method of investing. REGISTER FOR AN ONLINE ACCOUNT. 6. Old Mutual Unit Trust Malawi products have been designed to cater for a variety of investment needs. If the complaint cannot be solved within the operational department or branch, it can be escalated to the Client Relationship Manager or Manager at the operational department or branch. Outside South Africa: +27 21 503 1710. Total Expense Ratio. 4. The unit trusts are legally the property of the minor. More About Old Mutual ; News ; Careers ; Investor Relations ; Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. South Africa +27) (For eg. Download Old Mutual App. Visit any our Client Service Centers on a weekday between 8.30 am and 4.30 pm and 9.00 am to 12.00 pm on Saturdays. Treasury Bills and government bonds) while offering maximum security to the unit … Initial adviser fees may be negotiated with your adviser to a maximum of 0.69% for fixed income funds and 3.45% for asset allocation and equity funds. The TER is an annualised value and includes: The annual service fee – this will include any performance fees; Annual adviser fees, if applicable, agreed upon between the adviser and the client is deducted monthly through the sale of units; Brokerage fees – this is a portfolio fee and covers the trading costs incurred when buying and selling securities. 1. Do you own and manage (run) the business? Contact Details: Tel: + 263 24 308 400-59 Tollfree: 433. Old Mutual Bond Fund 2. Register for an online account. Unit trusts offer an easy, convenient and affordable way to invest in shares and other asset classes. If we haven't covered your question, give us a call on 0860 234 234. OLD MUTUAL UNIT TRUSTS SUPPORTING DOCUMENT REQUIREMENTS SA CLOSE CORPORATIONS (CC) (Which have not converted to a company) • Copy of Founding Statement and Certificate of Incorporation (form CK1). How long has your business been in operation? Download Old Mutual App. Detailed information for funds including fees & charges, portfolio managers & investment minimums Call Us 0860 947 366 • Proof of the physical address for the close corporation must be less than 3 months old. REGISTER 0860 50 60 70 / +27 21 509 2765. News & Insights ; Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Here's how we build it. Find out more about: On The Money - money management lessons from Africa's Big Five; Eight Principles of Investing - all you need to know to keep your investments on track Make your dreams, your truth Start investing with Old Mutual Unit Trusts, from just R500 a month. Email: unittrusts@oldmutual.co.zw For as little as R500 a month, you can invest in Old Mutual Unit Trusts. Old Mutual Unit Trust enquiries. CONTACT US. Contact Details: Tel: + 263 24 308 400-59 Tollfree: 433. Old Mutual Unit Trust enquiries. SMS: +263 772 299 194. Old Mutual Botswana. Unit Trust funds prices, performance & graphs. No matter your needs, Old Mutual Unit Trusts can help you at every life stage. Download Old Mutual App. We provide unit trusts and investment plans that have long been proven to work. Download Old Mutual App. INVESTOR’S DETAILS CONTINUED Contact details: Old Mutual Unit Trusts’ preferred method of communication is e-mail E-mail Address Cellphone Telephone (Home) Telephone (Work) (For eg. Please note: For general investment statements and tax certificates . South Africa +27) 2. Contact Number. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. YES, my business is officially registered in SA, NO, my business is not officially registered (in other words it is an informal business), NO, my business is only registered in another country, not SA, NO, the business is owned and managed/run by different people. Do you already have a company retirement fund for your employees? These are; 1. 2. 0860 234 234 / +27 21 503 1770. 1. Back. Diverse: Because a unit trust is a basket of diverse shares, this reduces the risk of investment risk. Call: 0860 50 60 70 or +27 21 509 2765 South Africa +27) (For eg. Old Mutual Mutual Gardens 100 The Chase West Emerald Hill Harare. Old Mutual Botswana. Old Mutual Secure Services also offers additional functionality like viewing your product portfolio, purchasing additional products such as unit trusts, and lets you keep track of your Old Mutual Rewards to see your points and find out how you can earn and spend them. Email: unittrusts@oldmutual.co.zw Is your business registered in South Africa with proper business registration documents? Be the boss of your money No matter the state of your finances you CAN make a difference, starting today. We have a range of unit trusts designed to meet your goals. Start investing with Old Mutual Unit Trusts, I need a budget for my day-to-day spending, A unit trust is a collective investment that allows small investors like you and me to pool our money and invest in local and global stock markets and economies. Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Passport. Phone Number. South Africa +27) Residential address My address What are unit trusts? Unit trusts offer an easy, convenient and affordable way to invest in shares and other asset classes. Next The Old Mutual Money Market Fund is an efficient investment medium whereby investors can participate in a diversified portfolio of debt securities, cash holdings, fixed deposit instruments or near cash in the Malawi market (e.g. That’s why we created the Old Mutual Investment Series, a core-range of 10 unit trust funds that can help you turn a house into a home. Why partner with Old Mutual We've been around since 1845. We are bold, vibrant and want to inspire our customers to be financially fit.. We offer a range of short-term insurance and life insurance services Old Mutual Zimbabwe offers a wide range of affordable and comprehensive insurance, investment and corporate solutions as well as financial advice. We're all striving for something. If you experience any difficulty please contact the Old Mutual Self Service Support : Monday – Friday 08:00 – 17:00. This is a secure website where investors and advisers can monitor their investment account details. Share your company details and we'll be in touch. Old Mutual Secure Services also offers additional functionality like viewing your product portfolio, purchasing additional products such as unit trusts, and lets you keep track of your Old Mutual Rewards to see your points and find out how you can earn and spend them. Identity. These can range from long-term growth to funds that give the investor regular income. Safe: The fund is set up under a trust deed and the investor is a beneficiary under the trust … For lump sum investments, you can buy units by calling our dealing desk on (+265) 01 820 677 between 7:30am and 4:30pm on any weekday (except holidays). Download Old Mutual App. Mr Mrs Miss Other ˚ Units will be transferred at the price on the day on which you submit this form duly completed at any Old Mutual office. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. The ability to diversify (spread) your investment across markets, sectors and economies greatly reduces your investment risk, It's flexible. About Old Mutual Limited. OLD MUTUAL UNIT TRUSTS OLD MUTUAL SWAZILAND CURRENTLY OFFERS INVESTORS TWO TYPES OF UNIT TRUST FUNDS: A UNIT TRUST IS A POOL OF SAVINGS BY MEMBERS OF THE PUBLIC. News & Insights ; Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Investment Plan. More About Old Mutual ; News ; Careers ; Investor Relations ; Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. Email: service@oldmutual.com. But our focus is firmly on the future. Old Mutual Mutual Gardens 100 The Chase West Emerald Hill Harare. Do you have more than 5 and less than 100 employees in your business? You can. Speak to your Financial Adviser or Accredited Broker to find out more or call us on +264 (0) 61 299 3999 . a result of Old Mutual executing the above instruction. Do you already have a company retirement fund for your employees? Email: service@oldmutual.com. Download Old Mutual App. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. Contact an Old Mutual Call Centre. 3. Contact Us. Do you have more than 5 and less than 100 employees in your business? Liquid: Investors can buy and sell units on demand. VAT, Securities Transfer Tax), Custodian and trustee fees – custodians and trustees are appointed to protect the interests of the unitholders, and the fees pay for their services, YES, my business is officially registered in SA, NO, my business is not officially registered (in other words it is an informal business), NO, my business is only registered in another country, not SA, NO, the business is owned and managed/run by different people. South Africa +27) (For eg. Yes, you can. Contact details: Old Mutual Unit Trusts’ preferred method of communication is e-mail E-mail Address Cellphone Telephone (Home) Telephone (Work) (For eg. Physical address. 2. A reserve system absorbs the impact of market peaks and troughs while delivering real returns. SELLING INSTRUCTIONS UT Account number unit trust name Share your details and we'll get in touch as soon as possible. South Africa +27) Residential address My address Looking for a place to call your own? We'll need some ID. Share your company details and we'll be in touch. How long has your business been in operation? More About Old Mutual ; News ; Investor relations ; Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. Take advantage of the investment expertise of the tried and tested Old Mutual Investment Group portfolio managers Why Unit Trusts are right for you Ready to invest? SMS: +263 772 299 194. Call: 0860 50 60 70 or +27 21 509 2765. Unit Trust Funds | Prices in South Africa Updated Daily | Old Mutual Call Us 0860 947 366 Grab your goals by setting that departure date and investing in the Old Mutual Investment Series. Please view the Old Mutual Absolute Growth Portfolio Eswatini Fact Sheet. We are bold, vibrant and want to inspire our customers to be financially fit.. We offer a range of short-term insurance and life insurance services 2. What are unit trusts? The Old Mutual Investment Plan is an investment that can help you achieve your financial goals by saving any amount from E230 to E2 000 per month for 10 years or more. Contact details: Old Mutual Unit Trusts’ preferred method of communication is e-mail E-mail Address Cellphone Telephone (Home) Telephone (Work) (For eg. If you need more information, or would like us to contact you, please see details below. WhatsApp Terms and Conditions General The UAP Old Mutual WhatsApp Channel is a service that allows clients to subscribe and/or purchase some of the group products online. Hi ,kindly proceed filling in the details.One of our call center representatives will contact you to verify the details. Email Address. Please fill in your contact … More About Old Mutual ; Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. You can also write to us through clientservices@oldmutualkenya.com and we'll guide you through the process. ˚ In signing this form, I/ We authorise Old Mutual Unit Trusts to switch units as instructed above. Here's how we built it. Investors who choose to do this can reference the ‘name’ of the unit trust account with the child’s name by using the account descriptor facility available. 4. This product offers comprehensive guarantees on benefit payments and a transparent bonus declaration process. Unit Trusts. Old Mutual Money Market Fund Start investing today and watch your money grow. Partner with Old Mutual We've been around since 1845 but our focus is firmly on the future. South Africa +27) (For eg. Alternatively, you may open the unit trust investment in your own name and manage it on behalf of the child. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. General Old Mutual enquiries. Old Mutual Unit Trust latest fund prices, fund price movements, yield and status. WhatsApp:+263 0772 107 600. Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Share your details and we'll get in touch as soon as possible. These can range from long-term growth to funds that give the investor regular income. Old Mutual Unit Trusts offers investors expertly managed funds to suit a variety of investment and savings needs. This is a secure website where investors and advisers can monitor their investment account details. Make your golden years sparkle by growing your savings with retirement unit trusts that give you an income long after you've logged off. Whether it's for you or your kids, design an education plan around your timeline and needs with our comprehensive range of over 40 unit trusts. • Amended Founding Statement, if applicable (form CK2). 6. You can tailor your investment to suit your time frame and budget, You can access your money whenever you need to, You can buy unit trusts directly or through a financial adviser, Taxes (e.g. Old Mutual Balanced Fund 3. Unit Trust Fund as a savings plan for long term and short term We often come across the word saving and investing multiple times in our interactions. Contact Numbers: Telephone: +264 (0) 61 299 3999; Facsimile: +264 (0) 61 299 3813; Email Secure Services. Please select the link below to register. unittrusts@oldmutual.com. Please note:For general investment statements and tax certificates. South Africa +27) (For eg. OLD MUTUAL UNIT TRUSTS OLD MUTUAL SWAZILAND CURRENTLY OFFERS INVESTORS TWO TYPES OF UNIT TRUST FUNDS: A UNIT TRUST IS A POOL OF SAVINGS BY MEMBERS OF THE PUBLIC. Old Mutual Unit Trust Zimbabwe products have been designed to cater for a variety of investment needs. The costs that comprises the TER include costs that the unit trust management company is unable to quantify upfront as they depend on specific or variable circumstances. Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Get in touch. This is a secure website where you can view your investment portfolio online. Email address. ... a boost Save and invest with Old Mutual Zimbabwe Unit Trusts and watch your money grow. OLD MUTUAL UNIT TRUSTS SELLING FORM INDIVIDUALS 1. The Old Mutual Investment Group (OMIG) introduced the Unit Trust Funds investment channel in April 2003 under the previous entity name Old Mutual Investment Services (OMIS).