Please note the following important information from Old Mutual Unit Trusts before downloading and submitting a Buy Application form:
- New Business Application forms submitted by new clients for processing from 15h00 on Friday 30 July until 15h00 on Friday 6 August will only be processed from Tuesday 10 August 2021 – this is as a result of the Unit Trusts platform transfer. We will contact all new clients selecting the option of investment via EFT payment from 10 August to process their new investment instruction. Please note that this is only applicable to new clients investing in a new unit trusts product for the first time.
Existing clients will still be able to transact on their existing products using the current forms until 15h00 on 6 August 2021. New forms for transacting will be available from 10 August 2021. We encourage you to consider transacting online at https://secure.oldmutual.co.za.
Financial planners: On 10 August 2021 the Old Mutual Wealth & Unit Trusts Secure Planner website will be available for all your clients’ unit trusts instructions at https://secure.oldmutual.co.za . Paper-based forms will no longer be available.