Investment disclosures
      institutional about us legal investment disclosures

      Old Mutual Investment Group (Pty) Ltd (Reg No 1993/003023/07) (FSP 604) is a licensed financial services provider, approved by the Registrar of Financial Services Providers (www.fsca.co.za) to provide advisory and/or intermediary services in terms of the Financial Advisory and Intermediary Services Act 37 of 2002.

      Investment portfolios are market-linked. Pooled products are either policy based or unitised in collective investment schemes. Investors’ rights and obligations are set out in the relevant investor agreements and/or mandates. Market fluctuations and changes in exchange rates as well as taxation may have an effect on the value, price or income of investments and capital contributions. Since financial markets fluctuate, an investor may not recover the full amount invested. Past performance is not necessarily a guide to future investment performance.

      Old Mutual Investment Group is a member of the Old Mutual Group. We outsource investment administration of our local funds to Curo Fund Services, 50% of which is owned by Old Mutual Investment Group Holdings (Pty)Ltd (also known as Old Mutual Investments).

      All intra-group transactions are done on an arm’s length basis. Personal trading by staff is restricted to ensure that there is no conflict of interest. All directors and those staff who are likely to have access to price sensitive and unpublished information in relation to the Old Mutual Group are further restricted in their dealings in Old Mutual shares. All employees of the Old Mutual Investment Group are remunerated with salaries and standard incentives. Unless disclosed to the customer, no commission or incentives are paid by Old Mutual Investment Group to any persons other than its representatives.