About Us

Financial planning involves a detailed analysis of your personal and financial circumstance. This includes identifying your financial needs and risk profile and ensuring that appropriate products are recommended.

Whether you do this on your own, or use a financial adviser, it is important that you check that you are dealing with reputable product and service providers, this includes your adviser. 

In Old Mutual South Africa the following businesses are governed by the requirements of Financial Advisory & Intermediary Services Act and are Licensed Financial Services Providers:

• Old Mutual Life Assurance Company (SA) Ltd (44kb pdf)


• Old Mutual Investment Group (South Africa) (Pty) Limited (43kb pdf )
• Old Mutual Investment Group Property Investments (Pty) Ltd (52kb pdf)
• Marriott Asset Management (Pty) Ltd (41kb pdf)
• Umbono Fund Managers (Pty) Ltd (40kb pdf)
• Old Mutual Specialised Finance (Pty) Ltd (43kb pdf)


• Old Mutual Investment Administrators (Pty) Ltd (45 kb pdf)
• Old Mutual Investment Services (Pty) Ltd (27 kb pdf)
  
• Old Mutual Alternative Risk Transfer Limited (2 Mb pdf)