Legal

General

Old Mutual Investment Group (South Africa) (Pty) Limited is a licensed financial services provider, FSP 604, approved by the Registrar of Financial Services Providers (www.fsb.co.za) to provide intermediary services and advice in terms of the Financial Advisory and Intermediary Services Act 37 of 2002. Old Mutual Investment Group is a wholly owned subsidiary of Old Mutual South Africa Limited. Reg No 1993/003023/07.

The OMIGSA Incorporated boutiques include:

• Old Mutual Specialised Finance (Pty) Ltd. (FSP 16622)
• Old Mutual Investment Group Property Investments Group (Pty) Ltd. (FSP 817)
• Old Mutual Investment Group (SA) (Pty) Ltd. (FSP 604)
• Absolute Return Investments
• Alternative Investments
• Core Equity Investments
• Fixed Income Investments
• Long Term Equity Investments
• Macro Strategy Investments
• Select Equity Investments
• Value Equity Investments
• Old Mutual Global Index Trackers (Pty) Ltd Umbono Fund Managers(FSP 721)
• Old Mutual Life Assurance Company (Symmetry) (SA) Ltd (FSP703)
• Marriott Asset Management (Pty) Ltd (FSP592)
• Futuregrowth Asset Management (Pty) Ltd (FSP 520)
• African Infrastructure Investment Managers (Pty) Ltd (FSP 4307)
• Infrastructure Empowerment Fund Managers (Pty) Ltd (FSP29070)

The investment portfolios are market-linked. Market fluctuations and changes in rates of exchange or taxation may have an effect on the value, price or income of investments. Since the performance of financial markets fluctuates, an investor may not get back the full amount invested. Past performance is not necessarily a guide to future investment performance.

Contact details

You may contact us at any of the following:

Physical Address:

Mutualpark
Jan Smuts Drive
Pinelands
7405

Postal Address:

P.O. Box 878
Cape Town
8000

Telephone Number:

021 509 5022

Fax Number:

021 509 5025

Our Compliance Officer is:

Kerry Horsley (FSB approval number 78)
Tel: 021 509 2570
Email: Kerry Horsley

Our Information Officer is:

Mobasheer Patel
Tel: 021 509 0445
Email: Mobasheer Patel

To download our Information Manual click here. (Information Manual is in pdf format, if you cannot view this file click here to download Adobe Acrobat Reader.)

Complaints

We will reply to any complaints that we receive. Those that are submitted in terms of the Financial Advisers and Intermediary Services Act, 37 of 2002 should be in writing and can be addressed to us at any of the above addresses.

If you are dissatisfied with the response, we would encourage you to engage us directly but you may elect to contact the Ombud for Financial Services at:

Insurance cover

We have comprehensive crime and professional indemnity insurance, the details of which may be obtained on request.

Information on this site

While every effort has been made to ensure the accuracy of information contained on this website, the Old Mutual, the Old Mutual Investment Group, its associated companies, its Directors or employees provide no representation or warranty, express or implied, regarding the accuracy, completeness or correctness of information contained in this website.

Information transmitted via the internet (including e-mail) is susceptible to unlawful access or monitoring and the Old Mutual Investment Group does not accept liability for any loss, harm or damage suffered by users as a result of such access or monitoring.

Any opinion expressed is intended for general information, is directed at institutional investors and is subject to change at any time without notice.

Investment disclosures

Market fluctuations and changes in rates of exchange or taxation may have an effect on the value, price or income of investments. Since the performance of financial markets fluctuates, an investor may not get back the full amount invested. Past performance is not necessarily a guide to future investment performance.

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 Old Mutual Investment Group are remunerated with salaries and standard short-term and long-term incentives. No commission or incentives are paid by Old Mutual Investment Group to any persons. All inter-group transactions are done on an arm's length basis.

In respect of pooled, life wrapped products, the underlying assets are owned by Old Mutual Life Assurance Company (South Africa) Limited who may elect to exercise any votes on these underlying assets independently of Old Mutual Investment Group.

In respect of these products, no fees or charges will be deducted if the policy is terminated within the first 30 days. Returns on these products depend on the performance of the underlying assets.

Applications to invest in any product referred to on this site may only be made on the basis of the offer documentation relating to that specific investment. Should you wish to discuss a possible investment or review our offer documentation, please contact us.

Privacy and security

If provided, your personal information will be used for internal purposes, unless we are required to do so by lawful process, a valid subpoena or a violation or suspected violation of the Prevention of Organised Crime Act or the Financial Intelligence Centre Act.

Please note that the information generated relies on the accuracy of the personal information inputted.

The Old Mutual Investment Group may use "Cookies" to enable us to provide features that allow users to use this site more efficiently and effectively. "Cookies" are small pieces of data stored on the user's hard drive and will not be used by the Old Mutual Investment Group to store personal information.

Intellectual property

The information and branding (including logos, graphics and any multimedia) contained on this site is subject to copyright with all rights reserved. It may not be reproduced, copied or redistributed in whole or in part without our prior written consent.