In the interest of greater transparency and of good governance, Old Mutual publicises the principles and practices of financial management (PPFM) that are applied in the management of its discretionary participation business. This is in line with the requirements of the Financial Services Board (Directive 147.A.i LT).
For more information please download Old Mutual's Principles and Practices of Financial Management.
Principles and Practices for specific products
Below you will find documents describing the principles and practices applicable to the various Corporate products. Please note that a single document covers the groupings of products indicated.
Corporate Smoothed Bonus & Absolute Growth Portfolios
Download the principles and practices document covering the following products:
- Guaranteed Fund
- Genesis Gross and Net
- CoreGrowth 100, 95 and 90
- Multi-Managed Smoothed Bonus 100, 95 and 90
- CPI Guaranteed
- Absolute Smooth Growth
- Absolute Stable Growth
- Absolute Secure Growth
Corporate With-Profit Annuity Funds
Download the principles and practices document covering the following products:
- Pensions Optiplus (including Pensions Plus)
- Platinum Pension
- Platinum Pension 2003
- Platinum Multi-Manager (IS and SYmmETRY)
Contact Us
If you have a query regarding the Principles and Practices of Financial Management, you can direct any questions to your Broker or Old Mutual Consultant, or contact us using any of the contact details provided .