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Old Mutual Unit Trusts has set out three retail priorities for 2019 in order to make our clients the epicentre of our investment world. One of the priorities we would like to highlight now is: making sure we have a fit-for-purpose product suite and our aim to optimise operational efficiencies.
The alignment of Old Mutual Unit Trusts to the same administration platform that administers Old Mutual Wealth not only assists in optimising operational efficiencies but it also creates an experience that facilitates the following benefits:
Additional details are contained in the Q & A document, which also covers the following platform transfer topics: