FAQ
- Your planner submits an instruction online.
- You’ll receive an email or SMS notification.
- Log in to the Old Mutual App or Secure Client Portal, review the instruction, and click Accept or Decline.
- Accepted instructions are processed.
- If declined, your planner will follow up.
- Determine whether the communication is solicited or unsolicited (remember even solicited communication can turn to a cyber-crime opportunity in the wrong hands)
- Call your financial planner to verify the enquiry.
- Forward the e-mail to Old Mutual Forensics services at gfs@oldmutual.com.
- Call Old Mutual to verify at 0800 222 117
You will receive an SMS or an email notification once your statements are available for retrieval. It is important that you provide Old Mutual with up-to-date contact details i.e. mobile number and email address to ensure you receive these notifications.
Add us on WhatsApp: Save the dedicated Old Mutual number 0860 933 333 (use the mobile number you have provided to Old Mutual) and send a WhatsApp message “Hi”. Select Option 5 to retrieve your statements.
Secure Client Portal: Click on the Login icon on the top right of the page. Click on Wealth and Unit Trusts Client. Here you can either log in (if you have already registered) or click on the Register icon to complete your Old Mutual Secure Services access (once off).
The Old Mutual App: Download the app, by searching for the name “Old Mutual SA” in the Apple App Store, Android Play Store or Huawei AppGallery to retrieve your statements.
To view your Old Mutual Wealth portfolio:
E-mail appsupport@oldmutual.com
Phone our dedicated Old Mutual Wealth Service Centre on 0860 999 199.
Tax certificates are available for access by planners and clients via our digital channels:
WhatsApp
Secure Client Portal
The Old Mutual App
Our electronic signature feature allows you and your financial planner to submit and approve instructions digitally, streamlining the process and reducing the risk of fraud.
How it works:
To receive correspondence via email, provide your email address by contacting us at service@omwealth.co.za and include your client number as a reference.
Email will be your default correspondence method unless you request otherwise. If not, we will send correspondence by post.
Old Mutual Wealth clients who join the Old Mutual Rewards programme will earn Old Mutual Rewards points every month based on the market value of their investments. This applies to investments on the Wealth Local Platform, including Old Mutual Unit Trusts and Private Clients. Please note that Old Mutual International (OMI) investments do not currently qualify for Old Mutual Rewards.
Find out more
The two-pot retirement system was introduced in South Africa on 1 September 2024.
It aims to strike a balance between preserving retirement savings and offering limited access before retirement.
From 1 September, retirement fund contributions are split: one-third goes to a “savings component,” allowing one withdrawal per tax year (March to February) before retirement, while two-thirds are directed to a “retirement component,” preserved until retirement and used to buy an income product, like a living or life annuity.
Find out more
Fraudulent e-mails – Old Mutual Wealth will only send you e-mails from @oldmutual.com or @omwealth.co.za.
Fraudulent phone calls – Old Mutual Wealth will never ask you for your password to access any of our secure sites over the phone.
Fraudulent SMSs – unsolicited SMS claiming that your account has been compromised, taking you to a fake website that requires you to capture your personal information.
Fraudulent social media accounts – Old Mutual Wealth will not transact with you via a social media account, and only via the Old Mutual Wealth and Unit Trusts secure site, telephone or financial planner.
NEVER click on an unsolicited e-mail or SMS link. If you do, don’t capture any personal information when prompted. Also, don’t share personal information over an unsolicited phone call.
What to do:
EQT is a user-friendly digital investing platform that lets you take control of your financial future. It provides a tailored investor experience, allowing you to manage your own share portfolio anytime, anywhere with ease.