WEALTH INTERACTIVE USER GUIDE

Transcription

1 WEALTH INTERACTIVE USER GUIDE Adviser Create a client FOR PROFESSIONAL ADVISERS ONLY

2 1. From the Homepage select the Client tab 1. Select Client Note The Firm Admin and Firm Documents Tab is only accessible by the Master User and Access Manager 2 ADVISER USER GUIDE

3 1. Create new client is required prior to inputting a new application 1. Click create new client 3 ADVISER USER GUIDE

4 1. Required items to create a new client: Nationality Residential address Full client name and date of birth Client identification information Employment information 1. Confirm acceptance of personal data statement 2. Click Start 4 ADVISER USER GUIDE

5 1. Enter nationality and country of residence details Select the servicing adviser of the client 3. Enter personal details as per identification documents 1. Enter Nationality & country of residence 2. Select adviser name 3. Enter personal details of client 5 ADVISER USER GUIDE

6 1. Enter identification document information 1. Enter Passport / National ID details 2. Click to create new client 6 ADVISER USER GUIDE

7 6. 1. Enter client residential address as per the address proof 1. Enter residential address 2. Select correspondence address 3. Enter contact details. Registration will be sent to the address entered 2. Select correspondence address 3. Enter contact details 4. Click Next 7 ADVISER USER GUIDE

8 1. Select employment status. Employment details are required for Employed, Self Employed and Retired statuses. Selecting Not Employed does not require employment details to be entered. 1. Select employment status 6. 8 ADVISER USER GUIDE

9 1. Occupation and employer name are required 1. Enter occupation and employer name Employer address is required. Communication will not be sent to employer s address unless specified as a correspondence address 3. Enter contact number of employer 2. Enter employer s address 3. Enter contact number of employer 4. Click Next 9 ADVISER USER GUIDE

10 6. 1. Enter taxation details. One set of taxation details is compulsory Up to four sets of taxation details can be entered An option of None for country can be selected. 1. Enter taxation details 2. Click Next 10 ADVISER USER GUIDE

11 1. Where None is selected as the Country, a reason must be provided for the selection of None Enter reason why None selected 2. Click Next 2. Enter employer s address 10a ADVISER USER GUIDE

12 1. When a US national does not enter US taxation details, a reason must be entered 1. Enter Reason 2. Click Proceed 10b ADVISER USER GUIDE

13 1. Optional: upload of one or more documents. Click Upload new document 2. Enter document details 1. Click Upload new document 3. Click next 2. Enter document details 3. Click Next 2. Enter employer s address 10c ADVISER USER GUIDE

14 6. 1. Review details. Amendments can be made by clicking on the Edit buttons ADVISER USER GUIDE

15 1. Acceptance of declaration is required upon entering taxation information 1. Select to accept taxation declaration 2. Click Submit 12 ADVISER USER GUIDE

16 1. Confirmation of creating the client. Once status of client is Active submission of new business can be made online. 13 ADVISER USER GUIDE

17 Calls may be monitored and recorded for training purposes and to avoid misunderstandings. Old Mutual International Isle of Man Limited is registered in the Isle of Man under number 24916C. Registered and Head Office: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU, British Isles. Phone: +44 (0) Fax: +44 (0) Licensed by the Isle of Man Financial Services Authority. All promotional material is approved by Old Mutual Wealth Limited. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Financial Services register number The rules made under the Financial Services and Markets Act 2000 (as amended) for the protection of retail clients in the UK do not apply. Old Mutual International is registered in the Isle of Man as a business name of Old Mutual International Isle of Man Limited. Old Mutual International is the registered business name of Old Mutual International Isle of Man Limited Singapore Branch. Old Mutual International Isle of Man Limited Singapore Branch, 50 Collyer Quay, OUE Bayfront, #05-07, Singapore, Phone: Fax: Registered in Singapore Number T08FC7158E. Authorised by the Monetary Authority of Singapore to conduct life assurance business in Singapore. Member of the Life Insurance Association of Singapore. Member of the Singapore Finance Dispute Resolution Scheme. Old Mutual International s Hong Kong office: Unit 3704, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong. Phone: Fax: askhk@ominternational.com. Authorised by the Insurance Authority of Hong Kong to carry on long term business. Old Mutual International Ireland dac is regulated by the Central Bank of Ireland. Registered No Administration Centre for correspondence: King Edward Bay House, King Edward Road, Onchan, Isle of Man, IM99 1NU Tel: +353(0) Fax: +353(0) Registered and Head Office address: Hambleden House, Lower Pembroke Street, Dublin 2, Ireland. VAT number for Old Mutual International Ireland dac is S. Old Mutual International is registered in Ireland as a business name of Old Mutual International Ireland dac. SK11615/INT /December 2018