Business Policies Disclaimer


Old Mutual Wealth (“OMW”) is a future fit, advice-led wealth business. It aims to help clients articulate and achieve their desired lifestyle financial goals.

To achieve this, OMW has set out an advice philosophy with supporting processes and infrastructure to support accredited financial planners with a full end-to-end wealth management service. This service caters for all client’s wealth management needs, from advice, to fund management, estate planning, tax fiduciary and portfolio management.

OMW is supported by several authorised Financial Services Providers in the Old Mutual Group who make up the elite service offering.

OMW, the Old Mutual Group and its directors, officers and employees shall not be responsible and disclaim all liability for any loss, damage (whether direct, indirect, special or consequential) and/or expense of any nature whatsoever, which may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of, or reliance upon any information contained on the Old Mutual Wealth website.

No representation or guarantees are made by OMW, and/or the Old Mutual Group as to the performance or investment returns of the underlying investment options selected by you, and OMW and /or the Old Mutual Group accept no liability for any loss arising from the investment in the underlying investment options selected by you.

The investments are market-linked and investors’ rights and obligations are set out in the discretionary mandate, relevant law and the terms and conditions applicable to the financial product you invest in. Market fluctuations and changes in foreign exchange rates or taxation may have an effect on the value, price or return of investments. Since the performance of these investments fluctuates in line with financial market fluctuations, guarantees on returns and against capital losses are not provided. Past performance is not necessarily a guide to future investment performance. All payment shall be made in South African Rand unless otherwise stated.

The information is compiled in good faith and based on sources believed to be reliable, accurate and up to date, but no representations are made as to the accuracy, completeness or suitability of the information and no responsibility is accepted by OMW and / or the Old Mutual Group for any damages which may flow from any use of any information.

The information on this website is subject to copyright laws and must not be reproduced or changed without the written permission of OMW or the Old Mutual Group.