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Old mutual wealth withdrawal form

Old mutual wealth withdrawal form 2025

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The document is a Withdrawal/Closure form for the Collective Investment Account (CIA) provided by Old Mutual Wealth. It outlines the procedures for making partial or full withdrawals, including necessary documentation and instructions for submission. The form specifies what cannot be done with it, such as re-registering funds or using it for a 'Bed & ISA' facility. It emphasizes the importance of providing accurate information to avoid delays and includes guidance on tax implications, required proofs of identity, and payment options. Additionally, it encourages consulting a financial adviser before making withdrawals.

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Click ‘Get Form’ to open the old mutual wealth withdrawal form in the editor.
Begin by filling in your CIA number and personal details, including your full name, address, telephone number, and email. Ensure all information is accurate to avoid delays.
In the 'Withdraw from Your Account' section, select whether you want to withdraw a specific amount, a percentage, or from specific funds. Make sure to adhere to the minimum balance requirements.
Complete the payee's details section accurately. Specify who should receive the funds and provide necessary identification proof if required.
Sign and date the declaration at the end of the form. Each investor must sign for authorization.
Review all sections for completeness and accuracy before submitting your form via email or post as instructed.

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Versions	Form popularity	Fillable & printable
2018	4.9 Satisfied (23 Votes)
2015	4 Satisfied (41 Votes)

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How long does it take to withdraw money from an old mutual investment?

Old Mutual is obliged to carry out an instruction to withdraw an investment over a period of up to 7 business days and to determine the value according to the amounts realised for the investment over that period.

Where can I withdraw old mutual money?

Make cash withdrawals from an Old Mutual or Saswitch ATM, Pick n Pay, Boxer, Shoprite, Checkers or Usave stores.

What happened to Old Mutual funds?

With effect from 1 October 2018 all Old Mutual Global Investor (OMGI) funds will undergo a name change following a private equity firm backed management buyout in June 2018. OMGI funds will be known as Merian Global Investors funds going forward.

Where to withdraw money from Old Mutual?

Where can I withdraw cash with the Money Account? You can withdraw cash from a Shoprite, Checkers, Usave, Pick n Pay, Boxer or PEP store for just R2. You can perform a cash withdrawal only or you can withdraw cash with a purchase of goods. You can withdraw cash from an Old Mutual ATM or any other SASWICH ATM.

What happened to old mutual wealth?

When we change our name from Old Mutual Wealth to Quilter, the provider of our Collective Retirement Account will become known as Quilter Life Pensions Limited. From 14 June 2021 this will appear on your bank/building society statements as Quilter Life Pens when we collect your Direct Debits.

Which bank works with Old Mutual?

The Old Mutual Money Account is an offering by Old Mutual Transaction Services (Pty) Ltd (Reg No. 2012/225985/07), in association with *Bidvest Bank Ltd (Reg No. 2000/006478/06), a licensed FSP, **Old Mutual Investment Administrators (Reg No.

Does Old Mutual still exist?

Old Mutual (officially Old Mutual Limited) is a South African investment, savings, insurance, and banking group, operating across Africa. It is listed on the Johannesburg Stock Exchange, the Zimbabwe Stock Exchange, the Namibian Stock Exchange and the Botswana Stock Exchange.

How to withdraw money from an Old Mutual fund?

WHEN CAN. YOU WITHDRAW. Old Mutual customers can submit their Savings Pot withdrawal requests via the Old Mutual channel on WhatsApp. TAKE. NOTE. WHATSAPP. Send Hi to Old Mutual on WhatsApp. on 0860 933 333 and select Two-Pot To process your withdrawal request. Once you have submitted your withdrawal request.

Old mutual wealth withdrawal form 2025

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See more old mutual wealth withdrawal form versions

Complete this form in 5 minutes or less

Got questions?

What is the simplest way to electronically sign my old mutual wealth withdrawal form?

How do you fill out old mutual wealth withdrawal form online?

How long does it take to withdraw money from an old mutual investment?

Where can I withdraw old mutual money?

What happened to Old Mutual funds?

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Where to withdraw money from Old Mutual?

What happened to old mutual wealth?

Which bank works with Old Mutual?

Does Old Mutual still exist?

How to withdraw money from an Old Mutual fund?

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Old mutual wealth withdrawal form 2025

Here's how it works

How to use or fill out old mutual wealth withdrawal form with our platform

See more old mutual wealth withdrawal form versions

Complete this form in 5 minutes or less

Got questions?

What is the simplest way to electronically sign my old mutual wealth withdrawal form?

How do you fill out old mutual wealth withdrawal form online?

How long does it take to withdraw money from an old mutual investment?

Where can I withdraw old mutual money?

What happened to Old Mutual funds?

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People also ask

Where to withdraw money from Old Mutual?

What happened to old mutual wealth?

Which bank works with Old Mutual?

Does Old Mutual still exist?

How to withdraw money from an Old Mutual fund?

Related links

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