This tool is intended to assist advisers in gathering client-specific information and generating indicative quotes only. It does not constitute advice or official Old Mutual documentation. Users should verify all information on the OMP platform before proceeding with any recommendations. The information provided may change at any time without prior notice. Old Mutual and its affiliates make no warranties regarding the accuracy, completeness or suitability of the tool’s output.
This document does not constitute a contract, financial advice, or an offer of insurance or investment. Any advice or recommendation that results from this process will be presented separately, with the necessary disclosures and terms.
By completing this form, you confirm that the information supplied is true, complete, and accurate to the best of your knowledge. You further confirm that you consent to the collection, use, and processing of your personal information—including any health, lifestyle, or financial information—by Old Mutual and its authorised representatives for the purposes of financial needs analysis, risk assessment, quotation preparation, and product recommendation.
All personal information will be treated as confidential and processed in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA) and Old Mutual’s Privacy Notice, which is available at www.oldmutual.co.za/privacy-notice. If you have any questions or concerns about the purpose or use of this information, please speak to your financial adviser before proceeding.