Old Mutual Customised Solutions (Pty) Ltd (2000/028675/07) is a licensed financial services provider, FSP 721, approved by the Registrar of Financial Services Providers (www.fsb.co.za) to provide intermediary services and advice in terms of the Financial Advisory and Intermediary Services Act 37 of 2002. Old Mutual Customised Solutions (Pty) Ltd is a wholly owned subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd, which in turn is a wholly owned subsidiary of Old Mutual (South Africa) Limited.
Old Mutual Investment Group is a member of the Old Mutual group. Accordingly, Old Mutual and Nedbank are related entities. We outsource investment administration of our local funds to Curo Fund Services, 50% of which is owned by the Old Mutual Investment Group. All inter-group transactions are done on an arms lengths basis. Personal trading by staff is restricted to ensure that there is no conflict of interest. All directors and those staff who are likely to have access to price sensitive and unpublished information in relation to the Old Mutual Group are further restricted in their dealings in Old Mutual shares. All employees of the Old Mutual Investment Group are remunerated with salaries and standard incentives. Unless disclosed to the client, no commission or incentives are paid by the Old Mutual Investment Group to any persons other than its representatives.
Old Mutual Investment Group has comprehensive crime and professional indemnity insurance which is part of the Old Mutual Group cover. For more detail and information on how to contact us as well as on how to access information please visit www.oldmutualinvestmentgroup.com or call us on +2721 509 5022.
Old Mutual Customised Solutions (Pty) Ltd is a Registered Investment Advisor with the United States Securities and Exchange Commission ("SEC").