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Can I transfer my existing investments to Old Mutual Asset Management?

Asked 2 years ago
Transferring existing investments to Old Mutual Asset Management is generally possible, but the specifics can depend on various factors, including the type of investments involved and any associated terms or conditions. It is important to understand that the process may differ based on the investment account types, such as mutual funds, retirement accounts, or other investment vehicles. Typically, financial institutions have procedures in place to facilitate the transfer of assets. This may involve filling out transfer forms, providing the required documentation, and possibly discussing the investments with a financial advisor to ensure that the transfer aligns with your financial goals and needs. In some cases, investors may face restrictions or fees depending on their current investment providers or the specific investment products in question. Therefore, it is advisable for potential investors to review their current investment terms thoroughly before initiating any transfer. For accurate guidance tailored to individual circumstances, consulting the relevant sections on Old Mutual Asset Management's current website may provide useful information. There, users can find resources, contact information, and possibly even online tools designed to help with the transfer process. Remember, conducting thorough research will empower investors to make informed decisions regarding their investment strategies.
Answered Sep 3rd 2025

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