Old Mutual Corporate Services

By | October 24, 2017

Old Mutual Corporate Services

Your one-stop section for all your corporate forms and downloads. Visit our self service area to register for your portfolio view.

SELF SERVICE

Convenient internet-based self-help services to manage your portfolio. 

Old Mutual’s suite of internet-based self-help services offers the most convenient way to obtain and manage your portfolio, retirement scheme and investment information.
Different self-service options are available for retirement scheme members, intermediaries and employers.
SELF-SERVICE is free. Go ahead and register.
REGISTER

HOW TO REGISTER FOR SELF SERVICE

Please call 0860 20 30 40 for your Client ID. You will be asked for your initials, surname and identity number.
login Click on the orange Login button in the top right hand corner;
register Click on Register for a service;
details Complete all your personal details;
ticksTick all the applicable boxes (to accept terms and conditions and apply to see your Old Mutual portfolio of products);
2Create a username and password. Request an SMS code.
lock Insert the code received via SMS into the website and confirm your cellphone number.

NEED HELP?

If you experience any difficulty using Secure Services, please contact the Old Mutual Self Service Support Centre:
Monday – Friday 08:00 – 17:00
Within South Africa: 0860 60 6500
Outside South Africa: +27 21 503 1710
Or email Secure Services

WHICH SERVICE DO YOU NEED TO APPLY FOR AFTER LOGGING INTO SECURE SERVICES?

If you are:

  • A member of Old Mutual SuperFund, click on Client Services, select Retirement Scheme Administration and enter your Client ID.
  • An intermediary accredited for Old Mutual SuperFund, click on Intermediary, click on MyClient, select MyClient (Intermediary for Corporate Business) and enter your sales code.
  • An employer invested with Old Mutual SuperFund, select Retirement Scheme Administration and enter your Client ID.

WHAT YOU CAN DO IN SELF-SERVICE

FORMS & DOWNLOADS

A range of forms from funeral benefit to beneficiary nomination and disability claim forms.

GROUP ASSURANCE

Visit the Group Assurance Forms page for all the relevant forms, including a Disability Benefits Application and a Medical Questionnaire.