WEALTHSELECT REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE This guide explains how to review clients invested in the WealthSelect Managed Portfolio Service

REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE CONTENTS INTRODUCTION HOMEPAGE PORTFOLIOS SELECT PORTFOLIOS VIEW INVESTED ACCOUNTS

REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE INTRODUCTION What is the WealthSelect Managed Portfolio Service? The Managed Portfolio Service (MPS) offers risk targeted investment strategies that are optimised to your client’s products. These actively managed portfolios use competitively priced funds from the WealthSelect range and come at no extra charge. All investment management and rebalancing activities are carried out by our portfolio manager and are applied automatically to all Managed Portfolios. Reviewing invested clients Using the ‘Review WealthSelect Managed Portfolios’ option on our platform allows you to access your list of clients invested within our Managed Portfolios.

HOMEPAGE REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE 1 Select the ‘Portfolios’ tab from the top of the homepage.

REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE Select ‘Review WealthSelect Managed Portfolios’. 1

REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE SELECT PORTFOLIO Use the search function to locate a specific portfolio. Click on the portfolio you wish to view. 1 Tip: Use the ‘Quick list’ or ‘View all’ options to see multiple portfolios. 2

REVIEW CLIENTS INVESTED IN MANAGED PORTFOLIOS USER GUIDE VIEW INVESTED ACCOUNTS Click on the ‘Invested accounts’ tab. You will now be able to view all clients invested in the portfolio. 1 Tip: Click on the green arrow next to the client name to view further information.

www.oldmutualwealth.co.uk   Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years. Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB). Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59. 217-1306/December 2017