OLD MUTUAL ENABLING POSITIVE FUTURES IN GAUTENG Old Mutual South Africa (OMSA) is a significant participant in the South African economy and committed to enabling positive futures for all our stakeholders, especially our customers. We offer a range of financial services that span investment, life assurance, asset management, banking, healthcare and general insurance. To ensure that we have our fingers on the pulse of each of our nine provinces, Old Mutual has established leadership boards in each province to serve as links between the province and the business. These Provincial Management Boards, or PMBs, are your primary point of contact with us. Together we can ensure that Old Mutual makes a positive impact on the future of this province and its people. MEET ROSIE WILSON Chairperson of the Gauteng Provincial Management Board “ I am so proud to represent my province and bring the business, communities and opportunities together so that we can share a great positive future. ” As the Gauteng chairperson I undertake to: • Really know my province – the growth areas, investment and partnership opportunities and needs of my customers. • Make sure we as Old Mutual are operating responsibly as good corporate citizens and working together effectively with you, our regional stakeholders. • Help you make the right connections with our business to enable you to do great things. For more information, contact Rosie Wilson at GAUTENGPMB@oldmutual.com ombds 4.17.10479.02 INVESTMENTS I SAVINGS I PROTECTION Old Mutual is a Licensed Financial Services Provider
OUR BEST ADVICE TO YOU IS: ADVICE MATTERS As custodians of the savings and investments of millions of South Africans, we know that ADVICE MATTERS when making financial decisions. How to choose the right financial adviser A good financial adviser is a professional who considers all your financial needs and goals, and has the knowledge, experience and support to give you Advice That Matters. 1. Ask to see the adviser’s training credentials and FAIS accreditation. 2. Choose a financial adviser who represents a respected financial institution. 3. Look for a financial adviser who has access to a range of specialist support services. NEED HELP WITH RETIREMENT AND RISK COVER OPTIONS FOR YOUR EMPLOYEES? Old Mutual Corporate provides industry-leading retirement fund solutions, pre and post retirement investments, group death, disability, critical illness and funeral cover as well as financial education and consulting services to a broad range of public and private businesses and institutions, from small businesses to large corporates. This can also be accessed via Old Mutual SuperFund, which provides a comprehensive employee benefit solution that is flexible enough to meet the needs of all types of businesses and their employees. NEED A ONE-STOP-SHOP INTEGRATED FINANCIAL SERVICE? The Old Mutual Mass Foundation Cluster (MFC) has an integrated approach to financial services and offers customers solutions to meet their needs. This spans a transactional account called the Old Mutual Money Account, savings products, life and disability cover, as well as funeral cover, debt management solutions and short-term insurance. Our aim is to help our customers manage their finances and to plan and provide a better future for themselves and their loved ones. NEED DIRECT CAR & HOME INSURANCE? Old Mutual iWYZE offers affordable and reliable insurance cover to protect everything you’ve worked for. The wide range includes car insurance, home insurance as well as value-added products such as iWYZE Scratch & Dent and iWYZE Tyre & Rim Cover. iWYZE, the wise insurance choice. NEED FUNERAL COVER? With Old Mutual’s range of Funeral Plans (Care, Standard and Comprehensive+) customers can cover themselves, their spouse/partner, children, parents, parents-in-law and extended family members. We also have a plan for single parents to cover themselves and their dependent children without having to pay for a spouse they do not have. You can choose the amount of cover you need, who you’d like to cover and whether you’d like to add additional benefits. You can get funeral cover for up to R70 000. NEED HELP WITH SAVING FOR BOTH LONG AND SHORT TERM? To make it easy for customers to save from as little as R170 a month, Old Mutual offers the innovative 2-IN-ONE SAVINGS PLANS. This product with its two pockets, allows customers to save for their long-term goals, like their children’s tertiary education, while they have access to their funds in emergencies.