Document Library

To search for documents, you have several options available, and you can select from any or all of the following filters.

If you are aware of the insurer or the market you are dealing with, you can filter this way. Additionally, you can refine your search by product, language, or asset (document) type.

By using these filters, you can streamline your search process and find the specific document you need.

Current Filters

Documents

Title	Description	Market	Asset Type	Product	Regime	Process	Excerpt
Balanced Universal Portfolio – Fiche institutionnelle	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2, Life Protect Policy	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Balanced Universal Portfolio – Fiche institutionnelle ULU_Portfolio_Universal_Balanced_Report_FR PR
Dynamic Selection Portfolio – Informations sur la gestion	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2, Life Protect Policy	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Dynamic Selection Portfolio – Informations sur la gestion ULU_Portfolio_Selection_Dynamic_Report_FR PR
Balanced Selection Portfolio – Informations sur la gestion	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2, Life Protect Policy	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Balanced Selection Portfolio – Informations sur la gestion ULU_Portfolio_Selection_Balanced_Report_FR PR
Dynamic Heritage Portfolio – Informations sur la gestion	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Dynamic Heritage Portfolio – Informations sur la gestion ULU_Portfolio_Heritage_Dynamic_Report_FR PR
Conservative Heritage Portfolio – Informations sur la gestion	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Conservative Heritage Portfolio – Informations sur la gestion ULU_Portfolio_Heritage_Conservative_Report_FR PR
Balanced Heritage Portfolio – Informations sur la gestion	This document provides you with key information about this investment option, provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2, Life Protect Policy	FOS		This document provides you with key information about this investment option, provided by the investment manager. Investment literature/Strategies Balanced Heritage Portfolio – Informations sur la gestion ULU_Portfolio_Heritage_Balanced_Report_FR PR
Balanced Generation Portfolio – Fiche institutionnelle	This document provides you with key information about the Balanced Generation Portfolio provided by the investment manager.	Belgium (BE)	Investment literature/Strategies	Life Protect Plan 2	FOS		This document provides you with key information about the Balanced Generation Portfolio provided by the investment manager. Investment literature/Strategies Balanced Generation Portfolio – Fiche institutionnelle ULU_Portfolio_Generation_Balanced_Report_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Luxembourg (LU)	Key Information Document	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_LU_EUR_PCP_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Luxembourg (LU)	Key Information Document	Luxembourg Capitalisation Bond	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_LU_EUR_LCB_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Luxembourg (LU)	Key Information Document	Luxembourg Capitalisation Bond	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_LU_EUR_LC_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	France (FR)	Key Information Document	Liberté	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_FR_EUR_Liberté_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	France (FR)	Key Information Document	Liberté Capitalisation	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_FR_EUR_Liberté Capi_FR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Belgium (BE)	Key Information Document	Select Client Plan	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_BE_EUR_SCP-HO_FR PR
Document d’informations clés (“DIC”)	Private Client Plan – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Belgium (BE)	Key Information Document	Non Product Specific	FOS		Private Client Plan – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_BE_EUR_PCP-HO_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Belgium (BE)	Key Information Document	Life Protect Plan 2	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_BE_EUR_LPP-HO_FR PR
Document d’informations clés (“DIC”)	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Belgium (BE)	Key Information Document	Corporate Select Plan	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Document d’informations clés (“DIC”) ULU_KID_LU_BE_EUR_CSP-HO_FR PR
Information Disclosure Agreement for the National Bank of Belgium (FR)	Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium Client Letters/Indemnity/Data Protection Information Disclosure Agreement for the National Bank of Belgium (FR) ULU PR 00098
DÉCLARATION DE PERTE DE DOCUMENTS	Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France	France (FR)	Operational Forms	Non Product Specific	FOS		Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France Operational Forms DÉCLARATION DE PERTE DE DOCUMENTS ULU PR 00091
Connect Sign in (French)	Connect Sign in (French)	France (FR)	Guides and Supporting Documents	Non Product Specific	FOS		Connect Sign in (French) Guides and Supporting Documents Connect Sign in (French) ULU PR 00019
Avenant à la Proposition d’Assurance valant Note d’Information d’un contrat d’assurance-vie individuel libellé en Unités de Compte « Liberté » / Avenant au Contrat « Liberté »	Liberté annex for non-core residents	France (FR)	Portability	Liberté	FOS		Liberté annex for non-core residents Portability Avenant à la Proposition d’Assurance valant Note d’Information d’un contrat d’assurance-vie individuel libellé en Unités de Compte « Liberté » / Avenant au Contrat « Liberté » ULU PR 00005
Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant	Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank.	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank. Operational Forms Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant ULU PCON1566
Modification des caractéristiques principales d’un Fonds Interne Dédié existant	Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank Operational Forms Modification des caractéristiques principales d’un Fonds Interne Dédié existant ULU PCON1556
Formulaire de changement de moyen de communication et utilisation des signatures électroniques	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1524
Formulaire de changement de moyen de communication et utilisation des signatures électroniques	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1521
Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1514
Formulaire de transmission d’ordre	Use this form for dealing purposes – France	France (FR)	Investment literature/Strategies	Non Product Specific	FOS		Use this form for dealing purposes – France Investment literature/Strategies Formulaire de transmission d’ordre ULU PCON1460
Formulaire d’Arbitrage automatique	Use this form to request an automated switch of investments on your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request an automated switch of investments on your policy/contract – France Surrender/Claim/Withdrawal/Switch Formulaire d’Arbitrage automatique ULU PCON1399
Switch form / Formulaire d’arbitrage	Use this form to request a switch of investments on your policy/contract – Luxembourg	Luxembourg (LU)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a switch of investments on your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Switch form / Formulaire d’arbitrage ULU PCON1391
Partial surrender request / Demande de rachat partiel	Use this form to request a withdrawal from your policy/contract – Luxembourg	Luxembourg (LU)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Partial surrender request / Demande de rachat partiel ULU PCON1387
Surrender request / Demande de rachat total	Use this form to request the surrender of your policy/contract – Luxembourg	Luxembourg (LU)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Surrender request / Demande de rachat total ULU PCON1386
Additional Premium Form / Formulaire de versement de Prime complémentaire	Use this form for an addition to your policy/contract – Luxembourg	Luxembourg (LU)	Top Up/Additional Investment	Luxembourg Capitalisation Bond, Private Client Portfolio	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Luxembourg Top Up/Additional Investment Additional Premium Form / Formulaire de versement de Prime complémentaire ULU PCON1385
Demande de Rachat Total	Use this form to request the surrender of your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Total ULU PCON1379
Désignation d’Intermédiaire	Use this form to request an appointment or change of broker	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to request an appointment or change of broker Operational Forms Désignation d’Intermédiaire ULU PCON1323
Demande de Rachat Partiel – MultiSupport	Use this form to request a withdrawal from your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel – MultiSupport ULU PCON1316
Formulaire d’Arbitrage	Use this form to request a switch of investments on your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS	New Policy	Use this form to request a switch of investments on your policy/contract – France Surrender/Claim/Withdrawal/Switch Formulaire d’Arbitrage ULU PCON1315
Formulaire de versement de Prime complémentaire	Use this form for an addition to your policy/contract – France	France (FR)	Top Up/Additional Investment	Liberté, Liberté Capitalisation	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – France Top Up/Additional Investment Formulaire de versement de Prime complémentaire ULU PCON1314
Rachat Partiel Programmé	Use this form to request a regular withdrawal from your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Rachat Partiel Programmé ULU PCON1177
Déclaration de Perte de Documents	Form to be used to declare the loss of policy documents – Belgium (FOS) – French version	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Form to be used to declare the loss of policy documents – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Déclaration de Perte de Documents ULU PCON1089
Rachat Partiel Programmé	Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version	Belgium (BE)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Rachat Partiel Programmé ULU PCON1078
Demande de Changement de Gestionnaire et Stratégie d’Investissement	Use this form to request a change of Investment Manager and Investment Strategy – France	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to request a change of Investment Manager and Investment Strategy – France Operational Forms Demande de Changement de Gestionnaire et Stratégie d’Investissement ULU PCON1069
Dénouement par Décès	Use this form to initiate a death claim – Belgium (French version)	Belgium (BE)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to initiate a death claim – Belgium (French version) Surrender/Claim/Withdrawal/Switch Dénouement par Décès ULU PCON1065
Formulaire Changement de Banque Dépositaire	Use this form to request a change of Custodian Bank	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to request a change of Custodian Bank Operational Forms Formulaire Changement de Banque Dépositaire ULU PCON1060
Formulaire de versement de Prime complémentaire	Use this form for an addition to your policy/contract – Belgium (FOS) – French version	Belgium (BE)	Top Up/Additional Investment	Select Client Plan	FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Belgium (FOS) – French version Top Up/Additional Investment Formulaire de versement de Prime complémentaire ULU PCON1047
Demande de Rachat Total	Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version	Belgium (BE)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Demande de Rachat Total ULU PCON1045
Demande de Rachat Partiel	Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version	Belgium (BE)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel ULU PCON1033
Demande d’Arbitrage	Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version	Belgium (BE)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version Surrender/Claim/Withdrawal/Switch Demande d’Arbitrage ULU PCON1030
Demande de Rachat Partiel	Use this form to request a withdrawal from your policy/contract – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to request a withdrawal from your policy/contract – France Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel ULU PCON1013
Dénouement par Décès	Use this form to initiate a death claim – France	France (FR)	Surrender/Claim/Withdrawal/Switch	Non Product Specific	FOS		Use this form to initiate a death claim – France Surrender/Claim/Withdrawal/Switch Dénouement par Décès ULU PCON1005
Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe	This document details our FAS offer with our partner CA Indosuez Wealth Europe	France (FR)	Investment literature/Strategies	Non Product Specific	FOE FOS		This document details our FAS offer with our partner CA Indosuez Wealth Europe Investment literature/Strategies Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe ULU MARK2419
Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg	This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg	France (FR)	Investment literature/Strategies	Non Product Specific	FOE FOS		This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg Investment literature/Strategies Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg ULU MARK2417
Connect – Aperçu (Guide d’utilisation pour les clients)	This user guide helps to navigate through the Connect Platform and explain functionality – French version	Belgium (BE), France (FR)	Guides and Supporting Documents	Non Product Specific	FOE FOS		This user guide helps to navigate through the Connect Platform and explain functionality – French version Guides and Supporting Documents Connect – Aperçu (Guide d’utilisation pour les clients) ULU MARK2351
Notre offre FAS avec notre partenaire Quintet Private Bank	This document details our FAS offer with our partner Quintet Private Bank	France (FR)	Investment literature/Strategies	Non Product Specific	FOE FOS		This document details our FAS offer with our partner Quintet Private Bank Investment literature/Strategies Notre offre FAS avec notre partenaire Quintet Private Bank ULU MARK2333
Guide d’utilisation Connect Souscription Digitale – Belgique	This is a Connect User Guide for digital subscription – French version	Belgium (BE)	Guides and Supporting Documents	Non Product Specific	FOE FOS		This is a Connect User Guide for digital subscription – French version Guides and Supporting Documents Guide d’utilisation Connect Souscription Digitale – Belgique ULU MARK2302
Connect User Guide Digital Subscription	This is a Connect User Guide for digital subscription – French version	France (FR)	Guides and Supporting Documents	Non Product Specific	FOS		This is a Connect User Guide for digital subscription – French version Guides and Supporting Documents Connect User Guide Digital Subscription ULU MARK2276
Connect User Guide – Total Redemption (French)	Connect User Guide – Total Redemption (French)	Belgium (BE), France (FR)	Guides and Supporting Documents	Non Product Specific	FOE FOS		Connect User Guide – Total Redemption (French) Guides and Supporting Documents Connect User Guide – Total Redemption (French) ULU MARK2174
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France	France (FR)	Operational Forms	Non Product Specific	FOS	New Policy	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé ULU CONT4875
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France	France (FR)	Operational Forms	Non Product Specific	FOS	New Policy	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France Operational Forms Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé ULU CONT4874
Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé	Annex to add additional Specialised Assurance Funds to the contract/policy	France (FR)	Operational Forms	Private Client Portfolio	FOS	New Policy	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé ULU CONT4860
Nouvelle Unité de Compte constituée par un Fonds Interne Dédié	Annex to add additional Internal Dedicated Funds to the contract/policy	France (FR)	Operational Forms	Private Client Portfolio	FOS	New Policy	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Nouvelle Unité de Compte constituée par un Fonds Interne Dédié ULU CONT4854
Power of Attorney / Procuration – Luxembourg Capitalisation Bond	Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond Operational Forms Power of Attorney / Procuration – Luxembourg Capitalisation Bond ULU CONT4549
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile)	Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market	France (FR)	Fact Find	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile) ULU CONT4418
Private Client Portfolio – Annex relating to the Buy & Hold management of the Specialised Assurance Funds / Annexe relative à la gestion Buy & Hold des Fonds d’Assurance Spécialisés	Annex to the Private Client Portfolio for Specialised Assurance Fund Buy and Hold	Luxembourg (LU)	Investment literature/Strategies	Private Client Portfolio	FOS		Annex to the Private Client Portfolio for Specialised Assurance Fund Buy and Hold Investment literature/Strategies Private Client Portfolio – Annex relating to the Buy & Hold management of the Specialised Assurance Funds / Annexe relative à la gestion Buy & Hold des Fonds d’Assurance Spécialisés ULU CONT4372
Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	France (FR)	Operational Forms	Liberté, Liberté Capitalisation	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI) ULU CONT4271
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Belgium (BE), Luxembourg (LU)	Operational Forms	Non Product Specific	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (AEoI) ULU CONT4262
Echange Automatique de Renseignements Formulaire d’Autocertification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	France (FR)	Operational Forms	Liberté, Liberté Capitalisation	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Echange Automatique de Renseignements Formulaire d’Autocertification ULU CONT4259
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Belgium (BE), Luxembourg (LU)	Operational Forms	Non Product Specific	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (AEoI) ULU CONT4250
Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	France (FR)	Operational Forms	Liberté, Liberté Capitalisation	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Echange Automatique de Renseignements Formulaire d’Autocertification (AEoI) ULU CONT4247
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Belgium (BE), Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (AEoI) ULU CONT4241
Déclaration des associés d’une société civile en tant que Preneur d’Assurance	Declaration of the partners of a civil partnership as policyholder	Belgium (BE)	Operational Forms	Select Client Plan	FOS	New Policy	Declaration of the partners of a civil partnership as policyholder Operational Forms Déclaration des associés d’une société civile en tant que Preneur d’Assurance ULU CONT4191
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles	This form shows the list of available external funds for the Corporate Select Plan product	Belgium (BE)	Investment literature/Strategies	Corporate Select Plan	FOS	New Business Pack	This form shows the list of available external funds for the Corporate Select Plan product Investment literature/Strategies Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles ULU CONT4189
Corporate Select Plan – Conditions Générales	Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version	Belgium (BE)	Policy Conditions	Corporate Select Plan	FOS	New Business Pack	Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version Policy Conditions Corporate Select Plan – Conditions Générales ULU CONT4179
Corporate Select Plan	New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract	Belgium (BE)	Application Form	Corporate Select Plan	FOS	New Business Pack	New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract Application Form Corporate Select Plan ULU CONT4174
FOR INTERMEDIARIES – Document d’entrée en relation / Version pour l’Intermédiaire – Société	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. French version	Belgium (BE)	Fact Find	Corporate Select Plan	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. French version Fact Find FOR INTERMEDIARIES – Document d’entrée en relation / Version pour l’Intermédiaire – Société ULU CONT4160
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif	Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	France (FR)	Fact Find	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif ULU CONT4100
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique	Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	France (FR)	Fact Find	Liberté, Liberté Capitalisation	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique ULU CONT4098
FOR INTERMEDIARIES – Fact find (Company)/ Document d’entrée en relation (Société)- Intermediary version / Version pour l’Intermédiaire	Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Luxembourg (LU)	Fact Find	Capitalisation Bond, Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Fact find (Company)/ Document d’entrée en relation (Société)- Intermediary version / Version pour l’Intermédiaire ULU CONT3975
FOR INTERMEDIARIES – Document d’entrée en relation – version pour l’Intermédiaire / Société simple/Fondation	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version	Belgium (BE)	Fact Find	Select Client Plan	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – version pour l’Intermédiaire / Société simple/Fondation ULU CONT3964
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire Personne physique	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version	Belgium (BE)	Fact Find	Select Client Plan	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version Fact Find FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire Personne physique ULU CONT3960
FOR INTERMEDIARIES – Fact find (Individual)/ Document d’entrée en relation (Individu)- Intermediary version / Version pour l’Intermédiaire	Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Luxembourg (LU)	Fact Find	Capitalisation Bond, Private Client Portfolio	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Fact find (Individual)/ Document d’entrée en relation (Individu)- Intermediary version / Version pour l’Intermédiaire ULU CONT3937
Avenant au contrat de capitalisation	“Prise de date” annex to the Liberté Capitalisation product – France	France (FR)	Operational Forms	Non Product Specific	FOS	New Policy	“Prise de date” annex to the Liberté Capitalisation product – France Operational Forms Avenant au contrat de capitalisation ULU CONT3910
Avenant au contrat d’assurance-vie	“Prise de date” annex to the Liberté product – France	France (FR)	Operational Forms	Non Product Specific	FOS	New Policy	“Prise de date” annex to the Liberté product – France Operational Forms Avenant au contrat d’assurance-vie ULU CONT3909
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	Luxembourg (LU)	Investment literature/Strategies	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3807
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules – Liberté Capitalisation – France	France (FR)	Investment literature/Strategies	Liberté Capitalisation	FOS	New Policy	Table of Luxembourg Investment Rules – Liberté Capitalisation – France Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3806
Select Client Plan – Caractéristiques principales du (family shared) Fonds interne dédié	Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy	Belgium (BE)	Operational Forms	Select Client Plan	FOS	New Policy	Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy Operational Forms Select Client Plan – Caractéristiques principales du (family shared) Fonds interne dédié ULU CONT3788
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France	France (FR)	Operational Forms	Liberté Capitalisation	FOS	Addition to your Policy	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France Operational Forms Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats ULU CONT3775
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France	France (FR)	Operational Forms	Liberté	FOS	Addition to your Policy	Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France Operational Forms Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats ULU CONT3769
Règles d’investissement pour fonds internes – Belgique	Table of Luxembourg Investment Rules	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour fonds internes – Belgique ULU CONT3681
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	France (FR)	Investment literature/Strategies	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3678
Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel	Annex to add additional Internal Dedicated Funds to the contract/policy	Belgium (BE)	Operational Forms	Select Client Plan	FOS	New Policy	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel ULU CONT3633
Select Client Plan – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles	Internal Collective Funds list – Belgium	Belgium (BE)	Investment literature/Strategies	Select Client Plan	FOS		Internal Collective Funds list – Belgium Investment literature/Strategies Select Client Plan – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles ULU CONT3603-2
Select Client Plan – Annexe : liste des Fonds Externes disponibles	This form shows the list of available external funds for the Select Client Plan product	Belgium (BE)	Investment literature/Strategies	Select Client Plan	FOS	New Business Pack	This form shows the list of available external funds for the Select Client Plan product Investment literature/Strategies Select Client Plan – Annexe : liste des Fonds Externes disponibles ULU CONT3603-1
Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection	Privacy Notice – English/French version – Luxembourg	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – English/French version – Luxembourg Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection ULU CONT3350
Avis de confidentialité / Privacy Notice	Privacy Notice – English/French version	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – English/French version Client Letters/Indemnity/Data Protection Avis de confidentialité / Privacy Notice ULU CONT3350-WEB
Avis de confidentialité	Privacy Notice – French version	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – French version Client Letters/Indemnity/Data Protection Avis de confidentialité ULU CONT3347-WEB
Déclaration concernant la Protection des Données à Caractère Personel	Privacy Notice – French version – France	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – French version – France Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère Personel ULU CONT3347
Avis de confidentialité	Privacy Notice – French version	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – French version Client Letters/Indemnity/Data Protection Avis de confidentialité ULU CONT3340-WEB
Déclaration concernant la Protection des Données à Caractère	Privacy Notice – French version – Belgium (FOS)	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – French version – Belgium (FOS) Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère ULU CONT3340
Demande de Statut de Client Professionnel / Request for Professional Client Status	Request for Professional Client Status	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Request for Professional Client Status Operational Forms Demande de Statut de Client Professionnel / Request for Professional Client Status ULU CONT3207
Power of Attorney / Procuration (Adviser)	Power of Attorney for the Investment Advisor – Luxembourg	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Power of Attorney for the Investment Advisor – Luxembourg Operational Forms Power of Attorney / Procuration (Adviser) ULU CONT3198
Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Luxembourg (LU)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure ULU CONT3194
Private Client Portfolio – Additional SAF / FAS supplémentaire	Annex to add additional Specialised Assurance Funds to the contract/policy	Luxembourg (LU)	Operational Forms	Private Client Portfolio	FOS	New Policy	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Private Client Portfolio – Additional SAF / FAS supplémentaire ULU CONT3186
Private Client Portfolio – Additional IDF / FID supplémentaire	Annex to add additional Internal Dedicated Funds to the contract/policy	Luxembourg (LU)	Operational Forms	Private Client Portfolio	FOS	New Policy	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Private Client Portfolio – Additional IDF / FID supplémentaire ULU CONT3185
Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Luxembourg (LU)	Commission Documents/Fees & Charges Literature and Illustrations	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels ULU CONT3179
Détails des Frais de transaction	Annex showing the activity-based charging grid	France (FR)	Commission Documents/Fees & Charges Literature and Illustrations	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Détails des Frais de transaction ULU CONT3169
Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Belgium (BE)	Commission Documents/Fees & Charges Literature and Illustrations	Non Product Specific	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Aperçu des frais administratifs additionnels ULU CONT3168
Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	France (FR)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Profil d’Investissement (Déviation) ULU CONT3073
Profil d’investissement et évaluation de l’adéquation	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	France (FR)	Investment literature/Strategies	Liberté	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Profil d’investissement et évaluation de l’adéquation ULU CONT3055
Investment Profile (Deviation) / Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	Luxembourg (LU)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) / Profil d’Investissement (Déviation) ULU CONT2993
Investment Profile and Suitability Assessment / Profil d’investissement et évaluation de l’adéquation	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Luxembourg (LU)	Investment literature/Strategies	Luxembourg Capitalisation Bond, Private Client Portfolio	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investment Profile and Suitability Assessment / Profil d’investissement et évaluation de l’adéquation ULU CONT2992
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2868
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2867
ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2864
ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2861
Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation »	This form shows the list of available external funds for the Liberté Capitalisation product	France (FR)	Investment literature/Strategies	Liberté Capitalisation	FOS	New Business Pack	This form shows the list of available external funds for the Liberté Capitalisation product Investment literature/Strategies Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation » ULU CONT2844
Avenant au contrat d’assurance-vie – Acceptation du bénéfice	Annex to the application form for beneficiary acceptance	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Annex to the application form for beneficiary acceptance Operational Forms Avenant au contrat d’assurance-vie – Acceptation du bénéfice ULU CONT2803
Avenant au contrat d’assurance-vie – Dissolution de cession de droits	Annex to the application form for signing the dissolution of the transfer of insurance rights	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Annex to the application form for signing the dissolution of the transfer of insurance rights Operational Forms Avenant au contrat d’assurance-vie – Dissolution de cession de droits ULU CONT2799
Declaration de statut de « Non-U.S. Person » (Multi-Support)	Use this form to declare a status of “Non-U.S. Person”	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaration de statut de « Non-U.S. Person » (Multi-Support) ULU CONT2755
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat	Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy Operational Forms Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat ULU CONT2629
Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support	This form shows the list of available external funds for the Liberté product	France (FR)	Investment literature/Strategies	Liberté	FOS	New Business Pack	This form shows the list of available external funds for the Liberté product Investment literature/Strategies Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support ULU CONT2626
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract	Use this form to perform a choice of law	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law – Capitalisation Contract ULU CONT2602
Liberté – Conditions Générales – Multi-Support	Stand-alone version of General Conditions for the «Liberté» product – France	France (FR)	Policy Conditions	Liberté	FOS	New Business Pack	Stand-alone version of General Conditions for the «Liberté» product – France Policy Conditions Liberté – Conditions Générales – Multi-Support ULU CONT2552
Liberté – Multi-Support	New business application form for the «Liberté» product – France	France (FR)	Application Form	Liberté	FOS	New Business Pack	New business application form for the «Liberté» product – France Application Form Liberté – Multi-Support ULU CONT2551
Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement supérieure ULU CONT2526
Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	France (FR)	Investment literature/Strategies	Liberté, Liberté Capitalisation	FOS	New Policy	Use this form to request a upgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement supérieure ULU CONT2525
Demande de classement dans une catégorie d’investissement inférieure	Use this form to request a downgrade of your investment category	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement inférieure ULU CONT2515
Demande de classement dans une catégorie d’investissement inférieure	Use this form to request a downgrade of your investment category	France (FR)	Investment literature/Strategies	Liberté, Liberté Capitalisation	FOS	New Policy	Use this form to request a downgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement inférieure ULU CONT2514
Stratégie d’Investissement	Use this form to define your investment strategy (generic version)	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to define your investment strategy (generic version) Investment literature/Strategies Stratégie d’Investissement ULU CONT2276
Taxe sur les Opérations d’Assurance	Annexe relative au paiement anticipé de la taxe sur les primes	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Annexe relative au paiement anticipé de la taxe sur les primes Operational Forms Taxe sur les Opérations d’Assurance ULU CONT2263
Déviation du Profil d’investissement	Use this form to request a deviation from your investment profile	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Déviation du Profil d’investissement ULU CONT2221
Rapport d’Examen Medical	Medical Examination Report – Belgium (FOS) – French version	Belgium (BE)	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Medical Examination Report – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Rapport d’Examen Medical ULU CONT2189
Questionnaire Financier Confidentiel	Confidential Financial Questionnaire – Belgium (FOS) – French version	Belgium (BE)	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Confidential Financial Questionnaire – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Financier Confidentiel ULU CONT2187
Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes	Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version	Belgium (BE)	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes ULU CONT2185
Questionnaire Medical Complementaire	Additional Medical Questionnaire – Belgium (FOS) – French version	Belgium (BE)	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Additional Medical Questionnaire – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Medical Complementaire ULU CONT2183
FATCA Auto-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	France (FR)	Operational Forms	Liberté, Liberté Capitalisation	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Auto-Certification ULU CONT2170-2
FATCA Auto-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Auto-Certification ULU CONT2170
Profil d’investissement et évaluation de l’adéquation	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Belgium (BE)	Investment literature/Strategies	Non Product Specific	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Profil d’investissement et évaluation de l’adéquation ULU CONT2114
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2043
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2042
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT2040
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2037
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2036
Banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product Client Letters/Indemnity/Data Protection Banque dépositaire hors de l’EEE ULU CONT2035
Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond Client Letters/Indemnity/Data Protection Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales ULU CONT2026
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg	Luxembourg (LU)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales ULU CONT2025
Luxembourg Capitalisation Bond – General Conditions/Conditions Générales	Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg	Luxembourg (LU)	Policy Conditions	Capitalisation Bond	FOS		Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg Policy Conditions Luxembourg Capitalisation Bond – General Conditions/Conditions Générales ULU CONT1983
Private Client Portfolio – General Conditions/Conditions Générales	Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg	Luxembourg (LU)	Policy Conditions	Private Client Portfolio	FOS		Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg Policy Conditions Private Client Portfolio – General Conditions/Conditions Générales ULU CONT1952
Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales	Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France	France (FR)	Policy Conditions	Liberté Capitalisation	FOS	New Business Pack	Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France Policy Conditions Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales ULU CONT1940
Select Client Plan – Conditions Générales	Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version	Belgium (BE)	Policy Conditions	Select Client Plan	FOS		Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version Policy Conditions Select Client Plan – Conditions Générales ULU CONT1867
Luxembourg Capitalisation Bond	New business application form for the Luxembourg Capitalisation Bond product – Luxembourg	Luxembourg (LU)	Application Form	Luxembourg Capitalisation Bond	FOS	New Business Pack	New business application form for the Luxembourg Capitalisation Bond product – Luxembourg Application Form Luxembourg Capitalisation Bond ULU CONT1862
Contrat de Capitalisation «Liberté Capitalisation»	New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France	France (FR)	Application Form	Liberté Capitalisation	FOS	New Business Pack	New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France Application Form Contrat de Capitalisation «Liberté Capitalisation» ULU CONT1861
Déclaration relative aux Obligations Fiscales (PH)	Stand-alone Tax Compliance Certification form – France	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – France Client Letters/Indemnity/Data Protection Déclaration relative aux Obligations Fiscales (PH) ULU CONT1852
Désignation des Bénéficiaires	Use this form to nominate beneficiaries	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to nominate beneficiaries Operational Forms Désignation des Bénéficiaires ULU CONT1802
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	France (FR)	Operational Forms	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1794
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1790
Private Client Portfolio	New business application form for the Private Client Portfolio product – Luxembourg	Luxembourg (LU)	Application Form	Private Client Portfolio	FOS	New Business Pack	New business application form for the Private Client Portfolio product – Luxembourg Application Form Private Client Portfolio ULU CONT1784
Select Client Plan	New business application form for the Select Client Plan product – Belgium	Belgium (BE)	Application Form	Select Client Plan	FOS	New Business Pack	New business application form for the Select Client Plan product – Belgium Application Form Select Client Plan ULU CONT1730
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Belgium (BE)	Operational Forms	Non Product Specific	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT1632
Investissements Spécialisés	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Investissements Spécialisés ULU CONT1590
Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France Client Letters/Indemnity/Data Protection Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés ULU CONT1584
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product	Belgium (BE)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product Client Letters/Indemnity/Data Protection Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE ULU CONT1434-2
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version	France (FR)	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE ULU CONT1434-1
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	France (FR)	Operational Forms	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1057
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	Luxembourg (LU)	Operational Forms	Non Product Specific	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1056
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	Belgium (BE)	Operational Forms	Non Product Specific	FOE FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1048

Customer Support

Utmost Wealth Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Document Library