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	Language	Product	Process	Excerpt
AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	Germany (DE)	German (DE)	Wealth Passport	Surrender or Claim	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY Operational Forms AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY ULU PR 00103
Change of Communications Means and Use of Electronic Signatures form	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)	English (EN)	Non Product Specific		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 Communications Means and Use of Electronic Signatures form ULU PR 00102
DÉCLARATION DE PERTE DE DOCUMENTS	Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France	France (FR)	French (FR)	Non Product Specific		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
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – South Africa	South Africa (ZA)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Communication Means and address – South Africa Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1607
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Malta	Malta (MT)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Communication Means and address – Malta Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1606
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Jersey	Jersey (JE)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Communication Means and address – Jersey Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1605
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Israel	Israel (IL)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Communication Means and address – Israel Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1604
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	Use this form to request a change of Communication Means and address – Cyprus	Cyprus (CY)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Communication Means and address – Cyprus Operational Forms RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1602
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)	French (FR)	Non Product Specific		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
Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund	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	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		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 Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund ULU PCON1559
Switch Authorisation	Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden	Sweden (SE)	English (EN)	Non Product Specific		Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden Operational Forms Switch Authorisation ULU PCON1562
Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund	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	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		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 Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund ULU PCON1558
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds	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)	Dutch (NL)	Non Product Specific		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 Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds ULU PCON1557
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)	French (FR)	Non Product Specific		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
Request for Change of Investment Manager and Investment Strategy	Use this form to request a change of Investment Manager and Investment Strategy – Turkey	Turkey (TR)	English (EN)	Non Product Specific		Use this form to request a change of Investment Manager and Investment Strategy – Turkey Operational Forms Request for Change of Investment Manager and Investment Strategy ULU PCON1553
Wechsel des Vermittlers	Use this form to request a change of Intermediary – Germany	Germany (DE)	German (DE)	Non Product Specific		Use this form to request a change of Intermediary – Germany Operational Forms Wechsel des Vermittlers ULU PCON1533
Change of Communication Means and Use of Electronic Signatures Form	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	United Kingdom (UK)	English (EN)	Non Product Specific		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 ULU PCON1531
Residenza e Comunicazioni	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	Italy (IT)	Italian (IT)	Non Product Specific		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 Residenza e Comunicazioni ULU PCON1527
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	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	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		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 BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1526
BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	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	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		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 BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1525
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)	French (FR)	Non Product Specific		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
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form	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	Portugal (PT)	English (EN), Portuguese (PT)	Non Product Specific		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 Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1523
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	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	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		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 ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1522
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)	French (FR)	Non Product Specific		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
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen	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)	Dutch (NL)	Non Product Specific		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 Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen ULU PCON1520
WOHNSITZ UND KOMMUNIKATIONSMITTEL	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	Germany (DE)	German (DE)	Non Product Specific		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 WOHNSITZ UND KOMMUNIKATIONSMITTEL ULU PCON1519
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form	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	Spain (ES)	English (EN), Spanish (ES)	Non Product Specific		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 Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form ULU PCON1518
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)	English (EN), French (FR)	Non Product Specific		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
Declaration as to Loss of Polivy Schedule	Form to be used to declare the loss of policy documents – Turkey	Turkey (TR)	English (EN)	Non Product Specific		Form to be used to declare the loss of policy documents – Turkey Operational Forms Declaration as to Loss of Polivy Schedule ULU PCON1485
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request	Annex to add additional Life Assureds to the contract/policy	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Annex to add additional Life Assureds to the contract/policy Operational Forms Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request ULU PCON1480
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination	Use this form to request a change of Beneficiary – Finland	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to request a change of Beneficiary – Finland Operational Forms Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination ULU PCON1479
Adreso korespondencijai pasirinkimas / Choice of Correspondence Address	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	Lithuania (LT)	English (EN)	Non Product Specific		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 Adreso korespondencijai pasirinkimas / Choice of Correspondence Address ULU PCON1448
Request for Change of Investment Manager – Norwegian Market	Use this form to request a change of investment manager and Investment Strategy – Norway	Norway (NO)	English (EN)	Non Product Specific		Use this form to request a change of investment manager and Investment Strategy – Norway Operational Forms Request for Change of Investment Manager – Norwegian Market ULU PCON1389
Appointment of Broker	Use this form to request a change of Broker – Turkey	Turkey (TR)	English (EN)	Non Product Specific		Use this form to request a change of Broker – Turkey Operational Forms Appointment of Broker ULU PCON1375
Request for Change of Custodian Bank	Use this form to request a change of Custodian Bank – Turkey	Turkey (TR)	English (EN)	Non Product Specific		Use this form to request a change of Custodian Bank – Turkey Operational Forms Request for Change of Custodian Bank ULU PCON1346
Désignation d’Intermédiaire	Use this form to request an appointment or change of broker	Belgium (BE)	French (FR)	Non Product Specific		Use this form to request an appointment or change of broker Operational Forms Désignation d’Intermédiaire ULU PCON1323
Aanstelling van Tussenpersoon	Use this form to request an appointment or change of broker	Belgium (BE)	Dutch (NL)	Non Product Specific		Use this form to request an appointment or change of broker Operational Forms Aanstelling van Tussenpersoon ULU PCON1322
Richiesta di Modifica della Maggiorazione in caso di Decesso	Use this form to request a change of life cover – Italy (Branch)	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to request a change of life cover – Italy (Branch) Operational Forms Richiesta di Modifica della Maggiorazione in caso di Decesso ULU PCON1317
Atto di Variazione del Fondo Interno Dedicato	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	Italy (IT)	Italian (IT)	Non Product Specific		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 Atto di Variazione del Fondo Interno Dedicato ULU PCON1310
Übernahme einder bestehenden Police bei Ableben des Versicherungsnehmers	Use this form to request a transfer of your policy/contract to another policyholder – Germany	Germany (DE)	German (DE)	Non Product Specific		Use this form to request a transfer of your policy/contract to another policyholder – Germany Operational Forms Übernahme einder bestehenden Police bei Ableben des Versicherungsnehmers ULU PCON1301
Änderung der Laufzeit für bestehende Policen	Use this form to request a change of term to your policy/contract – Germany	Germany (DE)	German (DE)	Non Product Specific		Use this form to request a change of term to your policy/contract – Germany Operational Forms Änderung der Laufzeit für bestehende Policen ULU PCON1300
Wechsel des Versicherungsnehmers einer bestehenden Police	Use this form to request a change of policyholder on an existing policy/contract – Germany	Germany (DE)	German (DE)	Non Product Specific		Use this form to request a change of policyholder on an existing policy/contract – Germany Operational Forms Wechsel des Versicherungsnehmers einer bestehenden Police ULU PCON1299
Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung)	Use this form to request a change of Investment Strategy (Fund Picking) – Germany	Germany (DE)	German (DE)	Non Product Specific		Use this form to request a change of Investment Strategy (Fund Picking) – Germany Operational Forms Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung) ULU PCON1262
Choice of Correspondance Address	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	Turkey (TR)	English (EN)	Non Product Specific		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 Choice of Correspondance Address ULU PCON1258
Elección de Dirección de Correspondencia / Choice of Correspondence Address	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	Mexico (MX)	English (EN), Spanish (ES)	Non Product Specific		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 Elección de Dirección de Correspondencia / Choice of Correspondence Address ULU PCON1259
Request for Change of Investment Manager to the Policyholder as Investment Manager	Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway	Norway (NO)	English (EN)	Non Product Specific		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1252
Bouppteckningsintyg	Use this form to initiate a death claim – Sweden	Sweden (SE)	Swedish (SV)	Non Product Specific		Use this form to initiate a death claim – Sweden Operational Forms Bouppteckningsintyg ULU PCON1253
Request for Change of Investment Manager to the Policyholder as Investment Manager	Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland	Finland (FI)	English (EN)	Non Product Specific		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1251
Request for Change of Investment Manager to the Policyholder as Investment Manager	Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden	Sweden (SE)	English (EN)	Non Product Specific		Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden Operational Forms Request for Change of Investment Manager to the Policyholder as Investment Manager ULU PCON1250
Richiesta Cambio Contraente Persona Giuridica	Use this form to request a change of Policyholder – Corporate Entity – Italy	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to request a change of Policyholder – Corporate Entity – Italy Operational Forms Richiesta Cambio Contraente Persona Giuridica ULU PCON1246
Richiesta Cambio Contraente Persona Fisica	Use this form to request a change of Policyholder – Physical Person – Italy	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to request a change of Policyholder – Physical Person – Italy Operational Forms Richiesta Cambio Contraente Persona Fisica ULU PCON1245
Dichiarazione di Smarrimento	Form to be used to declare the loss of policy documents – Italy	Italy (IT)	Italian (IT)	Non Product Specific		Form to be used to declare the loss of policy documents – Italy Operational Forms Dichiarazione di Smarrimento ULU PCON1244
Richiesta Cambio Intermediario	Use this form to request a change of Intermediary – Italy	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to request a change of Intermediary – Italy Operational Forms Richiesta Cambio Intermediario ULU PCON1243
Request for Change of Investment Strategy	Use this form to request a change of Investment Strategy – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to request a change of Investment Strategy – United Kingdom Operational Forms Request for Change of Investment Strategy ULU PCON1214
Richiesta Cambio Beneficiario	Use this form to request a change of Beneficiary – Italy	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to request a change of Beneficiary – Italy Operational Forms Richiesta Cambio Beneficiario ULU PCON1213
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager	Use this form to request a change of Investment Manager – Portugal	Portugal (PT)	English (EN), Portuguese (PT)	Non Product Specific		Use this form to request a change of Investment Manager – Portugal Operational Forms Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager ULU PCON1193
Request for Change of Investment manager	Use this form to request a change of Investment Manager – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to request a change of Investment Manager – United Kingdom Operational Forms Request for Change of Investment manager ULU PCON1072
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)	French (FR)	Non Product Specific		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
Formulaire Changement de Banque Dépositaire	Use this form to request a change of Custodian Bank	France (FR)	French (FR)	Non Product Specific		Use this form to request a change of Custodian Bank Operational Forms Formulaire Changement de Banque Dépositaire ULU PCON1060
Request for Change of Custodian Bank	Use this form to request a change of Custodian Bank	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to request a change of Custodian Bank Operational Forms Request for Change of Custodian Bank ULU PCON1057
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Form to be used to declare the loss of policy documents – United Kingdom Operational Forms Declaration as to Loss of Policy Schedule ULU PCON1042
Kuolintapaus / Death Claim	Use this form to initiate a death claim – Finland	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific	Surrender or Claim	Use this form to initiate a death claim – Finland Operational Forms Kuolintapaus / Death Claim ULU PCON1006
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)	French (FR)	Non Product Specific	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)	French (FR)	Non Product Specific	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)	French (FR)	Private Client Portfolio	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)	French (FR)	Private Client Portfolio	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
Itse sertifiointi / Self-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 individual policyholders.	Finland (FI)	English (EN), Finnish (FI)	Private Client Portfolio		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 Itse sertifiointi / Self-Certification ULU CONT4807
Självcertifiering / Self-Certification (FATCA)	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.	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		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 Självcertifiering / Self-Certification (FATCA) ULU CONT4806
Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-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 individual policyholders.	Finland (FI)	English (EN), Finnish (FI)	Private Client Portfolio		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 Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-Certification ULU CONT4693
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-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 individual policyholders.	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4692
Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information Self-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 individual policyholders.	Sweden (SE)	English (EN), Swedish (SV)	Private Client Portfolio		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 Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information Self-Certification ULU CONT4691
Regolamento del Fondo Interno Dedicato	Rules for Internal Dedicated Fund – Italy	Italy (IT)	Italian (IT)	Non Product Specific	New Policy	Rules for Internal Dedicated Fund – Italy Operational Forms Regolamento del Fondo Interno Dedicato ULU CONT4585
Power of Attorney / Procuration – Luxembourg Capitalisation Bond	Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond	Luxembourg (LU)	English (EN), French (FR)	Non Product Specific		Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond Operational Forms Power of Attorney / Procuration – Luxembourg Capitalisation Bond ULU CONT4549
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 controlling persons.	France (FR)	French (FR)	Liberté, Liberté Capitalisation	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 ULU CONT4271
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer	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.	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		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 Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer ULU CONT4268
Automaattinen Tietojenvaihto – Kontrollovia Henkilöitä Koskeva Todistuslomake	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.	Finland (FI)	Finnish (FI)	Non Product Specific		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 Automaattinen Tietojenvaihto – Kontrollovia Henkilöitä Koskeva Todistuslomake ULU CONT4267
Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons	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.	Sweden (SE)	English (EN), Swedish (SV)	Private Client Portfolio	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 Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons ULU CONT4266
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo	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.	Portugal (PT)	Portuguese (PT)	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo ULU CONT4265
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor uiteindelijk belanghebbenden	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)	Dutch (NL)	Non Product Specific		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 Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor uiteindelijk belanghebbenden ULU CONT4264
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende personen	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.	Germany (DE)	German (DE)	Non Product Specific		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 Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende personen ULU CONT4263
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle	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)	French (FR)	Non Product Specific	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 ULU CONT4262
Intercambio Automático de Información – Formulario de Declaración para personas de control	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.	Mexico (MX), Peru (PE), Spain (ES)	Spanish (ES)	Non Product Specific		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 Intercambio Automático de Información – Formulario de Declaración para personas de control ULU CONT4261
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (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.	Italy (IT)	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (FOS) ULU CONT4260
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)	French (FR)	Liberté, Liberté Capitalisation	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
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-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 corporate applications.	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		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 Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification ULU CONT4256
Automaattinen Tietojenvaihto – Yksiköitä Koskeva Todistuslomake	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.	Finland (FI)	Finnish (FI)	Private Client Portfolio		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 Automaattinen Tietojenvaihto – Yksiköitä Koskeva Todistuslomake ULU CONT4255
Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities	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.	Sweden (SE)	English (EN), Swedish (SV)	Private Client Portfolio	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 Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities ULU CONT4254
Troca Automática de Informações – Formulário de Autocertificação para entidades	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.	Portugal (PT)	Portuguese (PT)	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para entidades ULU CONT4253
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor entiteiten	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)	Dutch (NL)	Non Product Specific		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 Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor entiteiten ULU CONT4252
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger	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.	Germany (DE)	German (DE)	Non Product Specific		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 Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger ULU CONT4251
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités	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)	French (FR)	Non Product Specific	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 ULU CONT4250
Intercambio Automático de Información – Formulario de Declaración para entidades	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.	Mexico (MX), Peru (PE), Spain (ES)	Spanish (ES)	Non Product Specific		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 Intercambio Automático de Información – Formulario de Declaración para entidades ULU CONT4249
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (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 corporate applications.	Italy (IT)	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (FOS) ULU CONT4248
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 individual policyholders.	France (FR)	French (FR)	Liberté, Liberté Capitalisation	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 ULU CONT4247
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares	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.	Portugal (PT)	Portuguese (PT)	Non Product Specific		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 Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares ULU CONT4244
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor natuurlijke personen	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)	Dutch (NL)	Non Product Specific		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 Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor natuurlijke personen ULU CONT4243
Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche Personen	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.	Germany (DE)	German (DE)	Non Product Specific		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 Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche Personen ULU CONT4242
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques	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)	French (FR)	Non Product Specific		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 ULU CONT4241
Intercambio Automático de Información – Formulario de Declaración para personas físicas	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.	Mexico (MX), Peru (PE), Spain (ES)	Spanish (ES)	Non Product Specific		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 Intercambio Automático de Información – Formulario de Declaración para personas físicas ULU CONT4240
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (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.	Italy (IT)	Italian (IT)	Non Product Specific		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 Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (FOS) ULU CONT4239
Verklaring van de maten van een burgerlijke maatschap als Verzekeringnemer	Declaration of the partners of a civil partnership as policyholder	Belgium (BE)	Dutch (NL)	Select Client Plan	New Policy	Declaration of the partners of a civil partnership as policyholder Operational Forms Verklaring van de maten van een burgerlijke maatschap als Verzekeringnemer ULU CONT4192
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)	French (FR)	Select Client Plan	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
Bare Trust – Private Client Portfolio	Bare Trust form for the Private Client Portfolio product – United Kingdom	United Kingdom (UK)	English (EN)	Private Client Portfolio	New Policy	Bare Trust form for the Private Client Portfolio product – United Kingdom Operational Forms Bare Trust – Private Client Portfolio ULU CONT4039
Change of Client Role	Change of Client Role form	United Kingdom (UK)	English (EN)	Non Product Specific	Making a change to your policy	Change of Client Role form Operational Forms Change of Client Role ULU CONT3934
Avenant au contrat de capitalisation	“Prise de date” annex to the Liberté Capitalisation product – France	France (FR)	French (FR)	Non Product Specific	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)	French (FR)	Non Product Specific	New Policy	“Prise de date” annex to the Liberté product – France Operational Forms Avenant au contrat d’assurance-vie ULU CONT3909
Select Client Plan – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds	Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy	Belgium (BE)	Dutch (NL)	Select Client Plan	New Policy	Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy Operational Forms Select Client Plan – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds ULU CONT3789
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)	French (FR)	Select Client Plan	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)	French (FR)	Liberté Capitalisation	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)	French (FR)	Liberté	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
Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel	Annex to add additional Internal Dedicated Funds to the contract/policy	Belgium (BE)	French (FR)	Select Client Plan	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 (Multi-Support) – Bijkomend Intern Toegewezen Fonds	Annex to add additional Internal Dedicated Funds to the contract/policy	Belgium (BE)	Dutch (NL)	Select Client Plan	New Policy	Annex to add additional Internal Dedicated Funds to the contract/policy Operational Forms Select Client Plan (Multi-Support) – Bijkomend Intern Toegewezen Fonds ULU CONT3632
Private Client Portfolio – List of Available Internal Collective Funds	Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds	Norway (NO)	English (EN), Norwegian (NO)	Private Client Portfolio		Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds Operational Forms Private Client Portfolio – List of Available Internal Collective Funds ULU CONT3613
Choice of Law form	Choice of law for the French market (Englishh version)	France (FR)	English (EN)	Non Product Specific		Choice of law for the French market (Englishh version) Operational Forms Choice of Law form ULU CONT3572
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status	Request for Professional Client Status	Portugal (PT)	English (EN), Portuguese (PT)	Non Product Specific		Request for Professional Client Status Operational Forms Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status ULU CONT3570
Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds	List of available Internal Collective Funds for the Private Client Portfolio product – Finland	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		List of available Internal Collective Funds for the Private Client Portfolio product – Finland Operational Forms Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds ULU CONT3555
Change of Client Information	Change of Client Information form	ASIA	English (EN)	Non Product Specific	Making a change to your policy	Change of Client Information form Operational Forms Change of Client Information ULU CONT3530
Change of Client Information	Use this form to request a change of Client information	United Kingdom (UK)	English (EN)	Non Product Specific	Making a change to your policy	Use this form to request a change of Client information Operational Forms Change of Client Information ULU CONT3473
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund	Annex to add additional Specialised Assurance Funds to the contract/policy	Finland (FI)	English (EN), Finnish (FI)	Private Client Portfolio	New Policy	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund ULU CONT3476
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade	Use this form to request a downgrade of your investment category	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to request a downgrade of your investment category Operational Forms Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade ULU CONT3454
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade	Use this form to request a upgrade of your investment category	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to request a upgrade of your investment category Operational Forms Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade ULU CONT3455
Choice Of Law	Use this form to perform a choice of law	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to perform a choice of law Operational Forms Choice Of Law ULU CONT3261
Beneficiary Nomination	Annex to the application form for beneficiary nomination	South Africa (ZA)	English (EN)	Private Client Portfolio	Making a change to your policy	Annex to the application form for beneficiary nomination Operational Forms Beneficiary Nomination ULU CONT3233
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status	Request for Professional Client Status	Belgium (BE)	Dutch (NL), English (EN)	Non Product Specific		Request for Professional Client Status Operational Forms Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status ULU CONT3210
PCP -Additional Specialised Assurance Fund Annex	Use this form to add additional SAFs to the Policy	Portugal (PT)	English (EN), Portuguese (PT)	Private Client Portfolio	New Business Pack	Use this form to add additional SAFs to the Policy Operational Forms PCP -Additional Specialised Assurance Fund Annex ULU CONT3205
Demande de Statut de Client Professionnel / Request for Professional Client Status	Request for Professional Client Status	Belgium (BE)	English (EN), French (FR)	Non Product Specific		Request for Professional Client Status Operational Forms Demande de Statut de Client Professionnel / Request for Professional Client Status ULU CONT3207
Portugal – Additional Internal Dedicated Fund Annex	Use this form to add additional IDFs to the Policy	Portugal (PT)	English (EN), Portuguese (PT)	Private Client Portfolio	New Business Pack	Use this form to add additional IDFs to the Policy Operational Forms Portugal – Additional Internal Dedicated Fund Annex ULU CONT3204
Power of Attorney / Procuration (Adviser)	Power of Attorney for the Investment Advisor – Luxembourg	Luxembourg (LU)	English (EN), French (FR)	Non Product Specific		Power of Attorney for the Investment Advisor – Luxembourg Operational Forms Power of Attorney / Procuration (Adviser) ULU CONT3198
Private Client Portfolio – Additional SAF / FAS supplémentaire	Annex to add additional Specialised Assurance Funds to the contract/policy	Luxembourg (LU)	French (FR)	Private Client Portfolio	New Policy	Annex to add additional Specialised Assurance Funds to the contract/policy Operational Forms Private Client Portfolio – Additional SAF / FAS supplémentaire ULU CONT3186
Costi amministrativi addizionali	Annex showing the activity-based charging grid	Italy (IT)	Italian (IT)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Costi amministrativi addizionali ULU CONT3183
Private Client Portfolio – Additional IDF / FID supplémentaire	Annex to add additional Internal Dedicated Funds to the contract/policy	Luxembourg (LU)	French (FR)	Private Client Portfolio	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)	English (EN), French (FR)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels ULU CONT3179
Tarifário de transações	Annex showing the activity-based charging grid	Portugal (PT)	Portuguese (PT)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Tarifário de transações ULU CONT3180
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Norway (NO)	English (EN)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3177
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Sweden (SE)	English (EN)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3178
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Turkey (TR)	English (EN)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3170
Listado de costes administrativos adicionales	Annex showing the activity-based charging grid	Spain (ES)	Spanish (ES)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Listado de costes administrativos adicionales ULU CONT3171
Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Belgium (BE)	French (FR)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Aperçu des frais administratifs additionnels ULU CONT3168
Détails des Frais de transaction	Annex showing the activity-based charging grid	France (FR)	French (FR)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Détails des Frais de transaction ULU CONT3169
Einzelheiten zu Einmalgebühren für bestimmte Vorgänge	Annex showing the activity-based charging grid	Germany (DE)	German (DE)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Einzelheiten zu Einmalgebühren für bestimmte Vorgänge ULU CONT3166
Overzicht van bijkomende administratieve vergoedingen	Annex showing the activity-based charging grid	Belgium (BE)	Dutch (NL)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Overzicht van bijkomende administratieve vergoedingen ULU CONT3167
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	United Kingdom (UK)	English (EN)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3165
Change Request to Fund Selection	Use this form to request a change to the Fund Selection – United Kingdom	United Kingdom (UK)	English (EN)	Private Client Portfolio	Addition to your Policy, New Policy	Use this form to request a change to the Fund Selection – United Kingdom Operational Forms Change Request to Fund Selection ULU CONT2933
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging	Annex to the application form for beneficiary acceptance	Belgium (BE)	Dutch (NL)	Non Product Specific		Annex to the application form for beneficiary acceptance Operational Forms Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging ULU CONT2802
Avenant au contrat d’assurance-vie – Acceptation du bénéfice	Annex to the application form for beneficiary acceptance	Belgium (BE)	French (FR)	Non Product Specific		Annex to the application form for beneficiary acceptance Operational Forms Avenant au contrat d’assurance-vie – Acceptation du bénéfice ULU CONT2803
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten	Annex to the application form for signing the dissolution of the transfer of insurance rights	Belgium (BE)	Dutch (NL)	Non Product Specific		Annex to the application form for signing the dissolution of the transfer of insurance rights Operational Forms Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten ULU CONT2798
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)	French (FR)	Non Product Specific		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)	French (FR)	Non Product Specific		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
Request for Change of Life Cover	Use this form to request a change of life cover	Finland (FI)	English (EN)	Non Product Specific		Use this form to request a change of life cover Operational Forms Request for Change of Life Cover ULU CONT2732
Request for Professional Client Status	Request for Professional Client Status	Sweden (SE)	English (EN)	Non Product Specific		Request for Professional Client Status Operational Forms Request for Professional Client Status ULU CONT2733
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates	Addendum to the Personalised Portfolio Bond – Luxembourg	Luxembourg (LU), United Kingdom (UK)	English (EN)	Non Product Specific		Addendum to the Personalised Portfolio Bond – Luxembourg Operational Forms Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates ULU CONT2688
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos	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 Trusts.	Mexico (MX), Spain (ES)	Spanish (ES)	Non Product Specific		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 Trusts. Operational Forms Intercambio Automático de Información – Formulario de Declaración para Fideicomisos ULU CONT2656
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)	French (FR)	Non Product Specific		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
Automatic Exchange of Information – Self-Certification Form for Trust	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 Trusts.	United Kingdom (UK)	English (EN)	Non Product Specific		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 Trusts. Operational Forms Automatic Exchange of Information – Self-Certification Form for Trust ULU CONT2655
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten	Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy	Belgium (BE)	Dutch (NL)	Non Product Specific		Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy Operational Forms Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten ULU CONT2628
Benennung von Begünstigten für bestehende Policen	Use this form to nominate beneficiaries	Germany (DE)	German (DE)	Non Product Specific		Use this form to nominate beneficiaries Operational Forms Benennung von Begünstigten für bestehende Policen ULU CONT2623
Benennung von unwiderruflichen Begünstigten für bestehende Policen	Use this form to nominate irrevocable beneficiaries	Germany (DE)	German (DE)	Non Product Specific		Use this form to nominate irrevocable beneficiaries Operational Forms Benennung von unwiderruflichen Begünstigten für bestehende Policen ULU CONT2624
Automatic Exchange of Information – Self-Certification for Controlling Persons	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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	English (EN)	Non Product Specific		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 Automatic Exchange of Information – Self-Certification for Controlling Persons ULU CONT2599
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract	Use this form to perform a choice of law	France (FR)	English (EN), French (FR)	Non Product Specific		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law – Capitalisation Contract ULU CONT2602
Automatic Exchange of Information – Self-Certification for Individuals	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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Jersey (JE), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	English (EN)	Non Product Specific		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 Automatic Exchange of Information – Self-Certification for Individuals ULU CONT2593
Automatic Exchange of Information – Self-Certification for Entities	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.	ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Luxembourg (LU), Malta (MT), Mexico (MX), Norway (NO), Peru (PE), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	English (EN)	Non Product Specific		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 Automatic Exchange of Information – Self-Certification for Entities ULU CONT2596
Addendum to Life Assurance Policy (PPB Addendum)	Addendum to the Personalised Portfolio Bond – Portugal	Portugal (PT), United Kingdom (UK)	English (EN)	Non Product Specific		Addendum to the Personalised Portfolio Bond – Portugal Operational Forms Addendum to Life Assurance Policy (PPB Addendum) ULU CONT2583
Choice of Law (Non-Residents)	Use this form to perform a choice of law	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to perform a choice of law Operational Forms Choice of Law (Non-Residents) ULU CONT2578
Request for Enhanced Death Benefit	Use this form to request an enhanced death benefit – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to request an enhanced death benefit – United Kingdom Operational Forms Request for Enhanced Death Benefit ULU CONT2381
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2371
Beneficiary Nomination	Use this form to nominate beneficiaries	Turkey (TR)	English (EN)	Non Product Specific		Use this form to nominate beneficiaries Operational Forms Beneficiary Nomination ULU CONT2378
Lovvalg / Choice of Law	Use this form to perform a choice of law	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		Use this form to perform a choice of law Operational Forms Lovvalg / Choice of Law ULU CONT2360
Dichiarazione di Possesso della Qualifica di “Non-U.S. Person”	Use this form to declare a status of “Non-U.S. Person”	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Dichiarazione di Possesso della Qualifica di “Non-U.S. Person” ULU CONT2364
Dichiarazione di Scelta di Legge / Choice of Law (FOS)	Use this form to perform a choice of law	Italy (IT)	Italian (IT)	Non Product Specific		Use this form to perform a choice of law Operational Forms Dichiarazione di Scelta di Legge / Choice of Law (FOS) ULU CONT2359
Loan Agreement	Loan agreement – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Loan agreement – United Kingdom Operational Forms Loan Agreement ULU CONT2207
Wealth Preservation Trust – Flexible Trust Deed	Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Flexible Trust Deed ULU CONT2212
Loan Trust – Fixed Interest	Loan Trust agreement; Fixed Interest – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Loan Trust agreement; Fixed Interest – United Kingdom Operational Forms Loan Trust – Fixed Interest ULU CONT2205
Loan Trust – Discretionary	Discretionary Loan Trust Agreement – United Kingdom	United Kingdom (UK)	English (EN)	Non Product Specific		Discretionary Loan Trust Agreement – United Kingdom Operational Forms Loan Trust – Discretionary ULU CONT2206
Designacion del Asesor / Appointment of the Adviser	Generic Investment Manager appointment form	Spain (ES)	English (EN), Spanish (ES)	Selecta Link		Generic Investment Manager appointment form Operational Forms Designacion del Asesor / Appointment of the Adviser ULU CONT2194
FATCA Egenklaering / Self 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.	Norway (NO)	Norwegian (NO)	Non Product Specific		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 Egenklaering / Self Certification ULU CONT2170-9
FATCA Autocertificazione (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.	Italy (IT)	Italian (IT)	Non Product Specific		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 Autocertificazione (FOS) ULU CONT2170-7
FATCA Zelfcertificering	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)	Dutch (NL)	Non Product Specific		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 Zelfcertificering ULU CONT2170-8
FATCA Self-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.	ASIA, Belgium (BE), France (FR), Germany (DE), Italy (IT), Luxembourg (LU), Mexico (MX), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK)	English (EN)	Non Product Specific		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 Self-Certification ULU CONT2170-5
FATCA Autocertificación	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.	Mexico (MX), Spain (ES)	Spanish (ES)	Non Product Specific		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 Autocertificación ULU CONT2170-6
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)	French (FR)	Liberté, Liberté Capitalisation	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 Selbstzertifizierung	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.	Germany (DE)	German (DE)	Non Product Specific		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 Selbstzertifizierung ULU CONT2170-4
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)	French (FR)	Non Product Specific		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
FATCA Autocertificação	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.	Portugal (PT)	Portuguese (PT)	Non Product Specific		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 Autocertificação ULU CONT2170-10
Private Client Portfolio – Beneficiary Nomination Form	Annex to the application form for beneficiary nomination	Gibraltar (GI)	English (EN)	Non Product Specific		Annex to the application form for beneficiary nomination Operational Forms Private Client Portfolio – Beneficiary Nomination Form ULU CONT2073
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden	Sweden (SE), United Kingdom (UK)	English (EN)	Non Product Specific		Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2061
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)	English (EN), French (FR)	Non Product Specific		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
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)	English (EN), French (FR)	Non Product Specific		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
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France Operational Forms Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status ULU CONT2039
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	France (FR)	French (FR)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT2040
Wealth Preservation Trust – Trust Deed	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	English (EN)	Wealth Preservation Trust	New Policy	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Trust Deed ULU CONT2009
Addendum to Life Assurance Policy – Personalised Portfolio Bond	Addendum to the Personalised Portfolio Bond – Sweden	Sweden (SE), United Kingdom (UK)	English (EN)	Non Product Specific		Addendum to the Personalised Portfolio Bond – Sweden Operational Forms Addendum to Life Assurance Policy – Personalised Portfolio Bond ULU CONT1851
Désignation des Bénéficiaires	Use this form to nominate beneficiaries	Belgium (BE)	French (FR)	Non Product Specific		Use this form to nominate beneficiaries Operational Forms Désignation des Bénéficiaires ULU CONT1802
Benoeming van Begunstigden	Use this form to nominate beneficiaries	Belgium (BE)	Dutch (NL)	Non Product Specific		Use this form to nominate beneficiaries Operational Forms Benoeming van Begunstigden ULU CONT1803
Bare Trust – Accumulation & Maintenance Plan	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom	United Kingdom (UK)	English (EN)	Accumulation & Maintenance Plan	New Policy	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom Operational Forms Bare Trust – Accumulation & Maintenance Plan ULU CONT1801
Elección de Ley Aplicable al Contrato / Choice of Law	Use this form to perform a choice of law	Spain (ES)	English (EN), Spanish (ES)	Non Product Specific		Use this form to perform a choice of law Operational Forms Elección de Ley Aplicable al Contrato / Choice of Law ULU CONT1796
Deklaration om Val av Tillämplig Lag / Choice of Law	Use this form to perform a choice of law	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		Use this form to perform a choice of law Operational Forms Deklaration om Val av Tillämplig Lag / Choice of Law ULU CONT1793
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	France (FR)	English (EN), French (FR)	Non Product Specific		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1794
Keuze van de Toepasbare Wet / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	Dutch (NL), English (EN)	Non Product Specific		Use this form to perform a choice of law Operational Forms Keuze van de Toepasbare Wet / Choice of Law ULU CONT1791
Lainvalinta / Choice of Law	Use this form to perform a choice of law	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to perform a choice of law Operational Forms Lainvalinta / Choice of Law ULU CONT1792
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	Belgium (BE)	English (EN), French (FR)	Non Product Specific		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1790
Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status ULU CONT1637
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status ULU CONT1638
Verklaring omtrent „Non-U.S. Person”-status	Use this form to declare a status of “Non-U.S. Person”	Belgium (BE)	Dutch (NL)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Verklaring omtrent „Non-U.S. Person”-status ULU CONT1634
Declaración como « Persona no Estadounidense »	Use this form to declare a status of “Non-U.S. Person”	Spain (ES)	English (EN), Spanish (ES)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaración como « Persona no Estadounidense » ULU CONT1636
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Belgium (BE)	French (FR)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT1632
Erklärung bezüglich des Status „Nicht-US -Person“	Use this form to declare a status of “Non-U.S. Person”	Germany (DE)	German (DE)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Erklärung bezüglich des Status „Nicht-US -Person“ ULU CONT1633
Wealth Preservation Trust – Tax Notes	Tax notes linked to the Wealth Preservation Trust product – United Kingdom	United Kingdom (UK)	English (EN)	Wealth Preservation Trust	New Policy	Tax notes linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Tax Notes ULU CONT1492
Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager	Use this form to appoint an Investment Manager/Advisor – Norway	Norway (NO)	English (EN)	Non Product Specific		Use this form to appoint an Investment Manager/Advisor – Norway Operational Forms Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager ULU CONT1452
Appointment of the Policyholder(s) as Investment Manager – Swedish Market	Use this form to appoint an Investment Manager/Advisor – Sweden	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		Use this form to appoint an Investment Manager/Advisor – Sweden Operational Forms Appointment of the Policyholder(s) as Investment Manager – Swedish Market ULU CONT1452-2
Change Request to Discretionary Mandate	Use this form to appoint an Investment Manager/Advisor	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to appoint an Investment Manager/Advisor Operational Forms Change Request to Discretionary Mandate ULU CONT1318
Private Client Portfolio – Discretionary Management Form – UK	Use this form to request the appointment of a discretionary Investment Manager	United Kingdom (UK)	English (EN)	Non Product Specific		Use this form to request the appointment of a discretionary Investment Manager Operational Forms Private Client Portfolio – Discretionary Management Form – UK ULU CONT1412
Request for Change of Life Cover	Change of Life Cover form	Sweden (SE)	English (EN)	Non Product Specific		Change of Life Cover form Operational Forms Request for Change of Life Cover ULU CONT1129
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)	French (FR)	Non Product Specific		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
Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti	Confirmation of Client contact details used for the Electronic Signing of documents	Italy (IT)	Italian (IT)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti ULU CONNECT1058
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Norway (NO)	English (EN), Norwegian (NO)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1055
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)	English (EN), French (FR)	Non Product Specific		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
Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Sweden (SE)	English (EN), Swedish (SV)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1053
Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Finland (FI)	English (EN), Finnish (FI)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1054
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Mexico (MX), Spain (ES)	English (EN), Spanish (ES)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1051
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Portugal (PT)	English (EN), Portuguese (PT)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1052
Bevestiging van contactgegevens van de Cliënt die worden gebruikt voor de elektronische ondertekening van documenten	Confirmation of Client contact details used for the Electronic Signing of documents	Belgium (BE)	Dutch (NL)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bevestiging van contactgegevens van de Cliënt die worden gebruikt voor de elektronische ondertekening van documenten ULU CONNECT1049
Bestätigung der für die elektronische Unterzeichnung von Dokumenten verwendeten Kundenkontaktdaten	Confirmation of Client contact details used for the Electronic Signing of documents	Germany (DE)	German (DE)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bestätigung der für die elektronische Unterzeichnung von Dokumenten verwendeten Kundenkontaktdaten ULU CONNECT1050
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	ASIA, Cyprus (CY), Gibraltar (GI), Greece (GR), Israel (IL), Jersey (JE), United Kingdom (UK)	English (EN)	Non Product Specific		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 ULU CONNECT1046
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)	French (FR)	Non Product Specific		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