|
|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Afwijking van het Beleggingsprofiel
ULU CONT2220
|
|
|
Use this form to request a deviation from your investment profile
|
Gibraltar (GI) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3075
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Gibraltar (GI) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio, Private Client Wealth Management Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile
ULU CONT3057
|
|
|
Information Disclosure Agreement
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2875
|
|
|
Information Disclosure Agreement
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2876
|
|
|
Information Disclosure Agreement
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2877
|
|
|
Information Disclosure Agreement
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2878
|
|
|
Information Disclosure Agreement
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2887
|
|
|
Information Disclosure Agreement
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2862
|
|
|
Information Disclosure Agreement
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2863
|
|
|
Information Disclosure Agreement
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI
ULU CONT2866
|
|
|
Information Disclosure Agreement
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2867
|
|
|
Information Disclosure Agreement
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2868
|
|
|
Information Disclosure Agreement
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2871
|
|
|
Information Disclosure Agreement
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2874
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Beleggingsprofiel en geschiktheidsevaluatie
ULU CONT2113
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Profil d’investissement et évaluation de l’adéquation
ULU CONT2114
|
|
|
Information Disclosure Agreement
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
VEREINBARUNG ZUR OFFENLEGUNG VON INFORMATIONEN
ULU CONT1086
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability
ULU CONT3053
|
|
|
Use this form to request a deviation from your investment profile
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3071
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Sijoitusprofiili ja soveltuvuusarviointi / Investment Profile and Suitability Assessment
ULU CONT3054
|
|
|
Use this form to request a deviation from your investment profile
|
Finland (FI) |
Investment literature/Strategies |
Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Sijoitusprofiili (Poikkeama)
ULU CONT3072
|
|
|
Use this form to request a deviation from your investment profile
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Inversión (Desviación) / Investment Profile (Deviation)
ULU CONT3084
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment
ULU CONT3066
|
|
|
“Prise de date” annex to the Liberté product – France
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
“Prise de date” annex to the Liberté product – France
Operational Forms
Avenant au contrat d’assurance-vie
ULU CONT3909
|
|
|
“Prise de date” annex to the Liberté Capitalisation product – France
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
“Prise de date” annex to the Liberté Capitalisation product – France
Operational Forms
Avenant au contrat de capitalisation
ULU CONT3910
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE
ULU CONT2860
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2861
|
|
|
New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France
|
France (FR) |
Application Form |
French (FR) |
Liberté Capitalisation |
FOS |
New Business Pack |
New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France
Application Form
Contrat de Capitalisation «Liberté Capitalisation»
ULU CONT1861
|
|
|
Use this form to request a deviation from your investment profile
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Investimento (Desvio) / Investment Profile (Deviation)
ULU CONT3083
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment
ULU CONT2847
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
|
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability
ULU CONT2990
|
|
|
Use this form to request a deviation from your investment profile
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT2991
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
Private Client Insurance, Wealth Passport |
FOE FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Profilo di rischio e Questionario di adeguatezza
ULU CONT3059
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
New Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment
ULU CONT4594
|
|
|
Use this form to request a deviation from your investment profile
|
Sweden (SE) |
Investment literature/Strategies |
Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investeringsprofil (Avvikelse)
ULU CONT3085
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Profil d’investissement et évaluation de l’adéquation
ULU CONT3055
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment
ULU CONT3067
|
|
|
Information Disclosure Agreement
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2864
|
|
|
Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market
|
France (FR) |
Fact Find |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile)
ULU CONT4418
|
|
|
Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
France (FR) |
Fact Find |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique
ULU CONT4098
|
|
|
Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
France (FR) |
Fact Find |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif
ULU CONT4100
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Conservative Selection Portfolio – Beheersinformation
ULU_Portfolio_Selection_Conservative_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Selection Portfolio – Informations sur la gestion
ULU_Portfolio_Selection_Dynamic_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Selection Portfolio – Beheersinformation
ULU_Portfolio_Selection_Dynamic_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Universal Portfolio – Fiche institutionnelle
ULU_Portfolio_Universal_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Universal Portfolio – Institutionele fiche
ULU_Portfolio_Universal_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Heritage Portfolio – Informations sur la gestion
ULU_Portfolio_Heritage_Dynamic_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Heritage Portfolio – Beheersinformation
ULU_Portfolio_Heritage_Dynamic_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Selection Portfolio – Informations sur la gestion
ULU_Portfolio_Selection_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Selection Portfolio – Beheersinformation
ULU_Portfolio_Selection_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Conservative Selection Portfolio – Informations sur la gestion
ULU_Portfolio_Selection_Conservative_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Generation Portfolio – Institutionele fiche
ULU_Portfolio_Generation_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Heritage Portfolio – Informations sur la gestion
ULU_Portfolio_Heritage_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Heritage Portfolio – Beheersinformation
ULU_Portfolio_Heritage_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Conservative Heritage Portfolio – Informations sur la gestion
ULU_Portfolio_Heritage_Conservative_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Conservative Heritage Portfolio – Beheersinformation
ULU_Portfolio_Heritage_Conservative_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Legacy Product (Closed) |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Generation Portfolio – Fiche institutionnelle
ULU_Portfolio_Generation_Balanced_Report_FR PR
|
|
|
Product Information Document for the Wealth Passport
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
Italian (IT) |
Wealth Passport |
FOS |
|
Product Information Document for the Wealth Passport
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Passport
ULU_PID-US-IT-Wealth-Passport PR
|
|
|
Product Information Document for the Wealth Passport
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOS |
|
Product Information Document for the Wealth Passport
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Passport
ULU_PID-US-SE-Wealth-Passport PR
|
|
|
Product Information Document for the Wealth Passport
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOS |
|
Product Information Document for the Wealth Passport
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Passport
ULU_PID-US-UK-Wealth-Passport_Non-RDR PR
|
|
|
Product Information Document for the Wealth Passport
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOS |
|
Product Information Document for the Wealth Passport
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Passport
ULU_PID-US-UK-Wealth-Passport_RDR PR
|
|
|
Product Information Document for the Private Client Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-UK_PCP_RDR PR
|
|
|
Product Information Document for the International Life Plan
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
International Life Plan |
FOS |
|
Product Information Document for the International Life Plan
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the International Life Plan
ULU_PID-UK-ILP_Non-RDR PR
|
|
|
Product Information Document for the International Life Plan
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
International Life Plan |
FOS |
|
Product Information Document for the International Life Plan
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the International Life Plan
ULU_PID-UK-ILP_RDR PR
|
|
|
Product Information Document for the Wealth Preservation Trust
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Preservation Trust |
FOS |
|
Product Information Document for the Wealth Preservation Trust
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Preservation Trust
ULU_PID-UK-WPT_Non-RDR PR
|
|
|
Product Information Document for the Wealth Preservation Trust
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Preservation Trust |
FOS |
|
Product Information Document for the Wealth Preservation Trust
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Preservation Trust
ULU_PID-UK-WPT_RDR PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Portugal (PT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-PT-PCP PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Sweden (SE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-SE-PCP PR
|
|
|
Product Information Document for the Private Client Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-UK_PCP_Non-RDR PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Jersey (JE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-JE_PCP PR
|
|
|
Product Information Document for the Capitalisation Bond
|
Luxembourg (LU) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Capitalisation Bond |
FOS |
|
Product Information Document for the Capitalisation Bond
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Capitalisation Bond
ULU_PID-LU-Lux-Capi-Bond PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Luxembourg (LU) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-LU-PCP PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-MT_PCP PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Norway (NO) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-NO-PCP PR
|
|
|
Product Information Document for the Liberté
|
France (FR) |
Product Guides/Brochures/Snapshots and Training Materials |
French (FR) |
Liberté |
FOS |
|
Product Information Document for the Liberté
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Liberté
ULU_PID-FR-Liberte PR
|
|
|
Product Information Document for the Liberté Capitalisation
|
France (FR) |
Product Guides/Brochures/Snapshots and Training Materials |
French (FR) |
Liberté Capitalisation |
FOS |
|
Product Information Document for the Liberté Capitalisation
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Liberté Capitalisation
ULU_PID-FR-Liberte-Capitalisation PR
|
|
|
Product Information Document for the Private Client Insurance
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Insurance |
FOS |
|
Product Information Document for the Private Client Insurance
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Insurance
ULU_PID-IT-PCI PR
|
|
|
Product Information Document for the Private Client Insurance
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
Italian (IT) |
Private Client Insurance |
FOS |
|
Product Information Document for the Private Client Insurance
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Insurance
ULU_PID-IT-PCI-Versione Dedicata
|
|
|
Product Information Document for the Private Client Portfolio
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-FI-PCP PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-UK-WPP_Non-RDR PR
|
|
|
Product Information Document for the Private Client Portfolio
|
Cyprus (CY) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
|
Product Information Document for the Private Client Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Portfolio
ULU_PID-CY_PCP PR
|
|
|
Product Information Document for the Selecta Link
|
Spain (ES) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Selecta Link |
FOS |
|
Product Information Document for the Selecta Link
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Selecta Link
ULU_PID-ES-Selecta-Link PR
|
|
|
Product Information Document for the Capitalisation Bond
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Capitalisation Bond |
FOS |
|
Product Information Document for the Capitalisation Bond
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Capitalisation Bond
ULU_PID-FI-Capitalisation-Bond PR
|
|
|
Product Information Document for the International Life Plan
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
International Life Plan |
FOS |
|
Product Information Document for the International Life Plan
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the International Life Plan
ULU_PID-FI-ILP PR
|
|
|
Product Information Document for the Private Client Wealth Management Portfolio
|
Gibraltar (GI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
|
Product Information Document for the Private Client Wealth Management Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Wealth Management Portfolio
ULU_PID-BFWM-GI-PCWMP PR
|
|
|
Product Information Document for the Private Client Wealth Management Portfolio
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
|
Product Information Document for the Private Client Wealth Management Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Wealth Management Portfolio
ULU_PID-BFWM-MT-PCWMP PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-MT-WPP PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Portugal (PT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-PT-WPP PR
|
|
|
Product Information Document for the Private Client Wealth Management Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
|
Product Information Document for the Private Client Wealth Management Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Wealth Management Portfolio
ULU_PID-BFWM-UK-PCWMP_Non-RDR PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM_MT_WPP-A-M-Plan PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Cyprus (CY) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-CY-WPP PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Spain (ES) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-ES-MT-WPP-Spain-Trust PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
Spain (ES) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-ES-WPP PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
France (FR) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-FR-WPP PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_USD_Wealthpassport-EU_EN PR
|
|
|
Product Information Document for the Corporate Select Plan
|
Belgium (BE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Corporate Select Plan |
FOS |
|
Product Information Document for the Corporate Select Plan
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Corporate Select Plan
ULU_PID-BE-Corporate-Select-Plan PR
|
|
|
Product Information Document for the Select Client Plan
|
Belgium (BE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Select Client Plan |
FOS |
|
Product Information Document for the Select Client Plan
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Select Client Plan
ULU_PID-BE-Select-Client-Plan PR
|
|
|
Product Information Document for the Private Client Wealth Management Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
|
Product Information Document for the Private Client Wealth Management Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Private Client Wealth Management Portfolio
ULU_PID-BFFM-UK-PCWMP_RDR PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFFM-UK-WPP_RDR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_PCP RDR-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_PCP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Preservation Trust |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_WPT RDR-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Preservation Trust |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_WPT-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_USD_Wealthpassport RDR-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Sweden (SE) |
Key Information Document |
Swedish (SV) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Faktablad
ULU_KID_LU_SW_SEK_PCP_SV PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Sweden (SE) |
Key Information Document |
English (EN) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_SW_USD_Wealthpassport_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Turkey (TR) |
Key Information Document |
English (EN) |
Legacy Product (Closed) |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_TR_USD_IEPS_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
|
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_AM RDR-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
|
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_AM-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
Spanish (ES) |
Selecta Link |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLFree_ES PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
Spanish (ES) |
Selecta Link |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLVariable_ES PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Sweden (SE) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_SW_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Sweden (SE) |
Key Information Document |
Swedish (SV) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Faktablad
ULU_KID_LU_SW_EUR_PCP_SV PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Sweden (SE) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_SW_SEK_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_PT_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
Portuguese (PT) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento de Informação Fundamental (“DIF”)
ULU_KID_LU_PT_EUR_PCP_PT PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
South Africa (ZA) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_SA_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
Spanish (ES) |
Selecta Link |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLDynamic_ES PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
Spanish (ES) |
Selecta Link |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLFixed_ES PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Greece (GR) |
Key Information Document |
Greek (EL) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Έγγραφο Βασικών Πληροφοριών (‘KID’) – Private Client Portfolio
ULU_KID_LU_PCP_GR_EUR_EL PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Greece (GR) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_PCP_GR_EUR_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Norway (NO) |
Key Information Document |
Norwegian (NO) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Nøkkelinformasjonsdokument
ULU_KID_LU_NO_EUR_PCP_NO PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Norway (NO) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_NO_NOK_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Norway (NO) |
Key Information Document |
Norwegian (NO) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Nøkkelinformasjonsdokument
ULU_KID_LU_NO_NOK_PCP_NO PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
French (FR) |
Luxembourg Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_LU_EUR_LCB_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
French (FR) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_LU_EUR_PCP_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Malta (MT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_MT_GBP_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Norway (NO) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_NO_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Lithuania (LT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LT_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Lithuania (LT) |
Key Information Document |
Lithuanian (LT) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Pagrindinės Informacijos Dokumentas (PID)
ULU_KID_LU_LT_EUR_PCP_LT PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
English (EN) |
Luxembourg Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_LC_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
French (FR) |
Luxembourg Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_LU_EUR_LC_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Luxembourg (LU) |
Key Information Document |
English (EN) |
Luxembourg Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_LCB_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Italy (IT) |
Key Information Document |
Italian (IT) |
Private Client Insurance |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento contenente le informazioni chiave
ULU_KID_LU_IT_EUR_PCI MC_N_IT
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Italy (IT) |
Key Information Document |
Italian (IT) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento contenente le informazioni chiave
ULU_KID_LU_IT-2018_EUR_IWP_IT PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Italy (IT) |
Key Information Document |
Italian (IT) |
Private Client Insurance |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento contenente le informazioni chiave
ULU_KID_LU_IT-2018_EUR_PCI MC_IT
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Italy (IT) |
Key Information Document |
Italian (IT) |
Private Client Insurance |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento contenente le informazioni chiave
ULU_KID_LU_IT-2018_EUR_PCI MS_IT
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Jersey (JE) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_JE_GBP_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio - RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_PCWMP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_WPP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_USD_WPP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Israel (IL) |
Key Information Document |
English (EN) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_IS_USD_IWPP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Italy (IT) |
Key Information Document |
Italian (IT) |
Wealth Passport |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Documento contenente le informazioni chiave
ULU_KID_LU_IT_EUR_IWP N_IT
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - Non RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_USD_WPP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_PCP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio - RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_PCWMP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_WPP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_PCP-UK_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio - Non RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_PCWMP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - Non RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_WPP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_PCP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio - Non RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_PCWMP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio - Non RDR |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_WPP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_PCA_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_USD_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
United Kingdom (UK) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_PCP-EU_EN
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_USD_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_PCA_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Spain (ES) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_PCA_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_PCA_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Portugal (PT) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
France (FR) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
France (FR) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
France (FR) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_USD_WPP-EU_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Gibraltar (GI) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_GI_EUR_PCWMP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Gibraltar (GI) |
Key Information Document |
English (EN) |
Private Client Wealth Management Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_GI_GBP_PCWMP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_USD_WPP-EU_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_PCA_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_PCP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_WPP-EU_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_PCA_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_PCP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_WPP-EU_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_PCA_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_PCP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Wealth Planning Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_WPP-EU_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
French (FR) |
Liberté |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_FR_EUR_Liberté_FR PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Gibraltar (GI) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPDMO_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Gibraltar (GI) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPFAO_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Gibraltar (GI) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPFSO_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_PCA_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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France (FR) |
Key Information Document |
French (FR) |
Liberté Capitalisation |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_FR_EUR_Liberté Capi_FR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Finland (FI) |
Key Information Document |
English (EN) |
Capitalisation Bond |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_Capbond_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Finland (FI) |
Key Information Document |
Finnish (FI) |
Capitalisation Bond |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Avaintietoasiakirja
ULU_KID_LU_FI_EUR_Capbond_FI PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Finland (FI) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_PCP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Finland (FI) |
Key Information Document |
Finnish (FI) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Avaintietoasiakirja
ULU_KID_LU_FI_EUR_PCP_FI PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_Leben_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_LebenMS_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_MixedTerm_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_TermFix_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
International Life Plan |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_USD_DE_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
French (FR) |
Select Client Plan |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_SCP-HO_FR PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
Dutch (NL) |
Select Client Plan |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_SCP-HO_NL PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Cyprus (CY) |
Key Information Document |
English (EN) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_CY_GBP_PCP_EN PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_Capbond_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Germany (DE) |
Key Information Document |
German (DE) |
Capitalisation Bond |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Basisinformationsblatt
ULU_KID_LU_DE_EUR_CapBondMS_DE PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
Dutch (NL) |
Corporate Select Plan |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_CSP-HO_NL PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
French (FR) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_LPP-HO_FR PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
Dutch (NL) |
Legacy Product (Closed) |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_LPP-HO_NL PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
French (FR) |
Private Client Portfolio |
FOS |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_PCP-HO_FR PR
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
Dutch (NL) |
Private Client Portfolio |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_PCP-HO_NL PR
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This Connect User Guide shows how to request a regular withdrawal – in Dutch
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Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
Non Product Specific |
FOE FOS |
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This Connect User Guide shows how to request a regular withdrawal – in Dutch
Guides and Supporting Documents
Connect Gebruikershandleiding – Gedeeltelijke afkoop
ULU PROD2154
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
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Belgium (BE) |
Key Information Document |
French (FR) |
Corporate Select Plan |
FOS |
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This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_CSP-HO_FR PR
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Use this form for an addition to your policy/contract – Gibraltar
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Gibraltar (GI) |
Top Up/Additional Investment |
English (EN) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Gibraltar
Top Up/Additional Investment
Additional Premium Form
ULU PCON1580
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Use this form for an addition to your policy/contract – Jersey
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Jersey (JE) |
Top Up/Additional Investment |
English (EN) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Jersey
Top Up/Additional Investment
Additional Premium Form
ULU PCON1581
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Use this form to request a switch of investments on your policy – Norway
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Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
Making a change to your policy |
Use this form to request a switch of investments on your policy – Norway
Surrender/Claim/Withdrawal/Switch
Switch Authorisation
ULU PCON1594
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Use this form to request a change of Communication Means and address – Israel
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Israel (IL) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
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
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Use this form for an addition to your policy/contract – Sweden
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Sweden (SE) |
Top Up/Additional Investment |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Sweden
Top Up/Additional Investment
Ansökan Tilläggspremie / Additional Premium form
ULU PCON1564
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Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
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Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
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Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Switch Authorisation
ULU PCON1571
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Use this form for an addition to your policy/contract – Cyprus
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Cyprus (CY) |
Top Up/Additional Investment |
English (EN) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Cyprus
Top Up/Additional Investment
Additional Premium Form
ULU PCON1578
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Use this form for an addition to your policy/contract – Malta
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Malta (MT) |
Top Up/Additional Investment |
English (EN) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Malta
Top Up/Additional Investment
Additional Premium Form
ULU PCON1579
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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
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France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
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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’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant
ULU PCON1566
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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
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Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
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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
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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
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Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
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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
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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
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Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
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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
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Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
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Sweden (SE) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
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Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
Operational Forms
Switch Authorisation
ULU PCON1562
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Use this form for an addition to your policy/contract – Finland
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Finland (FI) |
Top Up/Additional Investment |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Finland
Top Up/Additional Investment
Lisäsijoituslomake / Additional Premium form
ULU PCON1563
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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
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Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
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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
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Use this form to request a change of Intermediary – Germany
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Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
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Use this form to request a change of Intermediary – Germany
Operational Forms
Wechsel des Vermittlers
ULU PCON1533
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|
|
Use this form to request a change of Investment Manager and Investment Strategy – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Modification des caractéristiques principales d’un Fonds Interne Dédié existant
ULU PCON1556
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1531
|
|
|
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) |
Operational Forms |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1523
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULU PCON1524
|
|
|
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) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1522
|
|
|
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) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1525
|
|
|
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) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1526
|
|
|
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) |
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1518
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULU PCON1514
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen
ULU PCON1520
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULU PCON1521
|
|
|
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) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
WOHNSITZ UND KOMMUNIKATIONSMITTEL
ULU PCON1519
|
|
|
Form to be used to declare the loss of policy documents – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Turkey
Operational Forms
Declaration as to Loss of Polivy Schedule
ULU PCON1485
|
|
|
Use this form to initiate a death claim – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση για παροχή λόγω Θανάτου / Death Claim
ULU PCON1497
|
|
|
Use this form to request the surrender of your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση εξαγοράς / Surrender request
ULU PCON1506
|
|
|
Use this form to request a withdrawal from your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση μερικής εξαγοράς / Partial surrender request
ULU PCON1508
|
|
|
Use this form to request a switch of investments on your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Switch Form (for Multi-Support)
ULU PCON1513
|
|
|
Use this form for dealing purposes – France
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – France
Investment literature/Strategies
Formulaire de transmission d’ordre
ULU PCON1460
|
|
|
Use this form to request a switch of investments on your policy/contract – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Germany
Surrender/Claim/Withdrawal/Switch
Änderung des Anlageprofils
ULU PCON1468
|
|
|
Use this form to request a change of Investment Model – UK
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio |
FOS |
|
Use this form to request a change of Investment Model – UK
Investment literature/Strategies
Change of Investment Model (Multi-Investment Model)
ULU PCON1473
|
|
|
Use this form to request a change of Beneficiary – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a change of Beneficiary – Finland
Operational Forms
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination
ULU PCON1479
|
|
|
Annex to add additional Life Assureds to the contract/policy
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Annex to add additional Life Assureds to the contract/policy
Operational Forms
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request
ULU PCON1480
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request
ULU PCON1443
|
|
|
Use this form to request the surrender of your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Lithuania
Surrender/Claim/Withdrawal/Switch
Prašymas del lešu išemimo / Withdrawal/Surrender Request
ULU PCON1445
|
|
|
Use this form to request a withdrawal from your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Lithuania
Surrender/Claim/Withdrawal/Switch
Prašymas del lešu išemimo / Withdrawal/Surrender Request
ULU PCON1445-2
|
|
|
Use this form to initiate a death claim – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Lithuania
Surrender/Claim/Withdrawal/Switch
Reikalavimas mirties atveju / Death Claim
ULU PCON1446
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Adreso korespondencijai pasirinkimas / Choice of Correspondence Address
ULU PCON1448
|
|
|
Use this form to request the surrender of your policy/contract – Sweden (English version)
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Sweden (English version)
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1422
|
|
|
Use this form to request a switch of investments on your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário de Troca / Switch form
ULU PCON1431
|
|
|
Use this form for dealing purposes – Finland
|
Finland (FI) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – Finland
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1438
|
|
|
Use this form to request an automated switch of investments on your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request an automated switch of investments on your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Formulaire d’Arbitrage automatique
ULU PCON1399
|
|
|
Use this form to request a switch of investments on your policy/contract – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Finland (English version)
Surrender/Claim/Withdrawal/Switch
Switch form
ULU PCON1409
|
|
|
Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)
Surrender/Claim/Withdrawal/Switch
Switch form – Capitalisation Contract
ULU PCON1410
|
|
|
Use this form to request a switch of investments on your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Sweden
Surrender/Claim/Withdrawal/Switch
Switch form (for Multi-Support)
ULU PCON1413
|
|
|
Use this form to request the surrender of your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Surrender request
ULU PCON1420
|
|
|
Use this form to request a change of investment manager and Investment Strategy – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request a withdrawal from your policy/contract – Turkey
|
Turkey (TR) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Turkey
Surrender/Claim/Withdrawal/Switch
Withdrawal Request
ULU PCON1390
|
|
|
Use this form to request a switch of investments on your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Luxembourg
Surrender/Claim/Withdrawal/Switch
Switch form / Formulaire d’arbitrage
ULU PCON1391
|
|
|
Use this form to request the surrender of your policy/contract – Turkey
|
Turkey (TR) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Turkey
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1394
|
|
|
Use this form to request a withdrawal from your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Luxembourg
Surrender/Claim/Withdrawal/Switch
Partial surrender request / Demande de rachat partiel
ULU PCON1387
|
|
|
Use this form for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Forex/Forward Request Form
ULU PCON1382
|
|
|
Use this form to request a withdrawal from your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Withdrawal Request
ULU PCON1383
|
|
|
Use this form to request the surrender of your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1384
|
|
|
Use this form for an addition to your policy/contract – Luxembourg
|
Luxembourg (LU) |
Top Up/Additional Investment |
English (EN), French (FR) |
Luxembourg Capitalisation Bond, Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Luxembourg
Top Up/Additional Investment
Additional Premium Form / Formulaire de versement de Prime complémentaire
ULU PCON1385
|
|
|
Use this form to request the surrender of your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Luxembourg
Surrender/Claim/Withdrawal/Switch
Surrender request / Demande de rachat total
ULU PCON1386
|
|
|
Use this form for an addition to your policy/contract – Norway
|
Norway (NO) |
Top Up/Additional Investment |
English (EN), Norwegian (NO) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Norway
Top Up/Additional Investment
Additional Premium Form
ULU PCON1359
|
|
|
Use this form to request the surrender of your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1360
|
|
|
Use this form to request a change of Broker – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of Broker – Turkey
Operational Forms
Appointment of Broker
ULU PCON1375
|
|
|
Use this form to request the surrender of your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total
ULU PCON1379
|
|
|
Use this form to request a withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel – MultiSupport
ULU PCON1316
|
|
|
Use this form to request a change of life cover – Italy (Branch)
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
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
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Aanstelling van Tussenpersoon
ULU PCON1322
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Désignation d’Intermédiaire
ULU PCON1323
|
|
|
Use this form to request a change of Custodian Bank – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of Custodian Bank – Turkey
Operational Forms
Request for Change of Custodian Bank
ULU PCON1346
|
|
|
Use this form to request a change of term to your policy/contract – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request a change of term to your policy/contract – Germany
Operational Forms
Änderung der Laufzeit für bestehende Policen
ULU PCON1300
|
|
|
Use this form to request a transfer of your policy/contract to another policyholder – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
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
|
|
|
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) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Atto di Variazione del Fondo Interno Dedicato
ULU PCON1310
|
|
|
Use this form for an addition to your policy/contract – France
|
France (FR) |
Top Up/Additional Investment |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – France
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire
ULU PCON1314
|
|
|
Use this form to request a switch of investments on your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
New Policy |
Use this form to request a switch of investments on your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Formulaire d’Arbitrage
ULU PCON1315
|
|
|
Use this form to request a change of policyholder on an existing policy/contract – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request the surrender of your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Pedido De Resgate Total / Surrender Request Form
ULU PCON1202
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total
ULU PCON1045
|
|
|
Use this form to request the surrender of your policy/contract – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Germany
Surrender/Claim/Withdrawal/Switch
Auftrag zum Rückkauf (Kündigung)
ULU PCON1025
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Verzoek tot Afkoop
ULU PCON1026
|
|
|
Use this form to request the surrender of your policy/contract – Sweden (Swedish version)
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Sweden (Swedish version)
Surrender/Claim/Withdrawal/Switch
Begäran om full utbetalning
ULU PCON1020
|
|
|
Use this form to request the surrender of your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Total
ULU PCON1024
|
|
|
Use this form to request a change of Investment Strategy (Fund Picking) – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request a change of Investment Strategy (Fund Picking) – Germany
Operational Forms
Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung)
ULU PCON1262
|
|
|
Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request
ULU PCON1296
|
|
|
Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request
ULU PCON1296-2
|
|
|
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) |
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Elección de Dirección de Correspondencia / Choice of Correspondence Address
ULU PCON1259
|
|
|
Use this form to request a change of Policyholder – Corporate Entity – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a change of Policyholder – Corporate Entity – Italy
Operational Forms
Richiesta Cambio Contraente Persona Giuridica
ULU PCON1246
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden
|
Sweden (SE) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland
|
Finland (FI) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to initiate a death claim – Sweden
|
Sweden (SE) |
Operational Forms |
Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Sweden
Operational Forms
Bouppteckningsintyg
ULU PCON1253
|
|
|
Use this form to request a withdrawal from your policy/contract – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a withdrawal from your policy/contract – Italy (Branch and FOS)
Surrender/Claim/Withdrawal/Switch
Richiesta di Riscatto
ULU PCON1237-2
|
|
|
Use this form to initiate a death claim – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to initiate a death claim – Italy (Branch and FOS)
Surrender/Claim/Withdrawal/Switch
Richiesta di Pagamento della Prestazione in caso di Decesso
ULU PCON1239
|
|
|
Use this form to request a change of Intermediary – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a change of Intermediary – Italy
Operational Forms
Richiesta Cambio Intermediario
ULU PCON1243
|
|
|
Form to be used to declare the loss of policy documents – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Form to be used to declare the loss of policy documents – Italy
Operational Forms
Dichiarazione di Smarrimento
ULU PCON1244
|
|
|
Use this form to request a change of Policyholder – Physical Person – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a change of Policyholder – Physical Person – Italy
Operational Forms
Richiesta Cambio Contraente Persona Fisica
ULU PCON1245
|
|
|
Use this form to request a change of Beneficiary – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a change of Beneficiary – Italy
Operational Forms
Richiesta Cambio Beneficiario
ULU PCON1213
|
|
|
Use this form to request a change of Investment Strategy – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of Investment Strategy – United Kingdom
Operational Forms
Request for Change of Investment Strategy
ULU PCON1214
|
|
|
Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS)
Surrender/Claim/Withdrawal/Switch
Richiesta di Switch
ULU PCON1233
|
|
|
Use this form for an addition to your policy/contract – Italy (Branch and FOS)
|
Italy (IT) |
Top Up/Additional Investment |
Italian (IT) |
Private Client Insurance |
FOE FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Italy (Branch and FOS)
Top Up/Additional Investment
Richiesta di Versamento Premio Aggiuntivo
ULU PCON1236
|
|
|
Use this form to request the surrender of your policy/contract – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Use this form to request the surrender of your policy/contract – Italy (Branch and FOS)
Surrender/Claim/Withdrawal/Switch
Richiesta Di Riscatto
ULU PCON1237
|
|
|
Use this form to request a withdrawal from your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Pedido De Resgate Parcial / Withdrawal Request Form
ULU PCON1201
|
|
|
Use this form to initiate a death claim – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form
ULU PCON1208
|
|
|
Use this form to initiate a survival benefit request – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to initiate a survival benefit request – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form
ULU PCON1209
|
|
|
Use this form to request a switch of investments on your policy – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
Making a change to your policy |
Use this form to request a switch of investments on your policy – Spain
Surrender/Claim/Withdrawal/Switch
Formulario de Operaciones / Dealing Form
ULU PCON1212-2
|
|
|
Use this form for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1116
|
|
|
Use this form to request a regular withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé
ULU PCON1177
|
|
|
Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Withdrawal/Surrender Request
ULU PCON1184
|
|
|
Use this form for an addition to your policy/contract – Portugal
|
Portugal (PT) |
Top Up/Additional Investment |
English (EN), Portuguese (PT) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Portugal
Top Up/Additional Investment
Formulário De Prémio / Additional Premium Form
ULU PCON1190
|
|
|
Use this form to request a change of Investment Manager – Portugal
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request a regular withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Regular Withdrawal Request
ULU PCON1076
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Regelmatige Terugtrekking
ULU PCON1077
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé
ULU PCON1078
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring van Verlies van Polisdocument
ULU PCON1088
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version
Client Letters/Indemnity/Data Protection
Déclaration de Perte de Documents
ULU PCON1089
|
|
|
Use this form to initiate a death claim – Belgium (French version)
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Belgium (French version)
Surrender/Claim/Withdrawal/Switch
Dénouement par Décès
ULU PCON1065
|
|
|
Use this form to request a change of Investment Manager and Investment Strategy – France
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change of Investment Manager and Investment Strategy – France
Operational Forms
Demande de Changement de Gestionnaire et Stratégie d’Investissement
ULU PCON1069
|
|
|
Use this form to request a change of Investment Manager – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of Investment Manager – United Kingdom
Operational Forms
Request for Change of Investment manager
ULU PCON1072
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Säännöllinen Osittainen Takaisinosto
ULU PCON1074
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Sweden
Surrender/Claim/Withdrawal/Switch
Begäran om regelbundna delutbetalningar
ULU PCON1075
|
|
|
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Top Up/Additional Investment |
Dutch (NL) |
Select Client Plan |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version
Top Up/Additional Investment
Formulier voor de storting van een bijkomende Premie
ULU PCON1048
|
|
|
Use this form for an addition to your policy/contract – Spain
|
Spain (ES) |
Top Up/Additional Investment |
Spanish (ES) |
Selecta Link |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Spain
Top Up/Additional Investment
Impreso para Primas Adicionales
ULU PCON1052
|
|
|
Use this form to initiate a death claim – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Germany
Surrender/Claim/Withdrawal/Switch
Versicherungsleistung im Todesfall
ULU PCON1056
|
|
|
Use this form to request a change of Custodian Bank
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a change of Custodian Bank
Operational Forms
Request for Change of Custodian Bank
ULU PCON1057
|
|
|
Use this form to request a change of Custodian Bank
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a change of Custodian Bank
Operational Forms
Formulaire Changement de Banque Dépositaire
ULU PCON1060
|
|
|
Form to be used to declare the loss of policy documents – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Finland
Client Letters/Indemnity/Data Protection
Declaration as to Loss of Policy Schedule
ULU PCON1041
|
|
|
Form to be used to declare the loss of policy documents – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – United Kingdom
Operational Forms
Declaration as to Loss of Policy Schedule
ULU PCON1042
|
|
|
Use this form for an addition to your policy/contract – United Kingdom
|
United Kingdom (UK) |
Top Up/Additional Investment |
English (EN) |
|
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – United Kingdom
Top Up/Additional Investment
Additional Premium Form
ULU PCON1046
|
|
|
Use this form for an addition to your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Top Up/Additional Investment |
French (FR) |
Select Client Plan |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (FOS) – French version
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire
ULU PCON1047
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel
ULU PCON1033
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – French version
Surrender/Claim/Withdrawal/Switch
Arbitrageverzoek
ULU PCON1035
|
|
|
Form to be used to declare the loss of policy documents – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Germany
Client Letters/Indemnity/Data Protection
Verlusterklärung einer Versicherungspolice
ULU PCON1036
|
|
|
Form to be used to declare the loss of policy documents – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Spanish (ES) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Spain
Client Letters/Indemnity/Data Protection
Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida
ULU PCON1038
|
|
|
Form to be used to declare the loss of policy documents – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Sweden
Client Letters/Indemnity/Data Protection
Declaration as to Loss of Policy Schedule
ULU PCON1040
|
|
|
Use this form to request a switch of investments on your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Switch Request
ULU PCON1027
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Demande d’Arbitrage
ULU PCON1030
|
|
|
Use this form to request a switch of investments on your policy/contract – Finland (Finnish version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Finland (Finnish version)
Surrender/Claim/Withdrawal/Switch
Rahastonvaihtolomake
ULU PCON1032
|
|
|
Use this form to request a withdrawal from your policy/contract – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Germany
Surrender/Claim/Withdrawal/Switch
Auftrag zum Teilrückkauf (Teilkündigung)
ULU PCON1016
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Gedeeltelijke Afkoop
ULU PCON1017
|
|
|
Use this form to request a withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial / Withdrawal request
ULU PCON1015
|
|
|
Use this form to initiate a death claim – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – France
Surrender/Claim/Withdrawal/Switch
Dénouement par Décès
ULU PCON1005
|
|
|
Use this form to initiate a death claim – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
Surrender or Claim |
Use this form to initiate a death claim – Finland
Operational Forms
Kuolintapaus / Death Claim
ULU PCON1006
|
|
|
Use this form to initiate a death claim – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Pago de Prestación por Fallecimiento
ULU PCON1007
|
|
|
Use this form to initiate a death claim – Belgium (Dutch version)
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Belgium (Dutch version)
Surrender/Claim/Withdrawal/Switch
Afkoop na Overlijden
ULU PCON1008
|
|
|
Use this form to request a withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel
ULU PCON1013
|
|
|
This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg
Investment literature/Strategies
Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg
ULU MARK2417
|
|
|
This document details our FAS offer with our partner CA Indosuez Wealth Europe
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner CA Indosuez Wealth Europe
Investment literature/Strategies
Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe
ULU MARK2419
|
|
|
This document details our FAS offer with our partner Intesa Sanpaolo Wealth Management Luxembourg
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner Intesa Sanpaolo Wealth Management Luxembourg
Investment literature/Strategies
Notre offer FAS avec notre partenaire Intesa Sanpaolo Wealth Management Luxembourg
ULU MARK2455
|
|
|
Use this form to initiate a death claim – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Sweden
Surrender/Claim/Withdrawal/Switch
Underrättelse om den försäkrades dödsfall
ULU PCON1003
|
|
|
Use this form to initiate a death claim – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – United Kingdom
Surrender/Claim/Withdrawal/Switch
Death Claim
ULU PCON1004
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – French version
|
Belgium (BE), France (FR) |
Guides and Supporting Documents |
French (FR) |
Non Product Specific |
FOE FOS |
|
This user guide helps to navigate through the Connect Platform and explain functionality – French version
Guides and Supporting Documents
Connect – Aperçu (Guide d’utilisation pour les clients)
ULU MARK2351
|
|
|
Connect Overview – Customer Guide (Dutch)
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
Non Product Specific |
FOE FOS |
|
Connect Overview – Customer Guide (Dutch)
Guides and Supporting Documents
Connect Overview – Customer Guide (Dutch)
ULU MARK2352
|
|
|
Connect Overview – Access Guide (Italian)
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Connect Overview – Access Guide (Italian)
Guides and Supporting Documents
Connect Overview – Access Guide (Italian)
ULU MARK2353
|
|
|
This document details our FAS offer with our partner UBS France S.A.
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner UBS France S.A.
Investment literature/Strategies
Notre offre FAS avec notre partenaire UBS France S.A.
ULU MARK2361
|
|
|
This document details our FAS offer with our partner Société Générale Luxembourg
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
This document details our FAS offer with our partner Société Générale Luxembourg
Investment literature/Strategies
Notre offre FAS avec notre partenaire Société Générale Luxembourg
ULU MARK2365
|
|
|
This document details our FAS offer with our partner Quintet Private Bank
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner Quintet Private Bank
Investment literature/Strategies
Notre offre FAS avec notre partenaire Quintet Private Bank
ULU MARK2333
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOE FOS |
|
This document explains how our flexible multi-currency solution can help you.
Investment literature/Strategies
How can our flexible multi-currency solution help you? (BFFM version)
ULU MARK2336
|
|
|
This document details the conditions applicable to our collaboration with Banque Havilland S.A.
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details the conditions applicable to our collaboration with Banque Havilland S.A.
Investment literature/Strategies
Conditions applicables à notre collaboration – Banque Havilland S.A.
ULU MARK2346
|
|
|
This user gives the client an overview of Connect in German
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
Non Product Specific |
FOE FOS |
|
This user gives the client an overview of Connect in German
Guides and Supporting Documents
Connect Überblick – Nutzerhandbuch für Kunden
ULU MARK2348
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version
Guides and Supporting Documents
Connect Resumen – Guía del usario para clientes
ULU MARK2349
|
|
|
Connect User Guide – Additional Payment (German)
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
Non Product Specific |
FOS |
|
Connect User Guide – Additional Payment (German)
Guides and Supporting Documents
Connect User Guide – Additional Payment (German)
ULU MARK2282
|
|
|
This is a Connect User Guide for digital subscription – French version
|
Belgium (BE) |
Guides and Supporting Documents |
French (FR) |
Non Product Specific |
FOE FOS |
|
This is a Connect User Guide for digital subscription – French version
Guides and Supporting Documents
Guide d’utilisation Connect Souscription Digitale – Belgique
ULU MARK2302
|
|
|
This is a Connect User Guide for digital subscription – Dutch version
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
Non Product Specific |
FOE FOS |
|
This is a Connect User Guide for digital subscription – Dutch version
Guides and Supporting Documents
User Guide Connect Digitale Onderschrijving – België
ULU MARK2303
|
|
|
This document details our FAS offer with our partner Banque Internationale à Luxembourg (BIL)
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE FOS |
|
This document details our FAS offer with our partner Banque Internationale à Luxembourg (BIL)
Investment literature/Strategies
Notre offre FAS avec notre partenaire Banque Internationale à Luxembourg (BIL)
ULU MARK2326
|
|
|
Connect Overview Client User Guide (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
FOE FOS |
|
Connect Overview Client User Guide (English)
Guides and Supporting Documents
Connect Overview Client User Guide
ULU MARK2328
|
|
|
Connect User Guide – Total Rescue (Spanish)
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Total Rescue (Spanish)
Guides and Supporting Documents
Connect User Guide – Total Rescue (Spanish)
ULU MARK2181
|
|
|
This Connect user guide shows how to request a withdrawal
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
FOE FOS |
|
This Connect user guide shows how to request a withdrawal
Guides and Supporting Documents
Connect User Guide Withdrawal
ULU MARK2251
|
|
|
This is a Connect User Guide for digital subscription – French version
|
France (FR) |
Guides and Supporting Documents |
French (FR) |
Non Product Specific |
FOS |
|
This is a Connect User Guide for digital subscription – French version
Guides and Supporting Documents
Connect User Guide Digital Subscription
ULU MARK2276
|
|
|
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries
|
Sweden (SE) |
Product Guides/Brochures/Snapshots and Training Materials |
Swedish (SV) |
Wealth Passport |
FOE FOS |
|
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries
Product Guides/Brochures/Snapshots and Training Materials
Wealth Passport Sweden
ULU MARK2229
|
|
|
Connect User Guide – Total Redemption (Italian)
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Total Redemption (Italian)
Guides and Supporting Documents
Connect User Guide – Total Redemption (Italian)
ULU MARK2194
|
|
|
This Connect User Guide shows how to request a regular withdrawal in Italian
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal in Italian
Guides and Supporting Documents
Connect Guida all’uso – Riscatto Parziale
ULU MARK2152
|
|
|
Connect User Manual – Full Redemption (Dutch)
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
Non Product Specific |
FOE FOS |
|
Connect User Manual – Full Redemption (Dutch)
Guides and Supporting Documents
Connect Gebruikershandleiding – Volledige Afkoop
ULU MARK2171
|
|
|
Connect User Guide – Total Redemption (French)
|
Belgium (BE), France (FR) |
Guides and Supporting Documents |
French (FR) |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Total Redemption (French)
Guides and Supporting Documents
Connect User Guide – Total Redemption (French)
ULU MARK2174
|
|
|
Connect User Manual – Resolution (German)
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
Non Product Specific |
FOE FOS |
|
Connect User Manual – Resolution (German)
Guides and Supporting Documents
Connect User Manual – Resolution (German)
ULU MARK2178
|
|
|
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries
|
Sweden (SE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOE FOS |
|
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries
Product Guides/Brochures/Snapshots and Training Materials
Wealth Passport Sweden
ULU MARK2166
|
|
|
This guide provides information on how to sign in and use the Connect platform to give dealing instructions
|
Finland (FI) |
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
FOE FOS |
|
This guide provides information on how to sign in and use the Connect platform to give dealing instructions
Guides and Supporting Documents
Connect Dealing Finland
ULU MARK2053
|
|
|
Connect User Guide – Surrender (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Surrender (English)
Guides and Supporting Documents
Connect User Guide – Surrender (English)
ULU MARK2128
|
|
|
This Connect User Guide shows how to request a regular withdrawal
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal
Guides and Supporting Documents
Connect User guide – Regular Withdrawal
ULU MARK2138
|
|
|
This Connect User Guide shows how to request a regular withdrawal – in German
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal – in German
Guides and Supporting Documents
Connect Benutzerhandbuch: Teilrückkauf
ULU MARK2147
|
|
|
This Connect User Guide shows how to request a withdrawal – in Spanish
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a withdrawal – in Spanish
Guides and Supporting Documents
Connect Guía de uso – Rescate Parcial
ULU MARK2148
|
|
|
Annex to add additional Specialised Assurance Funds to the contract/policy
|
France (FR) |
Operational Forms |
French (FR) |
Private Client Portfolio |
FOS |
New Policy |
Annex to add additional Specialised Assurance Funds to the contract/policy
Operational Forms
Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé
ULU CONT4860
|
|
|
Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France
Operational Forms
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé
ULU CONT4874
|
|
|
Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France
Operational Forms
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé
ULU CONT4875
|
|
|
This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK.
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOE FOS |
|
This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK.
Product Guides/Brochures/Snapshots and Training Materials
Wealth Passport – UK Hybrid Policy
ULU MARK1527
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOE FOS |
|
This document explains how our flexible multi-currency solution can help you.
Investment literature/Strategies
How can our flexible multi-currency solution help you? (BFWM version)
ULU MARK1782
|
|
|
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) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification
ULU CONT4692
|
|
|
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) |
Operational Forms |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-Certification
ULU CONT4693
|
|
|
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) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Självcertifiering / Self-Certification (FATCA)
ULU CONT4806
|
|
|
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) |
Operational Forms |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Itse sertifiointi / Self-Certification
ULU CONT4807
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
France (FR) |
Operational Forms |
French (FR) |
Private Client Portfolio |
FOS |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Nouvelle Unité de Compte constituée par un Fonds Interne Dédié
ULU CONT4854
|
|
|
Rules for Internal Dedicated Fund – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
New Policy |
Rules for Internal Dedicated Fund – Italy
Operational Forms
Regolamento del Fondo Interno Dedicato
ULU CONT4585
|
|
|
Privacy Notice – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT4443-WEB
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
Operational Forms
Power of Attorney / Procuration – Luxembourg Capitalisation Bond
ULU CONT4549
|
|
|
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) |
Operational Forms |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information Self-Certification
ULU CONT4691
|
|
|
Privacy Notice – Greek/English version
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Privacy Notice – Greek/English version
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429-WEB
|
|
|
Fact Find for NON-EXCLUSIVE AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
New Business Pack |
Fact Find for NON-EXCLUSIVE AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Documento de datos / Fact find Versión distribuidor no-exclusivo / Non-exclusive distributor version
ULU CONT4413
|
|
|
Privacy Notice – Greek/English version – Greece
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Privacy Notice – Greek/English version – Greece
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429
|
|
|
Privacy Notice – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT4443
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Jersey (JE) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4377
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Jersey (JE) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4379
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Jersey (JE) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4381
|
|
|
Fact Find for NON-EXCLUSIVE AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
New Business Pack |
Fact Find for NON-EXCLUSIVE AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Documento de datos / Fact find Versión distribuidor no-exclusivo / Non-exclusive distributor version
ULU CONT4412
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Malta (MT) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4318
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Malta (MT) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Trust
ULU CONT4320
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Cyprus (CY) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4322
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Cyprus (CY) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4324
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Cyprus (CY) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4326
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Gibraltar (GI) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4310
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Gibraltar (GI) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4312
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Gibraltar (GI) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4314
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Malta (MT) |
Fact Find |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4316
|
|
|
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Finland (FI) |
Fact Find |
English (EN), Finnish (FI) |
Capitalisation Bond |
FOS |
New Business Pack |
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Esitietolomake / Fact find – Asiamiehille / Agent version – Yritykselle/Company
ULU CONT4301
|
|
|
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) |
Operational Forms |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons
ULU CONT4266
|
|
|
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) |
Operational Forms |
Finnish (FI) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automaattinen Tietojenvaihto – Kontrollovia Henkilöitä Koskeva Todistuslomake
ULU CONT4267
|
|
|
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) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer
ULU CONT4268
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
France (FR) |
Operational Forms |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Echange Automatique de Renseignements Formulaire d’Autocertification
ULU CONT4271
|
|
|
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Finland (FI) |
Fact Find |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
Esitietolomake / Fact find – Asiamiehille / Agent version – Yksityishenkilö/Natural Person
ULU CONT4300
|
|
|
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) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para personas de control
ULU CONT4261
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Belgium (BE), Luxembourg (LU) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle
ULU CONT4262
|
|
|
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) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende personen
ULU CONT4263
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor uiteindelijk belanghebbenden
ULU CONT4264
|
|
|
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) |
Operational Forms |
Portuguese (PT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo
ULU CONT4265
|
|
|
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) |
Operational Forms |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities
ULU CONT4254
|
|
|
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) |
Operational Forms |
Finnish (FI) |
Private Client Portfolio |
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.
Operational Forms
Automaattinen Tietojenvaihto – Yksiköitä Koskeva Todistuslomake
ULU CONT4255
|
|
|
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) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification
ULU CONT4256
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
|
France (FR) |
Operational Forms |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Echange Automatique de Renseignements Formulaire d’Autocertification
ULU CONT4259
|
|
|
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) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (FOS)
ULU CONT4260
|
|
|
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) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para entidades
ULU CONT4249
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
|
Belgium (BE), Luxembourg (LU) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités
ULU CONT4250
|
|
|
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) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger
ULU CONT4251
|
|
|
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) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor entiteiten
ULU CONT4252
|
|
|
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) |
Operational Forms |
Portuguese (PT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Troca Automática de Informações – Formulário de Autocertificação para entidades
ULU CONT4253
|
|
|
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) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche Personen
ULU CONT4242
|
|
|
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) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor natuurlijke personen
ULU CONT4243
|
|
|
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) |
Operational Forms |
Portuguese (PT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares
ULU CONT4244
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
|
France (FR) |
Operational Forms |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Echange Automatique de Renseignements Formulaire d’Autocertification
ULU CONT4247
|
|
|
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) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (FOS)
ULU CONT4248
|
|
|
Declaration of the partners of a civil partnership as policyholder
|
Belgium (BE) |
Operational Forms |
French (FR) |
Select Client Plan |
FOS |
New Policy |
Declaration of the partners of a civil partnership as policyholder
Operational Forms
Déclaration des associés d’une société civile en tant que Preneur d’Assurance
ULU CONT4191
|
|
|
Declaration of the partners of a civil partnership as policyholder
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Select Client Plan |
FOS |
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
|
|
|
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) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (FOS)
ULU CONT4239
|
|
|
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) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para personas físicas
ULU CONT4240
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
|
Belgium (BE), Luxembourg (LU) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques
ULU CONT4241
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Belgium (BE) |
Application Form |
Dutch (NL) |
Corporate Select Plan |
FOS |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULU CONT4175
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version
|
Belgium (BE) |
Policy Conditions |
French (FR) |
Corporate Select Plan |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version
Policy Conditions
Corporate Select Plan – Conditions Générales
ULU CONT4179
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Policy Conditions |
Dutch (NL) |
Corporate Select Plan |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version
Policy Conditions
Corporate Select Plan – Algemene Voorwaarden
ULU CONT4180
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Corporate Select Plan |
FOS |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles
ULU CONT4189
|
|
|
This form shows the list of available internal collective funds for the Corporate Select Plan product
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Corporate Select Plan |
FOS |
New Business Pack |
This form shows the list of available internal collective funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen
ULU CONT4190
|
|
|
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Portugal (PT) |
Fact Find |
English (EN), Portuguese (PT) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual
ULU CONT4128
|
|
|
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Portugal (PT) |
Fact Find |
English (EN), Portuguese (PT) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company
ULU CONT4130
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Fact Find |
French (FR) |
Corporate Select Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation / Version pour l’Intermédiaire – Société
ULU CONT4160
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Fact Find |
Dutch (NL) |
Corporate Select Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap)
ULU CONT4161
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Belgium (BE) |
Application Form |
French (FR) |
Corporate Select Plan |
FOS |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULU CONT4174
|
|
|
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Sweden (SE) |
Fact Find |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Kundfakta / Fact findVersion för mäklare / Intermediary version
ULU CONT4110
|
|
|
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Sweden (SE) |
Fact Find |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Kundfakta / Fact findVersion för mäklare / Intermediary version
ULU CONT4112
|
|
|
Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.
|
Portugal (PT) |
Fact Find |
English (EN), Portuguese (PT) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.
Fact Find
Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person
ULU CONT4127
|
|
|
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Norway (NO) |
Fact Find |
English (EN), Norwegian (NO) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version
ULU CONT4118
|
|
|
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Norway (NO) |
Fact Find |
Norwegian (NO), Swedish (SV) |
Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version
ULU CONT4120
|
|
|
Bare Trust form for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Private Client Portfolio |
FOS |
New Policy |
Bare Trust form for the Private Client Portfolio product – United Kingdom
Operational Forms
Bare Trust – Private Client Portfolio
ULU CONT4039
|
|
|
Fact Find for EXCLUSIVE AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for EXCLUSIVE AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR EXCLUSIVE AGENTS – Documento de datos /Fact find – Versión agente exclusivo/ empleado / Exclusive agent/ employee version – Persona física/Individual
ULU CONT4089
|
|
|
Fact Find for EXCLUSIVE AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for EXCLUSIVE AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR EXCLUSIVE AGENTS – Documento de datos / Fact find – Versión agente exclusivo/ empleado / Exclusive agent/ employee version – Compañía/Company
ULU CONT4091
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
United Kingdom (UK) |
Fact Find |
English (EN) |
|
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4013
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
United Kingdom (UK) |
Fact Find |
English (EN) |
|
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4015
|
|
|
Table of Luxembourg Investment Rules
|
Gibraltar (GI) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4026
|
|
|
Table of Luxembourg Investment Rules
|
Jersey (JE) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4027
|
|
|
Table of Luxembourg Investment Rules
|
Lithuania (LT) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4029
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Fact Find |
Dutch (NL) |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon Naturlijke persoon
ULU CONT3961
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Fact Find |
French (FR) |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – version pour l’Intermédiaire / Société simple/Fondation
ULU CONT3964
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Fact Find |
Dutch (NL) |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Maatschap/Stichting
ULU CONT3965
|
|
|
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Luxembourg (LU) |
Fact Find |
English (EN), French (FR) |
Capitalisation Bond, Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find (Company)/ Document d’entrée en relation (Société)- Intermediary version / Version pour l’Intermédiaire
ULU CONT3975
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
United Kingdom (UK) |
Fact Find |
English (EN) |
|
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4011
|
|
|
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Luxembourg (LU) |
Fact Find |
English (EN), French (FR) |
Capitalisation Bond, Private Client Portfolio |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find (Individual)/ Document d’entrée en relation (Individu)- Intermediary version / Version pour l’Intermédiaire
ULU CONT3937
|
|
|
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Italy (IT) |
Fact Find |
Italian (IT) |
Private Client Insurance |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica
ULU CONT3953
|
|
|
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Italy (IT) |
Fact Find |
Italian (IT) |
Private Client Insurance |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica
ULU CONT3955
|
|
|
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market.
|
Italy (IT) |
Fact Find |
Italian (IT) |
Private Client Insurance |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria
ULU CONT3957
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Fact Find |
French (FR) |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire Personne physique
ULU CONT3960
|
|
|
Table of Luxembourg Investment Rules
|
Malta (MT) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3834
|
|
|
Table of Luxembourg Investment Rules
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3835
|
|
|
Table of Luxembourg Investment Rules
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds
ULU CONT3839
|
|
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds and External Funds / Annexe : Règles d’Investissement pour Fonds Internes et Fonds Externes
ULU CONT3808
|
|
|
Table of Luxembourg Investment Rules
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3826
|
|
|
Table of Luxembourg Investment Rules
|
South Africa (ZA) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3829
|
|
|
Table of Luxembourg Investment Rules
|
Turkey (TR) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3831
|
|
|
Table of Luxembourg Investment Rules
|
Israel (IL) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3833
|
|
|
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France
|
France (FR) |
Operational Forms |
French (FR) |
Liberté Capitalisation |
FOS |
Addition to your Policy |
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France
Operational Forms
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats
ULU CONT3775
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Operational Forms |
French (FR) |
Select Client Plan |
FOS |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Plan – Caractéristiques principales du (family shared) Fonds interne dédié
ULU CONT3788
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Select Client Plan |
FOS |
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
|
|
|
Table of Luxembourg Investment Rules – Liberté Capitalisation – France
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté Capitalisation |
FOS |
New Policy |
Table of Luxembourg Investment Rules – Liberté Capitalisation – France
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3806
|
|
|
Table of Luxembourg Investment Rules
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3807
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour fonds internes – Belgique
ULU CONT3681
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen
ULU CONT3683
|
|
|
Table of Luxembourg Investment Rules
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Investment Rules for Internal Funds / Regras de Investimento
ULU CONT3685
|
|
|
Use this form to request a deviation from your investment profile
|
Lithuania (LT) |
Investment literature/Strategies |
English (EN), Lithuanian (LT) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation)
ULU CONT3766
|
|
|
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France
|
France (FR) |
Operational Forms |
French (FR) |
Liberté |
FOS |
Addition to your Policy |
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France
Operational Forms
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats
ULU CONT3769
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Select Client Plan |
FOS |
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
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Operational Forms |
French (FR) |
Select Client Plan |
FOS |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel
ULU CONT3633
|
|
|
Table of Luxembourg Investment Rules
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3678
|
|
|
Table of Luxembourg Investment Rules
|
Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond
ULU CONT3679
|
|
|
Table of Luxembourg Investment Rules
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3680
|
|
|
Use this form to request a deviation from your investment profile
|
Greece (GR) |
Investment literature/Strategies |
English (EN), Greek (EL) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation)
ULU CONT3603
|
|
|
This form shows the list of available external funds for the Select Client Plan product
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Select Client Plan |
FOS |
New Business Pack |
This form shows the list of available external funds for the Select Client Plan product
Investment literature/Strategies
Select Client Plan – Annexe : liste des Fonds Externes disponibles
ULU CONT3603-1
|
|
|
Internal Collective Funds list – Belgium
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Select Client Plan |
FOS |
|
Internal Collective Funds list – Belgium
Investment literature/Strategies
Select Client Plan – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles
ULU CONT3603-2
|
|
|
This form shows the list of available external funds for the Select Client Plan product
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Select Client Plan |
FOS |
New Business Pack |
This form shows the list of available external funds for the Select Client Plan product
Investment literature/Strategies
Select Client Plan – Bijlage: lijst van beschikbare Externe Fondsen
ULU CONT3620
|
|
|
Internal Collective Funds list – Belgium
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Select Client Plan |
FOS |
|
Internal Collective Funds list – Belgium
Investment literature/Strategies
Select Client Plan – België – Bijlage: lijst van beschikbare Interne Collectieve Fondsen
ULU CONT3620-2
|
|
|
Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Trust Literature |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom
Trust Literature
Absolute/Bare Trust
ULU CONT3569
|
|
|
Request for Professional Client Status
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status
ULU CONT3570
|
|
|
This is the precontractual information document related to the Italian Wealth Passport product – Italy (FOS)
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
Italian (IT) |
Wealth Passport |
FOS |
New Policy |
This is the precontractual information document related to the Italian Wealth Passport product – Italy (FOS)
Product Guides/Brochures/Snapshots and Training Materials
Assicurazione a vita intera caso morte – IPID (versione 3134)
ULU CONT3590
|
|
|
Table of Luxembourg Investment Rules
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Regole di investimento per Fondi Interni
ULU CONT3596
|
|
|
These are the Product Features related to the Capitalisation Bond product – Finland
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Capitalisation Bond product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Capitalisation Bond – Tuoteominaisuudet / Product Features
ULU CONT3586
|
|
|
Use this form to request a change of Client information
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
Making a change to your policy |
Use this form to request a change of Client information
Operational Forms
Change of Client Information
ULU CONT3473
|
|
|
Annex to add additional Specialised Assurance Funds to the contract/policy
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
New Policy |
Annex to add additional Specialised Assurance Funds to the contract/policy
Operational Forms
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund
ULU CONT3476
|
|
|
Stand-alone version of General Conditions for the Private Client Insurance product – Italy (FOS)
|
Italy (IT) |
Policy Conditions |
Italian (IT) |
Private Client Insurance |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Private Client Insurance product – Italy (FOS)
Policy Conditions
Private Client Insurance – Condizioni Contrattuali – Multi-Custody
ULU CONT3536
|
|
|
List of available Internal Collective Funds for the Private Client Portfolio product – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
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
|
|
|
This is the precontractual information document related to the Private Client Insurance product – Italy (FOS)
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
Italian (IT) |
Private Client Insurance |
FOS |
New Policy |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOS)
Product Guides/Brochures/Snapshots and Training Materials
Documento informativo precontrattuale (DIP) – PRIVATE CLIENT INSURANCE (versione 2448)
ULU CONT3560
|
|
|
Privacy Notice – Italian version
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Privacy Notice – Italian version
Client Letters/Indemnity/Data Protection
Informativa sulla privacy
ULU CONT3400-WEB
|
|
|
Table of Luxembourg Investment Rules
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Life assurance policy
ULU CONT3419
|
|
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Capitalisation contract
ULU CONT3420
|
|
|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Operational Forms
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade
ULU CONT3454
|
|
|
Use this form to request a upgrade of your investment category
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Operational Forms
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade
ULU CONT3455
|
|
|
Privacy Notice – Spanish/English version
|
Mexico (MX) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364-WEB
|
|
|
Privacy Notice – English version – South Africa
|
South Africa (ZA) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – South Africa
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3359
|
|
|
Privacy Notice – Spanish/English version – Latin America
|
Mexico (MX), Peru (PE) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version – Latin America
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364
|
|
|
Privacy Notice – English version – Jersey
|
Jersey (JE) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Jersey
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3365
|
|
|
Privacy Notice – Italian version – Italy
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOS |
|
Privacy Notice – Italian version – Italy
Client Letters/Indemnity/Data Protection
Informativa sul Trattamento dei Dati Personali
ULU CONT3400
|
|
|
Privacy Notice – Portuguese/English version
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Privacy Notice – Portuguese/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidade / Privacy Notice
ULU CONT3355-WEB
|
|
|
Privacy Notice – Swedish/English version
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Privacy Notice – Swedish/English version
Client Letters/Indemnity/Data Protection
Personuppgiftsmeddelandet / Privacy Notice
ULU CONT3356-WEB
|
|
|
Privacy Notice – Swedish/English version – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Privacy Notice – Swedish/English version – Sweden
Client Letters/Indemnity/Data Protection
Skydd av Personuppgifter / Declaration with regard to Personal Data Protection
ULU CONT3356
|
|
|
Privacy Notice – English version – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Turkey
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3357
|
|
|
Privacy Notice – English version – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – United Kingdom
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3358
|
|
|
Privacy Notice – English/French version
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – English/French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité / Privacy Notice
ULU CONT3350-WEB
|
|
|
Privacy Notice – Norwegian/English version
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Privacy Notice – Norwegian/English version
Client Letters/Indemnity/Data Protection
Personvernerklæring / Privacy Notice
ULU CONT3353-WEB
|
|
|
Privacy Notice – English version – Malta
|
Malta (MT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Malta
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3351
|
|
|
Privacy Notice – Norwegian/English version – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Privacy Notice – Norwegian/English version – Norway
Client Letters/Indemnity/Data Protection
Personvernerklæring / Declaration with regard to Personal Data Protection
ULU CONT3353
|
|
|
Privacy Notice – Portuguese/English version – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Privacy Notice – Portuguese/English version – Portugal
Client Letters/Indemnity/Data Protection
Declaração relativa à Proteção de Dados Pessoais
ULU CONT3355
|
|
|
Privacy Notice – French version
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULU CONT3347-WEB
|
|
|
Privacy Notice – French version – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – French version – France
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère Personel
ULU CONT3347
|
|
|
Privacy Notice – English version – Gibraltar
|
Gibraltar (GI) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Gibraltar
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3348
|
|
|
Privacy Notice – English version – Israel
|
Israel (IL) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Israel
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3349
|
|
|
Privacy Notice – English/French version – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – English/French version – Luxembourg
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection
ULU CONT3350
|
|
|
Privacy Notice – German version
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Privacy Notice – German version
Client Letters/Indemnity/Data Protection
Datenschutzerklärung
ULU CONT3344-WEB
|
|
|
Privacy Notice – Spanish/English version
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3345-WEB
|
|
|
Privacy Notice – Finnish/English version
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Privacy Notice – Finnish/English version
Client Letters/Indemnity/Data Protection
Tietosuojaseloste / Privacy Notice
ULU CONT3346-WEB
|
|
|
Privacy Notice – Spanish/English version – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version – Spain
Client Letters/Indemnity/Data Protection
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection
ULU CONT3345
|
|
|
Privacy Notice – Finnish/English version – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Privacy Notice – Finnish/English version – Finland
Client Letters/Indemnity/Data Protection
Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection
ULU CONT3346
|
|
|
Privacy Notice – French version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULU CONT3340-WEB
|
|
|
Privacy Notice – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version
Client Letters/Indemnity/Data Protection
Privacyverklaring
ULU CONT3341-WEB
|
|
|
Privacy Notice – Dutch version – Belgium (FOS)
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Bescherming van Persoonsgegevens
ULU CONT3341
|
|
|
Privacy Notice – English version – Cyprus
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Cyprus
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3343
|
|
|
Privacy Notice – German version – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Privacy Notice – German version – Germany
Client Letters/Indemnity/Data Protection
Erklärung zum Schutz personenbezogener Daten
ULU CONT3344
|
|
|
Use this form to request a deviation from your investment profile – Capitalisation Bond – Germany
|
Germany (DE) |
Investment literature/Strategies |
German (DE) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form to request a deviation from your investment profile – Capitalisation Bond – Germany
Investment literature/Strategies
Investitionsprofil und Eignungsbeurteilung – CapBond Germany
ULU CONT3326
|
|
|
Privacy Notice – English version – Asia
|
ASIA |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version – Asia
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3337
|
|
|
Privacy Notice – English version
|
Not country specific |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT3337-WEB
|
|
|
Privacy Notice – French version – Belgium (FOS)
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – French version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère
ULU CONT3340
|
|
|
Annex containing the features for a Wealth Preservation Life Cover
|
Mexico (MX) |
Application Form |
Spanish (ES) |
Lombard Life Plan |
FOS |
New Business Pack |
Annex containing the features for a Wealth Preservation Life Cover
Application Form
Anexo “Wealth Preservation Life Cover” – México – No Fumador
ULU CONT3336
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status
ULU CONT3207
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
Dutch (NL), English (EN) |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status
ULU CONT3210
|
|
|
Annex to the application form for beneficiary nomination
|
South Africa (ZA) |
Operational Forms |
English (EN) |
Private Client Portfolio |
FOS |
Making a change to your policy |
Annex to the application form for beneficiary nomination
Operational Forms
Beneficiary Nomination
ULU CONT3233
|
|
|
Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Zertifikat zur Steuerkonformität – CapBond Germany
ULU CONT3325
|
|
|
Use this form to perform a choice of law
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choice Of Law
ULU CONT3261
|
|
|
Annex showing the activity-based charging grid
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Costi amministrativi addizionali
ULU CONT3183
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Luxembourg (LU) |
Operational Forms |
French (FR) |
Private Client Portfolio |
FOS |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Private Client Portfolio – Additional IDF / FID supplémentaire
ULU CONT3185
|
|
|
Annex to add additional Specialised Assurance Funds to the contract/policy
|
Luxembourg (LU) |
Operational Forms |
French (FR) |
Private Client Portfolio |
FOS |
New Policy |
Annex to add additional Specialised Assurance Funds to the contract/policy
Operational Forms
Private Client Portfolio – Additional SAF / FAS supplémentaire
ULU CONT3186
|
|
|
Use this form to request a upgrade of your investment category
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure
ULU CONT3194
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Power of Attorney for the Investment Advisor – Luxembourg
Operational Forms
Power of Attorney / Procuration (Adviser)
ULU CONT3198
|
|
|
Annex showing the activity-based charging grid
|
Spain (ES) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Listado de costes administrativos adicionales
ULU CONT3171
|
|
|
Annex showing the activity-based charging grid
|
Norway (NO) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3177
|
|
|
Annex showing the activity-based charging grid
|
Sweden (SE) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3178
|
|
|
Annex showing the activity-based charging grid
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels
ULU CONT3179
|
|
|
Annex showing the activity-based charging grid
|
Portugal (PT) |
Operational Forms |
Portuguese (PT) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Tarifário de transações
ULU CONT3180
|
|
|
Annex showing the activity-based charging grid
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Einzelheiten zu Einmalgebühren für bestimmte Vorgänge
ULU CONT3166
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Overzicht van bijkomende administratieve vergoedingen
ULU CONT3167
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Aperçu des frais administratifs additionnels
ULU CONT3168
|
|
|
Annex showing the activity-based charging grid
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Détails des Frais de transaction
ULU CONT3169
|
|
|
Annex showing the activity-based charging grid
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3170
|
|
|
Use this form to request a deviation from your investment profile
|
Turkey (TR) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3086
|
|
|
Wealth Preservation Life Cover annex to the Selecta Link application form for Spain
|
Spain (ES) |
Application Form |
Spanish (ES) |
Non Product Specific |
FOS |
New Business Pack |
Wealth Preservation Life Cover annex to the Selecta Link application form for Spain
Application Form
Anexo “Wealth Preservation Life Cover” – Selecta Link
ULU CONT3113
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Cyprus
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio |
FOS |
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Cyprus
Investment literature/Strategies
Appointment of the Policyholder as Investment Manager
ULU CONT3132
|
|
|
Annex showing the activity-based charging grid
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3165
|
|
|
Use this form to request a deviation from your investment profile
|
Israel (IL) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3076
|
|
|
Use this form to request a deviation from your investment profile
|
Jersey (JE) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3078
|
|
|
Use this form to request a deviation from your investment profile
|
Malta (MT) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3080
|
|
|
Use this form to request a deviation from your investment profile
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Profil d’Investissement (Déviation)
ULU CONT3073
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Jersey (JE) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability
ULU CONT3060
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Malta (MT) |
Investment literature/Strategies |
English (EN) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability
ULU CONT3062
|
|
|
Use this form to request a deviation from your investment profile
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation) / Profil d’Investissement (Déviation)
ULU CONT2993
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Germany (DE) |
Investment literature/Strategies |
German (DE) |
Non Product Specific |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investitionsprofil und Eignungsbeurteilung
ULU CONT3056
|
|
|
Spanish investment strategy form – fixed assets
|
Spain (ES) |
Investment literature/Strategies |
Spanish (ES) |
Selecta Link |
FOS |
|
Spanish investment strategy form – fixed assets
Investment literature/Strategies
Anexo Modalidad Activo Fijo
ULU CONT2939
|
|
|
Confidential Financial Questionnaire – Latin America
|
Mexico (MX), Spain (ES) |
Underwriting guides/questionnaires/brochures |
Spanish (ES) |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Financiero Confidencial
ULU CONT2945
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
Luxembourg Capitalisation Bond, Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability Assessment / Profil d’investissement et évaluation de l’adéquation
ULU CONT2992
|
|
|
Use this form to request a change to the Fund Selection – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Private Client Portfolio |
FOS |
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
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging
ULU CONT2802
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice
ULU CONT2803
|
|
|
This form shows the list of available external funds for the Liberté Capitalisation product
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté Capitalisation |
FOS |
New Business Pack |
This form shows the list of available external funds for the Liberté Capitalisation product
Investment literature/Strategies
Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation »
ULU CONT2844
|
|
|
Use this form to request a upgrade of your investment category
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Demande de surclassement de catégorie du Souscripteur
ULU CONT2750
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaration de statut de « Non-U.S. Person » (Multi-Support)
ULU CONT2755
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
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
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Avenant au contrat d’assurance-vie – Dissolution de cession de droits
ULU CONT2799
|
|
|
Use this form to request a change of life cover
|
Finland (FI) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
Sweden (SE) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Request for Professional Client Status
ULU CONT2733
|
|
|
New business application form for the Private Client Portfolio product – Malta
|
Malta (MT) |
Application Form |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Malta
Application Form
Private Client Portfolio
ULU CONT2746
|
|
|
These are the Product Features related to the Private Client Portfolio product – Malta
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Malta
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features
ULU CONT2747
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
|
Malta (MT) |
Policy Conditions |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2748
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Trusts.
Operational Forms
Automatic Exchange of Information – Self-Certification Form for Trust
ULU CONT2655
|
|
|
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) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Trusts.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos
ULU CONT2656
|
|
|
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
|
Spain (ES) |
Application Form |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
Application Form
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities
ULU CONT2659
|
|
|
Addendum to the Personalised Portfolio Bond – Luxembourg
|
Luxembourg (LU), United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Addendum to the Personalised Portfolio Bond – Luxembourg
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates
ULU CONT2688
|
|
|
Use this form to define your investment strategy (generic version)
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Investment Strategy
ULU CONT2725
|
|
|
Use this form to nominate beneficiaries
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Benennung von Begünstigten für bestehende Policen
ULU CONT2623
|
|
|
Use this form to nominate irrevocable beneficiaries
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to nominate irrevocable beneficiaries
Operational Forms
?Benennung von unwiderruflichen Begünstigten für bestehende Policen
ULU CONT2624
|
|
|
This form shows the list of available external funds for the Liberté product
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté |
FOS |
New Business Pack |
This form shows the list of available external funds for the Liberté product
Investment literature/Strategies
Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support
ULU CONT2626
|
|
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten
ULU CONT2628
|
|
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat
ULU CONT2629
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Automatic Exchange of Information – Self-Certification for Controlling Persons
ULU CONT2599
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automatic Exchange of Information – Self-Certification for Entities
ULU CONT2596
|
|
|
New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum
|
United Kingdom (UK), United States (US) |
Application Form |
English (EN) |
Wealth Passport |
FOS |
New Business Pack |
New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum
Application Form
Wealth Passport – UK Hybrid Policy. Private Placement Memorandum
ULU CONT2615
|
|
|
These are the Product Features related to the US-UK Wealth Passport product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Passport |
FOS |
New Policy |
These are the Product Features related to the US-UK Wealth Passport product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio
ULU CONT2616
|
|
|
Use this form to perform a choice of law
|
France (FR) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract
ULU CONT2602
|
|
|
Stand-alone version of General Conditions for the «Liberté» product – France
|
France (FR) |
Policy Conditions |
French (FR) |
Liberté |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the «Liberté» product – France
Policy Conditions
Liberté – Conditions Générales – Multi-Support
ULU CONT2552
|
|
|
External Collective Funds list – Italy
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
Private Client Insurance |
FOE |
|
External Collective Funds list – Italy
Investment literature/Strategies
Private Client Insurance – Lista dei Fondi Esterni
ULU CONT2580
|
|
|
Addendum to the Personalised Portfolio Bond – Portugal
|
Portugal (PT), United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Addendum to the Personalised Portfolio Bond – Portugal
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum)
ULU CONT2583
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automatic Exchange of Information – Self-Certification for Individuals
ULU CONT2593
|
|
|
Use this form to perform a choice of law
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choice of Law (Non-Residents)
ULU CONT2578
|
|
|
Use this form to request a upgrade of your investment category
|
Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade
ULU CONT2530
|
|
|
Use this form to request a upgrade of your investment category
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade
ULU CONT2531
|
|
|
Use this form to request a upgrade of your investment category
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade
ULU CONT2532
|
|
|
New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
|
United Kingdom (UK), United States (US) |
Application Form |
English (EN) |
Wealth Passport |
FOS |
New Business Pack |
New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
Application Form
Wealth Passport – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
ULU CONT2539
|
|
|
New business application form for the «Liberté» product – France
|
France (FR) |
Application Form |
French (FR) |
Liberté |
FOS |
New Business Pack |
New business application form for the «Liberté» product – France
Application Form
Liberté – Multi-Support
ULU CONT2551
|
|
|
Use this form to request a upgrade of your investment category
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement supérieure
ULU CONT2526
|
|
|
Use this form to request a upgrade of your investment category
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Domanda di innalzamento della categoria di investimento (FOS)
ULU CONT2527
|
|
|
Use this form to request a upgrade of your investment category
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Verzoek om een hogere investeringscategorie
ULU CONT2529
|
|
|
Use this form to request a upgrade of your investment category
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade
ULU CONT2524
|
|
|
Use this form to request a upgrade of your investment category
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement supérieure
ULU CONT2525
|
|
|
Use this form to request a downgrade of your investment category
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Verzoek om een lagere investeringscategorie
ULU CONT2518
|
|
|
Use this form to request a downgrade of your investment category
|
Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade
ULU CONT2519
|
|
|
Use this form to request a downgrade of your investment category
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade
ULU CONT2520
|
|
|
Use this form to request a downgrade of your investment category
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade
ULU CONT2521
|
|
|
Use this form to request a upgrade of your investment category
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade
ULU CONT2523
|
|
|
Use this form to request a downgrade of your investment category
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade
ULU CONT2512
|
|
|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade
ULU CONT2513
|
|
|
Use this form to request a downgrade of your investment category
|
France (FR) |
Investment literature/Strategies |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement inférieure
ULU CONT2514
|
|
|
Use this form to request a downgrade of your investment category
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement inférieure
ULU CONT2515
|
|
|
Use this form to request a downgrade of your investment category
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Domanda di retrocessione della categoria di investimento (FOS)
ULU CONT2516
|
|
|
New business application form for the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Application Form |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Jersey
Application Form
Private Client Portfolio
ULU CONT2489
|
|
|
These are the Product Features related to the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Jersey
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features
ULU CONT2490
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Policy Conditions |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2491
|
|
|
Use this form to request a upgrade of your investment category
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Request for Investment Category Upgrade
ULU CONT2505
|
|
|
Use this form to request a downgrade of your investment category
|
Luxembourg (LU), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demand for Investment Category Downgrade
ULU CONT2506
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Policy Conditions |
English (EN) |
Private Client Portfolio |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus
Policy Conditions
The Private Client Portfolio – General Conditions
ULU CONT2416
|
|
|
These are the Product Features related to the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Cyprus
Product Guides/Brochures/Snapshots and Training Materials
The Private Client Portfolio – Product Features
ULU CONT2417
|
|
|
New business application form for the Private Client Insurance product – Italy (FOS)
|
Italy (IT) |
Application Form |
Italian (IT) |
Private Client Insurance |
FOS |
New Business Pack |
New business application form for the Private Client Insurance product – Italy (FOS)
Application Form
Private Client Insurance – Multi-Custody
ULU CONT2448
|
|
|
Back-end tax annex – Belgium
|
Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
English (EN) |
Non Product Specific |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Tax on Insurance Transactions
ULU CONT2466
|
|
|
Portability addendum – UK market
|
United Kingdom (UK) |
Portability |
English (EN) |
Non Product Specific |
FOS |
Making a change to your policy |
Portability addendum – UK market
Portability
Addendum
ULU CONT2485
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS)
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS)
Client Letters/Indemnity/Data Protection
Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità
ULU CONT2366
|
|
|
Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
Operational Forms
Addendum to Life Assurance Policy – Investment Enhancement
ULU CONT2371
|
|
|
Use this form to nominate beneficiaries
|
Turkey (TR) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Beneficiary Nomination
ULU CONT2378
|
|
|
Use this form to request an enhanced death benefit – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request an enhanced death benefit – United Kingdom
Operational Forms
Request for Enhanced Death Benefit
ULU CONT2381
|
|
|
New business application form for the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Application Form |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Cyprus
Application Form
The Private Client Portfolio
ULU CONT2415
|
|
|
Medical Examination Report – Italy (FOS)
|
Italy (IT) |
Underwriting guides/questionnaires/brochures |
Italian (IT) |
Non Product Specific |
FOS |
|
Medical Examination Report – Italy (FOS)
Underwriting guides/questionnaires/brochures
Referto Medico (FOS)
ULU CONT2291
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS)
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS)
Client Letters/Indemnity/Data Protection
Banca Depositaria situata al di fuori dello SEE
ULU CONT2365
|
|
|
Use this form to perform a choice of law
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Dichiarazione di Scelta di Legge / Choice of Law (FOS)
ULU CONT2359
|
|
|
Use this form to perform a choice of law
|
Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Lovvalg / Choice of Law
ULU CONT2360
|
|
|
Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)
Client Letters/Indemnity/Data Protection
Dichiarazione di Conformità fiscale (PH)
ULU CONT2253
|
|
|
Back-end tax annex – Belgium
|
Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
Dutch (NL) |
Non Product Specific |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taks op de Verzekeringsverrichtingen
ULU CONT2262
|
|
|
Back-end tax annex – Belgium
|
Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
French (FR) |
Non Product Specific |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taxe sur les Opérations d’Assurance
ULU CONT2263
|
|
|
Use this form to define your investment strategy (generic version)
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Beleggingsstrategie
ULU CONT2275
|
|
|
Use this form to define your investment strategy (generic version)
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Stratégie d’Investissement
ULU CONT2276
|
|
|
Loan agreement – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Loan agreement – United Kingdom
Operational Forms
Loan Agreement
ULU CONT2207
|
|
|
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Flexible Trust Deed
ULU CONT2212
|
|
|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Déviation du Profil d’investissement
ULU CONT2221
|
|
|
Stand-alone Tax Compliance Certification form for EBOs – Germany
|
Germany (DE) |
Tax and regulatory Literature/technical sales aids and literature |
German (DE) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form for EBOs – Germany
Tax and regulatory Literature/technical sales aids and literature
Zertifikat zur Steuerkonformität
ULU CONT2231
|
|
|
Medical Examination Report – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOS |
|
Medical Examination Report – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen Medical
ULU CONT2189
|
|
|
Medical Examination Report – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOS |
|
Medical Examination Report – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Verslag Medisch Onderzoek
ULU CONT2190
|
|
|
Generic Investment Manager appointment form
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
|
Generic Investment Manager appointment form
Investment literature/Strategies
Designacion del Asesor / Appointment of the Adviser
ULU CONT2194
|
|
|
Loan Trust agreement; Fixed Interest – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Loan Trust agreement; Fixed Interest – United Kingdom
Operational Forms
Loan Trust – Fixed Interest
ULU CONT2205
|
|
|
Discretionary Loan Trust Agreement – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Discretionary Loan Trust Agreement – United Kingdom
Operational Forms
Loan Trust – Discretionary
ULU CONT2206
|
|
|
Additional Medical Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Medische Vragenlijst
ULU CONT2184
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOS |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes
ULU CONT2185
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOS |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen
ULU CONT2186
|
|
|
Confidential Financial Questionnaire – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Financier Confidentiel
ULU CONT2187
|
|
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Vertrouwelijke Financiële Vragenlijst
ULU CONT2188
|
|
|
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) |
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Autocertificación
ULU CONT2170-6
|
|
|
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) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Autocertificazione (FOS)
ULU CONT2170-7
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Zelfcertificering
ULU CONT2170-8
|
|
|
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) |
Operational Forms |
Norwegian (NO) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Egenklaering / Self Certification
ULU CONT2170-9
|
|
|
Additional Medical Questionnaire – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Medical Complementaire
ULU CONT2183
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Auto-Certification
ULU CONT2170
|
|
|
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) |
Operational Forms |
Portuguese (PT) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Autocertificação
ULU CONT2170-10
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
France (FR) |
Operational Forms |
French (FR) |
Liberté, Liberté Capitalisation |
FOS |
New Policy |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Auto-Certification
ULU CONT2170-2
|
|
|
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) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Selbstzertifizierung
ULU CONT2170-4
|
|
|
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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Self-Certification
ULU CONT2170-5
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal
|
Portugal (PT) |
Policy Conditions |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal
Policy Conditions
Condições Gerais / General Conditions
ULU CONT2099
|
|
|
Stand-alone Tax Compliance Certification form – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Portugal
Client Letters/Indemnity/Data Protection
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification
ULU CONT2152
|
|
|
These are the Product Features related to the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Portability |
English (EN) |
Private Client Portfolio |
FOS |
Making a change to your policy |
These are the Product Features related to the Private Client Portfolio product – Gibraltar
Portability
Private Client Portfolio – Product Features
ULU CONT2072
|
|
|
Annex to the application form for beneficiary nomination
|
Gibraltar (GI) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Annex to the application form for beneficiary nomination
Operational Forms
Private Client Portfolio – Beneficiary Nomination Form
ULU CONT2073
|
|
|
Spanish tax compliance addendum
|
Gibraltar (GI) |
Tax and regulatory Literature/technical sales aids and literature |
English (EN) |
Non Product Specific |
FOS |
|
Spanish tax compliance addendum
Tax and regulatory Literature/technical sales aids and literature
Addendum to Life Assurance Policy
ULU CONT2074
|
|
|
Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg
Operational Forms
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »
ULU CONT2043
|
|
|
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden
|
Sweden (SE), United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden
Operational Forms
Addendum to Life Assurance Policy – Investment Enhancement
ULU CONT2061
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
Private Client Portfolio |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Egnethetsprofil / Suitability Profile
ULU CONT2064
|
|
|
New business application form for the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Application Form |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Gibraltar
Application Form
Private Client Portfolio
ULU CONT2069
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Policy Conditions |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
Policy Conditions
Private Client Portfolio
ULU CONT2071
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product
Client Letters/Indemnity/Data Protection
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE
ULU CONT2037
|
|
|
Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Déclaration de Statut de « Non-U.S. Person »
ULU CONT2040
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »
ULU CONT2042
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Norway
Client Letters/Indemnity/Data Protection
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA
ULU CONT2038
|
|
|
Stand-alone Tax Compliance Certification form – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Luxembourg
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales
ULU CONT2025
|
|
|
Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond
Client Letters/Indemnity/Data Protection
Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales
ULU CONT2026
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product
Client Letters/Indemnity/Data Protection
Banque dépositaire hors de l’EEE
ULU CONT2035
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg
Client Letters/Indemnity/Data Protection
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE
ULU CONT2036
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA
ULU CONT2034
|
|
|
Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Policy Conditions |
English (EN), French (FR) |
Capitalisation Bond |
FOS |
|
Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg
Policy Conditions
Luxembourg Capitalisation Bond – General Conditions/Conditions Générales
ULU CONT1983
|
|
|
Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Wealth Preservation Trust |
FOS |
New Policy |
Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Trust Deed
ULU CONT2009
|
|
|
New business application form for the Private Client Portfolio product – Norway
|
Norway (NO) |
Application Form |
English (EN), Norwegian (NO) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Norway
Application Form
Private Client Portfolio
ULU CONT1973
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Norway
|
Norway (NO) |
Policy Conditions |
English (EN), Norwegian (NO) |
Private Client Portfolio |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Private Client Portfolio product – Norway
Policy Conditions
Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208)
ULU CONT1996
|
|
|
Stand-alone Tax Compliance Certification form – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Norway
Client Letters/Indemnity/Data Protection
Skatteerklæring (PH) / Tax Compliance Certification
ULU CONT2005
|
|
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Policy Conditions |
Dutch (NL) |
Select Client Plan |
FOS |
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version
Policy Conditions
Select Client Plan (Multi-Support) – Algemene Voorwaarden
ULU CONT1868
|
|
|
Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France
|
France (FR) |
Policy Conditions |
French (FR) |
Liberté Capitalisation |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France
Policy Conditions
Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales
ULU CONT1940
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg
|
Luxembourg (LU) |
Policy Conditions |
English (EN), French (FR) |
Private Client Portfolio |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg
Policy Conditions
Private Client Portfolio – General Conditions/Conditions Générales
ULU CONT1952
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
|
Finland (FI) |
Policy Conditions |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
Policy Conditions
Private Client Portfolio – Yleiset Ehdot (202407)/General Conditions (202407)
ULU CONT1870
|
|
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
|
Finland (FI) |
Policy Conditions |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
Policy Conditions
Capitalisation Bond – Yleiset Ehdot (202407) / General Conditions (202407)
ULU CONT1907
|
|
|
New business application form for the Luxembourg Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Application Form |
English (EN), French (FR) |
Luxembourg Capitalisation Bond |
FOS |
New Business Pack |
New business application form for the Luxembourg Capitalisation Bond product – Luxembourg
Application Form
Luxembourg Capitalisation Bond
ULU CONT1862
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden
|
Sweden (SE) |
Policy Conditions |
English (EN), Swedish (SV) |
Private Client Portfolio, Wealth Passport |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden
Policy Conditions
Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401)
ULU CONT1865
|
|
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version
|
Belgium (BE) |
Policy Conditions |
French (FR) |
Select Client Plan |
FOS |
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version
Policy Conditions
Select Client Plan – Conditions Générales
ULU CONT1867
|
|
|
New business application form for the Capitalisation Bond product – Finland
|
Finland (FI) |
Application Form |
English (EN), Finnish (FI) |
Capitalisation Bond |
FOS |
New Business Pack |
New business application form for the Capitalisation Bond product – Finland
Application Form
Capitalisation Bond
ULU CONT1864
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product, Compliant with the UK Retail Distribution Review – United Kingdom –
|
United Kingdom (UK) |
Policy Conditions |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product, Compliant with the UK Retail Distribution Review – United Kingdom –
Policy Conditions
Private Client Portfolio – General Conditions – Compliant with the UK Retail Distribution Review
ULU CONT1843
|
|
|
Stand-alone Tax Compliance Certification form – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Spain
Client Letters/Indemnity/Data Protection
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification
ULU CONT1847-2
|
|
|
Addendum to the Personalised Portfolio Bond – Sweden
|
Sweden (SE), United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Addendum to the Personalised Portfolio Bond – Sweden
Operational Forms
Addendum to Life Assurance Policy – Personalised Portfolio Bond
ULU CONT1851
|
|
|
Stand-alone Tax Compliance Certification form – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – France
Client Letters/Indemnity/Data Protection
Déclaration relative aux Obligations Fiscales (PH)
ULU CONT1852
|
|
|
Stand-alone version of General Conditions for the Wealth Preservation Trust product, Compliant with the UK Retail Distribution Review – United Kingdom –
|
United Kingdom (UK) |
Policy Conditions |
English (EN) |
Wealth Preservation Trust |
FOS |
|
Stand-alone version of General Conditions for the Wealth Preservation Trust product, Compliant with the UK Retail Distribution Review – United Kingdom –
Policy Conditions
Wealth Preservation Trust – General Conditions – Compliant with the UK Retail Distribution Review
ULU CONT1853
|
|
|
New business application form for the Wealth Preservation Trust product – United Kingdom
Compliant with the UK Retail Distribution Review
|
United Kingdom (UK) |
Application Form |
English (EN) |
Wealth Preservation Trust |
FOS |
New Business Pack |
New business application form for the Wealth Preservation Trust product – United Kingdom
Compliant with the UK Retail Distribution Review
Application Form
Wealth Preservation Trust – Compliant with the UK Retail Distribution Review
ULU CONT1827
|
|
|
Stand-alone Tax Compliance Certification form – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Sweden
Client Letters/Indemnity/Data Protection
Skatteförsäkran (PH) / Tax Compliance Certification
ULU CONT1828
|
|
|
Stand-alone Tax Compliance Certification form – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Finland
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification
ULU CONT1829
|
|
|
These are the Product Features related to the Private Client Portfolio product – Finland
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
New Business Pack |
These are the Product Features related to the Private Client Portfolio product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Tuoteominaisuudet / Product Features
ULU CONT1830
|
|
|
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification
ULU CONT1832
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Benoeming van Begunstigden
ULU CONT1803
|
|
|
Stand-alone Tax Compliance Certification form – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Turkey
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH)
ULU CONT1813-3
|
|
|
Stand-alone Tax Compliance Certification form – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – United Kingdom
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH)
ULU CONT1813-4
|
|
|
New business application form for the Private Client Portfolio product – United Kingdom
Compliant with the UK Retail Distribution Review
|
United Kingdom (UK) |
Application Form |
English (EN) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – United Kingdom
Compliant with the UK Retail Distribution Review
Application Form
Private Client Portfolio – Compliant with the UK Retail Distribution Review
ULU CONT1824
|
|
|
Stand-alone Tax Compliance Certification form – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Germany
Client Letters/Indemnity/Data Protection
Zertifikat zur SteuerKonformität (PH)
ULU CONT1825
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULU CONT1802
|
|
|
Use this form to perform a choice of law
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Deklaration om Val av Tillämplig Lag / Choice of Law
ULU CONT1793
|
|
|
Use this form to perform a choice of law
|
France (FR) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law
ULU CONT1794
|
|
|
Use this form to perform a choice of law
|
Spain (ES) |
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Elección de Ley Aplicable al Contrato / Choice of Law
ULU CONT1796
|
|
|
These are the Product Features related to the Private Client Portfolio product – Sweden
|
Sweden (SE) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Sweden
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Key Features/Förköpsinformation
ULU CONT1748
|
|
|
New business application form for the Private Client Portfolio product – Luxembourg
|
Luxembourg (LU) |
Application Form |
English (EN), French (FR) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Luxembourg
Application Form
Private Client Portfolio
ULU CONT1784
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law
ULU CONT1790
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Operational Forms |
Dutch (NL), English (EN) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Keuze van de Toepasbare Wet / Choice of Law
ULU CONT1791
|
|
|
Use this form to perform a choice of law
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Lainvalinta / Choice of Law
ULU CONT1792
|
|
|
New business application form for the Select Client Plan product – Belgium
|
Belgium (BE) |
Application Form |
Dutch (NL) |
Select Client Plan |
FOS |
New Business Pack |
New business application form for the Select Client Plan product – Belgium
Application Form
Select Client Plan
ULU CONT1729
|
|
|
New business application form for the Select Client Plan product – Belgium
|
Belgium (BE) |
Application Form |
French (FR) |
Select Client Plan |
FOS |
New Business Pack |
New business application form for the Select Client Plan product – Belgium
Application Form
Select Client Plan
ULU CONT1730
|
|
|
New business application form for the Private Client Portfolio product – Sweden
|
Sweden (SE) |
Application Form |
English (EN), Swedish (SV) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Sweden
Application Form
Private Client Portfolio
ULU CONT1737
|
|
|
New business application form for the Selecta Link product – Spain
|
Spain (ES) |
Application Form |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
New business application form for the Selecta Link product – Spain
Application Form
Selecta Link – Version for Individuals
ULU CONT1739
|
|
|
New business application form for the Private Client Portfolio product – Finland
|
Finland (FI) |
Application Form |
English (EN), Finnish (FI) |
Private Client Portfolio |
FOS |
New Business Pack |
New business application form for the Private Client Portfolio product – Finland
Application Form
Private Client Portfolio
ULU CONT1731
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Erklärung bezüglich des Status „Nicht-US -Person“
ULU CONT1633
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Verklaring omtrent „Non-U.S. Person”-status
ULU CONT1634
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Spain (ES) |
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaración como « Persona no Estadounidense »
ULU CONT1636
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
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
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version
Client Letters/Indemnity/Data Protection
Investissements Spécialisés
ULU CONT1590
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom
Client Letters/Indemnity/Data Protection
Specialised investments
ULU CONT1591
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
Swedish (SV) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden
Client Letters/Indemnity/Data Protection
Särskilda investeringen
ULU CONT1593
|
|
|
Additional Medical Questionnaire – Italy (FOS)
|
Italy (IT) |
Underwriting guides/questionnaires/brochures |
Italian (IT) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Italy (FOS)
Underwriting guides/questionnaires/brochures
Questionario Medico Aggiuntivo (FOS)
ULU CONT1606
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Déclaration de Statut de « Non-U.S. Person »
ULU CONT1632
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France
Client Letters/Indemnity/Data Protection
Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés
ULU CONT1584
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Germany
|
Austria (AT), Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Germany
Client Letters/Indemnity/Data Protection
Anlage
ULU CONT1585
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Gespecialiseerde Investeringen
ULU CONT1586
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
Client Letters/Indemnity/Data Protection
Hyväksyntä Erityissijoituksille
ULU CONT1587
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Spanish (ES) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain
Client Letters/Indemnity/Data Protection
Inversiones Especializadas
ULU CONT1588
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications
ULU CONT1561-2
|
|
|
Additional Medical Questionnaire – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
English (EN) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – United Kingdom
Underwriting guides/questionnaires/brochures
Additional Medical Questionnaire
ULU CONT1562
|
|
|
Additional Medical Questionnaire – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Médico Complementario / Additional Medical Questionnaire
ULU CONT1563-2
|
|
|
Medical Examination Report – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
English (EN) |
Non Product Specific |
FOS |
|
Medical Examination Report – United Kingdom
Underwriting guides/questionnaires/brochures
Medical Examination Report
ULU CONT1564
|
|
|
Medical Examination Report – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Medical Examination Report – Latin America
Underwriting guides/questionnaires/brochures
Informe De Examen Médico / Medical Examination Report
ULU CONT1565-2
|
|
|
Use this form to appoint an Investment Manager/Advisor – Sweden
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
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
|
|
|
These are the Product Features related to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Wealth Preservation Trust |
FOS |
New Policy |
These are the Product Features related to the Wealth Preservation Trust product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Wealth Preservation Trust – Product Features
ULU CONT1481
|
|
|
Tax notes linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Wealth Preservation Trust |
FOS |
New Policy |
Tax notes linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Tax Notes
ULU CONT1492
|
|
|
Confidential Financial Questionnaire – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
English (EN) |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – United Kingdom
Underwriting guides/questionnaires/brochures
Confidential Fincancial Questionnaire
ULU CONT1559
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
English (EN) |
Non Product Specific |
FOS |
|
Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom
Underwriting guides/questionnaires/brochures
Additional Questionnaire on Preexisting Life Policies and Applications
ULU CONT1560
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Germany
Client Letters/Indemnity/Data Protection
Depotbank ausserhalb des EWR
ULU CONT1438
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey
Client Letters/Indemnity/Data Protection
Custodian Bank located outside the EEA
ULU CONT1440-2
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom
Client Letters/Indemnity/Data Protection
Custodian Bank located outside of the EEA
ULU CONT1440-3
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Depotbank buiten de EER
ULU CONT1441
|
|
|
Use this form to appoint an Investment Manager/Advisor – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
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
|
|
|
Use this form to request the appointment of a discretionary Investment Manager
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request the appointment of a discretionary Investment Manager
Operational Forms
Private Client Portfolio – Discretionary Management Form – UK
ULU CONT1412
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version
Client Letters/Indemnity/Data Protection
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE
ULU CONT1434-1
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product
Client Letters/Indemnity/Data Protection
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE
ULU CONT1434-2
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden
Client Letters/Indemnity/Data Protection
Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA
ULU CONT1436
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland
Client Letters/Indemnity/Data Protection
Eta-alueen ulkopuolella oleva säilyttäjäpankki / Custodian Bank located outside the EEA
ULU CONT1435
|
|
|
Stand-alone version of General Conditions for the Selecta Link product – Spain
|
Spain (ES) |
Policy Conditions |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
|
Stand-alone version of General Conditions for the Selecta Link product – Spain
Policy Conditions
Selecta Link – Condiciones Generales / General Conditions Simplified Version
ULU CONT1059
|
|
|
Change of Life Cover form
|
Sweden (SE) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Change of Life Cover form
Operational Forms
Request for Change of Life Cover
ULU CONT1129
|
|
|
These are the Product Features related to the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
Private Client Portfolio |
FOS |
New Policy |
These are the Product Features related to the Private Client Portfolio product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features – United Kingdom
ULU CONT1164
|
|
|
Use this form to appoint an Investment Manager/Advisor
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to appoint an Investment Manager/Advisor
Operational Forms
Change Request to Discretionary Mandate
ULU CONT1318
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
FOS |
|
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
Non Product Specific |
FOS |
|
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
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1056
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|
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Confirmation of Client contact details used for the Electronic Signing of documents
|
France (FR) |
Operational Forms |
French (FR) |
Non Product Specific |
FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1057
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Italy (IT) |
Operational Forms |
Italian (IT) |
Non Product Specific |
FOE FOS |
|
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
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|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE FOS |
|
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
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|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Germany (DE) |
Operational Forms |
German (DE) |
Non Product Specific |
FOS |
|
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
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|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Mexico (MX), Spain (ES) |
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
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
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|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
Non Product Specific |
FOS |
|
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
Non Product Specific |
FOS |
|
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
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|
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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) |
Operational Forms |
English (EN) |
Non Product Specific |
FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1046
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Belgium (BE) |
Operational Forms |
French (FR) |
Non Product Specific |
FOE FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1048
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|
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Use this form to request a withdrawal from your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1421
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|
|
Use this form to request a withdrawal from your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Sweden
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1423
|
|
|
Use this form to request a withdrawal from your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Partial Surrender Request
ULU PCON1361
|