|
|
Use this form to request a switch of investments on your policy/contract – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
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 regular withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
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 a withdrawal from your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1421
|
|
|
Use this form to request a withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
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 request a withdrawal from your policy/contract – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
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 regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
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) |
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
|
|
|
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) |
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 withdrawal from your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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) |
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
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
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
|
|
|
This Connect User Guide shows how to request a regular withdrawal – in Dutch
|
Belgium (BE) |
Product Guides/Brochures/Snapshots and Training Materials |
Dutch (NL) |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal – in Dutch
Product Guides/Brochures/Snapshots and Training Materials
Connect Gebruikershandleiding – Gedeeltelijke afkoop
ULU PROD2154
|
|
|
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 |
English (EN) |
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 Communications Means and Use of Electronic Signatures form
ULU PR 00102
|
|
|
Information Disclosure Agreement
|
France (FR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement form
ULU PR 00101
|
|
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
FOS |
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement for the National Bank of Belgium (NL)
ULU PR 00099
|
|
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement for the National Bank of Belgium (FR)
ULU PR 00098
|
|
|
Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France
|
France (FR) |
Operational Forms |
French (FR) |
FOS |
|
Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France
Operational Forms
DÉCLARATION DE PERTE DE DOCUMENTS
ULU PR 00091
|
|
|
Use this form to initiate a death claim – Italy (Branch and Head Office)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOE FOS |
|
Use this form to initiate a death claim – Italy (Branch and Head Office)
Surrender/Claim/Withdrawal/Switch
Request for payment of benefits in the event of death – Italy
ULU PR 00048
|
|
|
Connect User Guide Servicing (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOS |
|
Connect User Guide Servicing (English)
Guides and Supporting Documents
Connect User Guide Servicing (English)
ULU PR 00022
|
|
|
Connect User Guide Additional Investment (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOS |
|
Connect User Guide Additional Investment (English)
Guides and Supporting Documents
Connect User Guide Additional Investment (English)
ULU PR 00021
|
|
|
Connect Sign in (German)
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
FOS |
|
Connect Sign in (German)
Guides and Supporting Documents
Connect Sign in (German)
ULU PR 00020
|
|
|
Connect Sign in (French)
|
France (FR) |
Guides and Supporting Documents |
French (FR) |
FOS |
|
Connect Sign in (French)
Guides and Supporting Documents
Connect Sign in (French)
ULU PR 00019
|
|
|
Connect Sign In (Spanish)
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
FOS |
|
Connect Sign In (Spanish)
Guides and Supporting Documents
Connect Sign In (Spanish)
ULU PR 00018
|
|
|
Connect Sign In (Italian)
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
FOS |
|
Connect Sign In (Italian)
Guides and Supporting Documents
Connect Sign In (Italian)
ULU PR 00016
|
|
|
Connect Sign In (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOS |
|
Connect Sign In (English)
Guides and Supporting Documents
Connect Sign In (English)
ULU PR 00017
|
|
|
Use this form to request a change of Communication Means and address – South Africa
|
South Africa (ZA) |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Use this form to request a change of Communication Means and address – South Africa
Operational Forms
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1607
|
|
|
Use this form to request a change of Communication Means and address – Malta
|
Malta (MT) |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Use this form to request a change of Communication Means and address – Malta
Operational Forms
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1606
|
|
|
Use this form to request a change of Communication Means and address – Jersey
|
Jersey (JE) |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Use this form to request a change of Communication Means and address – Jersey
Operational Forms
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1605
|
|
|
Use this form to request a change of Communication Means and address – Israel
|
Israel (IL) |
Operational Forms |
English (EN) |
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
|
|
|
Use this form to request a change of Communication Means and address – Cyprus
|
Cyprus (CY) |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Use this form to request a change of Communication Means and address – Cyprus
Operational Forms
RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1602
|
|
|
Use this form to request a switch of investments on your policy – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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
|
|
|
Use this form for an addition to your policy/contract – Jersey
|
Jersey (JE) |
Top Up/Additional Investment |
English (EN) |
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
|
|
|
Use this form for an addition to your policy/contract – Gibraltar
|
Gibraltar (GI) |
Top Up/Additional Investment |
English (EN) |
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
|
|
|
Use this form for an addition to your policy/contract – Malta
|
Malta (MT) |
Top Up/Additional Investment |
English (EN) |
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
|
|
|
Use this form for an addition to your policy/contract – Cyprus
|
Cyprus (CY) |
Top Up/Additional Investment |
English (EN) |
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
|
|
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
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
|
|
|
Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank
|
France (FR) |
Operational Forms |
French (FR) |
FOS |
|
Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant
ULU PCON1566
|
|
|
Use this form for an addition to your policy/contract – Sweden
|
Sweden (SE) |
Top Up/Additional Investment |
English (EN), Swedish (SV) |
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
|
|
|
Use this form for an addition to your policy/contract – Finland
|
Finland (FI) |
Top Up/Additional Investment |
English (EN), Finnish (FI) |
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
|
|
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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
Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund
ULU PCON1559
|
|
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
|
Sweden (SE) |
Operational Forms |
English (EN) |
FOS |
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
Operational Forms
Switch Authorisation
ULU PCON1562
|
|
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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
Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund
ULU PCON1558
|
|
|
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 |
Dutch (NL) |
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
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds
ULU PCON1557
|
|
|
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) |
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 Investment Manager and Investment Strategy – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
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 of Intermediary – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
FOS |
|
Use this form to request a change of Intermediary – Germany
Operational Forms
Wechsel des Vermittlers
ULU PCON1533
|
|
|
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) |
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
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOE 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
Residenza e Comunicazioni
ULU PCON1527
|
|
|
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) |
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
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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
|
France (FR) |
Operational Forms |
French (FR) |
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
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
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
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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
|
Belgium (BE) |
Operational Forms |
French (FR) |
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
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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
|
Germany (DE) |
Operational Forms |
German (DE) |
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
|
|
|
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) |
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) |
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 switch of investments on your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 to request a withdrawal from your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
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 the surrender of your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
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 initiate a death claim – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Greek (EL) |
FOS |
|
Use this form to initiate a death claim – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση για παροχή λόγω Θανάτου / Death Claim
ULU PCON1497
|
|
|
Form to be used to declare the loss of policy documents – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
FOS |
|
Form to be used to declare the loss of policy documents – Turkey
Operational Forms
Declaration as to Loss of Polivy Schedule
ULU PCON1485
|
|
|
Annex to add additional Life Assureds to the contract/policy
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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 change of Beneficiary – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
FOS |
|
Use this form to request a change of Beneficiary – Finland
Operational Forms
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination
ULU PCON1479
|
|
|
Use this form for dealing purposes – France
|
France (FR) |
Investment literature/Strategies |
French (FR) |
FOS |
|
Use this form for dealing purposes – France
Investment literature/Strategies
Formulaire de transmission d’ordre
ULU PCON1460
|
|
|
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) |
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 initiate a death claim – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
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 withdrawal from your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
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 request the surrender of your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Lithuanian (LT) |
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 for dealing purposes – Finland
|
Finland (FI) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form for dealing purposes – Finland
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1438
|
|
|
Use this form to request a switch of investments on your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
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 to request a withdrawal from your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 the surrender of your policy/contract – Sweden (English version)
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 the surrender of your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 switch of investments on your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 a switch of investments on your Capitalisation policy/contract – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 an automated switch of investments on your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
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) |
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 – Turkey
|
Turkey (TR) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 change of investment manager and Investment Strategy – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
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 – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
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 to request the surrender of your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
English (EN), French (FR) |
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 to request the surrender of your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
Use this form to request the surrender of your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1384
|
|
|
Use this form to request a withdrawal from your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Withdrawal Request
ULU PCON1383
|
|
|
Use this form for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Forex/Forward Request Form
ULU PCON1382
|
|
|
Use this form to request a change of Broker – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
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) |
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 – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Partial Surrender Request
ULU PCON1361
|
|
|
Use this form to request the surrender of your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Norwegian (NO) |
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 Custodian Bank – Turkey
|
Turkey (TR) |
Operational Forms |
English (EN) |
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 an appointment or change of broker
|
Belgium (BE) |
Operational Forms |
French (FR) |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Désignation d’Intermédiaire
ULU PCON1323
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Aanstelling van Tussenpersoon
ULU PCON1322
|
|
|
Use this form to request a change of life cover – Italy (Branch)
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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 a switch of investments on your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 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) |
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 to request a transfer of your policy/contract to another policyholder – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
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 of term to your policy/contract – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
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 change of policyholder on an existing policy/contract – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
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 a withdrawal from your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 the surrender of your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 change of Investment Strategy (Fund Picking) – Germany
|
Germany (DE) |
Operational Forms |
German (DE) |
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 a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Turkey (TR) |
Operational Forms |
English (EN) |
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
Choice of Correspondance Address
ULU PCON1258
|
|
|
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) |
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 Investment Manager to Policyholder as Investment Manager – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
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) |
FOS |
|
Use this form to initiate a death claim – Sweden
Operational Forms
Bouppteckningsintyg
ULU PCON1253
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland
|
Finland (FI) |
Operational Forms |
English (EN) |
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 – Sweden
|
Sweden (SE) |
Operational Forms |
English (EN) |
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 Policyholder – Corporate Entity – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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 Policyholder – Physical Person – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOE FOS |
|
Use this form to request a change of Policyholder – Physical Person – Italy
Operational Forms
Richiesta Cambio Contraente Persona Fisica
ULU PCON1245
|
|
|
Form to be used to declare the loss of policy documents – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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 Intermediary – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOE FOS |
|
Use this form to request a change of Intermediary – Italy
Operational Forms
Richiesta Cambio Intermediario
ULU PCON1243
|
|
|
Use this form to initiate a death claim – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
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 the surrender of your policy/contract – Italy (Branch and FOS)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Italian (IT) |
FOE FOS |
|
Use this form to request the surrender of your policy/contract – Italy (Branch and FOS)
Surrender/Claim/Withdrawal/Switch
Richiesta Di Riscatto Withdrawal and Surrender Form
ULU PCON1237
|
|
|
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) |
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 to request a change of Investment Strategy – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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 change of Beneficiary – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOE FOS |
|
Use this form to request a change of Beneficiary – Italy
Operational Forms
Richiesta Cambio Beneficiario
ULU PCON1213
|
|
|
Use this form to initiate a survival benefit request – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
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 initiate a death claim – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
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 request the surrender of your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
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 a withdrawal from your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
English (EN), Portuguese (PT) |
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 request a change of Investment Manager – Portugal
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
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 the surrender of/withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 to request a regular withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1116
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
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
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
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
|
|
|
Use this form to request a regular withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
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 to request a change of Investment Manager – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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 change of Investment Manager and Investment Strategy – France
|
France (FR) |
Operational Forms |
French (FR) |
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 initiate a death claim – Belgium (French version)
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 Custodian Bank
|
France (FR) |
Operational Forms |
French (FR) |
FOS |
|
Use this form to request a change of Custodian Bank
Operational Forms
Formulaire Changement de Banque Dépositaire
ULU PCON1060
|
|
|
Use this form to request a change of Custodian Bank
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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 initiate a death claim – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
FOS |
|
Use this form to initiate a death claim – Germany
Surrender/Claim/Withdrawal/Switch
Versicherungsleistung im Todesfall
ULU PCON1056
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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
|
|
|
Form to be used to declare the loss of policy documents – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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
|
|
|
Form to be used to declare the loss of policy documents – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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 – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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
|
|
|
Form to be used to declare the loss of policy documents – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Spanish (ES) |
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 – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
FOS |
|
Form to be used to declare the loss of policy documents – Germany
Client Letters/Indemnity/Data Protection
Verlusterklärung einer Versicherungspolice
ULU PCON1036
|
|
|
Use this form to request a switch of investments on your policy/contract – Finland (Finnish version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Finnish (FI) |
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 switch of investments on your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
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 the surrender of your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
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 – Germany
|
Germany (DE) |
Surrender/Claim/Withdrawal/Switch |
German (DE) |
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 – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
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 the surrender of your policy/contract – Sweden (Swedish version)
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
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 a withdrawal from your policy/contract – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
FOS |
|
Use this form to request a withdrawal from your policy/contract – France
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel
ULU PCON1013
|
|
|
Use this form to initiate a death claim – Belgium (Dutch version)
|
Belgium (BE) |
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
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 initiate a death claim – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
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 – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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 – France
|
France (FR) |
Surrender/Claim/Withdrawal/Switch |
French (FR) |
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 – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
English (EN) |
FOS |
|
Use this form to initiate a death claim – United Kingdom
Surrender/Claim/Withdrawal/Switch
Death Claim
ULU PCON1004
|
|
|
Use this form to initiate a death claim – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Swedish (SV) |
FOS |
|
Use this form to initiate a death claim – Sweden
Surrender/Claim/Withdrawal/Switch
Underrättelse om den försäkrades dödsfall
ULU PCON1003
|
|
|
This document details our FAS offer with our partner CA Indosuez Wealth Europe
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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 Edmond de Rothschild (Europe) Luxembourg
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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 Société Générale Luxembourg
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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 UBS France S.A.
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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
|
|
|
Connect Overview – Access Guide (Italian)
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
FOE FOS |
|
Connect Overview – Access Guide (Italian)
Guides and Supporting Documents
Connect Overview – Access Guide (Italian)
ULU MARK2353
|
|
|
Connect Overview – Customer Guide (Dutch)
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
FOE FOS |
|
Connect Overview – Customer Guide (Dutch)
Guides and Supporting Documents
Connect Overview – Customer Guide (Dutch)
ULU MARK2352
|
|
|
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) |
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
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
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
|
|
|
This user gives the client an overview of Connect in German
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
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 document details the conditions applicable to our collaboration with Banque Havilland S.A.
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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 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) |
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 our FAS offer with our partner Quintet Private Bank
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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
|
|
|
Connect Overview Client User Guide (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOE FOS |
|
Connect Overview Client User Guide (English)
Guides and Supporting Documents
Connect Overview Client User Guide
ULU MARK2328
|
|
|
This document details our FAS offer with our partner Banque Internationale à Luxembourg (BIL)
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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
|
|
|
This is a Connect User Guide for digital subscription – Dutch version
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
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 is a Connect User Guide for digital subscription – French version
|
Belgium (BE) |
Guides and Supporting Documents |
French (FR) |
FOE FOS |
|
This is a Connect User Guide for digital subscription – French version
Guides and Supporting Documents
Guide d’utilisation Connect Souscription Digitale – Belgique
ULU MARK2302
|
|
|
Connect User Guide – Additional Payment (German)
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
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
|
France (FR) |
Guides and Supporting Documents |
French (FR) |
FOS |
|
This is a Connect User Guide for digital subscription – French version
Guides and Supporting Documents
Connect User Guide Digital Subscription
ULU MARK2276
|
|
|
This Connect user guide shows how to request a withdrawal
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOE FOS |
|
This Connect user guide shows how to request a withdrawal
Guides and Supporting Documents
Connect User Guide Withdrawal
ULU MARK2251
|
|
|
Connect User Guide – Total Redemption (Italian)
|
Italy (IT) |
Guides and Supporting Documents |
Italian (IT) |
FOE FOS |
|
Connect User Guide – Total Redemption (Italian)
Guides and Supporting Documents
Connect User Guide – Total Redemption (Italian)
ULU MARK2194
|
|
|
Connect User Guide – Total Rescue (Spanish)
|
Spain (ES) |
Guides and Supporting Documents |
Spanish (ES) |
FOE FOS |
|
Connect User Guide – Total Rescue (Spanish)
Guides and Supporting Documents
Connect User Guide – Total Rescue (Spanish)
ULU MARK2181
|
|
|
Connect User Manual – Resolution (German)
|
Germany (DE) |
Guides and Supporting Documents |
German (DE) |
FOE FOS |
|
Connect User Manual – Resolution (German)
Guides and Supporting Documents
Connect User Manual – Resolution (German)
ULU MARK2178
|
|
|
Connect User Guide – Total Redemption (French)
|
Belgium (BE), France (FR) |
Guides and Supporting Documents |
French (FR) |
FOE FOS |
|
Connect User Guide – Total Redemption (French)
Guides and Supporting Documents
Connect User Guide – Total Redemption (French)
ULU MARK2174
|
|
|
Connect User Manual – Full Redemption (Dutch)
|
Belgium (BE) |
Guides and Supporting Documents |
Dutch (NL) |
FOE FOS |
|
Connect User Manual – Full Redemption (Dutch)
Guides and Supporting Documents
Connect Gebruikershandleiding – Volledige Afkoop
ULU MARK2171
|
|
|
This Connect User Guide shows how to request a regular withdrawal in Italian
|
Italy (IT) |
Product Guides/Brochures/Snapshots and Training Materials |
Italian (IT) |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal in Italian
Product Guides/Brochures/Snapshots and Training Materials
Connect Guida all’uso – Riscatto Parziale
ULU MARK2152
|
|
|
This Connect User Guide shows how to request a withdrawal – in Spanish
|
Spain (ES) |
Product Guides/Brochures/Snapshots and Training Materials |
Spanish (ES) |
FOE FOS |
|
This Connect User Guide shows how to request a withdrawal – in Spanish
Product Guides/Brochures/Snapshots and Training Materials
Connect Guía de uso – Rescate Parcial
ULU MARK2148
|
|
|
This Connect User Guide shows how to request a regular withdrawal
|
Germany (DE) |
Product Guides/Brochures/Snapshots and Training Materials |
German (DE) |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal
Product Guides/Brochures/Snapshots and Training Materials
Connect Benutzerhandbuch: Teilrückkauf
ULU MARK2147
|
|
|
This Connect User Guide shows how to request a regular withdrawal
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
English (EN) |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal
Product Guides/Brochures/Snapshots and Training Materials
Connect User guide – Regular Withdrawal
ULU MARK2138
|
|
|
Connect User Guide – Surrender (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
English (EN) |
FOE FOS |
|
Connect User Guide – Surrender (English)
Guides and Supporting Documents
Connect User Guide – Surrender (English)
ULU MARK2128
|
|
|
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) |
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
|
|
|
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) |
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
|
|
|
Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France
|
France (FR) |
Operational Forms |
French (FR) |
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
|
|
|
Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France
|
France (FR) |
Operational Forms |
French (FR) |
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
|
|
|
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) |
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.
|
Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
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
|
|
|
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) |
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
|
|
|
Rules for Internal Dedicated Fund – Italy
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOS |
New Policy |
Rules for Internal Dedicated Fund – Italy
Operational Forms
Regolamento del Fondo Interno Dedicato
ULU CONT4585
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
FOS |
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
Operational Forms
Power of Attorney / Procuration – Luxembourg Capitalisation Bond
ULU CONT4549
|
|
|
Privacy Notice – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT4443-WEB
|
|
|
Privacy Notice – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT4443
|
|
|
Privacy Notice – Greek/English version
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
English (EN), Greek (EL) |
FOS |
|
Privacy Notice – Greek/English version
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429-WEB
|
|
|
Privacy Notice – Greek/English version – Greece
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
English (EN), Greek (EL) |
FOS |
|
Privacy Notice – Greek/English version – Greece
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429
|
|
|
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) |
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.
|
Finland (FI) |
Operational Forms |
Finnish (FI) |
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.
|
Portugal (PT) |
Operational Forms |
Portuguese (PT) |
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 controlling persons.
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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.
|
Germany (DE) |
Operational Forms |
German (DE) |
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), Luxembourg (LU) |
Operational Forms |
French (FR) |
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.
|
Mexico (MX), Peru (PE), Spain (ES) |
Operational Forms |
Spanish (ES) |
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.
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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.
|
Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
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.
|
Portugal (PT) |
Operational Forms |
Portuguese (PT) |
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 corporate applications.
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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.
|
Germany (DE) |
Operational Forms |
German (DE) |
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), Luxembourg (LU) |
Operational Forms |
French (FR) |
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.
|
Mexico (MX), Peru (PE), Spain (ES) |
Operational Forms |
Spanish (ES) |
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.
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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
|
|
|
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) |
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.
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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.
|
Germany (DE) |
Operational Forms |
German (DE) |
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), Luxembourg (LU) |
Operational Forms |
French (FR) |
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
|
|
|
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) |
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.
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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
|
|
|
Table of Luxembourg Investment Rules
|
Lithuania (LT) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4029
|
|
|
Table of Luxembourg Investment Rules
|
Greece (GR) |
Investment literature/Strategies |
Greek (EL) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
ΠΑΡΆΡΤΗΜΑ: ΕΠΕΝΔΥΤΙΚΟΊ ΚΑΝΌΝΕΣ ΓΙΑ ΕΣΩΤΕΡΙΚΆ ΚΕΦΆΛΑΙΑ
ULU CONT4028
|
|
|
Table of Luxembourg Investment Rules
|
Jersey (JE) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4027
|
|
|
Table of Luxembourg Investment Rules
|
Gibraltar (GI) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4026
|
|
|
Change of Client Role form
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Change of Client Role form
Operational Forms
Change of Client Role
ULU CONT3934
|
|
|
“Prise de date” annex to the Liberté Capitalisation product – France
|
France (FR) |
Operational Forms |
French (FR) |
FOS |
New Policy |
“Prise de date” annex to the Liberté Capitalisation product – France
Operational Forms
Avenant au contrat de capitalisation
ULU CONT3910
|
|
|
“Prise de date” annex to the Liberté product – France
|
France (FR) |
Operational Forms |
French (FR) |
FOS |
New Policy |
“Prise de date” annex to the Liberté product – France
Operational Forms
Avenant au contrat d’assurance-vie
ULU CONT3909
|
|
|
Table of Luxembourg Investment Rules
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
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
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3835
|
|
|
Table of Luxembourg Investment Rules
|
Malta (MT) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3834
|
|
|
Table of Luxembourg Investment Rules
|
Israel (IL) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3833
|
|
|
Table of Luxembourg Investment Rules
|
Turkey (TR) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3831
|
|
|
Table of Luxembourg Investment Rules
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
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) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3829
|
|
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
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
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3807
|
|
|
Use this form to request a deviation from your investment profile
|
Lithuania (LT) |
Investment literature/Strategies |
English (EN), Lithuanian (LT) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation)
ULU CONT3766
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
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) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Investment Rules for Internal Funds / Regras de Investimento
ULU CONT3685
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour fonds internes – Belgique
ULU CONT3681
|
|
|
Table of Luxembourg Investment Rules
|
Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3680
|
|
|
Table of Luxembourg Investment Rules
|
Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
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
|
France (FR) |
Investment literature/Strategies |
French (FR) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3678
|
|
|
Use this form to request a deviation from your investment profile
|
Greece (GR) |
Investment literature/Strategies |
English (EN), Greek (EL) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation)
ULU CONT3603
|
|
|
Table of Luxembourg Investment Rules
|
Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Regole di investimento per Fondi Interni
ULU CONT3596
|
|
|
Choice of law for the French market (Englishh version)
|
France (FR) |
Operational Forms |
English (EN) |
FOS |
|
Choice of law for the French market (Englishh version)
Operational Forms
Choice of Law form
ULU CONT3572
|
|
|
Request for Professional Client Status
|
Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
FOS |
|
Request for Professional Client Status
Operational Forms
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status
ULU CONT3570
|
|
|
List of available Internal Collective Funds for the Private Client Portfolio product – Finland
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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
|
|
|
Change of Client Information form
|
ASIA |
Operational Forms |
English (EN) |
FOS |
Making a change to your policy |
Change of Client Information form
Operational Forms
Change of Client Information
ULU CONT3530
|
|
|
Use this form to request a change of Client information
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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
|
|
|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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) |
FOS |
|
Use this form to request a upgrade of your investment category
Operational Forms
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade
ULU CONT3455
|
|
|
Table of Luxembourg Investment Rules
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
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) |
FOS |
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Capitalisation contract
ULU CONT3420
|
|
|
Privacy Notice – Italian version
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOE FOS |
|
Privacy Notice – Italian version
Client Letters/Indemnity/Data Protection
Informativa sulla privacy
ULU CONT3400-WEB
|
|
|
Privacy Notice – Italian version – Italy
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOS |
|
Privacy Notice – Italian version – Italy
Client Letters/Indemnity/Data Protection
Informativa sul Trattamento dei Dati Personali
ULU CONT3400
|
|
|
Privacy Notice – Spanish/English version
|
Mexico (MX) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
FOS |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364-WEB
|
|
|
Privacy Notice – English version – Jersey
|
Jersey (JE) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Privacy Notice – English version – Jersey
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3365
|
|
|
Privacy Notice – English version – South Africa
|
South Africa (ZA) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Privacy Notice – Spanish/English version – Latin America
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364
|
|
|
Privacy Notice – English version – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Privacy Notice – English version – United Kingdom
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3358
|
|
|
Privacy Notice – Swedish/English version
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
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) |
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 – Portuguese/English version
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
FOS |
|
Privacy Notice – Portuguese/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidade / Privacy Notice
ULU CONT3355-WEB
|
|
|
Privacy Notice – Portuguese/English version – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
FOS |
|
Privacy Notice – Portuguese/English version – Portugal
Client Letters/Indemnity/Data Protection
Declaração relativa à Proteção de Dados Pessoais
ULU CONT3355
|
|
|
Privacy Notice – Norwegian/English version
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
FOS |
|
Privacy Notice – Norwegian/English version
Client Letters/Indemnity/Data Protection
Personvernerklæring / Privacy Notice
ULU CONT3353-WEB
|
|
|
Privacy Notice – Norwegian/English version – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
FOS |
|
Privacy Notice – Norwegian/English version – Norway
Client Letters/Indemnity/Data Protection
Personvernerklæring / Declaration with regard to Personal Data Protection
ULU CONT3353
|
|
|
Privacy Notice – English/French version
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
FOS |
|
Privacy Notice – English/French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité / Privacy Notice
ULU CONT3350-WEB
|
|
|
Privacy Notice – English version – Malta
|
Malta (MT) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Privacy Notice – English version – Malta
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3351
|
|
|
Privacy Notice – English version – Israel
|
Israel (IL) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
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 – French version
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULU CONT3347-WEB
|
|
|
Privacy Notice – English version – Gibraltar
|
Gibraltar (GI) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Privacy Notice – English version – Gibraltar
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3348
|
|
|
Privacy Notice – Finnish/English version
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
FOS |
|
Privacy Notice – Finnish/English version
Client Letters/Indemnity/Data Protection
Tietosuojaseloste / Privacy Notice
ULU CONT3346-WEB
|
|
|
Privacy Notice – French version – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Privacy Notice – French version – France
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère Personel
ULU CONT3347
|
|
|
Privacy Notice – Spanish/English version
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
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
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
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 – German version
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
FOS |
|
Privacy Notice – German version
Client Letters/Indemnity/Data Protection
Datenschutzerklärung
ULU CONT3344-WEB
|
|
|
Privacy Notice – Spanish/English version – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
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 – English version – Cyprus
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Privacy Notice – German version – Germany
Client Letters/Indemnity/Data Protection
Erklärung zum Schutz personenbezogener Daten
ULU CONT3344
|
|
|
Privacy Notice – Dutch version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
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) |
FOS |
|
Privacy Notice – Dutch version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Bescherming van Persoonsgegevens
ULU CONT3341
|
|
|
Privacy Notice – French version
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULU CONT3340-WEB
|
|
|
Privacy Notice – French version – Belgium (FOS)
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Privacy Notice – French version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère
ULU CONT3340
|
|
|
Privacy Notice – English version – Asia
|
ASIA |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT3337-WEB
|
|
|
Use this form to request a deviation from your investment profile – Capitalisation Bond – Germany
|
Germany (DE) |
Investment literature/Strategies |
German (DE) |
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
|
|
|
Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
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) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choice Of Law
ULU CONT3261
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
Dutch (NL), English (EN) |
FOS |
|
Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status
ULU CONT3210
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
English (EN), French (FR) |
FOS |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status
ULU CONT3207
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
FOS |
|
Power of Attorney for the Investment Advisor – Luxembourg
Operational Forms
Power of Attorney / Procuration (Adviser)
ULU CONT3198
|
|
|
Use this form to request a upgrade of your investment category
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
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
|
|
|
Annex showing the activity-based charging grid
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOE FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Costi amministrativi addizionali
ULU CONT3183
|
|
|
Annex showing the activity-based charging grid
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
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) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Tarifário de transações
ULU CONT3180
|
|
|
Annex showing the activity-based charging grid
|
Norway (NO) |
Operational Forms |
English (EN) |
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) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3178
|
|
|
Annex showing the activity-based charging grid
|
Turkey (TR) |
Operational Forms |
English (EN) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Schedule of Additional Administrative Charges
ULU CONT3170
|
|
|
Annex showing the activity-based charging grid
|
Spain (ES) |
Operational Forms |
Spanish (ES) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Listado de costes administrativos adicionales
ULU CONT3171
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Operational Forms |
French (FR) |
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) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Détails des Frais de transaction
ULU CONT3169
|
|
|
Annex showing the activity-based charging grid
|
Germany (DE) |
Operational Forms |
German (DE) |
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) |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Overzicht van bijkomende administratieve vergoedingen
ULU CONT3167
|
|
|
Annex showing the activity-based charging grid
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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
|
Turkey (TR) |
Investment literature/Strategies |
English (EN) |
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) |
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 deviation from your investment profile
|
Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
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 request a deviation from your investment profile
|
Sweden (SE) |
Investment literature/Strategies |
Swedish (SV) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investeringsprofil (Avvikelse)
ULU CONT3085
|
|
|
Use this form to request a deviation from your investment profile
|
Malta (MT) |
Investment literature/Strategies |
English (EN) |
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
|
Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
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 request a deviation from your investment profile
|
Israel (IL) |
Investment literature/Strategies |
English (EN) |
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) |
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
|
France (FR) |
Investment literature/Strategies |
French (FR) |
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 request a deviation from your investment profile
|
Gibraltar (GI) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3075
|
|
|
Use this form to request a deviation from your investment profile
|
Cyprus (CY) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3071
|
|
|
Use this form to request a deviation from your investment profile
|
Finland (FI) |
Investment literature/Strategies |
Finnish (FI) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Sijoitusprofiili (Poikkeama)
ULU CONT3072
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Germany (DE) |
Investment literature/Strategies |
German (DE) |
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
|
|
|
Use this form to request a deviation from your investment profile
|
Luxembourg (LU) |
Investment literature/Strategies |
English (EN), French (FR) |
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 request a deviation from your investment profile
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT2991
|
|
|
Confidential Financial Questionnaire – Latin America
|
Mexico (MX), Spain (ES) |
Underwriting guides/questionnaires/brochures |
Spanish (ES) |
FOS |
|
Confidential Financial Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Financiero Confidencial
ULU CONT2945
|
|
|
Information Disclosure Agreement
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
English (EN) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2887
|
|
|
Information Disclosure Agreement
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2878
|
|
|
Information Disclosure Agreement
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2876
|
|
|
Information Disclosure Agreement
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2874
|
|
|
Information Disclosure Agreement
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
French (FR) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2868
|
|
|
Information Disclosure Agreement
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2864
|
|
|
Information Disclosure Agreement
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOE FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI
ULU CONT2866
|
|
|
Information Disclosure Agreement
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2863
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
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) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2861
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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) |
FOS |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice
ULU CONT2803
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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) |
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
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
|
Malta (MT) |
Policy Conditions |
English (EN) |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2748
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
France (FR) |
Operational Forms |
French (FR) |
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
|
|
|
Use this form to request a change of life cover
|
Finland (FI) |
Operational Forms |
English (EN) |
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) |
FOS |
|
Request for Professional Client Status
Operational Forms
Request for Professional Client Status
ULU CONT2733
|
|
|
Use this form to define your investment strategy (generic version)
|
United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Investment Strategy
ULU CONT2725
|
|
|
Addendum to the Personalised Portfolio Bond – Luxembourg
|
Luxembourg (LU), United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
|
Addendum to the Personalised Portfolio Bond – Luxembourg
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates
ULU CONT2688
|
|
|
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) |
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
|
|
|
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) |
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 Trusts.
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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
|
|
|
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) |
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
|
|
|
Use this form to nominate beneficiaries
|
Germany (DE) |
Operational Forms |
German (DE) |
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) |
FOS |
|
Use this form to nominate irrevocable beneficiaries
Operational Forms
Benennung von unwiderruflichen Begünstigten für bestehende Policen
ULU CONT2624
|
|
|
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) |
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
|
|
|
Use this form to perform a choice of law
|
France (FR) |
Operational Forms |
English (EN), French (FR) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract
ULU CONT2602
|
|
|
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) |
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
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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.
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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) |
FOS |
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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
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Addendum to the Personalised Portfolio Bond – Portugal
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Portugal (PT), United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
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Addendum to the Personalised Portfolio Bond – Portugal
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum)
ULU CONT2583
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Use this form to perform a choice of law
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United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
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Use this form to perform a choice of law
Operational Forms
Choice of Law (Non-Residents)
ULU CONT2578
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Use this form to request a upgrade of your investment category
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Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
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
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Use this form to request a upgrade of your investment category
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Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
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
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Use this form to request a upgrade of your investment category
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Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Verzoek om een hogere investeringscategorie
ULU CONT2529
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Use this form to request a upgrade of your investment category
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Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
FOS |
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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
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Use this form to request a upgrade of your investment category
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Belgium (BE) |
Investment literature/Strategies |
French (FR) |
FOS |
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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
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Use this form to request a upgrade of your investment category
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Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
FOS |
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Use this form to request a upgrade of your investment category
Investment literature/Strategies
Domanda di innalzamento della categoria di investimento (FOS)
ULU CONT2527
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Use this form to request a upgrade of your investment category
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Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
FOS |
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Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade
ULU CONT2524
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Use this form to request a downgrade of your investment category
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Sweden (SE) |
Investment literature/Strategies |
English (EN), Swedish (SV) |
FOS |
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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
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Use this form to request a upgrade of your investment category
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Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
FOS |
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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
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Use this form to request a downgrade of your investment category
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Norway (NO) |
Investment literature/Strategies |
English (EN), Norwegian (NO) |
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
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Use this form to request a downgrade of your investment category
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Portugal (PT) |
Investment literature/Strategies |
English (EN), Portuguese (PT) |
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
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Use this form to request a downgrade of your investment category
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Italy (IT) |
Investment literature/Strategies |
Italian (IT) |
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
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Use this form to request a downgrade of your investment category
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Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Verzoek om een lagere investeringscategorie
ULU CONT2518
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Use this form to request a downgrade of your investment category
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
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
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Use this form to request a downgrade of your investment category
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Spain (ES) |
Investment literature/Strategies |
English (EN), Spanish (ES) |
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
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|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Investment literature/Strategies |
English (EN), Finnish (FI) |
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
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Use this form to request a upgrade of your investment category
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United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Request for Investment Category Upgrade
ULU CONT2505
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Use this form to request a downgrade of your investment category
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Luxembourg (LU), United Kingdom (UK) |
Investment literature/Strategies |
English (EN) |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demand for Investment Category Downgrade
ULU CONT2506
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Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
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Jersey (JE) |
Policy Conditions |
English (EN) |
FOS |
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Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2491
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Portability addendum – UK market
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United Kingdom (UK) |
Portability |
English (EN) |
FOS |
Making a change to your policy |
Portability addendum – UK market
Portability
Addendum
ULU CONT2485
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Back-end tax annex – Belgium
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Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
English (EN) |
FOS |
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Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Tax on Insurance Transactions
ULU CONT2466
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Use this form to request an enhanced death benefit – United Kingdom
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United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
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Use this form to request an enhanced death benefit – United Kingdom
Operational Forms
Request for Enhanced Death Benefit
ULU CONT2381
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Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
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Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
Operational Forms
Addendum to Life Assurance Policy – Investment Enhancement
ULU CONT2371
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Use this form to nominate beneficiaries
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Turkey (TR) |
Operational Forms |
English (EN) |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Beneficiary Nomination
ULU CONT2378
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Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS)
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Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOE FOS |
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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
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Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS)
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Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOE FOS |
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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
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|
|
Use this form to perform a choice of law
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Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Lovvalg / Choice of Law
ULU CONT2360
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|
Use this form to declare a status of “Non-U.S. Person”
|
Italy (IT) |
Operational Forms |
Italian (IT) |
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
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Medical Examination Report – Italy (FOS)
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Italy (IT) |
Underwriting guides/questionnaires/brochures |
Italian (IT) |
FOS |
|
Medical Examination Report – Italy (FOS)
Underwriting guides/questionnaires/brochures
Referto Medico (FOS)
ULU CONT2291
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|
Use this form to perform a choice of law
|
Italy (IT) |
Operational Forms |
Italian (IT) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Dichiarazione di Scelta di Legge / Choice of Law (FOS)
ULU CONT2359
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|
Use this form to define your investment strategy (generic version)
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Beleggingsstrategie
ULU CONT2275
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|
Use this form to define your investment strategy (generic version)
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Belgium (BE) |
Investment literature/Strategies |
French (FR) |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Stratégie d’Investissement
ULU CONT2276
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Back-end tax annex – Belgium
|
Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
Dutch (NL) |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taks op de Verzekeringsverrichtingen
ULU CONT2262
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Back-end tax annex – Belgium
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Belgium (BE) |
Tax and regulatory Literature/technical sales aids and literature |
French (FR) |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taxe sur les Opérations d’Assurance
ULU CONT2263
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Stand-alone Tax Compliance Certification form for EBOs – Germany
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Germany (DE) |
Tax and regulatory Literature/technical sales aids and literature |
German (DE) |
FOS |
|
Stand-alone Tax Compliance Certification form for EBOs – Germany
Tax and regulatory Literature/technical sales aids and literature
Zertifikat zur Steuerkonformität
ULU CONT2231
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Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)
|
Italy (IT) |
Client Letters/Indemnity/Data Protection |
Italian (IT) |
FOE FOS |
|
Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)
Client Letters/Indemnity/Data Protection
Dichiarazione di Conformità fiscale (PH)
ULU CONT2253
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|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Afwijking van het Beleggingsprofiel
ULU CONT2220
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|
|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Déviation du Profil d’investissement
ULU CONT2221
|
|
|
Loan agreement – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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) |
FOS |
|
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Flexible Trust Deed
ULU CONT2212
|
|
|
Loan Trust agreement; Fixed Interest – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
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) |
FOS |
|
Discretionary Loan Trust Agreement – United Kingdom
Operational Forms
Loan Trust – Discretionary
ULU CONT2206
|
|
|
Medical Examination Report – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
FOS |
|
Medical Examination Report – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Verslag Medisch Onderzoek
ULU CONT2190
|
|
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Vertrouwelijke Financiële Vragenlijst
ULU CONT2188
|
|
|
Medical Examination Report – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
FOS |
|
Medical Examination Report – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen Medical
ULU CONT2189
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
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) |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Financier Confidentiel
ULU CONT2187
|
|
|
Additional Medical Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
Dutch (NL) |
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) |
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 Medical Questionnaire – Belgium (FOS) – French version
|
Belgium (BE) |
Underwriting guides/questionnaires/brochures |
French (FR) |
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.
|
Norway (NO) |
Operational Forms |
Norwegian (NO) |
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
|
|
|
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) |
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) |
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.
|
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) |
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
|
|
|
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) |
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.
|
Germany (DE) |
Operational Forms |
German (DE) |
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.
|
Belgium (BE) |
Operational Forms |
French (FR) |
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) |
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
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
French (FR) |
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
|
|
|
Stand-alone Tax Compliance Certification form – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
English (EN), Portuguese (PT) |
FOS |
|
Stand-alone Tax Compliance Certification form – Portugal
Client Letters/Indemnity/Data Protection
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification
ULU CONT2152
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Investment literature/Strategies |
Dutch (NL) |
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
|
|
|
Spanish tax compliance addendum
|
Gibraltar (GI) |
Tax and regulatory Literature/technical sales aids and literature |
English (EN) |
FOS |
|
Spanish tax compliance addendum
Tax and regulatory Literature/technical sales aids and literature
Addendum to Life Assurance Policy
ULU CONT2074
|
|
|
Annex to the application form for beneficiary nomination
|
Gibraltar (GI) |
Operational Forms |
English (EN) |
FOS |
|
Annex to the application form for beneficiary nomination
Operational Forms
Private Client Portfolio – Beneficiary Nomination Form
ULU CONT2073
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Policy Conditions |
English (EN) |
FOS |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
Policy Conditions
Private Client Portfolio
ULU CONT2071
|
|
|
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden
|
Sweden (SE), United Kingdom (UK) |
Operational Forms |
English (EN) |
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 declare a status of “Non-U.S. Person”
|
Luxembourg (LU) |
Operational Forms |
English (EN), French (FR) |
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
|
|
|
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) |
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
|
|
|
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) |
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) |
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
|
|
|
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) |
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
|
|
|
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) |
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
|
|
|
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) |
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) |
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
|
|
|
Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
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 – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
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 Tax Compliance Certification form – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
English (EN), French (FR) |
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 – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
English (EN), Norwegian (NO) |
FOS |
|
Stand-alone Tax Compliance Certification form – Norway
Client Letters/Indemnity/Data Protection
Skatteerklæring (PH) / Tax Compliance Certification
ULU CONT2005
|
|
|
Stand-alone Tax Compliance Certification form – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
FOS |
|
Stand-alone Tax Compliance Certification form – France
Client Letters/Indemnity/Data Protection
Déclaration relative aux Obligations Fiscales (PH)
ULU CONT1852
|
|
|
Stand-alone Tax Compliance Certification form – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
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) |
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 – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
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
|
|
|
Stand-alone Tax Compliance Certification form – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
FOS |
|
Stand-alone Tax Compliance Certification form – Finland
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification
ULU CONT1829
|
|
|
Stand-alone Tax Compliance Certification form – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
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 – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
FOS |
|
Stand-alone Tax Compliance Certification form – Germany
Client Letters/Indemnity/Data Protection
Zertifikat zur SteuerKonformität (PH)
ULU CONT1825
|
|
|
Stand-alone Tax Compliance Certification form – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
English (EN) |
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) |
FOS |
|
Stand-alone Tax Compliance Certification form – United Kingdom
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH)
ULU CONT1813-4
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Operational Forms |
French (FR) |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULU CONT1802
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Benoeming van Begunstigden
ULU CONT1803
|
|
|
Use this form to perform a choice of law
|
Spain (ES) |
Operational Forms |
English (EN), Spanish (ES) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Elección de Ley Aplicable al Contrato / Choice of Law
ULU CONT1796
|
|
|
Use this form to perform a choice of law
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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) |
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
|
Belgium (BE) |
Operational Forms |
Dutch (NL), English (EN) |
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) |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Lainvalinta / Choice of Law
ULU CONT1792
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Operational Forms |
English (EN), French (FR) |
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 declare a status of “Non-U.S. Person”
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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) |
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Belgium (BE) |
Operational Forms |
Dutch (NL) |
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) |
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”
|
Belgium (BE) |
Operational Forms |
French (FR) |
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Germany (DE) |
Operational Forms |
German (DE) |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Erklärung bezüglich des Status „Nicht-US -Person“
ULU CONT1633
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
Swedish (SV) |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden
Client Letters/Indemnity/Data Protection
Särskilda investeringen
ULU CONT1593
|
|
|
Questionario Medico Aggiuntivo – Italy (FOS)
|
Italy (IT) |
Underwriting guides/questionnaires/brochures |
Italian (IT) |
FOS |
|
Questionario Medico Aggiuntivo – Italy (FOS)
Underwriting guides/questionnaires/brochures
Questionario Medico Aggiuntivo (FOS)
ULU CONT1606
|
|
|
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) |
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) |
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 – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
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) |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain
Client Letters/Indemnity/Data Protection
Inversiones Especializadas
ULU CONT1588
|
|
|
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) |
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) |
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
|
|
|
Medical Examination Report – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
FOS |
|
Medical Examination Report – Latin America
Underwriting guides/questionnaires/brochures
Informe De Examen Médico / Medical Examination Report
ULU CONT1565-2
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France
|
France (FR) |
Client Letters/Indemnity/Data Protection |
French (FR) |
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
|
|
|
Additional Medical Questionnaire – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
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) |
FOS |
|
Medical Examination Report – United Kingdom
Underwriting guides/questionnaires/brochures
Medical Examination Report
ULU CONT1564
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
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) |
FOS |
|
Additional Medical Questionnaire – United Kingdom
Underwriting guides/questionnaires/brochures
Additional Medical Questionnaire
ULU CONT1562
|
|
|
Confidential Financial Questionnaire – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
English (EN) |
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) |
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
|
|
|
Use this form to appoint an Investment Manager/Advisor – Norway
|
Norway (NO) |
Operational Forms |
English (EN) |
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 appoint an Investment Manager/Advisor – Sweden
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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
|
|
|
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) |
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) |
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Germany
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
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) |
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 – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
English (EN), Swedish (SV) |
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) |
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
|
|
|
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) |
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) |
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
|
|
|
Use this form to appoint an Investment Manager/Advisor
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
|
Use this form to appoint an Investment Manager/Advisor
Operational Forms
Change Request to Discretionary Mandate
ULU CONT1318
|
|
|
Use this form to request the appointment of a discretionary Investment Manager
|
United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
|
Use this form to request the appointment of a discretionary Investment Manager
Operational Forms
Private Client Portfolio – Discretionary Management Form – UK
ULU CONT1412
|
|
|
Change of Life Cover form
|
Sweden (SE) |
Operational Forms |
English (EN) |
FOS |
|
Change of Life Cover form
Operational Forms
Request for Change of Life Cover
ULU CONT1129
|
|
|
Information Disclosure Agreement
|
Germany (DE) |
Client Letters/Indemnity/Data Protection |
German (DE) |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
VEREINBARUNG ZUR OFFENLEGUNG VON INFORMATIONEN
ULU CONT1086
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
France (FR) |
Operational Forms |
French (FR) |
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) |
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Norway (NO) |
Operational Forms |
English (EN), Norwegian (NO) |
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) |
FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1056
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Sweden (SE) |
Operational Forms |
English (EN), Swedish (SV) |
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Finland (FI) |
Operational Forms |
English (EN), Finnish (FI) |
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
|
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Confirmation of Client contact details used for the Electronic Signing of documents
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Mexico (MX), Spain (ES) |
Operational Forms |
English (EN), Spanish (ES) |
FOS |
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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
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Portugal (PT) |
Operational Forms |
English (EN), Portuguese (PT) |
FOS |
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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
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Confirmation of Client contact details used for the Electronic Signing of documents
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Belgium (BE) |
Operational Forms |
Dutch (NL) |
FOE FOS |
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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
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Germany (DE) |
Operational Forms |
German (DE) |
FOS |
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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
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ASIA, Cyprus (CY), Gibraltar (GI), Greece (GR), Israel (IL), Jersey (JE), United Kingdom (UK) |
Operational Forms |
English (EN) |
FOS |
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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
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Confirmation of Client contact details used for the Electronic Signing of documents
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Belgium (BE) |
Operational Forms |
French (FR) |
FOE FOS |
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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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