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Insurer: Luxembourg

Regime: FOS

Market: Germany (DE)

Documents

Title	Description	Asset Type	Language	Product	Process	Excerpt
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Wealth Passport		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_USD_DE_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Lombard TermFix		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_TermFix_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Lombard Mixed Term		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_MixedTerm_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Lombard Leben		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_LebenMS_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Lombard Leben		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_Leben_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Capitalisation Bond		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_CapBondMS_DE PR
Basisinformationsblatt	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Key Information Document	German (DE)	Capitalisation Bond		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Basisinformationsblatt ULU_KID_LU_DE_EUR_Capbond_DE PR
AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY	Operational Forms	German (DE)	Wealth Passport	Surrender or Claim	AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY Operational Forms AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY ULU PR 00103
Connect Sign in (German)	Connect Sign in (German)	Guides and Supporting Documents	German (DE)	Non Product Specific		Connect Sign in (German) Guides and Supporting Documents Connect Sign in (German) ULU PR 00020
Wechsel des Vermittlers	Use this form to request a change of Intermediary – Germany	Operational Forms	German (DE)	Non Product Specific		Use this form to request a change of Intermediary – Germany Operational Forms Wechsel des Vermittlers ULU PCON1533
WOHNSITZ UND KOMMUNIKATIONSMITTEL	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Operational Forms	German (DE)	Non Product Specific		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms WOHNSITZ UND KOMMUNIKATIONSMITTEL ULU PCON1519
Änderung des Anlageprofils	Use this form to request a switch of investments on your policy/contract – Germany	Surrender/Claim/Withdrawal/Switch	German (DE)	Non Product Specific		Use this form to request a switch of investments on your policy/contract – Germany Surrender/Claim/Withdrawal/Switch Änderung des Anlageprofils ULU PCON1468
Änderung der Laufzeit für bestehende Policen	Use this form to request a change of term to your policy/contract – Germany	Operational Forms	German (DE)	Non Product Specific		Use this form to request a change of term to your policy/contract – Germany Operational Forms Änderung der Laufzeit für bestehende Policen ULU PCON1300
Übernahme einder bestehenden Police bei Ableben des Versicherungsnehmers	Use this form to request a transfer of your policy/contract to another policyholder – Germany	Operational Forms	German (DE)	Non Product Specific		Use this form to request a transfer of your policy/contract to another policyholder – Germany Operational Forms Übernahme einder bestehenden Police bei Ableben des Versicherungsnehmers ULU PCON1301
Wechsel des Versicherungsnehmers einer bestehenden Police	Use this form to request a change of policyholder on an existing policy/contract – Germany	Operational Forms	German (DE)	Non Product Specific		Use this form to request a change of policyholder on an existing policy/contract – Germany Operational Forms Wechsel des Versicherungsnehmers einer bestehenden Police ULU PCON1299
Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung)	Use this form to request a change of Investment Strategy (Fund Picking) – Germany	Operational Forms	German (DE)	Non Product Specific		Use this form to request a change of Investment Strategy (Fund Picking) – Germany Operational Forms Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung) ULU PCON1262
Versicherungsleistung im Todesfall	Use this form to initiate a death claim – Germany	Surrender/Claim/Withdrawal/Switch	German (DE)	Non Product Specific		Use this form to initiate a death claim – Germany Surrender/Claim/Withdrawal/Switch Versicherungsleistung im Todesfall ULU PCON1056
Verlusterklärung einer Versicherungspolice	Form to be used to declare the loss of policy documents – Germany	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Form to be used to declare the loss of policy documents – Germany Client Letters/Indemnity/Data Protection Verlusterklärung einer Versicherungspolice ULU PCON1036
Auftrag zum Rückkauf (Kündigung)	Use this form to request the surrender of your policy/contract – Germany	Surrender/Claim/Withdrawal/Switch	German (DE)	Non Product Specific		Use this form to request the surrender of your policy/contract – Germany Surrender/Claim/Withdrawal/Switch Auftrag zum Rückkauf (Kündigung) ULU PCON1025
Auftrag zum Teilrückkauf (Teilkündigung)	Use this form to request a withdrawal from your policy/contract – Germany	Surrender/Claim/Withdrawal/Switch	German (DE)	Non Product Specific		Use this form to request a withdrawal from your policy/contract – Germany Surrender/Claim/Withdrawal/Switch Auftrag zum Teilrückkauf (Teilkündigung) ULU PCON1016
Connect Überblick – Nutzerhandbuch für Kunden	This user gives the client an overview of Connect in German	Guides and Supporting Documents	German (DE)	Non Product Specific		This user gives the client an overview of Connect in German Guides and Supporting Documents Connect Überblick – Nutzerhandbuch für Kunden ULU MARK2348
Connect User Guide – Additional Payment (German)	Connect User Guide – Additional Payment (German)	Guides and Supporting Documents	German (DE)	Non Product Specific		Connect User Guide – Additional Payment (German) Guides and Supporting Documents Connect User Guide – Additional Payment (German) ULU MARK2282
Connect User Manual – Resolution (German)	Connect User Manual – Resolution (German)	Guides and Supporting Documents	German (DE)	Non Product Specific		Connect User Manual – Resolution (German) Guides and Supporting Documents Connect User Manual – Resolution (German) ULU MARK2178
Connect Benutzerhandbuch: Teilrückkauf	This Connect User Guide shows how to request a regular withdrawal	Product Guides/Brochures/Snapshots and Training Materials	German (DE)	Non Product Specific		This Connect User Guide shows how to request a regular withdrawal Product Guides/Brochures/Snapshots and Training Materials Connect Benutzerhandbuch: Teilrückkauf ULU MARK2147
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende personen (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	German (DE)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende personen (AEoI) ULU CONT4263
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Operational Forms	German (DE)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger (AEoI) ULU CONT4251
Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche Personen (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Operational Forms	German (DE)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche Personen (AEoI) ULU CONT4242
Datenschutzerklärung	Privacy Notice – German version	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Privacy Notice – German version Client Letters/Indemnity/Data Protection Datenschutzerklärung ULU CONT3344-WEB
Erklärung zum Schutz personenbezogener Daten	Privacy Notice – German version – Germany	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Privacy Notice – German version – Germany Client Letters/Indemnity/Data Protection Erklärung zum Schutz personenbezogener Daten ULU CONT3344
Privacy Notice	Privacy Notice – English version	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Investitionsprofil und Eignungsbeurteilung – CapBond Germany	Use this form to request a deviation from your investment profile – Capitalisation Bond – Germany	Investment literature/Strategies	German (DE)	Non Product Specific	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
Zertifikat zur Steuerkonformität – CapBond Germany	Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product Client Letters/Indemnity/Data Protection Zertifikat zur Steuerkonformität – CapBond Germany ULU CONT3325
Einzelheiten zu Einmalgebühren für bestimmte Vorgänge	Annex showing the activity-based charging grid	Operational Forms	German (DE)	Non Product Specific		Annex showing the activity-based charging grid Operational Forms Einzelheiten zu Einmalgebühren für bestimmte Vorgänge ULU CONT3166
Investitionsprofil und Eignungsbeurteilung	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	German (DE)	Non Product Specific	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
Benennung von unwiderruflichen Begünstigten für bestehende Policen	Use this form to nominate irrevocable beneficiaries	Operational Forms	German (DE)	Non Product Specific		Use this form to nominate irrevocable beneficiaries Operational Forms Benennung von unwiderruflichen Begünstigten für bestehende Policen ULU CONT2624
Benennung von Begünstigten für bestehende Policen	Use this form to nominate beneficiaries	Operational Forms	German (DE)	Non Product Specific		Use this form to nominate beneficiaries Operational Forms Benennung von Begünstigten für bestehende Policen ULU CONT2623
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	English (EN)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) ULU CONT2599
Automatic Exchange of Information – Self-Certification for Entities (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Operational Forms	English (EN)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities (AEoI) ULU CONT2596
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Operational Forms	English (EN)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals (AEoI) ULU CONT2593
Zertifikat zur Steuerkonformität	This is a Stand-alone Tax Compliance Certification form for EBOs for Germany.	Tax and regulatory Literature/technical sales aids and literature	German (DE)	Non Product Specific		This is a Stand-alone Tax Compliance Certification form for EBOs for Germany. Tax and regulatory Literature/technical sales aids and literature Zertifikat zur Steuerkonformität ULU CONT2231
FATCA Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	English (EN)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Self-Certification ULU CONT2170-5
FATCA Selbstzertifizierung	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	German (DE)	Non Product Specific		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Selbstzertifizierung ULU CONT2170-4
Zertifikat zur SteuerKonformität (PH)	Stand-alone Tax Compliance Certification form – Germany	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Stand-alone Tax Compliance Certification form – Germany Client Letters/Indemnity/Data Protection Zertifikat zur SteuerKonformität (PH) ULU CONT1825
Erklärung bezüglich des Status „Nicht-US -Person“	Use this form to declare a status of “Non-U.S. Person”	Operational Forms	German (DE)	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Erklärung bezüglich des Status „Nicht-US -Person“ ULU CONT1633
Anlage	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Germany	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Germany Client Letters/Indemnity/Data Protection Anlage ULU CONT1585
Depotbank ausserhalb des EWR	Declaration for the Use of a Custodian Bank located outside of the EEA – Germany	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		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
VEREINBARUNG ZUR OFFENLEGUNG VON INFORMATIONEN	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	German (DE)	Non Product Specific		Information Disclosure Agreement Client Letters/Indemnity/Data Protection VEREINBARUNG ZUR OFFENLEGUNG VON INFORMATIONEN ULU CONT1086
Bestätigung der für die elektronische Unterzeichnung von Dokumenten verwendeten Kundenkontaktdaten	Confirmation of Client contact details used for the Electronic Signing of documents	Operational Forms	German (DE)	Non Product Specific		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bestätigung der für die elektronische Unterzeichnung von Dokumenten verwendeten Kundenkontaktdaten ULU CONNECT1050

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