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Insurer: Luxembourg

Market: France (FR)

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Documents

Title	Description	Asset Type	Language	Regime	Process	Excerpt
Demande de Rachat Partiel – MultiSupport	Use this form to request a withdrawal from your policy/contract – France	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
Change of Communications Means and Use of Electronic Signatures form	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	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 form	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	English (EN)	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement form ULU PR 00101
DÉCLARATION DE PERTE DE DOCUMENTS	Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France	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
Connect Sign in (French)	Connect Sign in (French)	Guides and Supporting Documents	French (FR)	FOS		Connect Sign in (French) Guides and Supporting Documents Connect Sign in (French) ULU PR 00019
Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant	Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank	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
Formulaire de changement de moyen de communication et utilisation des signatures électroniques	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	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
Formulaire de transmission d’ordre	Use this form for dealing purposes – France	Investment literature/Strategies	French (FR)	FOS		Use this form for dealing purposes – France Investment literature/Strategies Formulaire de transmission d’ordre ULU PCON1460
Formulaire d’Arbitrage automatique	Use this form to request an automated switch of investments on your policy/contract – France	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
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Investment literature/Strategies	English (EN)	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Demande de Rachat Total	Use this form to request the surrender of your policy/contract – France	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
Formulaire d’Arbitrage	Use this form to request a switch of investments on your policy/contract – France	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
Rachat Partiel Programmé	Use this form to request a regular withdrawal from your policy/contract – France	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
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	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
Demande de Changement de Gestionnaire et Stratégie d’Investissement	Use this form to request a change of Investment Manager and Investment Strategy – France	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
Formulaire Changement de Banque Dépositaire	Use this form to request a change of Custodian Bank	Operational Forms	French (FR)	FOS		Use this form to request a change of Custodian Bank Operational Forms Formulaire Changement de Banque Dépositaire ULU PCON1060
Demande de Rachat Partiel	Use this form to request a withdrawal from your policy/contract – France	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
Dénouement par Décès	Use this form to initiate a death claim – France	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
Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe	This document details our FAS offer with our partner CA Indosuez Wealth Europe	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
Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg	This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg	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
Notre offre FAS avec notre partenaire Société Générale Luxembourg	This document details our FAS offer with our partner Société Générale Luxembourg	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
Notre offre FAS avec notre partenaire UBS France S.A.	This document details our FAS offer with our partner UBS France S.A.	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 – Aperçu (Guide d’utilisation pour les clients)	This user guide helps to navigate through the Connect Platform and explain functionality – French version	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
Conditions applicables à notre collaboration – Banque Havilland S.A.	This document details the conditions applicable to our collaboration with Banque Havilland S.A.	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
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	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
Notre offre FAS avec notre partenaire Quintet Private Bank	This document details our FAS offer with our partner Quintet Private Bank	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
Notre offre FAS avec notre partenaire Banque Internationale à Luxembourg (BIL)	This document details our FAS offer with our partner Banque Internationale à Luxembourg (BIL)	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
Connect User Guide Digital Subscription	This is a Connect User Guide for digital subscription – French version	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
Connect User Guide – Total Redemption (French)	Connect User Guide – Total Redemption (French)	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
How can our flexible multi-currency solution help you? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	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
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé	Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France	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
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé	Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France	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
Avenant au contrat de capitalisation	“Prise de date” annex to the Liberté Capitalisation product – France	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
Avenant au contrat d’assurance-vie	“Prise de date” annex to the Liberté product – France	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
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	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
Choice of Law form	Choice of law for the French market (Englishh version)	Operational Forms	English (EN)	FOS		Choice of law for the French market (Englishh version) Operational Forms Choice of Law form ULU CONT3572
Avis de confidentialité	Privacy Notice – French version	Client Letters/Indemnity/Data Protection	French (FR)	FOS		Privacy Notice – French version Client Letters/Indemnity/Data Protection Avis de confidentialité ULU CONT3347-WEB
Déclaration concernant la Protection des Données à Caractère Personel	Privacy Notice – French version – France	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	Privacy Notice – English version	Client Letters/Indemnity/Data Protection	English (EN)	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Détails des Frais de transaction	Annex showing the activity-based charging grid	Operational Forms	French (FR)	FOS		Annex showing the activity-based charging grid Operational Forms Détails des Frais de transaction ULU CONT3169
Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	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
ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	French (FR)	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2864
Declaration de statut de « Non-U.S. Person » (Multi-Support)	Use this form to declare a status of “Non-U.S. Person”	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
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract	Use this form to perform a choice of law	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
Automatic Exchange of Information – Self-Certification for Controlling Persons	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	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
Automatic Exchange of Information – Self-Certification for Entities	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	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 corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities ULU CONT2596
Automatic Exchange of Information – Self-Certification for Individuals	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	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
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)	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
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	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
Banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product	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
Déclaration relative aux Obligations Fiscales (PH)	Stand-alone Tax Compliance Certification form – France	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
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	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
Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France	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
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – French version	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
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	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

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