|
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande d’Arbitrage
ULBE PCON1432
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé (Branch)
ULBE PCON1401
|
|
|
This document details our FAS offer with our partner CA Indosuez Wealth Europe
|
France (FR) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
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) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
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 UBS France S.A.
|
France (FR) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
This document details our FAS offer with our partner UBS France S.A.
Investment literature/Strategies
Notre offre FAS avec notre partenaire UBS France S.A.
ULU MARK2361
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – French version
|
Belgium (BE), France (FR) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
|
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 document details the conditions applicable to our collaboration with Banque Havilland S.A.
|
France (FR) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
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 details our FAS offer with our partner Quintet Private Bank
|
France (FR) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
This document details our FAS offer with our partner Quintet Private Bank
Investment literature/Strategies
Notre offre FAS avec notre partenaire Quintet Private Bank
ULU MARK2333
|
|
|
This document details our FAS offer with our partner Banque Internationale à Luxembourg (BIL)
|
France (FR) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
|
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 – French version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
|
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 – Total Redemption (French)
|
Belgium (BE), France (FR) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
|
Connect User Guide – Total Redemption (French)
Guides and Supporting Documents
Connect User Guide – Total Redemption (French)
ULU MARK2174
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1048
|
|
|
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.
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Key Information Document |
Select Client Policy |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_SCP-BE_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Key Information Document |
Private Client Portfolio |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_PCP-BE_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Key Information Document |
Corporate Select Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_CSP-BE_FR PR
|
|
|
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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Modification des caractéristiques principales d’un Fonds Interne Dédié existant
ULBE PCON1560
|
|
|
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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULBE PCON1530
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Use this form to request an appointment or change of broker
Operational Forms
Désignation d’Intermédiaire
ULBE PCON1429
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total (Branch)
ULBE PCON1345
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel (Branch)
ULBE PCON1343
|
|
|
Use this form for an addition to your policy/contract – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Top Up/Additional Investment |
Select Client Policy |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (Branch) – French version
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire (Branch)
ULBE PCON1339
|
|
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Déclaration de Perte de Documents (Branch)
ULBE PCON1337
|
|
|
Internal Collective Fund for Belgian market
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Corporate Select Plan, Select Client Policy |
|
Internal Collective Fund for Belgian market
Investment literature/Strategies
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Règlement de Gestion
ULBE CONT4911
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Corporate Select Plan |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles
ULBE CONT4535
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Non Product Specific |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée enrelation / Version pour l’Intermédiaire – Société
ULBE CONT4475
|
|
|
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Application Form |
Select Client Policy |
New Business Pack |
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
Application Form
Déclaration des associés d’une société civile en tant que Preneur d’Assurance
ULBE CONT4198
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULBE CONT4382
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Policy Conditions |
Corporate Select Plan |
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version
Policy Conditions
Corporate Select Plan – Conditions Générales
ULBE CONT4181
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Application Form |
Corporate Select Plan |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULBE CONT4176
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Select Client Policy |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société simple-Fondation
ULBE CONT3970
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Non Product Specific |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique
ULBE CONT3968
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Select Client Policy |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy – Caractéristiques principales du (family shared) Fonds interne dédié
ULBE CONT3786
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Annexe: règles et limites d’investissement pour les Fonds Internes et Externes
ULBE CONT3682
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Select Client Policy |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy (Multi-Support) – Fonds Interne Dédié additionnel
ULBE CONT3635
|
|
|
This form shows the list of available internal collective funds for the Select Client Policy product
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Select Client Policy |
New Business Pack |
This form shows the list of available internal collective funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – Annexe : liste des Fonds Externes disponibles
ULBE CONT3604-2
|
|
|
This form shows the list of available external funds for the Select Client Policy product
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Select Client Policy |
New Business Pack |
This form shows the list of available external funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – Belgique / Annexe : liste des Fonds Interes Collectifs disponibles
ULBE CONT3604-1
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
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
Profil d’investissement et évaluation de l’adéquation
ULBE CONT3475
|
|
|
Back-end tax annex – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Tax and regulatory Literature/technical sales aids and literature |
Non Product Specific |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taxe sur les Opérations d’Assurance
ULBE CONT3402
|
|
|
Privacy Notice – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULBE CONT3338-WEB
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULBE CONT3287
|
|
|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Déviation du Profil d’investissement
ULBE CONT3270
|
|
|
Use this form to request a upgrade of your investment category
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement supérieure
ULBE CONT3237
|
|
|
Use this form to request a downgrade of your investment category
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement inférieure
ULBE CONT3235
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch)
ULBE CONT3209
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law (Branch)
ULBE CONT3195
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Annex showing the activity-based charging grid
Operational Forms
Aperçu des frais administratifs additionnels
ULBE CONT3182
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Banque Dépositaire hors de l’EEE (Branch)
ULBE CONT2948
|
|
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Déclaration relative aux Obligations Fiscales – Branch
ULBE CONT2830
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant 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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
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
FATCA Auto-certification
ULBE CONT2825
|
|
|
Confidential Financial Questionnaire – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Confidential Financial Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire financier confidentiel (Branch)
ULBE CONT2818
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire complémentaire Contrats d’assurance-vie et Demandes existantes (Branch)
ULBE CONT2816
|
|
|
Medical Examination Report – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Medical Examination Report – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen médical (Branch)
ULBE CONT2814
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice (Branch)
ULBE CONT2805
|
|
|
Additional Medical Questionnaire – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Medical Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire médical complémentaire (Branch)
ULBE CONT2812
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Avenant au contrat d’assurance-vie – Dissolution de cession de droits (Branch)
ULBE CONT2801
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant 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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (Branch)
ULBE CONT2796
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant 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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (Branch)
ULBE CONT2795
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant 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) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (Branch)
ULBE CONT2794
|
|
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat (Branch)
ULBE CONT2789
|
|
|
Generic investment strategy form for the Belgian market (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
|
Generic investment strategy form for the Belgian market (Branch) – French version
Investment literature/Strategies
Stratégie d’Investissement (Branch)
ULBE CONT2779
|
|
|
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Policy Conditions |
Non Product Specific |
|
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version
Policy Conditions
Select Client Policy – Conditions Générales
ULBE CONT2694
|
|
|
New business application form for the Select Client Policy product – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Application Form |
Select Client Policy |
New Business Pack |
New business application form for the Select Client Policy product – Belgium
Application Form
Select Client Policy
ULBE CONT2690
|