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|
Use this form to request a withdrawal from your policy/contract – Finland
|
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1421
|
|
|
New business application form for the Private Client Portfolio product – Finland
|
Application Form |
English (EN), Finnish (FI) |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Finland
Application Form
Private Client Portfolio
ULU CONT1731
|
|
|
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 |
Finnish (FI) |
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
Avaintietoasiakirja
ULU_KID_LU_FI_EUR_PCP_FI 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.
|
Key Information Document |
English (EN) |
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
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_PCP_EN PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Key Information Document |
Finnish (FI) |
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
Avaintietoasiakirja
ULU_KID_LU_FI_EUR_Capbond_FI 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.
|
Key Information Document |
English (EN) |
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
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_Capbond_EN PR
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Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
|
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
|
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 for an addition to your policy/contract – Finland
|
Top Up/Additional Investment |
English (EN), Finnish (FI) |
Non Product Specific |
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
|
Operational Forms |
English (EN), Finnish (FI) |
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
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 of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Operational Forms |
English (EN), Finnish (FI) |
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
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1522
|
|
|
Annex to add additional Life Assureds to the contract/policy
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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 – Finland
|
Investment literature/Strategies |
English (EN) |
Non Product Specific |
|
Use this form for dealing purposes – Finland
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1438
|
|
|
Use this form to request the surrender of your policy/contract – Finland
|
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
|
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 Capitalisation policy/contract – Finland (English version)
|
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
|
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)
|
Surrender/Claim/Withdrawal/Switch |
English (EN) |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Finland (English version)
Surrender/Claim/Withdrawal/Switch
Switch form
ULU PCON1409
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland
|
Operational Forms |
English (EN) |
Non Product Specific |
|
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
|
|
|
Form to be used to declare the loss of policy documents – Finland
|
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
|
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
|
|
|
Use this form to request a switch of investments on your policy/contract – Finland (Finnish version)
|
Surrender/Claim/Withdrawal/Switch |
Finnish (FI) |
Non Product Specific |
|
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 initiate a death claim – Finland
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
Surrender or Claim |
Use this form to initiate a death claim – Finland
Operational Forms
Kuolintapaus / Death Claim
ULU PCON1006
|
|
|
This guide provides information on how to sign in and use the Connect platform to give dealing instructions
|
Guides and Supporting Documents |
English (EN) |
Non Product Specific |
|
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
|
|
|
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), Finnish (FI) |
Private Client Portfolio |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Itse sertifiointi / Self-Certification
ULU CONT4807
|
|
|
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), Finnish (FI) |
Private Client Portfolio |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-Certification
ULU CONT4693
|
|
|
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Finnish (FI) |
Capitalisation Bond |
New Business Pack |
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Esitietolomake / Fact find – Asiamiehille / Agent version – Yritykselle/Company
ULU CONT4301
|
|
|
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Finnish (FI) |
Private Client Portfolio |
New Business Pack |
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
Esitietolomake / Fact find – Asiamiehille / Agent version – Yksityishenkilö/Natural Person
ULU CONT4300
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Operational Forms |
Finnish (FI) |
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
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 corporate applications.
|
Operational Forms |
Finnish (FI) |
Private Client Portfolio |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Automaattinen Tietojenvaihto – Yksiköitä Koskeva Todistuslomake
ULU CONT4255
|
|
|
These are the Product Features related to the Capitalisation Bond product – Finland
|
Product Guides/Brochures/Snapshots and Training Materials |
English (EN), Finnish (FI) |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Capitalisation Bond product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Capitalisation Bond – Tuoteominaisuudet / Product Features
ULU CONT3586
|
|
|
List of available Internal Collective Funds for the Private Client Portfolio product – Finland
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
|
|
Annex to add additional Specialised Assurance Funds to the contract/policy
|
Operational Forms |
English (EN), Finnish (FI) |
Private Client Portfolio |
New Policy |
Annex to add additional Specialised Assurance Funds to the contract/policy
Operational Forms
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund
ULU CONT3476
|
|
|
Use this form to request a downgrade of your investment category
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Capitalisation contract
ULU CONT3420
|
|
|
Privacy Notice – Finnish/English version
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Privacy Notice – Finnish/English version
Client Letters/Indemnity/Data Protection
Tietosuojaseloste / Privacy Notice
ULU CONT3346-WEB
|
|
|
Privacy Notice – Finnish/English version – Finland
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
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 – 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
|
|
|
Use this form to request a deviation from your investment profile
|
Investment literature/Strategies |
Finnish (FI) |
Non Product Specific |
|
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
|
Investment literature/Strategies |
English (EN), Finnish (FI) |
Private Client Portfolio |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Sijoitusprofiili ja soveltuvuusarviointi / Investment Profile and Suitability Assessment
ULU CONT3054
|
|
|
Information Disclosure Agreement
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2862
|
|
|
Information Disclosure Agreement
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2863
|
|
|
Use this form to request a change of life cover
|
Operational Forms |
English (EN) |
Non Product Specific |
|
Use this form to request a change of life cover
Operational Forms
Request for Change of Life Cover
ULU CONT2732
|
|
|
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
ULU CONT2599
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
|
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
ULU CONT2596
|
|
|
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
ULU CONT2593
|
|
|
Use this form to request a upgrade of your investment category
|
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade
ULU CONT2524
|
|
|
Use this form to request a downgrade of your investment category
|
Investment literature/Strategies |
English (EN), Finnish (FI) |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade
ULU CONT2513
|
|
|
Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA
ULU CONT2034
|
|
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
|
Policy Conditions |
English (EN), Finnish (FI) |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
Policy Conditions
Capitalisation Bond – Yleiset Ehdot (202407) / General Conditions (202407)
ULU CONT1907
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
|
Policy Conditions |
English (EN), Finnish (FI) |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
Policy Conditions
Private Client Portfolio – Yleiset Ehdot (202407)/General Conditions (202407)
ULU CONT1870
|
|
|
New business application form for the Capitalisation Bond product – Finland
|
Application Form |
English (EN), Finnish (FI) |
Capitalisation Bond |
New Business Pack |
New business application form for the Capitalisation Bond product – Finland
Application Form
Capitalisation Bond
ULU CONT1864
|
|
|
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
|
|
These are the Product Features related to the Private Client Portfolio product – Finland
|
Product Guides/Brochures/Snapshots and Training Materials |
English (EN), Finnish (FI) |
Private Client Portfolio |
New Business Pack |
These are the Product Features related to the Private Client Portfolio product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Tuoteominaisuudet / Product Features
ULU CONT1830
|
|
|
Stand-alone Tax Compliance Certification form – Finland
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Finland
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification
ULU CONT1829
|
|
|
Use this form to perform a choice of law
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Lainvalinta / Choice of Law
ULU CONT1792
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status
ULU CONT1638
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
Client Letters/Indemnity/Data Protection
Hyväksyntä Erityissijoituksille
ULU CONT1587
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland
|
Client Letters/Indemnity/Data Protection |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Operational Forms |
English (EN), Finnish (FI) |
Non Product Specific |
|
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
|