|
|
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 |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para personas de control (AEoI)
ULU CONT4261
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
|
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para entidades (AEoI)
ULU CONT4249
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
|
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para personas físicas (AEoI)
ULU CONT4240
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Trusts.
|
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Trusts.
Operational Forms
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos (AEoI)
ULU CONT2656
|
|
|
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 |
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 (AEoI)
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 |
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 (AEoI)
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 |
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 (AEoI)
ULU CONT2593
|
|
|
Privacy Notice – Spanish/English version
|
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3345-WEB
|
|
|
Privacy Notice – English version
|
Client Letters/Indemnity/Data Protection |
English (EN) |
Non Product Specific |
FOS |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT3337-WEB
|
|
|
Annex showing the activity-based charging grid
|
Commission Documents/Fees & Charges Literature and Illustrations |
Spanish (ES) |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Listado de costes administrativos adicionales
ULU CONT3171
|
|
|
Spanish investment strategy form – fixed assets
|
Investment literature/Strategies |
Spanish (ES) |
Selecta Link |
FOS |
|
Spanish investment strategy form – fixed assets
Investment literature/Strategies
Anexo Modalidad Activo Fijo
ULU CONT2939
|
|
|
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 |
Spanish (ES) |
Selecta Link |
FOS |
|
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
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLVariable_ES 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 |
Spanish (ES) |
Selecta Link |
FOS |
|
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
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLFree_ES 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 |
Spanish (ES) |
Selecta Link |
FOS |
|
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
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLFixed_ES 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 |
Spanish (ES) |
Selecta Link |
FOS |
|
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
Documento de datos fundamentales (“DDF”)
ULU_KID_LU_SP_EUR_SLDynamic_ES 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) |
Wealth Planning Portfolio |
FOS |
|
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_INTL_SP_USD_WPP-EU_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 |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
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_INTL_SP_GBP_WPP-EU_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 |
English (EN) |
Private Client Portfolio |
FOS |
|
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_INTL_SP_GBP_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 |
English (EN) |
Private Client Portfolio |
FOS |
|
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_INTL_SP_GBP_PCA_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 |
English (EN) |
Wealth Planning Portfolio |
FOS |
|
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_INTL_SP_EUR_WPP-EU_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 |
English (EN) |
Private Client Portfolio |
FOS |
|
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_INTL_SP_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 |
English (EN) |
Private Client Portfolio |
FOS |
|
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_INTL_SP_EUR_PCA_EN PR
|
|
|
Connect Sign In (Spanish)
|
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOS |
|
Connect Sign In (Spanish)
Guides and Supporting Documents
Connect Sign In (Spanish)
ULU PR 00018
|
|
|
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), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1518
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Spain
|
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request
ULU PCON1443
|
|
|
Use this form for dealing purposes – United Kingdom
|
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Forex/Forward Request Form
ULU PCON1382
|
|
|
Use this form to request a switch of investments on your policy for Spain
|
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
Making a change to your policy |
Use this form to request a switch of investments on your policy for Spain
Surrender/Claim/Withdrawal/Switch
Formulario de Operaciones / Dealing Form
ULU PCON1212-2
|
|
|
Use this form for dealing purposes – United Kingdom
|
Investment literature/Strategies |
English (EN) |
Non Product Specific |
FOS |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1116
|
|
|
Use this form for an addition to your policy/contract – Spain
|
Top Up/Additional Investment |
Spanish (ES) |
Selecta Link |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Spain
Top Up/Additional Investment
Impreso para Primas Adicionales
ULU PCON1052
|
|
|
Form to be used to declare the loss of policy documents – Spain
|
Client Letters/Indemnity/Data Protection |
Spanish (ES) |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Spain
Client Letters/Indemnity/Data Protection
Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida
ULU PCON1038
|
|
|
Use this form to request the surrender of your policy/contract – Spain
|
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Total
ULU PCON1024
|
|
|
Use this form to request a withdrawal from your policy/contract – Spain
|
Surrender/Claim/Withdrawal/Switch |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial / Withdrawal request
ULU PCON1015
|
|
|
Use this form to initiate a death claim – Spain
|
Surrender/Claim/Withdrawal/Switch |
Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Pago de Prestación por Fallecimiento
ULU PCON1007
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version
|
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version
Guides and Supporting Documents
Connect Resumen – Guía del usario para clientes
ULU MARK2349
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Investment literature/Strategies |
English (EN) |
Non Product Specific |
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
|
|
|
Connect User Guide – Total Rescue (Spanish)
|
Guides and Supporting Documents |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Total Rescue (Spanish)
Guides and Supporting Documents
Connect User Guide – Total Rescue (Spanish)
ULU MARK2181
|
|
|
This Connect User Guide shows how to request a withdrawal – in Spanish
|
Product Guides/Brochures/Snapshots and Training Materials |
Spanish (ES) |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a withdrawal – in Spanish
Product Guides/Brochures/Snapshots and Training Materials
Connect Guía de uso – Rescate Parcial
ULU MARK2148
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Tax and regulatory Literature/technical sales aids and literature |
English (EN) |
Non Product Specific |
FOE FOS |
|
This document explains how our flexible multi-currency solution can help you.
Tax and regulatory Literature/technical sales aids and literature
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)
ULU MARK1782
|
|
|
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version
ULU CONT4413
|
|
|
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version
ULU CONT4412
|
|
|
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual
ULU CONT4090
|
|
|
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Fact Find |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company
ULU CONT4092
|
|
|
Table of Luxembourg Investment Rules
|
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds
ULU CONT3839
|
|
|
Privacy Notice – Spanish/English version – Spain
|
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Privacy Notice – Spanish/English version – Spain
Client Letters/Indemnity/Data Protection
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection
ULU CONT3345
|
|
|
Wealth Preservation Life Cover annex to the Selecta Link application form for Spain
|
Application Form |
Spanish (ES) |
Non Product Specific |
FOS |
New Business Pack |
Wealth Preservation Life Cover annex to the Selecta Link application form for Spain
Application Form
Anexo “Wealth Preservation Life Cover” – Selecta Link
ULU CONT3113
|
|
|
Use this form to request a deviation from your investment profile
|
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Inversión (Desviación) / Investment Profile (Deviation)
ULU CONT3084
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Investment literature/Strategies |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment
ULU CONT3066
|
|
|
Confidential Financial Questionnaire – Latin America
|
Underwriting guides/questionnaires/brochures |
Spanish (ES) |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Financiero Confidencial
ULU CONT2945
|
|
|
Information Disclosure Agreement
|
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2875
|
|
|
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
|
Application Form |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
Application Form
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities
ULU CONT2659
|
|
|
Use this form to request a upgrade of your investment category
|
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade
ULU CONT2523
|
|
|
Use this form to request a downgrade of your investment category
|
Investment literature/Strategies |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade
ULU CONT2512
|
|
|
Generic Investment Manager appointment form
|
Operational Forms |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
|
Generic Investment Manager appointment form
Operational Forms
Designacion del Asesor / Appointment of the Adviser
ULU CONT2194
|
|
|
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 |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Self-Certification
ULU CONT2170-5
|
|
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
|
Operational Forms |
Spanish (ES) |
Non Product Specific |
FOS |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
FATCA Autocertificación
ULU CONT2170-6
|
|
|
Stand-alone Tax Compliance Certification form – Spain
|
Client Letters/Indemnity/Data Protection |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Stand-alone Tax Compliance Certification form – Spain
Client Letters/Indemnity/Data Protection
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification
ULU CONT1847-2
|
|
|
Use this form to perform a choice of law
|
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Elección de Ley Aplicable al Contrato / Choice of Law
ULU CONT1796
|
|
|
New business application form for the Selecta Link product – Spain
|
Application Form |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
New Business Pack |
New business application form for the Selecta Link product – Spain
Application Form
Selecta Link – Version for Individuals
ULU CONT1739
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaración como « Persona no Estadounidense »
ULU CONT1636
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain
|
Client Letters/Indemnity/Data Protection |
Spanish (ES) |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain
Client Letters/Indemnity/Data Protection
Inversiones Especializadas
ULU CONT1588
|
|
|
Medical Examination Report – Latin America
|
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Medical Examination Report – Latin America
Underwriting guides/questionnaires/brochures
Informe De Examen Médico / Medical Examination Report
ULU CONT1565-2
|
|
|
Additional Medical Questionnaire – Latin America
|
Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Médico Complementario / Additional Medical Questionnaire
ULU CONT1563-2
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
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Underwriting guides/questionnaires/brochures |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
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Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications
ULU CONT1561-2
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Stand-alone version of General Conditions for the Selecta Link product – Spain
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Policy Conditions |
English (EN), Spanish (ES) |
Selecta Link |
FOS |
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Stand-alone version of General Conditions for the Selecta Link product – Spain
Policy Conditions
Selecta Link – Condiciones Generales / General Conditions Simplified Version
ULU CONT1059
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Confirmation of Client contact details used for the Electronic Signing of documents
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Operational Forms |
English (EN), Spanish (ES) |
Non Product Specific |
FOS |
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Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1051
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