|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2, Life Protect Policy |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Selection Portfolio – Beheersinformatie
ULU_Portfolio_Selection_Dynamic_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2, Life Protect Policy |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Selection Portfolio – Beheersinformatie
ULU_Portfolio_Selection_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2 |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Dynamic Heritage Portfolio – Beheersinformatie
ULU_Portfolio_Heritage_Dynamic_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2 |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Conservative Heritage Portfolio – Beheersinformatie
ULU_Portfolio_Heritage_Conservative_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2 |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Heritage Portfolio – Beheersinformatie
ULU_Portfolio_Heritage_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2, Life Protect Policy |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Universal Portfolio – Institutionele fiche
ULU_Portfolio_Universal_Balanced_Report_NL PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Life Protect Plan 2 |
FOS |
|
This document provides you with key information about this investment option, provided by the investment manager
Investment literature/Strategies
Balanced Generation Portfolio – Institutionele fiche
ULU_Portfolio_Generation_Balanced_Report_NL 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 |
Key Information Document |
Select Client Plan |
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
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_SCP-HO_NL 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 |
Key Information Document |
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
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_PCP-HO_NL 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 |
Key Information Document |
Life Protect Plan 2 |
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
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_LPP-HO_NL 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 |
Key Information Document |
Corporate Select Plan |
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
Essentiële-informatiedocument (“Eid”)
ULU_KID_LU_BE_EUR_CSP-HO_NL PR
|
|
|
This Connect User Guide shows how to request a regular withdrawal – in Dutch
|
Belgium (BE) |
Utmost Luxembourg S.A |
Product Guides/Brochures/Snapshots and Training Materials |
Non Product Specific |
FOE FOS |
|
This Connect User Guide shows how to request a regular withdrawal – in Dutch
Product Guides/Brochures/Snapshots and Training Materials
Connect Gebruikershandleiding – Gedeeltelijke afkoop
ULU PROD2154
|
|
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement for the National Bank of Belgium (NL)
ULU PR 00099
|
|
|
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 |
Operational Forms |
Non Product Specific |
FOS |
|
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
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds
ULU PCON1557
|
|
|
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 |
Operational Forms |
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
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen
ULU PCON1520
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Aanstelling van Tussenpersoon
ULU PCON1322
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring van Verlies van Polisdocument
ULU PCON1088
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Regelmatige Terugtrekking
ULU PCON1077
|
|
|
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Top Up/Additional Investment |
Select Client Plan |
FOS |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version
Top Up/Additional Investment
Formulier voor de storting van een bijkomende Premie
ULU PCON1048
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – French version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – French version
Surrender/Claim/Withdrawal/Switch
Arbitrageverzoek
ULU PCON1035
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Verzoek tot Afkoop
ULU PCON1026
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Gedeeltelijke Afkoop
ULU PCON1017
|
|
|
Use this form to initiate a death claim – Belgium (Dutch version)
|
Belgium (BE) |
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Belgium (Dutch version)
Surrender/Claim/Withdrawal/Switch
Afkoop na Overlijden
ULU PCON1008
|
|
|
Connect Overview – Customer Guide (Dutch)
|
Belgium (BE) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
FOE FOS |
|
Connect Overview – Customer Guide (Dutch)
Guides and Supporting Documents
Connect Overview – Customer Guide (Dutch)
ULU MARK2352
|
|
|
This is a Connect User Guide for digital subscription – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
FOE FOS |
|
This is a Connect User Guide for digital subscription – Dutch version
Guides and Supporting Documents
User Guide Connect Digitale Onderschrijving – België
ULU MARK2303
|
|
|
Connect User Manual – Full Redemption (Dutch)
|
Belgium (BE) |
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
FOE FOS |
|
Connect User Manual – Full Redemption (Dutch)
Guides and Supporting Documents
Connect Gebruikershandleiding – Volledige Afkoop
ULU MARK2171
|
|
|
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 |
Operational Forms |
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
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor uiteindelijk belanghebbenden
ULU CONT4264
|
|
|
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 |
Operational Forms |
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
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor entiteiten
ULU CONT4252
|
|
|
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 |
Operational Forms |
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
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor natuurlijke personen
ULU CONT4243
|
|
|
Declaration of the partners of a civil partnership as policyholder
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Select Client Plan |
FOS |
New Policy |
Declaration of the partners of a civil partnership as policyholder
Operational Forms
Verklaring van de maten van een burgerlijke maatschap als Verzekeringnemer
ULU CONT4192
|
|
|
This form shows the list of available internal collective funds for the Corporate Select Plan product
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Corporate Select Plan |
FOS |
New Business Pack |
This form shows the list of available internal collective funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen
ULU CONT4190
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Policy Conditions |
Corporate Select Plan |
FOS |
New Business Pack |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version
Policy Conditions
Corporate Select Plan – Algemene Voorwaarden
ULU CONT4180
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Belgium (BE) |
Utmost Luxembourg S.A |
Application Form |
Corporate Select Plan |
FOS |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULU CONT4175
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Fact Find |
Corporate Select Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap)
ULU CONT4161
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Fact Find |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Maatschap/Stichting
ULU CONT3965
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Fact Find |
Select Client Plan |
FOS |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon Naturlijke persoon
ULU CONT3961
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Select Client Plan |
FOS |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Plan – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds
ULU CONT3789
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen
ULU CONT3683
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Select Client Plan |
FOS |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Plan (Multi-Support) – Bijkomend Intern Toegewezen Fonds
ULU CONT3632
|
|
|
Internal Collective Funds list – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Select Client Plan |
FOS |
|
Internal Collective Funds list – Belgium
Investment literature/Strategies
Select Client Plan – België – Bijlage: lijst van beschikbare Interne Collectieve Fondsen
ULU CONT3620-2
|
|
|
This form shows the list of available external funds for the Select Client Plan product
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Select Client Plan |
FOS |
New Business Pack |
This form shows the list of available external funds for the Select Client Plan product
Investment literature/Strategies
Select Client Plan – Bijlage: lijst van beschikbare Externe Fondsen
ULU CONT3620
|
|
|
Privacy Notice – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version
Client Letters/Indemnity/Data Protection
Privacyverklaring
ULU CONT3341-WEB
|
|
|
Privacy Notice – Dutch version – Belgium (FOS)
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Bescherming van Persoonsgegevens
ULU CONT3341
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status
ULU CONT3210
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Overzicht van bijkomende administratieve vergoedingen
ULU CONT3167
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE
ULU CONT2860
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging
ULU CONT2802
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten
ULU CONT2798
|
|
|
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 |
Operational Forms |
Non Product Specific |
FOS |
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten
ULU CONT2628
|
|
|
Use this form to request a upgrade of your investment category
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Verzoek om een hogere investeringscategorie
ULU CONT2529
|
|
|
Use this form to request a downgrade of your investment category
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Verzoek om een lagere investeringscategorie
ULU CONT2518
|
|
|
Use this form to define your investment strategy (generic version)
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Beleggingsstrategie
ULU CONT2275
|
|
|
Back-end tax annex – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A |
Tax and regulatory Literature/technical sales aids and literature |
Non Product Specific |
FOS |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taks op de Verzekeringsverrichtingen
ULU CONT2262
|
|
|
Use this form to request a deviation from your investment profile
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Afwijking van het Beleggingsprofiel
ULU CONT2220
|
|
|
Medical Examination Report – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Medical Examination Report – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Verslag Medisch Onderzoek
ULU CONT2190
|
|
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Vertrouwelijke Financiële Vragenlijst
ULU CONT2188
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen
ULU CONT2186
|
|
|
Additional Medical Questionnaire – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Belgium (FOS) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Medische Vragenlijst
ULU CONT2184
|
|
|
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 |
Operational Forms |
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 Zelfcertificering
ULU CONT2170-8
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Belgium (BE) |
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
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
Beleggingsprofiel en geschiktheidsevaluatie
ULU CONT2113
|
|
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Policy Conditions |
Select Client Plan |
FOS |
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version
Policy Conditions
Select Client Plan (Multi-Support) – Algemene Voorwaarden
ULU CONT1868
|
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|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Benoeming van Begunstigden
ULU CONT1803
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Keuze van de Toepasbare Wet / Choice of Law
ULU CONT1791
|
|
|
New business application form for the Select Client Plan product – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A |
Application Form |
Select Client Plan |
FOS |
New Business Pack |
New business application form for the Select Client Plan product – Belgium
Application Form
Select Client Plan
ULU CONT1729
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Verklaring omtrent „Non-U.S. Person”-status
ULU CONT1634
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Gespecialiseerde Investeringen
ULU CONT1586
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – Dutch version
Client Letters/Indemnity/Data Protection
Depotbank buiten de EER
ULU CONT1441
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Belgium (BE) |
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOE FOS |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Bevestiging van contactgegevens van de Cliënt die worden gebruikt voor de elektronische ondertekening van documenten
ULU CONNECT1049
|
|
|
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 |
FOE |
|
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
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_SCP-BE_NL 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 |
FOE |
|
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
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_PCP-BE_NL 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 |
FOE |
|
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
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_CSP-BE_NL 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 |
FOE |
|
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
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds
ULBE PCON1561
|
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|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOE |
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Arbitrageverzoek
ULBE PCON1433
|
|
|
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 |
FOE |
|
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
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen
ULBE PCON1529
|
|
|
Use this form to request an appointment or change of broker
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Use this form to request an appointment or change of broker
Operational Forms
Aanstelling van Tussenpersoon
ULBE PCON1430
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOE |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Regelmatige Terugtrekking (Branch)
ULBE PCON1400
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOE |
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Verzoek tot Afkoop (Branch)
ULBE PCON1344
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOE |
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Gedeeltelijke Afkoop (Branch)
ULBE PCON1342
|
|
|
Use this form for an addition to your policy/contract – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Top Up/Additional Investment |
Select Client Policy |
FOE |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (Branch) – Dutch version
Top Up/Additional Investment
Formulier voor de storting van een bijkomende Premie (Branch)
ULBE PCON1338
|
|
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring van Verlies van Polisdocument (Branch)
ULBE PCON1336
|
|
|
Internal Collective Fund for Belgian market
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Corporate Select Plan, Select Client Policy |
FOE |
|
Internal Collective Fund for Belgian market
Investment literature/Strategies
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Beheersreglement
ULBE CONT4912
|
|
|
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 |
FOE |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen
ULBE CONT4536
|
|
|
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. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Non Product Specific |
FOE |
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. Dutch version
Fact Find
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap)
ULBE CONT4476
|
|
|
Use this form to nominate beneficiaries
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Use this form to nominate beneficiaries
Operational Forms
Benoeming van Begunstigden
ULBE CONT4383
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Policy Conditions |
Corporate Select Plan |
FOE |
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version
Policy Conditions
Corporate Select Plan – Algemene Voorwaarden
ULBE CONT4182
|
|
|
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 |
FOE |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULBE CONT4177
|
|
|
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. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Select Client Policy |
FOE |
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. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon – Burgerlijke maatschap
ULBE CONT3971
|
|
|
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. Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Fact Find |
Select Client Policy |
FOE |
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. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Naturlijke persoon
ULBE CONT3969
|
|
|
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 |
FOE |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds
ULBE CONT3787
|
|
|
Table of Luxembourg Investment Rules
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
FOE |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen
ULBE CONT3684
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Select Client Policy |
FOE |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy (Multi-Support) – Bijkomend Intern Toegewezen Fonds
ULBE CONT3634
|
|
|
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 |
FOE |
New Business Pack |
This form shows the list of available external funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – België / Bijlage: lijst van beschikbare Interne Collectieve Fondsen
ULBE CONT3621-1
|
|
|
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 |
FOE |
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 – Bijlage: lijst van beschikbare Externe Fondsen
ULBE CONT3621-2
|
|
|
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 |
FOE |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Beleggingsprofiel en geschiktheidsevaluatie
ULBE CONT3474
|
|
|
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 |
FOE |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taks op de Verzekeringsverrichtingen
ULBE CONT3403
|
|
|
Privacy Notice – French version – Belgian Branch
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – French version – Belgian Branch
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Bescherming van Persoonsgegevens
ULBE CONT3339
|
|
|
Privacy Notice – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Privacy Notice – Dutch version
Client Letters/Indemnity/Data Protection
Privacyverklaring
ULBE CONT3339-WEB
|
|
|
Information Disclosure Agreement
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE
ULBE CONT3286
|
|
|
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 |
FOE |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Afwijking van het Beleggingsprofiel
ULBE CONT3269
|
|
|
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 |
FOE |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Verzoek om een hogere investeringscategorie
ULBE CONT3238
|
|
|
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 |
FOE |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Verzoek om een lagere investeringscategorie
ULBE CONT3236
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status (Branch)
ULBE CONT3208
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Use this form to perform a choice of law
Operational Forms
Keuze van de Toepasbare Wet / Choice of Law
ULBE CONT3196
|
|
|
Annex showing the activity-based charging grid
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Annex showing the activity-based charging grid
Operational Forms
Overzicht van bijkomende administratieve vergoedingen
ULBE CONT3181
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Depotbank buiten de EER (Branch)
ULBE CONT2947
|
|
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Fiscale Verplichtingen – Branch
ULBE CONT2831
|
|
|
Confidential Financial Questionnaire – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Confidential Financial Questionnaire – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Vertrouwelijke Financiële Vragenlijst (Branch)
ULBE CONT2819
|
|
|
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 |
FOE |
|
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 Zelfcertificering
ULBE CONT2824
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen (Branch)
ULBE CONT2817
|
|
|
Medical Examination Report – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Medical Examination Report – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Verslag Medisch Onderzoek (Branch)
ULBE CONT2815
|
|
|
Additional Medical Questionnaire – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Additional Medical Questionnaire – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Medische Vragenlijst (Branch)
ULBE CONT2813
|
|
|
Annex to the application form for beneficiary acceptance
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging (Branch)
ULBE CONT2804
|
|
|
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 |
FOE |
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten (Branch)
ULBE CONT2800
|
|
|
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 |
FOE |
|
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
Automatische Uitwisseling van Inlichtingen Zelfcertificering
ULBE CONT2792
|
|
|
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 |
FOE |
|
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
Automatische Uitwisseling van Inlichtingen Zelfcertificering
ULBE CONT2793
|
|
|
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 |
FOE |
|
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
Automatische Uitwisseling van Inlichtingen Zelfcertificering
ULBE CONT2791
|
|
|
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 |
FOE |
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten (Branch)
ULBE CONT2788
|
|
|
Generic investment strategy form for the Belgian market (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
FOE |
|
Generic investment strategy form for the Belgian market (Branch) – Dutch version
Investment literature/Strategies
Beleggingsstrategie (Branch)
ULBE CONT2778
|
|
|
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Policy Conditions |
Non Product Specific |
FOE |
|
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version
Policy Conditions
Select Client Policy – Algemene Voorwaarden
ULBE CONT2693
|
|
|
New business application form for the Select Client Policy product – Belgium
|
Belgium (BE) |
Utmost Luxembourg S.A. - Belgian Branch |
Application Form |
Select Client Policy |
FOE |
New Business Pack |
New business application form for the Select Client Policy product – Belgium
Application Form
Select Client Policy
ULBE CONT2689
|