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Title	Description	Asset Type	Product	Regime	Process	Excerpt
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)	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	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
Automatic Exchange of Information – Self-Certification for Entities (AEoI)	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	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
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)	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	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
Aviso de Privacidad / Privacy Notice	Privacy Notice – Spanish/English version	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – Spanish/English version Client Letters/Indemnity/Data Protection Aviso de Privacidad / Privacy Notice ULU CONT3345-WEB
Privacy Notice	Privacy Notice – English version	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Key Information Document (‘KID’)	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	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
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Operational Forms	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
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – Spain	Surrender/Claim/Withdrawal/Switch	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
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Investment literature/Strategies	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Formulario de Operaciones / Dealing Form	Use this form to request a switch of investments on your policy for Spain	Surrender/Claim/Withdrawal/Switch	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
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	Investment literature/Strategies	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Solicitud de Rescate Parcial / Withdrawal request	Use this form to request a withdrawal from your policy/contract – Spain	Surrender/Claim/Withdrawal/Switch	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
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	Investment literature/Strategies	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
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	Tax and regulatory Literature/technical sales aids and literature	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
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version	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	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
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version	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	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
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual	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	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
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company	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	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
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Investment literature/Strategies	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
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection	Privacy Notice – Spanish/English version – Spain	Client Letters/Indemnity/Data Protection	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
Perfil de Inversión (Desviación) / Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Investment literature/Strategies	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
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	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
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT ULU CONT2875
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities	New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions	Application Form	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
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Investment literature/Strategies	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
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Investment literature/Strategies	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
Designacion del Asesor / Appointment of the Adviser	Generic Investment Manager appointment form	Operational Forms	Selecta Link	FOS		Generic Investment Manager appointment form Operational Forms Designacion del Asesor / Appointment of the Adviser ULU CONT2194
FATCA Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	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
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Spain	Client Letters/Indemnity/Data Protection	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
Elección de Ley Aplicable al Contrato / Choice of Law	Use this form to perform a choice of law	Operational Forms	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
Selecta Link – Version for Individuals	New business application form for the Selecta Link product – Spain	Application Form	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
Declaración como « Persona no Estadounidense »	Use this form to declare a status of “Non-U.S. Person”	Operational Forms	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
Informe De Examen Médico / Medical Examination Report	Medical Examination Report – Latin America	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Medical Examination Report – Latin America Underwriting guides/questionnaires/brochures Informe De Examen Médico / Medical Examination Report ULU CONT1565-2
Cuestionario Médico Complementario / Additional Medical Questionnaire	Additional Medical Questionnaire – Latin America	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		Additional Medical Questionnaire – Latin America Underwriting guides/questionnaires/brochures Cuestionario Médico Complementario / Additional Medical Questionnaire ULU CONT1563-2
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications	Additional Questionnaire on Preexisting Life Policies and Applications – Latin America	Underwriting guides/questionnaires/brochures	Non Product Specific	FOS		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
Selecta Link – Condiciones Generales / General Conditions Simplified Version	Stand-alone version of General Conditions for the Selecta Link product – Spain	Policy Conditions	Selecta Link	FOS		Stand-alone version of General Conditions for the Selecta Link product – Spain Policy Conditions Selecta Link – Condiciones Generales / General Conditions Simplified Version ULU CONT1059
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	Confirmation of Client contact details used for the Electronic Signing of documents	Operational Forms	Non Product Specific	FOS		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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