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Title	Description	Asset Type	Language	Regime	Process	Excerpt
Appendix: Investment Rules for Internal Funds and External Funds / Annexe : Règles d’Investissement pour Fonds Internes et Fonds Externes	Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg	Investment literature/Strategies	English (EN), French (FR)	FOS		Table of Luxembourg Investment Rules – Capitalisation Bond – Luxembourg Investment literature/Strategies Appendix: Investment Rules for Internal Funds and External Funds / Annexe : Règles d’Investissement pour Fonds Internes et Fonds Externes ULU CONT3808
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (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	French (FR)	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (AEoI) ULU CONT4262
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (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	French (FR)	FOS	New Policy	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (AEoI) ULU CONT4250
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (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	French (FR)	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 Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (AEoI) ULU CONT4241
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	English (EN)	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 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	English (EN)	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 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	English (EN)	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
Power of Attorney / Procuration – Luxembourg Capitalisation Bond	Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond	Operational Forms	English (EN), French (FR)	FOS		Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond Operational Forms Power of Attorney / Procuration – Luxembourg Capitalisation Bond ULU CONT4549
Power of Attorney / Procuration (Adviser)	Power of Attorney for the Investment Advisor – Luxembourg	Operational Forms	English (EN), French (FR)	FOS		Power of Attorney for the Investment Advisor – Luxembourg Operational Forms Power of Attorney / Procuration (Adviser) ULU CONT3198
Règles d’investissement pour les Fonds Internes et Externes	Table of Luxembourg Investment Rules	Investment literature/Strategies	English (EN), French (FR)	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour les Fonds Internes et Externes ULU CONT3807
Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Investment literature/Strategies	English (EN), French (FR)	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure ULU CONT3194
Investment Profile (Deviation) / Profil d’Investissement (Déviation)	Use this form to request a deviation from your investment profile	Investment literature/Strategies	English (EN), French (FR)	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) / Profil d’Investissement (Déviation) ULU CONT2993
Avis de confidentialité / Privacy Notice	Privacy Notice – English/French version	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Privacy Notice – English/French version Client Letters/Indemnity/Data Protection Avis de confidentialité / Privacy Notice ULU CONT3350-WEB
Privacy Notice	Privacy Notice – English version	Client Letters/Indemnity/Data Protection	English (EN)	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Commission Documents/Fees & Charges Literature and Illustrations	English (EN), French (FR)	FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels ULU CONT3179
Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques	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), French (FR)	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 Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1514
Switch form / Formulaire d’arbitrage	Use this form to request a switch of investments on your policy/contract – Luxembourg	Surrender/Claim/Withdrawal/Switch	English (EN), French (FR)	FOS		Use this form to request a switch of investments on your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Switch form / Formulaire d’arbitrage ULU PCON1391
Partial surrender request / Demande de rachat partiel	Use this form to request a withdrawal from your policy/contract – Luxembourg	Surrender/Claim/Withdrawal/Switch	English (EN), French (FR)	FOS		Use this form to request a withdrawal from your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Partial surrender request / Demande de rachat partiel ULU PCON1387
Surrender request / Demande de rachat total	Use this form to request the surrender of your policy/contract – Luxembourg	Surrender/Claim/Withdrawal/Switch	English (EN), French (FR)	FOS		Use this form to request the surrender of your policy/contract – Luxembourg Surrender/Claim/Withdrawal/Switch Surrender request / Demande de rachat total ULU PCON1386
Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection	Privacy Notice – English/French version – Luxembourg	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Privacy Notice – English/French version – Luxembourg Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère Personnel / Declaration with regard to Personal Data Protection ULU CONT3350
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2868
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	French (FR)	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2867
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates	Addendum to the Personalised Portfolio Bond – Luxembourg	Operational Forms	English (EN)	FOS		Addendum to the Personalised Portfolio Bond – Luxembourg Operational Forms Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates ULU CONT2688
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	English (EN)	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
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg	Operational Forms	English (EN), French (FR)	FOS		Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2043
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Operational Forms	English (EN), French (FR)	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » ULU CONT2042
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2037
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Client Letters/Indemnity/Data Protection Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE ULU CONT2036
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales ULU CONT2025
Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales	Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond	Client Letters/Indemnity/Data Protection	English (EN), French (FR)	FOS		Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond Client Letters/Indemnity/Data Protection Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales ULU CONT2026
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents	Confirmation of Client contact details used for the Electronic Signing of documents	Operational Forms	English (EN), French (FR)	FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1056

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