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Title	Description	Asset Type	Product	Process	Excerpt
Faktablad	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		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 Faktablad ULU_KID_LU_SW_SEK_PCP_SV PR
Faktablad	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		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 Faktablad ULU_KID_LU_SW_EUR_PCP_SV PR
Ansökan Tilläggspremie / Additional Premium form	Use this form for an addition to your policy/contract – Sweden	Top Up/Additional Investment	Non Product Specific	Addition to your Policy	Use this form for an addition to your policy/contract – Sweden Top Up/Additional Investment Ansökan Tilläggspremie / Additional Premium form ULU PCON1564
Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund	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	Non Product Specific		Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank Operational Forms Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund ULU PCON1559
BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION	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		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 BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION ULU PCON1525
Bouppteckningsintyg	Use this form to initiate a death claim – Sweden	Operational Forms	Non Product Specific		Use this form to initiate a death claim – Sweden Operational Forms Bouppteckningsintyg ULU PCON1253
Begäran om regelbundna delutbetalningar	Use this form to request a regular withdrawal from your policy/contract – Sweden	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request a regular withdrawal from your policy/contract – Sweden Surrender/Claim/Withdrawal/Switch Begäran om regelbundna delutbetalningar ULU PCON1075
Begäran om full utbetalning	Use this form to request the surrender of your policy/contract – Sweden (Swedish version)	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to request the surrender of your policy/contract – Sweden (Swedish version) Surrender/Claim/Withdrawal/Switch Begäran om full utbetalning ULU PCON1020
Underrättelse om den försäkrades dödsfall	Use this form to initiate a death claim – Sweden	Surrender/Claim/Withdrawal/Switch	Non Product Specific		Use this form to initiate a death claim – Sweden Surrender/Claim/Withdrawal/Switch Underrättelse om den försäkrades dödsfall ULU PCON1003
Wealth Passport Sweden	This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries	Product Guides/Brochures/Snapshots and Training Materials	Wealth Passport		This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries Product Guides/Brochures/Snapshots and Training Materials Wealth Passport Sweden ULU MARK2229
Självcertifiering / Self-Certification (FATCA)	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		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 Självcertifiering / Self-Certification (FATCA) ULU CONT4806
Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information 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 individual policyholders.	Operational Forms	Private Client Portfolio		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information Self-Certification ULU CONT4691
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	Non Product Specific	New Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment ULU CONT4594
Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons	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	Private Client Portfolio	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 Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / Automatic Exchange of Information Self-Certification for Controlling Persons ULU CONT4266
Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities	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	Private Client Portfolio	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 Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / Automatic Exchange of Information Self-Certification for Entities ULU CONT4254
FOR INTERMEDIARIES – Kundfakta / Fact findVersion för mäklare / Intermediary version	Fact Find for INTERMEDIARIES for the Swedish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Swedish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market Fact Find FOR INTERMEDIARIES – Kundfakta / Fact findVersion för mäklare / Intermediary version ULU CONT4112
FOR INTERMEDIARIES – Kundfakta / Fact find Version för mäklare / Intermediary version	Fact Find for INTERMEDIARIES for the Swedish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Fact Find	Private Client Portfolio	New Business Pack	Fact Find for INTERMEDIARIES for the Swedish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Kundfakta / Fact find Version för mäklare / Intermediary version ULU CONT4110
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Investment literature/Strategies	Non Product Specific		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3680
Skydd av Personuppgifter / Declaration with regard to Personal Data Protection	Privacy Notice – Swedish/English version – Sweden	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Swedish/English version – Sweden Client Letters/Indemnity/Data Protection Skydd av Personuppgifter / Declaration with regard to Personal Data Protection ULU CONT3356
Personuppgiftsmeddelandet / Privacy Notice	Privacy Notice – Swedish/English version	Client Letters/Indemnity/Data Protection	Non Product Specific		Privacy Notice – Swedish/English version Client Letters/Indemnity/Data Protection Personuppgiftsmeddelandet / Privacy Notice ULU CONT3356-WEB
Investeringsprofil (Avvikelse)	Use this form to request a deviation from your investment profile	Investment literature/Strategies	Non Product Specific		Use this form to request a deviation from your investment profile Investment literature/Strategies Investeringsprofil (Avvikelse) ULU CONT3085
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	Private Client Portfolio	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment ULU CONT3067
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	Non Product Specific		Information Disclosure Agreement Client Letters/Indemnity/Data Protection INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT ULU CONT2876
Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Investment literature/Strategies	Non Product Specific		Use this form to request a upgrade of your investment category Investment literature/Strategies Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade ULU CONT2532
Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Investment literature/Strategies	Non Product Specific		Use this form to request a downgrade of your investment category Investment literature/Strategies Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade ULU CONT2521
Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401)	Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden	Policy Conditions	Private Client Portfolio, Wealth Passport	New Business Pack	Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden Policy Conditions Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401) ULU CONT1865
Skatteförsäkran (PH) / Tax Compliance Certification	Stand-alone Tax Compliance Certification form – Sweden	Client Letters/Indemnity/Data Protection	Non Product Specific		Stand-alone Tax Compliance Certification form – Sweden Client Letters/Indemnity/Data Protection Skatteförsäkran (PH) / Tax Compliance Certification ULU CONT1828
Deklaration om Val av Tillämplig Lag / Choice of Law	Use this form to perform a choice of law	Operational Forms	Non Product Specific		Use this form to perform a choice of law Operational Forms Deklaration om Val av Tillämplig Lag / Choice of Law ULU CONT1793
Private Client Portfolio – Key Features/Förköpsinformation	These are the Product Features related to the Private Client Portfolio product – Sweden	Product Guides/Brochures/Snapshots and Training Materials	Private Client Portfolio	New Policy	These are the Product Features related to the Private Client Portfolio product – Sweden Product Guides/Brochures/Snapshots and Training Materials Private Client Portfolio – Key Features/Förköpsinformation ULU CONT1748
Private Client Portfolio	New business application form for the Private Client Portfolio product – Sweden	Application Form	Private Client Portfolio	New Business Pack	New business application form for the Private Client Portfolio product – Sweden Application Form Private Client Portfolio ULU CONT1737
Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status	Use this form to declare a status of “Non-U.S. Person”	Operational Forms	Non Product Specific		Use this form to declare a status of “Non-U.S. Person” Operational Forms Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status ULU CONT1637
Särskilda investeringen	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden	Client Letters/Indemnity/Data Protection	Non Product Specific		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden Client Letters/Indemnity/Data Protection Särskilda investeringen ULU CONT1593
Appointment of the Policyholder(s) as Investment Manager – Swedish Market	Use this form to appoint an Investment Manager/Advisor – Sweden	Operational Forms	Non Product Specific		Use this form to appoint an Investment Manager/Advisor – Sweden Operational Forms Appointment of the Policyholder(s) as Investment Manager – Swedish Market ULU CONT1452-2
Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden	Client Letters/Indemnity/Data Protection	Non Product Specific		Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden Client Letters/Indemnity/Data Protection Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA ULU CONT1436
Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / 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		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents ULU CONNECT1053

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