Document Library

To search for documents, you have several options available, and you can select from any or all of the following filters.

If you are aware of the insurer or the market you are dealing with, you can filter this way. Additionally, you can refine your search by product, language, or asset (document) type.

By using these filters, you can streamline your search process and find the specific document you need.

Current Filters

Documents

Title	Description	Asset Type	Regime	Process	Excerpt
Rachat Partiel Programmé	Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Rachat Partiel Programmé ULU PCON1078
Demande de Rachat Partiel	Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Demande de Rachat Partiel ULU PCON1033
Demande d’Arbitrage	Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version Surrender/Claim/Withdrawal/Switch Demande d’Arbitrage ULU PCON1030
Information Disclosure Agreement for the National Bank of Belgium (FR)	Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium	Client Letters/Indemnity/Data Protection	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 (FR) ULU PR 00098
Modification des caractéristiques principales d’un Fonds Interne Dédié existant	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	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 Modification des caractéristiques principales d’un Fonds Interne Dédié existant ULU PCON1556
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	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 Formulaire de changement de moyen de communication et utilisation des signatures électroniques ULU PCON1521
Désignation d’Intermédiaire	Use this form to request an appointment or change of broker	Operational Forms	FOS		Use this form to request an appointment or change of broker Operational Forms Désignation d’Intermédiaire ULU PCON1323
Déclaration de Perte de Documents	Form to be used to declare the loss of policy documents – Belgium (FOS) – French version	Client Letters/Indemnity/Data Protection	FOS		Form to be used to declare the loss of policy documents – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Déclaration de Perte de Documents ULU PCON1089
Dénouement par Décès	Use this form to initiate a death claim – Belgium (French version)	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to initiate a death claim – Belgium (French version) Surrender/Claim/Withdrawal/Switch Dénouement par Décès ULU PCON1065
Demande de Rachat Total	Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version	Surrender/Claim/Withdrawal/Switch	FOS		Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version Surrender/Claim/Withdrawal/Switch Demande de Rachat Total ULU PCON1045
Connect – Aperçu (Guide d’utilisation pour les clients)	This user guide helps to navigate through the Connect Platform and explain functionality – French version	Guides and Supporting Documents	FOE FOS		This user guide helps to navigate through the Connect Platform and explain functionality – French version Guides and Supporting Documents Connect – Aperçu (Guide d’utilisation pour les clients) ULU MARK2351
Guide d’utilisation Connect Souscription Digitale – Belgique	This is a Connect User Guide for digital subscription – French version	Guides and Supporting Documents	FOE FOS		This is a Connect User Guide for digital subscription – French version Guides and Supporting Documents Guide d’utilisation Connect Souscription Digitale – Belgique ULU MARK2302
Connect User Guide – Total Redemption (French)	Connect User Guide – Total Redemption (French)	Guides and Supporting Documents	FOE FOS		Connect User Guide – Total Redemption (French) Guides and Supporting Documents Connect User Guide – Total Redemption (French) ULU MARK2174
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle	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	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 ULU CONT4262
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités	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	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 ULU CONT4250
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques	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	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 ULU CONT4241
Règles d’investissement pour fonds internes – Belgique	Table of Luxembourg Investment Rules	Investment literature/Strategies	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Règles d’investissement pour fonds internes – Belgique ULU CONT3681
Déclaration concernant la Protection des Données à Caractère	Privacy Notice – French version – Belgium (FOS)	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – French version – Belgium (FOS) Client Letters/Indemnity/Data Protection Déclaration concernant la Protection des Données à Caractère ULU CONT3340
Avis de confidentialité	Privacy Notice – French version	Client Letters/Indemnity/Data Protection	FOS		Privacy Notice – French version Client Letters/Indemnity/Data Protection Avis de confidentialité ULU CONT3340-WEB
Demande de Statut de Client Professionnel / Request for Professional Client Status	Request for Professional Client Status	Operational Forms	FOS		Request for Professional Client Status Operational Forms Demande de Statut de Client Professionnel / Request for Professional Client Status ULU CONT3207
Aperçu des frais administratifs additionnels	Annex showing the activity-based charging grid	Operational Forms	FOS		Annex showing the activity-based charging grid Operational Forms Aperçu des frais administratifs additionnels ULU CONT3168
ACCORD DE COMMUNICATION D’INFORMATION	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORD DE COMMUNICATION D’INFORMATION ULU CONT2861
Avenant au contrat d’assurance-vie – Acceptation du bénéfice	Annex to the application form for beneficiary acceptance	Operational Forms	FOS		Annex to the application form for beneficiary acceptance Operational Forms Avenant au contrat d’assurance-vie – Acceptation du bénéfice ULU CONT2803
Avenant au contrat d’assurance-vie – Dissolution de cession de droits	Annex to the application form for signing the dissolution of the transfer of insurance rights	Operational Forms	FOS		Annex to the application form for signing the dissolution of the transfer of insurance rights Operational Forms Avenant au contrat d’assurance-vie – Dissolution de cession de droits ULU CONT2799
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat	Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy	Operational Forms	FOS		Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy Operational Forms Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat ULU CONT2629
Demande de classement dans une catégorie d’investissement supérieure	Use this form to request a upgrade of your investment category	Investment literature/Strategies	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement supérieure ULU CONT2526
Demande de classement dans une catégorie d’investissement inférieure	Use this form to request a downgrade of your investment category	Investment literature/Strategies	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Demande de classement dans une catégorie d’investissement inférieure ULU CONT2515
Stratégie d’Investissement	Use this form to define your investment strategy (generic version)	Investment literature/Strategies	FOS		Use this form to define your investment strategy (generic version) Investment literature/Strategies Stratégie d’Investissement ULU CONT2276
Taxe sur les Opérations d’Assurance	Back-end tax annex – Belgium	Tax and regulatory Literature/technical sales aids and literature	FOS		Back-end tax annex – Belgium Tax and regulatory Literature/technical sales aids and literature Taxe sur les Opérations d’Assurance ULU CONT2263
Déviation du Profil d’investissement	Use this form to request a deviation from your investment profile	Investment literature/Strategies	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Déviation du Profil d’investissement ULU CONT2221
Rapport d’Examen Medical	Medical Examination Report – Belgium (FOS) – French version	Underwriting guides/questionnaires/brochures	FOS		Medical Examination Report – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Rapport d’Examen Medical ULU CONT2189
Questionnaire Financier Confidentiel	Confidential Financial Questionnaire – Belgium (FOS) – French version	Underwriting guides/questionnaires/brochures	FOS		Confidential Financial Questionnaire – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Financier Confidentiel ULU CONT2187
Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes	Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version	Underwriting guides/questionnaires/brochures	FOS		Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes ULU CONT2185
Questionnaire Medical Complementaire	Additional Medical Questionnaire – Belgium (FOS) – French version	Underwriting guides/questionnaires/brochures	FOS		Additional Medical Questionnaire – Belgium (FOS) – French version Underwriting guides/questionnaires/brochures Questionnaire Medical Complementaire ULU CONT2183
FATCA Auto-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	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 Auto-Certification ULU CONT2170
Profil d’investissement et évaluation de l’adéquation	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	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 Profil d’investissement et évaluation de l’adéquation ULU CONT2114
Désignation des Bénéficiaires	Use this form to nominate beneficiaries	Operational Forms	FOS		Use this form to nominate beneficiaries Operational Forms Désignation des Bénéficiaires ULU CONT1802
Choix de la Loi Applicable / Choice of Law	Use this form to perform a choice of law	Operational Forms	FOS		Use this form to perform a choice of law Operational Forms Choix de la Loi Applicable / Choice of Law ULU CONT1790
Déclaration de Statut de « Non-U.S. Person »	Use this form to declare a status of “Non-U.S. Person”	Operational Forms	FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Déclaration de Statut de « Non-U.S. Person » ULU CONT1632
Investissements Spécialisés	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version	Client Letters/Indemnity/Data Protection	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version Client Letters/Indemnity/Data Protection Investissements Spécialisés ULU CONT1590
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE	Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product	Client Letters/Indemnity/Data Protection	FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product Client Letters/Indemnity/Data Protection Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE ULU CONT1434-2
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	FOE FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Confirmation des coordonnées du Client utilisées pour la signature électronique des documents ULU CONNECT1048

Customer Support

Utmost Wealth Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Document Library