|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé
ULU PCON1078
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version
|
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) – Dutch version
Surrender/Claim/Withdrawal/Switch
Demande d’Arbitrage
ULU PCON1030
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel
ULU PCON1033
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé (Branch)
ULBE PCON1401
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Demande d’Arbitrage
ULBE PCON1432
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Informations sur la gestion
ULU_Portfolio_Selection_Dynamic_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Informations sur la gestion
ULU_Portfolio_Selection_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Informations sur la gestion
ULU_Portfolio_Heritage_Dynamic_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Informations sur la gestion
ULU_Portfolio_Heritage_Conservative_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 Heritage Portfolio – Informations sur la gestion
ULU_Portfolio_Heritage_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Fiche institutionnelle
ULU_Portfolio_Universal_Balanced_Report_FR PR
|
|
|
This document provides you with key information about this investment option, provided by the investment manager
|
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 – Fiche institutionnelle
ULU_Portfolio_Generation_Balanced_Report_FR 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.
|
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
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_SCP-HO_FR 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.
|
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
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_PCP-HO_FR 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.
|
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
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_LPP-HO_FR 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.
|
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
Document d’informations clés (“DIC”)
ULU_KID_LU_BE_EUR_CSP-HO_FR PR
|
|
|
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium
|
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 (FR)
ULU PR 00098
|
|
|
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
|
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
Modification des caractéristiques principales d’un Fonds Interne Dédié existant
ULU PCON1556
|
|
|
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
|
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
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULU PCON1521
|
|
|
Use this form to request an appointment or change of broker
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to request an appointment or change of broker
Operational Forms
Désignation d’Intermédiaire
ULU PCON1323
|
|
|
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version
|
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) – French version
Client Letters/Indemnity/Data Protection
Déclaration de Perte de Documents
ULU PCON1089
|
|
|
Use this form to initiate a death claim – Belgium (French version)
|
Utmost Luxembourg S.A |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
FOS |
|
Use this form to initiate a death claim – Belgium (French version)
Surrender/Claim/Withdrawal/Switch
Dénouement par Décès
ULU PCON1065
|
|
|
Use this form for an addition to your policy/contract – Belgium (FOS) – French version
|
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) – French version
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire
ULU PCON1047
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total
ULU PCON1045
|
|
|
This user guide helps to navigate through the Connect Platform and explain functionality – French version
|
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
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
|
|
|
This is a Connect User Guide for digital subscription – French version
|
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
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)
|
Utmost Luxembourg S.A |
Guides and Supporting Documents |
Non Product Specific |
FOE FOS |
|
Connect User Guide – Total Redemption (French)
Guides and Supporting Documents
Connect User Guide – Total Redemption (French)
ULU MARK2174
|
|
|
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.
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
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
|
|
|
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.
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
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
|
|
|
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.
|
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques
ULU CONT4241
|
|
|
Declaration of the partners of a civil partnership as policyholder
|
Utmost Luxembourg S.A |
Operational Forms |
Select Client Plan |
FOS |
New Policy |
Declaration of the partners of a civil partnership as policyholder
Operational Forms
Déclaration des associés d’une société civile en tant que Preneur d’Assurance
ULU CONT4191
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
Utmost Luxembourg S.A |
Investment literature/Strategies |
Corporate Select Plan |
FOS |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles
ULU CONT4189
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version
|
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) – French version
Policy Conditions
Corporate Select Plan – Conditions Générales
ULU CONT4179
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
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 CONT4174
|
|
|
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. French version
|
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. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation / Version pour l’Intermédiaire – Société
ULU CONT4160
|
|
|
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. French version
|
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. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – version pour l’Intermédiaire / Société simple/Fondation
ULU CONT3964
|
|
|
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. French version
|
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. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire Personne physique
ULU CONT3960
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
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 – Caractéristiques principales du (family shared) Fonds interne dédié
ULU CONT3788
|
|
|
Table of Luxembourg Investment Rules
|
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour fonds internes – Belgique
ULU CONT3681
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
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) – Fonds Interne Dédié additionnel
ULU CONT3633
|
|
|
Internal Collective Funds list – Belgium
|
Utmost Luxembourg S.A |
Investment literature/Strategies |
Select Client Plan |
FOS |
|
Internal Collective Funds list – Belgium
Investment literature/Strategies
Select Client Plan – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles
ULU CONT3603-2
|
|
|
This form shows the list of available external funds for the Select Client Plan product
|
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 – Annexe : liste des Fonds Externes disponibles
ULU CONT3603-1
|
|
|
Privacy Notice – French version
|
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULU CONT3340-WEB
|
|
|
Privacy Notice – French version – Belgium (FOS)
|
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – French version – Belgium (FOS)
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère
ULU CONT3340
|
|
|
Request for Professional Client Status
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status
ULU CONT3207
|
|
|
Annex showing the activity-based charging grid
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Annex showing the activity-based charging grid
Operational Forms
Aperçu des frais administratifs additionnels
ULU CONT3168
|
|
|
Information Disclosure Agreement
|
Utmost Luxembourg S.A |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2861
|
|
|
Annex to the application form for beneficiary acceptance
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice
ULU CONT2803
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
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
Avenant au contrat d’assurance-vie – Dissolution de cession de droits
ULU CONT2799
|
|
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
|
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
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat
ULU CONT2629
|
|
|
Use this form to request a upgrade of your investment category
|
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
Demande de classement dans une catégorie d’investissement supérieure
ULU CONT2526
|
|
|
Use this form to request a downgrade of your investment category
|
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
Demande de classement dans une catégorie d’investissement inférieure
ULU CONT2515
|
|
|
Use this form to define your investment strategy (generic version)
|
Utmost Luxembourg S.A |
Investment literature/Strategies |
Non Product Specific |
FOS |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Stratégie d’Investissement
ULU CONT2276
|
|
|
Back-end tax annex – Belgium
|
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
Taxe sur les Opérations d’Assurance
ULU CONT2263
|
|
|
Use this form to request a deviation from your investment profile
|
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
Déviation du Profil d’investissement
ULU CONT2221
|
|
|
Medical Examination Report – Belgium (FOS) – French version
|
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Medical Examination Report – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen Medical
ULU CONT2189
|
|
|
Confidential Financial Questionnaire – Belgium (FOS) – French version
|
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Confidential Financial Questionnaire – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Financier Confidentiel
ULU CONT2187
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version
|
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
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
|
|
|
Additional Medical Questionnaire – Belgium (FOS) – French version
|
Utmost Luxembourg S.A |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOS |
|
Additional Medical Questionnaire – Belgium (FOS) – French version
Underwriting guides/questionnaires/brochures
Questionnaire Medical Complementaire
ULU CONT2183
|
|
|
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.
|
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 Auto-Certification
ULU CONT2170
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
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
Profil d’investissement et évaluation de l’adéquation
ULU CONT2114
|
|
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version
|
Utmost Luxembourg S.A |
Policy Conditions |
Select Client Plan |
FOS |
|
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version
Policy Conditions
Select Client Plan – Conditions Générales
ULU CONT1867
|
|
|
Use this form to nominate beneficiaries
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULU CONT1802
|
|
|
Use this form to perform a choice of law
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
FOS |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law
ULU CONT1790
|
|
|
New business application form for the Select Client Plan product – Belgium
|
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 CONT1730
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Utmost Luxembourg S.A |
Operational Forms |
Non Product Specific |
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
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version
|
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) – French version
Client Letters/Indemnity/Data Protection
Investissements Spécialisés
ULU CONT1590
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product
|
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 – France – Liberté product
Client Letters/Indemnity/Data Protection
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE
ULU CONT1434-2
|
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Confirmation of Client contact details used for the Electronic Signing of documents
|
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
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents
ULU CONNECT1048
|
|
|
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.
|
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
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_SCP-BE_FR 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.
|
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
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_PCP-BE_FR 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.
|
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
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_CSP-BE_FR PR
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|
|
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
|
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
Modification des caractéristiques principales d’un Fonds Interne Dédié existant
ULBE PCON1560
|
|
|
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
|
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
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULBE PCON1530
|
|
|
Use this form to request an appointment or change of broker
|
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
Désignation d’Intermédiaire
ULBE PCON1429
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total (Branch)
ULBE PCON1345
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version
|
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) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel (Branch)
ULBE PCON1343
|
|
|
Use this form for an addition to your policy/contract – Belgium (Branch) – French version
|
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) – French version
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire (Branch)
ULBE PCON1339
|
|
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version
|
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) – French version
Client Letters/Indemnity/Data Protection
Déclaration de Perte de Documents (Branch)
ULBE PCON1337
|
|
|
Internal Collective Fund for Belgian market
|
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 – Règlement de Gestion
ULBE CONT4911
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
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 – Belgique – Annexe : liste des Fonds Externes disponibles
ULBE CONT4535
|
|
|
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. French version
|
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. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée enrelation / Version pour l’Intermédiaire – Société
ULBE CONT4475
|
|
|
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
|
Utmost Luxembourg S.A. - Belgian Branch |
Application Form |
Select Client Policy |
FOE |
New Business Pack |
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
Application Form
Déclaration des associés d’une société civile en tant que Preneur d’Assurance
ULBE CONT4198
|
|
|
Use this form to nominate beneficiaries
|
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULBE CONT4382
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version
|
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) – French version
Policy Conditions
Corporate Select Plan – Conditions Générales
ULBE CONT4181
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
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 CONT4176
|
|
|
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. French version
|
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. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société simple-Fondation
ULBE CONT3970
|
|
|
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. French version
|
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 PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique
ULBE CONT3968
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
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 – Caractéristiques principales du (family shared) Fonds interne dédié
ULBE CONT3786
|
|
|
Table of Luxembourg Investment Rules
|
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
FOE |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Annexe: règles et limites d’investissement pour les Fonds Internes et Externes
ULBE CONT3682
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
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) – Fonds Interne Dédié additionnel
ULBE CONT3635
|
|
|
This form shows the list of available external funds for the Select Client Policy product
|
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 – Belgique / Annexe : liste des Fonds Interes Collectifs disponibles
ULBE CONT3604-1
|
|
|
This form shows the list of available internal collective funds for the Select Client Policy product
|
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 – Annexe : liste des Fonds Externes disponibles
ULBE CONT3604-2
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
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
Profil d’investissement et évaluation de l’adéquation
ULBE CONT3475
|
|
|
Back-end tax annex – Belgium
|
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
Taxe sur les Opérations d’Assurance
ULBE CONT3402
|
|
|
Privacy Notice – Dutch version – Belgian Branch
|
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version – Belgian Branch
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère
ULBE CONT3338
|
|
|
Privacy Notice – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULBE CONT3338-WEB
|
|
|
Information Disclosure Agreement
|
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULBE CONT3287
|
|
|
Use this form to request a deviation from your investment profile
|
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
Déviation du Profil d’investissement
ULBE CONT3270
|
|
|
Use this form to request a upgrade of your investment category
|
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
Demande de classement dans une catégorie d’investissement supérieure
ULBE CONT3237
|
|
|
Use this form to request a downgrade of your investment category
|
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
Demande de classement dans une catégorie d’investissement inférieure
ULBE CONT3235
|
|
|
Request for Professional Client Status
|
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch)
ULBE CONT3209
|
|
|
Use this form to perform a choice of law
|
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law (Branch)
ULBE CONT3195
|
|
|
Annex showing the activity-based charging grid
|
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Annex showing the activity-based charging grid
Operational Forms
Aperçu des frais administratifs additionnels
ULBE CONT3182
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version
|
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) – French version
Client Letters/Indemnity/Data Protection
Banque Dépositaire hors de l’EEE (Branch)
ULBE CONT2948
|
|
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
FOE |
|
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Déclaration relative aux Obligations Fiscales – Branch
ULBE CONT2830
|
|
|
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.
|
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 Auto-certification
ULBE CONT2825
|
|
|
Confidential Financial Questionnaire – Belgium (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Confidential Financial Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire financier confidentiel (Branch)
ULBE CONT2818
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire complémentaire Contrats d’assurance-vie et Demandes existantes (Branch)
ULBE CONT2816
|
|
|
Medical Examination Report – Belgium (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Medical Examination Report – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen médical (Branch)
ULBE CONT2814
|
|
|
Additional Medical Questionnaire – Belgium (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
FOE |
|
Additional Medical Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire médical complémentaire (Branch)
ULBE CONT2812
|
|
|
Annex to the application form for beneficiary acceptance
|
Utmost Luxembourg S.A. - Belgian Branch |
Operational Forms |
Non Product Specific |
FOE |
|
Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice (Branch)
ULBE CONT2805
|
|
|
Annex to the application form for signing the dissolution of the transfer of insurance rights
|
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
Avenant au contrat d’assurance-vie – Dissolution de cession de droits (Branch)
ULBE CONT2801
|
|
|
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.
|
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (Branch)
ULBE CONT2796
|
|
|
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.
|
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (Branch)
ULBE CONT2794
|
|
|
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.
|
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
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (Branch)
ULBE CONT2795
|
|
|
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
|
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
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat (Branch)
ULBE CONT2789
|
|
|
Generic investment strategy form for the Belgian market (Branch) – French version
|
Utmost Luxembourg S.A. - Belgian Branch |
Investment literature/Strategies |
Non Product Specific |
FOE |
|
Generic investment strategy form for the Belgian market (Branch) – French version
Investment literature/Strategies
Stratégie d’Investissement (Branch)
ULBE CONT2779
|
|
|
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version
|
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) – French version
Policy Conditions
Select Client Policy – Conditions Générales
ULBE CONT2694
|
|
|
New business application form for the Select Client Policy product – Belgium
|
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 CONT2690
|