|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
Non Product Specific |
|
Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status
ULU CONT3210
|
|
|
Request for Professional Client Status
|
Belgium (BE) |
Operational Forms |
Non Product Specific |
|
Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status
ULU CONT3207
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Passport |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_USD_Wealthpassport-EU_EN PR
|
|
|
Product Information Document for the Wealth Planning Portfolio
|
France (FR) |
Product Guides/Brochures/Snapshots and Training Materials |
Wealth Planning Portfolio |
|
Product Information Document for the Wealth Planning Portfolio
Product Guides/Brochures/Snapshots and Training Materials
Product Information Document for the Wealth Planning Portfolio
ULU_PID-BFWM-FR-WPP 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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Preservation Trust |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_WPT RDR-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Preservation Trust |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_WPT-EU_EN 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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Passport |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_USD_Wealthpassport RDR-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Accumulation & Maintenance Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_AM RDR-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Accumulation & Maintenance Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_AM-EU_EN 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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_PCP RDR-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_UK_GBP_PCP-EU_EN 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.
|
Sweden (SE) |
Key Information Document |
Wealth Passport |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_SW_USD_Wealthpassport_EN 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.
|
Turkey (TR) |
Key Information Document |
Insurance Estate Planning Scheme |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_TR_USD_IEPS_EN 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.
|
Sweden (SE) |
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
Key Information Document (‘KID’)
ULU_KID_LU_SW_EUR_PCP_EN 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.
|
Sweden (SE) |
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
Key Information Document (‘KID’)
ULU_KID_LU_SW_SEK_PCP_EN 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.
|
Portugal (PT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_PT_EUR_PCP_EN 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.
|
South Africa (ZA) |
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
Key Information Document (‘KID’)
ULU_KID_LU_SA_EUR_PCP_EN 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.
|
Greece (GR) |
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
Key Information Document (‘KID’)
ULU_KID_LU_PCP_GR_EUR_EN 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.
|
Malta (MT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_MT_GBP_PCP_EN 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.
|
Norway (NO) |
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
Key Information Document (‘KID’)
ULU_KID_LU_NO_EUR_PCP_EN 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.
|
Norway (NO) |
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
Key Information Document (‘KID’)
ULU_KID_LU_NO_NOK_PCP_EN 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.
|
Luxembourg (LU) |
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
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_PCP_EN 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.
|
Luxembourg (LU) |
Key Information Document |
Luxembourg Capitalisation Bond |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_LC_EN 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.
|
Luxembourg (LU) |
Key Information Document |
Luxembourg Capitalisation Bond |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_LU_EUR_LCB_EN 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.
|
Jersey (JE) |
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
Key Information Document (‘KID’)
ULU_KID_LU_JE_GBP_PCP_EN 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.
|
Lithuania (LT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_LT_EUR_PCP_EN 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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_USD_WPP-UK_EN
|
|
|
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.
|
Israel (IL) |
Key Information Document |
Insurance Wealth Preservation Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_IS_USD_IWPP_EN 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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_PCP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Private Client Wealth Management Portfolio - RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_PCWMP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_GBP_WPP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - Non RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_USD_WPP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_PCP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Private Client Wealth Management Portfolio - RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_PCWMP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK RDR_EUR_WPP-UK_EN
|
|
|
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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_PCP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Private Client Wealth Management Portfolio - Non RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_PCWMP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - Non RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_GBP_WPP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_PCP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Private Client Wealth Management Portfolio - Non RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_PCWMP-EU_EN
|
|
|
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.
|
United Kingdom (UK) |
Key Information Document |
Wealth Planning Portfolio - Non RDR |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_UK non_RDR_EUR_WPP-EU_EN
|
|
|
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.
|
Spain (ES) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_PCP_EN 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.
|
Spain (ES) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_WPP-EU_EN 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.
|
Spain (ES) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_USD_WPP-EU_EN 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.
|
Spain (ES) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_PCA_EN 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.
|
Spain (ES) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_PCP_EN 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.
|
Spain (ES) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_EUR_WPP-EU_EN 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.
|
Spain (ES) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_SP_GBP_PCA_EN 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.
|
Portugal (PT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_PCP_EN 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.
|
Portugal (PT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_WPP-EU_EN 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.
|
Portugal (PT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_USD_WPP-EU_EN 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.
|
Portugal (PT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_PCP_EN 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.
|
Portugal (PT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_WPP-EU_EN 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.
|
Portugal (PT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_GBP_PCA_EN 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.
|
Portugal (PT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_PT_EUR_PCA_EN 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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_USD_WPP-ES-TRUST-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_USD_WPP-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_WPP-ES-TRUST-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_WPP-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Accumulation & Maintenance Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_USD_AMP-EU_EN
|
|
|
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.
|
Malta (MT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_PCP_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Private Client Wealth Management 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_PCWMP_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_WPP-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Accumulation & Maintenance Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_AMP-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Legacy Product (Closed) |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_GBP_PCA_EN
|
|
|
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.
|
Malta (MT) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_PCP_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Private Client Wealth Management 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_PCWMP_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_WPP-ES-TRUST-EU_EN
|
|
|
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.
|
Gibraltar (GI) |
Key Information Document |
Private Client Wealth Management 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_GI_EUR_PCWMP_EN 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.
|
Gibraltar (GI) |
Key Information Document |
Private Client Wealth Management 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_GI_GBP_PCWMP_EN 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.
|
Malta (MT) |
Key Information Document |
Accumulation & Maintenance Plan |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_AMP-EU_EN
|
|
|
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.
|
Malta (MT) |
Key Information Document |
Legacy Product (Closed) |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_INTL_MT_EUR_PCA_EN
|
|
|
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.
|
France (FR) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_PCP_EN 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.
|
France (FR) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_WPP-EU_EN 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.
|
France (FR) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_USD_WPP-EU_EN 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.
|
France (FR) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_PCP_EN 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.
|
France (FR) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_WPP-EU_EN 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.
|
France (FR) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_GBP_PCA_EN 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.
|
Cyprus (CY) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_PCP_EN 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.
|
Cyprus (CY) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_WPP-EU_EN 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.
|
Cyprus (CY) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_USD_WPP-EU_EN 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.
|
France (FR) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_FR_EUR_PCA_EN 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.
|
Cyprus (CY) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_PCA_EN 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.
|
Cyprus (CY) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_PCP_EN 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.
|
Cyprus (CY) |
Key Information Document |
Wealth Planning 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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_EUR_WPP-EU_EN 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.
|
Cyprus (CY) |
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
Key Information Document (‘KID’)
ULU_KID_LU_INTL_CY_GBP_PCA_EN 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.
|
Gibraltar (GI) |
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
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPDMO_EN 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.
|
Gibraltar (GI) |
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
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPFAO_EN 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.
|
Gibraltar (GI) |
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
Key Information Document (‘KID’)
ULU_KID_LU_GI_GBP_PCPFSO_EN 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.
|
Finland (FI) |
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
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_PCP_EN 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.
|
Finland (FI) |
Key Information Document |
Capitalisation Bond |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Key Information Document (‘KID’)
ULU_KID_LU_FI_EUR_Capbond_EN 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.
|
Cyprus (CY) |
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
Key Information Document (‘KID’)
ULU_KID_LU_CY_GBP_PCP_EN PR
|
|
|
Information Disclosure Agreement
|
France (FR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement form
ULU PR 00101
|
|
|
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
|
France (FR) |
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
Change of Communications Means and Use of Electronic Signatures form
ULU PR 00102
|
|
|
Use this form to initiate a death claim – Italy (Branch and Head Office)
|
Italy (IT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a death claim – Italy (Branch and Head Office)
Surrender/Claim/Withdrawal/Switch
Request for payment of benefits in the event of death – Italy
ULU PR 00048
|
|
|
Connect User Guide Additional Investment (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
Non Product Specific |
|
Connect User Guide Additional Investment (English)
Guides and Supporting Documents
Connect User Guide Additional Investment (English)
ULU PR 00021
|
|
|
Connect User Guide Servicing (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
Non Product Specific |
|
Connect User Guide Servicing (English)
Guides and Supporting Documents
Connect User Guide Servicing (English)
ULU PR 00022
|
|
|
Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040
|
Italy (IT) |
Tax and regulatory Literature/technical sales aids and literature |
Private Client Insurance |
New Policy |
Tax and regulatory Literature/technical sales aids and literature
Single Pre-Contractual Form (MUP) for Insurance Investment Products
ULU PR 00040
|
|
|
Connect Sign In (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
Non Product Specific |
|
Connect Sign In (English)
Guides and Supporting Documents
Connect Sign In (English)
ULU PR 00017
|
|
|
Use this form to request a change of Communication Means and address for Israel.
|
Israel (IL) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Communication Means and address for Israel.
Operational Forms
Residential Address and Means of Communication
ULU PCON1604
|
|
|
Use this form to request a change of Communication Means and address for Jersey.
|
Jersey (JE) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Communication Means and address for Jersey.
Operational Forms
Residential Address and Means of Communication
ULU PCON1605
|
|
|
Use this form to request a change of Communication Means and address for Malta.
|
Malta (MT) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Communication Means and address for Malta.
Operational Forms
Residential Address and Means of Communication
ULU PCON1606
|
|
|
Use this form to request a change of Communication Means and address for South Africa.
|
South Africa (ZA) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Communication Means and address for South Africa.
Operational Forms
Residential Address and Means of Communication
ULU PCON1607
|
|
|
Use this form for an addition to your policy/contract – Gibraltar
|
Gibraltar (GI) |
Top Up/Additional Investment |
Non Product Specific |
Addition to your Policy |
Use this form for an addition to your policy/contract – Gibraltar
Top Up/Additional Investment
Additional Premium Form
ULU PCON1580
|
|
|
Use this form for an addition to your policy/contract – Jersey
|
Jersey (JE) |
Top Up/Additional Investment |
Non Product Specific |
Addition to your Policy |
Use this form for an addition to your policy/contract – Jersey
Top Up/Additional Investment
Additional Premium Form
ULU PCON1581
|
|
|
Use this form to request a switch of investments on your policy for Norway.
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
Making a change to your policy |
Use this form to request a switch of investments on your policy for Norway.
Surrender/Claim/Withdrawal/Switch
Switch Authorisation
ULU PCON1594
|
|
|
Use this form to request a change of Communication Means and address for Cyprus.
|
Cyprus (CY) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Communication Means and address for Cyprus.
Operational Forms
Residential Address and Means of Communication
ULU PCON1602
|
|
|
Use this form for an addition to your policy/contract – Cyprus
|
Cyprus (CY) |
Top Up/Additional Investment |
Non Product Specific |
Addition to your Policy |
Use this form for an addition to your policy/contract – Cyprus
Top Up/Additional Investment
Additional Premium Form
ULU PCON1578
|
|
|
Use this form for an addition to your policy/contract – Malta
|
Malta (MT) |
Top Up/Additional Investment |
Non Product Specific |
Addition to your Policy |
Use this form for an addition to your policy/contract – Malta
Top Up/Additional Investment
Additional Premium Form
ULU PCON1579
|
|
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Switch Authorisation
ULU PCON1571
|
|
|
Use this form for an addition to your policy/contract – Finland
|
Finland (FI) |
Top Up/Additional Investment |
Non Product Specific |
Addition to your Policy |
Use this form for an addition to your policy/contract – Finland
Top Up/Additional Investment
Lisäsijoituslomake / Additional Premium form
ULU PCON1563
|
|
|
Use this form for an addition to your policy/contract – Sweden
|
Sweden (SE) |
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
|
|
|
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
|
Finland (FI) |
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
Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund
ULU PCON1558
|
|
|
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
|
Sweden (SE) |
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
|
|
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
|
Sweden (SE) |
Operational Forms |
Non Product Specific |
|
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden
Operational Forms
Switch Authorisation
ULU PCON1562
|
|
|
Use this form to request a change of Investment Manager and Investment Strategy – Turkey
|
Turkey (TR) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager and Investment Strategy – Turkey
Operational Forms
Request for Change of Investment Manager and Investment Strategy
ULU PCON1553
|
|
|
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
|
Norway (NO) |
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
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1526
|
|
|
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
|
United Kingdom (UK) |
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
Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1531
|
|
|
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
|
Portugal (PT) |
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
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1523
|
|
|
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
|
Sweden (SE) |
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
|
|
|
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
|
Finland (FI) |
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
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION
ULU PCON1522
|
|
|
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
|
Luxembourg (LU) |
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
Change of Communication Means and Use of Electronic Signatures Form / Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULU PCON1514
|
|
|
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
|
Spain (ES) |
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
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1518
|
|
|
Use this form to request the surrender of your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση εξαγοράς / Surrender request
ULU PCON1506
|
|
|
Use this form to request a withdrawal from your policy/contract – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση μερικής εξαγοράς / Partial surrender request
ULU PCON1508
|
|
|
Use this form to request a switch of investments on your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Switch Form (for Multi-Support)
ULU PCON1513
|
|
|
Annex to add additional Life Assureds to the contract/policy
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Annex to add additional Life Assureds to the contract/policy
Operational Forms
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request
ULU PCON1480
|
|
|
Form to be used to declare the loss of policy documents – Turkey
|
Turkey (TR) |
Operational Forms |
Non Product Specific |
|
Form to be used to declare the loss of policy documents – Turkey
Operational Forms
Declaration as to Loss of Polivy Schedule
ULU PCON1485
|
|
|
Use this form to initiate a death claim – Greece
|
Greece (GR) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a death claim – Greece
Surrender/Claim/Withdrawal/Switch
Αίτηση για παροχή λόγω Θανάτου / Death Claim
ULU PCON1497
|
|
|
Use this form to request a change of Investment Model if you’ve chose a Multi-Investment Model. This form is for the UK market.
|
United Kingdom (UK) |
Investment literature/Strategies |
Private Client Portfolio |
|
Use this form to request a change of Investment Model if you’ve chose a Multi-Investment Model. This form is for the UK market.
Investment literature/Strategies
Change of Investment Model (Multi-Investment Model)
ULU PCON1473
|
|
|
Use this form to request a change of Beneficiary – Finland
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Beneficiary – Finland
Operational Forms
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination
ULU PCON1479
|
|
|
Use this form to request a withdrawal from your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Lithuania
Surrender/Claim/Withdrawal/Switch
Prašymas del lešu išemimo / Withdrawal/Surrender Request
ULU PCON1445-2
|
|
|
Use this form to initiate a death claim – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a death claim – Lithuania
Surrender/Claim/Withdrawal/Switch
Reikalavimas mirties atveju / Death Claim
ULU PCON1446
|
|
|
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
|
Lithuania (LT) |
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
Adreso korespondencijai pasirinkimas / Choice of Correspondence Address
ULU PCON1448
|
|
|
Use this form for dealing purposes – Finland
|
Finland (FI) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form for dealing purposes – Finland
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1438
|
|
|
Use this form to request a switch of investments on your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário de Troca / Switch form
ULU PCON1431
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a regular withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request
ULU PCON1443
|
|
|
Use this form to request the surrender of your policy/contract – Lithuania
|
Lithuania (LT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Lithuania
Surrender/Claim/Withdrawal/Switch
Prašymas del lešu išemimo / Withdrawal/Surrender Request
ULU PCON1445
|
|
|
Use this form to request a withdrawal from your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1421
|
|
|
Use this form to request the surrender of your policy/contract – Sweden (English version)
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Sweden (English version)
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1422
|
|
|
Use this form to request a withdrawal from your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Sweden
Surrender/Claim/Withdrawal/Switch
Partial surrender request
ULU PCON1423
|
|
|
Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version)
Surrender/Claim/Withdrawal/Switch
Switch form – Capitalisation Contract
ULU PCON1410
|
|
|
Use this form to request a switch of investments on your policy/contract – Sweden
|
Sweden (SE) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Sweden
Surrender/Claim/Withdrawal/Switch
Switch form (for Multi-Support)
ULU PCON1413
|
|
|
Use this form to request the surrender of your policy/contract – Finland
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Finland
Surrender/Claim/Withdrawal/Switch
Surrender request
ULU PCON1420
|
|
|
Use this form to request the surrender of your policy/contract – Turkey
|
Turkey (TR) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Turkey
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1394
|
|
|
Use this form to request a switch of investments on your policy/contract – Finland (English version)
|
Finland (FI) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – Finland (English version)
Surrender/Claim/Withdrawal/Switch
Switch form
ULU PCON1409
|
|
|
Use this form to request a change of investment manager and Investment Strategy – Norway
|
Norway (NO) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of investment manager and Investment Strategy – Norway
Operational Forms
Request for Change of Investment Manager – Norwegian Market
ULU PCON1389
|
|
|
Use this form to request a withdrawal from your policy/contract – Turkey
|
Turkey (TR) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Turkey
Surrender/Claim/Withdrawal/Switch
Withdrawal Request
ULU PCON1390
|
|
|
Use this form to request a switch of investments on your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
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
|
|
|
Use this form to request the surrender of your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Luxembourg
Surrender/Claim/Withdrawal/Switch
Surrender request / Demande de rachat total
ULU PCON1386
|
|
|
Use this form to request a withdrawal from your policy/contract – Luxembourg
|
Luxembourg (LU) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
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
|
|
|
Use this form for an addition to your policy/contract – Luxembourg
|
Luxembourg (LU) |
Top Up/Additional Investment |
Luxembourg Capitalisation Bond, Private Client Portfolio |
Addition to your Policy |
Use this form for an addition to your policy/contract – Luxembourg
Top Up/Additional Investment
Additional Premium Form / Formulaire de versement de Prime complémentaire
ULU PCON1385
|
|
|
Use this form for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Forex/Forward Request Form
ULU PCON1382
|
|
|
Use this form to request a withdrawal from your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Withdrawal Request
ULU PCON1383
|
|
|
Use this form to request the surrender of your policy/contract – Cyprus
|
Cyprus (CY) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Cyprus
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1384
|
|
|
Use this form to request a change of Broker – Turkey
|
Turkey (TR) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Broker – Turkey
Operational Forms
Appointment of Broker
ULU PCON1375
|
|
|
Use this form to request the surrender of your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Surrender Request
ULU PCON1360
|
|
|
Use this form to request a withdrawal from your policy/contract – Norway
|
Norway (NO) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Norway
Surrender/Claim/Withdrawal/Switch
Partial Surrender Request
ULU PCON1361
|
|
|
Use this form to request a change of Custodian Bank – Turkey
|
Turkey (TR) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Custodian Bank – Turkey
Operational Forms
Request for Change of Custodian Bank
ULU PCON1346
|
|
|
Use this form for an addition to your policy/contract – Norway
|
Norway (NO) |
Top Up/Additional Investment |
Private Client Portfolio |
Addition to your Policy |
Use this form for an addition to your policy/contract – Norway
Top Up/Additional Investment
Additional Premium Form
ULU PCON1359
|
|
|
Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request
ULU PCON1296
|
|
|
Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom
|
United Kingdom (UK), United States (US) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request
ULU PCON1296-2
|
|
|
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
|
Turkey (TR) |
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
Choice of Correspondance Address
ULU PCON1258
|
|
|
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
|
Mexico (MX) |
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
Elección de Dirección de Correspondencia / Choice of Correspondence Address
ULU PCON1259
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden
|
Sweden (SE) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden
Operational Forms
Request for Change of Investment Manager to the Policyholder as Investment Manager
ULU PCON1250
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland
Operational Forms
Request for Change of Investment Manager to the Policyholder as Investment Manager
ULU PCON1251
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway
|
Norway (NO) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway
Operational Forms
Request for Change of Investment Manager to the Policyholder as Investment Manager
ULU PCON1252
|
|
|
Use this form to request a change of Investment Strategy – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Strategy – United Kingdom
Operational Forms
Request for Change of Investment Strategy
ULU PCON1214
|
|
|
Use this form to request a switch of investments on your policy for Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Selecta Link |
Making a change to your policy |
Use this form to request a switch of investments on your policy for Spain
Surrender/Claim/Withdrawal/Switch
Formulario de Operaciones / Dealing Form
ULU PCON1212-2
|
|
|
Use this form to request the surrender of your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Pedido De Resgate Total / Surrender Request Form
ULU PCON1202
|
|
|
Use this form to initiate a death claim – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a death claim – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form
ULU PCON1208
|
|
|
Use this form to initiate a survival benefit request – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a survival benefit request – Portugal
Surrender/Claim/Withdrawal/Switch
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form
ULU PCON1209
|
|
|
Use this form to request a change of Investment Manager – Portugal
|
Portugal (PT) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager – Portugal
Operational Forms
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager
ULU PCON1193
|
|
|
Use this form to request a withdrawal from your policy/contract – Portugal
|
Portugal (PT) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Portugal
Surrender/Claim/Withdrawal/Switch
Pedido De Resgate Parcial / Withdrawal Request Form
ULU PCON1201
|
|
|
Use this form for an addition to your policy/contract – Portugal
|
Portugal (PT) |
Top Up/Additional Investment |
Private Client Portfolio |
Addition to your Policy |
Use this form for an addition to your policy/contract – Portugal
Top Up/Additional Investment
Formulário De Prémio Adicional / Additional Premium Form
ULU PCON1190
|
|
|
Use this form for dealing purposes – United Kingdom
|
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1116
|
|
|
Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Withdrawal/Surrender Request
ULU PCON1184
|
|
|
Use this form to request a change of Investment Manager – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Investment Manager – United Kingdom
Operational Forms
Request for Change of Investment manager
ULU PCON1072
|
|
|
Use this form to request a regular withdrawal from your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a regular withdrawal from your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Regular Withdrawal Request
ULU PCON1076
|
|
|
Use this form to request a change of Custodian Bank
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of Custodian Bank
Operational Forms
Request for Change of Custodian Bank
ULU PCON1057
|
|
|
Use this form for an addition to your policy/contract – United Kingdom
|
United Kingdom (UK) |
Top Up/Additional Investment |
Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust |
Addition to your Policy |
Use this form for an addition to your policy/contract – United Kingdom
Top Up/Additional Investment
Additional Premium Form
ULU PCON1046
|
|
|
Form to be used to declare the loss of policy documents – Sweden
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Form to be used to declare the loss of policy documents – Sweden
Client Letters/Indemnity/Data Protection
Declaration as to Loss of Policy Schedule
ULU PCON1040
|
|
|
Form to be used to declare the loss of policy documents – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Form to be used to declare the loss of policy documents – Finland
Client Letters/Indemnity/Data Protection
Declaration as to Loss of Policy Schedule
ULU PCON1041
|
|
|
Form to be used to declare the loss of policy documents – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Form to be used to declare the loss of policy documents – United Kingdom
Operational Forms
Declaration as to Loss of Policy Schedule
ULU PCON1042
|
|
|
Use this form to request a switch of investments on your policy/contract – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a switch of investments on your policy/contract – United Kingdom
Surrender/Claim/Withdrawal/Switch
Switch Request
ULU PCON1027
|
|
|
Use this form to request a withdrawal from your policy/contract – Spain
|
Spain (ES) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to request a withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial / Withdrawal request
ULU PCON1015
|
|
|
Use this form to initiate a death claim for the Finnish market.This document is bilingual Finnish and English.
|
Finland (FI) |
Operational Forms |
Non Product Specific |
Surrender or Claim |
Use this form to initiate a death claim for the Finnish market.This document is bilingual Finnish and English.
Operational Forms
Kuolintapaus / Death Claim
ULU PCON1006
|
|
|
Use this form to initiate a death claim – United Kingdom
|
United Kingdom (UK) |
Surrender/Claim/Withdrawal/Switch |
Non Product Specific |
|
Use this form to initiate a death claim – United Kingdom
Surrender/Claim/Withdrawal/Switch
Death Claim
ULU PCON1004
|
|
|
Connect Overview Client User Guide (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
Non Product Specific |
|
Connect Overview Client User Guide (English)
Guides and Supporting Documents
Connect Overview Client User Guide
ULU MARK2328
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
This document explains how our flexible multi-currency solution can help you.
Investment literature/Strategies
How can our flexible multi-currency solution help you? (BFFM version)
ULU MARK2336
|
|
|
This Connect user guide shows how to request a withdrawal
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Non Product Specific |
|
This Connect user guide shows how to request a withdrawal
Product Guides/Brochures/Snapshots and Training Materials
Connect User Guide Withdrawal
ULU MARK2251
|
|
|
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries
|
Sweden (SE) |
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 MARK2166
|
|
|
This guide provides information on how to sign in and use the Connect platform to give dealing instructions
|
Finland (FI) |
Guides and Supporting Documents |
Non Product Specific |
|
This guide provides information on how to sign in and use the Connect platform to give dealing instructions
Guides and Supporting Documents
Connect Dealing Finland
ULU MARK2053
|
|
|
Connect User Guide – Surrender (English)
|
United Kingdom (UK) |
Guides and Supporting Documents |
Non Product Specific |
|
Connect User Guide – Surrender (English)
Guides and Supporting Documents
Connect User Guide – Surrender (English)
ULU MARK2128
|
|
|
This Connect User Guide shows how to request a regular withdrawal
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Non Product Specific |
|
This Connect User Guide shows how to request a regular withdrawal
Product Guides/Brochures/Snapshots and Training Materials
Connect User guide – Regular Withdrawal
ULU MARK2138
|
|
|
This document explains how our flexible multi-currency solution can help you.
|
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) |
Tax and regulatory Literature/technical sales aids and literature |
Non Product Specific |
|
This document explains how our flexible multi-currency solution can help you.
Tax and regulatory Literature/technical sales aids and literature
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)
ULU MARK1782
|
|
|
This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK.
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Wealth Passport |
|
This guide summarises the benefits of investing in the Wealth Passport UK Hybrid Policy for current and prospective US taxpayers living and working in the UK.
Product Guides/Brochures/Snapshots and Training Materials
Wealth Passport – UK Hybrid Policy
ULU MARK1527
|
|
|
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.
|
Finland (FI) |
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
Itse sertifiointi / Self-Certification
ULU CONT4807
|
|
|
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.
|
Norway (NO) |
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
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (AEoI)
ULU CONT4692
|
|
|
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.
|
Finland (FI) |
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
Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-Certification (AEoI)
ULU CONT4693
|
|
|
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.
|
Sweden (SE) |
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
|
|
|
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.
|
Sweden (SE) |
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 (AEoI)
ULU CONT4691
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Sweden (SE) |
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
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
|
Luxembourg (LU) |
Operational Forms |
Non Product Specific |
|
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond
Operational Forms
Power of Attorney / Procuration – Luxembourg Capitalisation Bond
ULU CONT4549
|
|
|
Privacy Notice for Greece. This document is bilingual Greek and English.
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice for Greece. This document is bilingual Greek and English.
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429-WEB
|
|
|
Privacy Notice for Lithuania – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice for Lithuania – English version
Client Letters/Indemnity/Data Protection
Privacy Notice for Lithuania.
ULU CONT4443
|
|
|
Privacy Notice – English version
|
Lithuania (LT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT4443-WEB
|
|
|
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
Selecta Link |
New Business Pack |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version
ULU CONT4413
|
|
|
Privacy Notice – Greek/English version – Greece
|
Greece (GR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Greek/English version – Greece
Client Letters/Indemnity/Data Protection
Δήλωση Απορρήτου / Privacy Notice
ULU CONT4429
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Jersey (JE) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4379
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Jersey (JE) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4381
|
|
|
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
Selecta Link |
New Business Pack |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version
ULU CONT4412
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Cyprus (CY) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4324
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Cyprus (CY) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4326
|
|
|
Annex to the Private Client Portfolio for Specialised Assurance Fund Buy and Hold
|
Luxembourg (LU) |
Investment literature/Strategies |
Private Client Portfolio |
|
Annex to the Private Client Portfolio for Specialised Assurance Fund Buy and Hold
Investment literature/Strategies
Private Client Portfolio – Annex relating to the Buy & Hold management of the Specialised Assurance Funds / Annexe relative à la gestion Buy & Hold des Fonds d’Assurance Spécialisés
ULU CONT4372
|
|
|
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Jersey (JE) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4377
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Malta (MT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4318
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Malta (MT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Trust
ULU CONT4320
|
|
|
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Cyprus (CY) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4322
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Gibraltar (GI) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4312
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
Gibraltar (GI) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4314
|
|
|
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Malta (MT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4316
|
|
|
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Gibraltar (GI) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Gibraltar market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4310
|
|
|
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Finland (FI) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
Esitietolomake / Fact find – Asiamiehille / Agent version – Yksityishenkilö/Natural Person
ULU CONT4300
|
|
|
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Finland (FI) |
Fact Find |
Capitalisation Bond |
New Business Pack |
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Esitietolomake / Fact find – Asiamiehille / Agent version – Yritykselle/Company
ULU CONT4301
|
|
|
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.
|
Norway (NO) |
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 controlling persons.
Operational Forms
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer (AEoI)
ULU CONT4268
|
|
|
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.
|
Sweden (SE) |
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 (AEoI)
ULU CONT4266
|
|
|
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.
|
Norway (NO) |
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 corporate applications.
Operational Forms
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (AEoI)
ULU CONT4256
|
|
|
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.
|
Sweden (SE) |
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 (AEoI)
ULU CONT4254
|
|
|
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Portugal (PT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company
ULU CONT4130
|
|
|
Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market.
|
Portugal (PT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market.
Fact Find
FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company
ULU CONT4129
|
|
|
Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.
|
Portugal (PT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market.
Fact Find
Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person
ULU CONT4127
|
|
|
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Portugal (PT) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual
ULU CONT4128
|
|
|
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.
|
Sweden (SE) |
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
|
|
|
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
|
Sweden (SE) |
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
|
|
|
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Norway (NO) |
Fact Find |
Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version
ULU CONT4118
|
|
|
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
Selecta Link |
New Business Pack |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual
ULU CONT4090
|
|
|
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
|
Spain (ES) |
Fact Find |
Selecta Link |
New Business Pack |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company
ULU CONT4092
|
|
|
Table of Luxembourg Investment Rules
|
Lithuania (LT) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4029
|
|
|
Bare Trust form for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Private Client Portfolio |
New Policy |
Bare Trust form for the Private Client Portfolio product – United Kingdom
Operational Forms
Bare Trust – Private Client Portfolio
ULU CONT4039
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
|
United Kingdom (UK) |
Fact Find |
Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary / Trust
ULU CONT4015
|
|
|
Table of Luxembourg Investment Rules
|
Gibraltar (GI) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4026
|
|
|
Table of Luxembourg Investment Rules
|
Jersey (JE) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT4027
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
United Kingdom (UK) |
Fact Find |
Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual
ULU CONT4011
|
|
|
Fact Find for INTERMEDIARIES for the UK market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
United Kingdom (UK) |
Fact Find |
Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust |
New Business Pack |
Fact Find for INTERMEDIARIES for the UK market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find – Intermediary version / Company
ULU CONT4013
|
|
|
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
|
Luxembourg (LU) |
Fact Find |
Capitalisation Bond, Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market
Fact Find
FOR INTERMEDIARIES – Fact find (Company)/ Document d’entrée en relation (Société)- Intermediary version / Version pour l’Intermédiaire
ULU CONT3975
|
|
|
Change of Client Role form
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Change of Client Role form
Operational Forms
Change of Client Role
ULU CONT3934
|
|
|
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
|
Luxembourg (LU) |
Fact Find |
Capitalisation Bond, Private Client Portfolio |
New Business Pack |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.
Fact Find
FOR INTERMEDIARIES – Fact find (Individual)/ Document d’entrée en relation (Individu)- Intermediary version / Version pour l’Intermédiaire
ULU CONT3937
|
|
|
Table of Luxembourg Investment Rules
|
Malta (MT) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3834
|
|
|
Table of Luxembourg Investment Rules
|
Cyprus (CY) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3835
|
|
|
Table of Luxembourg Investment Rules
|
Spain (ES) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds
ULU CONT3839
|
|
|
Table of Luxembourg Investment Rules
|
South Africa (ZA) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3829
|
|
|
Table of Luxembourg Investment Rules
|
Turkey (TR) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3831
|
|
|
Table of Luxembourg Investment Rules
|
Israel (IL) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3833
|
|
|
Table of Luxembourg Investment Rules
|
Luxembourg (LU) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Règles d’investissement pour les Fonds Internes et Externes
ULU CONT3807
|
|
|
Table of Luxembourg Investment Rules
|
United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3826
|
|
|
Table of Luxembourg Investment Rules
|
Portugal (PT) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Investment Rules for Internal Funds / Regras de Investimento
ULU CONT3685
|
|
|
Use this form to request a deviation from your investment profile
|
Lithuania (LT) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation)
ULU CONT3766
|
|
|
Table of Luxembourg Investment Rules
|
Norway (NO) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond
ULU CONT3679
|
|
|
Table of Luxembourg Investment Rules
|
Sweden (SE) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds
ULU CONT3680
|
|
|
Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds
|
Norway (NO) |
Operational Forms |
Private Client Portfolio |
|
Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds
Operational Forms
Private Client Portfolio – List of Available Internal Collective Funds
ULU CONT3613
|
|
|
Use this form to request a deviation from your investment profile
|
Greece (GR) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation)
ULU CONT3603
|
|
|
Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Trust Literature |
Private Client Portfolio |
New Business Pack |
Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom
Trust Literature
Absolute/Bare Trust
ULU CONT3569
|
|
|
These are the Product Features related to the Capitalisation Bond product – Finland
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Capitalisation Bond product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Capitalisation Bond – Tuoteominaisuudet / Product Features
ULU CONT3586
|
|
|
Request for Professional Client Status
|
Portugal (PT) |
Operational Forms |
Non Product Specific |
|
Request for Professional Client Status
Operational Forms
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status
ULU CONT3570
|
|
|
Choice of law for the French market (Englishh version)
|
France (FR) |
Operational Forms |
Non Product Specific |
|
Choice of law for the French market (Englishh version)
Operational Forms
Choice of Law form
ULU CONT3572
|
|
|
List of available Internal Collective Funds for the Private Client Portfolio product – Finland
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
List of available Internal Collective Funds for the Private Client Portfolio product – Finland
Operational Forms
Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds
ULU CONT3555
|
|
|
Use this form to request a change of Client information
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Use this form to request a change of Client information
Operational Forms
Change of Client Information
ULU CONT3473
|
|
|
Annex to add additional Specialised Assurance Funds to the contract/policy
|
Finland (FI) |
Operational Forms |
Private Client Portfolio |
New Policy |
Annex to add additional Specialised Assurance Funds to the contract/policy
Operational Forms
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund
ULU CONT3476
|
|
|
Change of Client Information form
|
ASIA |
Operational Forms |
Non Product Specific |
Making a change to your policy |
Change of Client Information form
Operational Forms
Change of Client Information
ULU CONT3530
|
|
|
Table of Luxembourg Investment Rules
|
Finland (FI) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Life assurance policy
ULU CONT3419
|
|
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
|
Finland (FI) |
Investment literature/Strategies |
Non Product Specific |
|
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland
Investment literature/Strategies
Appendix: Investment Rules for Internal Funds – Capitalisation contract
ULU CONT3420
|
|
|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Operational Forms
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade
ULU CONT3454
|
|
|
Use this form to request a upgrade of your investment category
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Operational Forms
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade
ULU CONT3455
|
|
|
Privacy Notice – English version – Jersey
|
Jersey (JE) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Jersey
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3365
|
|
|
Privacy Notice – English version – South Africa
|
South Africa (ZA) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – South Africa
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3359
|
|
|
Privacy Notice – Spanish/English version – Latin America
|
Mexico (MX), Peru (PE) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Spanish/English version – Latin America
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364
|
|
|
Privacy Notice – Spanish/English version
|
Mexico (MX) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3364-WEB
|
|
|
Privacy Notice – English version – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – United Kingdom
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3358
|
|
|
Privacy Notice – Swedish/English version – Sweden
|
Sweden (SE) |
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
|
|
|
Privacy Notice – Swedish/English version
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Swedish/English version
Client Letters/Indemnity/Data Protection
Personuppgiftsmeddelandet / Privacy Notice
ULU CONT3356-WEB
|
|
|
Privacy Notice – English version – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Turkey
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3357
|
|
|
Privacy Notice – Portuguese/English version – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Portuguese/English version – Portugal
Client Letters/Indemnity/Data Protection
Declaração relativa à Proteção de Dados Pessoais
ULU CONT3355
|
|
|
Privacy Notice – Norwegian/English version
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Norwegian/English version
Client Letters/Indemnity/Data Protection
Personvernerklæring / Privacy Notice
ULU CONT3353-WEB
|
|
|
Privacy Notice – Portuguese/English version
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Portuguese/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidade / Privacy Notice
ULU CONT3355-WEB
|
|
|
Privacy Notice – Norwegian/English version – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Norwegian/English version – Norway
Client Letters/Indemnity/Data Protection
Personvernerklæring / Declaration with regard to Personal Data Protection
ULU CONT3353
|
|
|
Privacy Notice – English/French version – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
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
|
|
|
Privacy Notice – English/French version
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English/French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité / Privacy Notice
ULU CONT3350-WEB
|
|
|
Privacy Notice – English version – Malta
|
Malta (MT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Malta
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3351
|
|
|
Privacy Notice – English version – Gibraltar
|
Gibraltar (GI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Gibraltar
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3348
|
|
|
Privacy Notice – English version – Israel
|
Israel (IL) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Israel
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3349
|
|
|
Privacy Notice – Finnish/English version – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Finnish/English version – Finland
Client Letters/Indemnity/Data Protection
Tiedoksianto Liittyen Henkilötietosuojaan / Declaration with regard to Personal Data Protection
ULU CONT3346
|
|
|
Privacy Notice – Finnish/English version
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Finnish/English version
Client Letters/Indemnity/Data Protection
Tietosuojaseloste / Privacy Notice
ULU CONT3346-WEB
|
|
|
Privacy Notice – Spanish/English version – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Spanish/English version – Spain
Client Letters/Indemnity/Data Protection
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection
ULU CONT3345
|
|
|
Privacy Notice – Spanish/English version
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3345-WEB
|
|
|
Privacy Notice – English version – Cyprus
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Cyprus
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3343
|
|
|
Privacy Notice – English version
|
Not country specific |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT3337-WEB
|
|
|
Privacy Notice – English version – Asia
|
ASIA |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Privacy Notice – English version – Asia
Client Letters/Indemnity/Data Protection
Declaration with regard to Personal Data Protection
ULU CONT3337
|
|
|
Annex to the application form for beneficiary nomination
|
South Africa (ZA) |
Operational Forms |
Private Client Portfolio |
Making a change to your policy |
Annex to the application form for beneficiary nomination
Operational Forms
Beneficiary Nomination
ULU CONT3233
|
|
|
Use this form to perform a choice of law
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Choice Of Law
ULU CONT3261
|
|
|
Use this form to add additional IDFs to the Policy
|
Portugal (PT) |
Operational Forms |
Private Client Portfolio |
New Business Pack |
Use this form to add additional IDFs to the Policy
Operational Forms
Portugal – Additional Internal Dedicated Fund Annex
ULU CONT3204
|
|
|
Use this form to add additional SAFs to the Policy
|
Portugal (PT) |
Operational Forms |
Private Client Portfolio |
New Business Pack |
Use this form to add additional SAFs to the Policy
Operational Forms
PCP -Additional Specialised Assurance Fund Annex
ULU CONT3205
|
|
|
Use this form to request a upgrade of your investment category
|
Luxembourg (LU) |
Investment literature/Strategies |
Non Product Specific |
|
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
|
|
|
Power of Attorney for the Investment Advisor – Luxembourg
|
Luxembourg (LU) |
Operational Forms |
Non Product Specific |
|
Power of Attorney for the Investment Advisor – Luxembourg
Operational Forms
Power of Attorney / Procuration (Adviser)
ULU CONT3198
|
|
|
Annex showing the activity-based charging grid
|
Luxembourg (LU) |
Commission Documents/Fees & Charges Literature and Illustrations |
Non Product Specific |
|
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
|
|
|
Annex showing the activity-based charging grid
|
Turkey (TR) |
Commission Documents/Fees & Charges Literature and Illustrations |
Non Product Specific |
|
Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Schedule of Additional Administrative Charges
ULU CONT3170
|
|
|
Annex showing the activity-based charging grid
|
Norway (NO) |
Commission Documents/Fees & Charges Literature and Illustrations |
Non Product Specific |
|
Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Schedule of Additional Administrative Charges
ULU CONT3177
|
|
|
Annex showing the activity-based charging grid
|
Sweden (SE) |
Commission Documents/Fees & Charges Literature and Illustrations |
Non Product Specific |
|
Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Schedule of Additional Administrative Charges
ULU CONT3178
|
|
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Cyprus
|
Cyprus (CY) |
Investment literature/Strategies |
Private Client Portfolio |
|
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Cyprus
Investment literature/Strategies
Appointment of the Policyholder as Investment Manager
ULU CONT3132
|
|
|
Annex showing the activity-based charging grid
|
United Kingdom (UK) |
Commission Documents/Fees & Charges Literature and Illustrations |
Non Product Specific |
|
Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Schedule of Additional Administrative Charges
ULU CONT3165
|
|
|
Use this form to request a deviation from your investment profile
|
Turkey (TR) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3086
|
|
|
Use this form to request a deviation from your investment profile
|
Malta (MT) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3080
|
|
|
Use this form to request a deviation from your investment profile
|
Portugal (PT) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Investimento (Desvio) / Investment Profile (Deviation)
ULU CONT3083
|
|
|
Use this form to request a deviation from your investment profile
|
Jersey (JE) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3078
|
|
|
Use this form to request a deviation from your investment profile
|
Spain (ES) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Inversión (Desviación) / Investment Profile (Deviation)
ULU CONT3084
|
|
|
Use this form to request a deviation from your investment profile
|
Gibraltar (GI) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3075
|
|
|
Use this form to request a deviation from your investment profile
|
Israel (IL) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3076
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Sweden (SE) |
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
|
|
|
Use this form to request a deviation from your investment profile
|
Cyprus (CY) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT3071
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Malta (MT) |
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
Investment Profile and Suitability
ULU CONT3062
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Jersey (JE) |
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
Investment Profile and Suitability
ULU CONT3060
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Spain (ES) |
Investment literature/Strategies |
Selecta Link |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment
ULU CONT3066
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Gibraltar (GI) |
Investment literature/Strategies |
Private Client Portfolio, Private Client Wealth Management 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
Investment Profile
ULU CONT3057
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Finland (FI) |
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
Sijoitusprofiili ja soveltuvuusarviointi / Investment Profile and Suitability Assessment
ULU CONT3054
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Cyprus (CY) |
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
Investment Profile and Suitability
ULU CONT3053
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Luxembourg (LU) |
Investment literature/Strategies |
Luxembourg Capitalisation Bond, 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
Investment Profile and Suitability Assessment / Profil d’investissement et évaluation de l’adéquation
ULU CONT2992
|
|
|
Use this form to request a deviation from your investment profile
|
Luxembourg (LU) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation) / Profil d’Investissement (Déviation)
ULU CONT2993
|
|
|
Use this form to request a deviation from your investment profile
|
United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Investment Profile (Deviation)
ULU CONT2991
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
United Kingdom (UK) |
Investment literature/Strategies |
Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Investment Profile and Suitability
ULU CONT2990
|
|
|
Information Disclosure Agreement
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2877
|
|
|
Information Disclosure Agreement
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2878
|
|
|
Information Disclosure Agreement
|
Cyprus (CY) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
Information Disclosure Agreement
ULU CONT2887
|
|
|
Use this form to request a change to the Fund Selection – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Private Client Portfolio |
Addition to your Policy, New Policy |
Use this form to request a change to the Fund Selection – United Kingdom
Operational Forms
Change Request to Fund Selection
ULU CONT2933
|
|
|
Information Disclosure Agreement
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2874
|
|
|
Information Disclosure Agreement
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2875
|
|
|
Information Disclosure Agreement
|
Sweden (SE) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2876
|
|
|
Information Disclosure Agreement
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION
ULU CONT2868
|
|
|
Information Disclosure Agreement
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2871
|
|
|
Information Disclosure Agreement
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2863
|
|
|
Information Disclosure Agreement
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2862
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Portugal (PT) |
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
Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment
ULU CONT2847
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
|
Malta (MT) |
Policy Conditions |
Non Product Specific |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2748
|
|
|
These are the Product Features related to the Private Client Portfolio product – Malta
|
Malta (MT) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Malta
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features
ULU CONT2747
|
|
|
Request for Professional Client Status
|
Sweden (SE) |
Operational Forms |
Non Product Specific |
|
Request for Professional Client Status
Operational Forms
Request for Professional Client Status
ULU CONT2733
|
|
|
New business application form for the Private Client Portfolio product – Malta
|
Malta (MT) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Malta
Application Form
Private Client Portfolio
ULU CONT2746
|
|
|
Use this form to define your investment strategy (generic version)
|
United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to define your investment strategy (generic version)
Investment literature/Strategies
Investment Strategy
ULU CONT2725
|
|
|
Addendum to the Personalised Portfolio Bond – Luxembourg
|
Luxembourg (LU), United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Addendum to the Personalised Portfolio Bond – Luxembourg
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates
ULU CONT2688
|
|
|
Use this form to request a change of life cover
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to request a change of life cover
Operational Forms
Request for Change of Life Cover
ULU CONT2732
|
|
|
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
|
Spain (ES) |
Application Form |
Selecta Link |
New Business Pack |
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions
Application Form
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities
ULU CONT2659
|
|
|
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 Trusts.
|
United Kingdom (UK) |
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 Trusts.
Operational Forms
Automatic Exchange of Information – Self-Certification Form for Trust (AEoI)
ULU CONT2655
|
|
|
New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum
|
United Kingdom (UK), United States (US) |
Application Form |
Wealth Passport |
New Business Pack |
New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum
Application Form
Wealth Passport – UK Hybrid Policy. Private Placement Memorandum
ULU CONT2615
|
|
|
These are the Product Features related to the US-UK Wealth Passport product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Wealth Passport |
New Policy |
These are the Product Features related to the US-UK Wealth Passport product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio
ULU CONT2616
|
|
|
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.
|
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Luxembourg (LU), Malta (MT), Mexico (MX), Norway (NO), Peru (PE), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) |
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 corporate applications.
Operational Forms
Automatic Exchange of Information – Self-Certification for Entities (AEoI)
ULU CONT2596
|
|
|
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.
|
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) |
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 controlling persons.
Operational Forms
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI)
ULU CONT2599
|
|
|
Use this form to perform a choice of law
|
France (FR) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract
ULU CONT2602
|
|
|
Addendum to the Personalised Portfolio Bond – Portugal
|
Portugal (PT), United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Addendum to the Personalised Portfolio Bond – Portugal
Operational Forms
Addendum to Life Assurance Policy (PPB Addendum)
ULU CONT2583
|
|
|
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.
|
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Jersey (JE), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) |
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
Automatic Exchange of Information – Self-Certification for Individuals (AEoI)
ULU CONT2593
|
|
|
Use this form to perform a choice of law
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Choice of Law (Non-Residents)
ULU CONT2578
|
|
|
New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
|
United Kingdom (UK), United States (US) |
Application Form |
Wealth Passport |
New Business Pack |
New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
Application Form
Wealth Passport – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form
ULU CONT2539
|
|
|
Use this form to request a upgrade of your investment category
|
Sweden (SE) |
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
|
|
|
Use this form to request a upgrade of your investment category
|
Portugal (PT) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade
ULU CONT2531
|
|
|
Use this form to request a upgrade of your investment category
|
Norway (NO) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade
ULU CONT2530
|
|
|
Use this form to request a upgrade of your investment category
|
Finland (FI) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade
ULU CONT2524
|
|
|
Use this form to request a upgrade of your investment category
|
Spain (ES) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade
ULU CONT2523
|
|
|
Use this form to request a downgrade of your investment category
|
Sweden (SE) |
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
|
|
|
Use this form to request a downgrade of your investment category
|
Portugal (PT) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade
ULU CONT2520
|
|
|
Use this form to request a downgrade of your investment category
|
Norway (NO) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade
ULU CONT2519
|
|
|
Use this form to request a downgrade of your investment category
|
Finland (FI) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade
ULU CONT2513
|
|
|
Use this form to request a downgrade of your investment category
|
United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demand for Investment Category Downgrade
ULU CONT2506
|
|
|
Use this form to request a downgrade of your investment category
|
Spain (ES) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a downgrade of your investment category
Investment literature/Strategies
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade
ULU CONT2512
|
|
|
These are the Product Features related to the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Jersey
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features
ULU CONT2490
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Policy Conditions |
Non Product Specific |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey
Policy Conditions
Private Client Portfolio – General Conditions
ULU CONT2491
|
|
|
Use this form to request a upgrade of your investment category
|
United Kingdom (UK) |
Investment literature/Strategies |
Non Product Specific |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Request for Investment Category Upgrade
ULU CONT2505
|
|
|
Annex on the advance payment of the premium tax
|
Belgium (BE) |
Operational Forms |
Non Product Specific |
|
Annex on the advance payment of the premium tax
Operational Forms
Tax on Insurance Transactions
ULU CONT2466
|
|
|
Portability addendum – UK market
|
United Kingdom (UK) |
Portability |
Non Product Specific |
Making a change to your policy |
Portability addendum – UK market
Portability
Addendum
ULU CONT2485
|
|
|
New business application form for the Private Client Portfolio product – Jersey
|
Jersey (JE) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Jersey
Application Form
Private Client Portfolio
ULU CONT2489
|
|
|
These are the Product Features related to the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Private Client Portfolio product – Cyprus
Product Guides/Brochures/Snapshots and Training Materials
The Private Client Portfolio – Product Features
ULU CONT2417
|
|
|
New business application form for the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Cyprus
Application Form
The Private Client Portfolio
ULU CONT2415
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus
|
Cyprus (CY) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus
Policy Conditions
The Private Client Portfolio – General Conditions
ULU CONT2416
|
|
|
Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom
Operational Forms
Addendum to Life Assurance Policy – Investment Enhancement
ULU CONT2371
|
|
|
Use this form to nominate beneficiaries
|
Turkey (TR) |
Operational Forms |
Non Product Specific |
|
Use this form to nominate beneficiaries
Operational Forms
Beneficiary Nomination
ULU CONT2378
|
|
|
Use this form to request an enhanced death benefit – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to request an enhanced death benefit – United Kingdom
Operational Forms
Request for Enhanced Death Benefit
ULU CONT2381
|
|
|
Use this form to perform a choice of law
|
Norway (NO) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Lovvalg / Choice of Law
ULU CONT2360
|
|
|
Loan Trust agreement; Fixed Interest – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Loan Trust agreement; Fixed Interest – United Kingdom
Operational Forms
Loan Trust – Fixed Interest
ULU CONT2205
|
|
|
Discretionary Loan Trust Agreement – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Discretionary Loan Trust Agreement – United Kingdom
Operational Forms
Loan Trust – Discretionary
ULU CONT2206
|
|
|
Loan agreement – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Loan agreement – United Kingdom
Operational Forms
Loan Agreement
ULU CONT2207
|
|
|
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Flexible Trust Deed
ULU CONT2212
|
|
|
Generic Investment Manager appointment form
|
Spain (ES) |
Operational Forms |
Selecta Link |
|
Generic Investment Manager appointment form
Operational Forms
Designacion del Asesor / Appointment of the Adviser
ULU CONT2194
|
|
|
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.
|
ASIA, Belgium (BE), France (FR), Germany (DE), Italy (IT), Luxembourg (LU), Mexico (MX), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) |
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 controlling persons.
Operational Forms
FATCA Self-Certification
ULU CONT2170-5
|
|
|
Stand-alone Tax Compliance Certification form – Portugal
|
Portugal (PT) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Portugal
Client Letters/Indemnity/Data Protection
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification
ULU CONT2152
|
|
|
These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Accumulation & Maintenance Plan |
New Policy |
These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Accumulation & Maintenance Plan – Product Features
ULU CONT2083
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal
|
Portugal (PT) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal
Policy Conditions
Condições Gerais / General Conditions
ULU CONT2099
|
|
|
Stand-alone version of General Conditions for the Accumulation & Maintenance Plan product, Compliant with the UK Retail Distribution Review – United Kingdom –
|
United Kingdom (UK) |
Policy Conditions |
Accumulation & Maintenance Plan |
|
Stand-alone version of General Conditions for the Accumulation & Maintenance Plan product, Compliant with the UK Retail Distribution Review – United Kingdom –
Policy Conditions
Accumulation & Maintenance Plan – General Conditions – United Kingdom – Compliant with the UK Retail Distribution Review
ULU CONT2082
|
|
|
Annex to the application form for beneficiary nomination
|
Gibraltar (GI) |
Operational Forms |
Non Product Specific |
|
Annex to the application form for beneficiary nomination
Operational Forms
Private Client Portfolio – Beneficiary Nomination Form
ULU CONT2073
|
|
|
Spanish tax compliance addendum
|
Gibraltar (GI) |
Tax and regulatory Literature/technical sales aids and literature |
Non Product Specific |
|
Spanish tax compliance addendum
Tax and regulatory Literature/technical sales aids and literature
Addendum to Life Assurance Policy
ULU CONT2074
|
|
|
New business application form for the Accumulation & Maintenance Plan – United Kingdom – Compliant with the UK Retail Distribution Review
|
United Kingdom (UK) |
Application Form |
Accumulation & Maintenance Plan |
New Business Pack |
New business application form for the Accumulation & Maintenance Plan – United Kingdom – Compliant with the UK Retail Distribution Review
Application Form
Accumulation & Maintenance Plan – United Kingdom – Compliant with the UK Retail Distribution Review
ULU CONT2081
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Policy Conditions |
Non Product Specific |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar
Policy Conditions
Private Client Portfolio
ULU CONT2071
|
|
|
These are the Product Features related to the Private Client Portfolio product – Gibraltar
|
Gibraltar (GI) |
Portability |
Private Client Portfolio |
Making a change to your policy |
These are the Product Features related to the Private Client Portfolio product – Gibraltar
Portability
Private Client Portfolio – Product Features
ULU CONT2072
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Norway (NO) |
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
Egnethetsprofil / Suitability Profile
ULU CONT2064
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Luxembourg (LU) |
Operational Forms |
Non Product Specific |
|
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
|
|
|
Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Operational Forms |
Non Product Specific |
|
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
|
|
|
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden
|
Sweden (SE), United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden
Operational Forms
Addendum to Life Assurance Policy – Investment Enhancement
ULU CONT2061
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Norway
Client Letters/Indemnity/Data Protection
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA
ULU CONT2038
|
|
|
Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France
Operational Forms
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status
ULU CONT2039
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
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
|
|
|
Stand-alone Tax Compliance Certification form – Luxembourg
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Luxembourg
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales
ULU CONT2025
|
|
|
Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond
|
Luxembourg (LU) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA
ULU CONT2034
|
|
|
Stand-alone Tax Compliance Certification form – Norway
|
Norway (NO) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Norway
Client Letters/Indemnity/Data Protection
Skatteerklæring (PH) / Tax Compliance Certification
ULU CONT2005
|
|
|
Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Wealth Preservation Trust |
New Policy |
Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Trust Deed
ULU CONT2009
|
|
|
Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Policy Conditions |
Capitalisation Bond |
|
Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg
Policy Conditions
Luxembourg Capitalisation Bond – General Conditions/Conditions Générales
ULU CONT1983
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Norway
|
Norway (NO) |
Policy Conditions |
Private Client Portfolio |
New Business Pack |
Stand-alone version of General Conditions for the Private Client Portfolio product – Norway
Policy Conditions
Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208)
ULU CONT1996
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg
|
Luxembourg (LU) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg
Policy Conditions
Private Client Portfolio – General Conditions/Conditions Générales
ULU CONT1952
|
|
|
New business application form for the Private Client Portfolio product – Norway
|
Norway (NO) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Norway
Application Form
Private Client Portfolio
ULU CONT1973
|
|
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
|
Finland (FI) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland
Policy Conditions
Capitalisation Bond – Yleiset Ehdot (202407) / General Conditions (202407)
ULU CONT1907
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden
|
Sweden (SE) |
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
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
|
Finland (FI) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland
Policy Conditions
Private Client Portfolio – Yleiset Ehdot (202407)/General Conditions (202407)
ULU CONT1870
|
|
|
New business application form for the Luxembourg Capitalisation Bond product – Luxembourg
|
Luxembourg (LU) |
Application Form |
Luxembourg Capitalisation Bond |
New Business Pack |
New business application form for the Luxembourg Capitalisation Bond product – Luxembourg
Application Form
Luxembourg Capitalisation Bond
ULU CONT1862
|
|
|
New business application form for the Capitalisation Bond product – Finland
|
Finland (FI) |
Application Form |
Capitalisation Bond |
New Business Pack |
New business application form for the Capitalisation Bond product – Finland
Application Form
Capitalisation Bond
ULU CONT1864
|
|
|
Stand-alone Tax Compliance Certification form – Spain
|
Spain (ES) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Spain
Client Letters/Indemnity/Data Protection
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification
ULU CONT1847-2
|
|
|
Addendum to the Personalised Portfolio Bond – Sweden
|
Sweden (SE), United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Addendum to the Personalised Portfolio Bond – Sweden
Operational Forms
Addendum to Life Assurance Policy – Personalised Portfolio Bond
ULU CONT1851
|
|
|
Stand-alone version of General Conditions for the Wealth Preservation Trust product, Compliant with the UK Retail Distribution Review – United Kingdom –
|
United Kingdom (UK) |
Policy Conditions |
Wealth Preservation Trust |
|
Stand-alone version of General Conditions for the Wealth Preservation Trust product, Compliant with the UK Retail Distribution Review – United Kingdom –
Policy Conditions
Wealth Preservation Trust – General Conditions – Compliant with the UK Retail Distribution Review
ULU CONT1853
|
|
|
These are the Product Features related to the Private Client Portfolio product – Finland
|
Finland (FI) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Business Pack |
These are the Product Features related to the Private Client Portfolio product – Finland
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Tuoteominaisuudet / Product Features
ULU CONT1830
|
|
|
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification
ULU CONT1832
|
|
|
Stand-alone version of General Conditions for the Private Client Portfolio product, Compliant with the UK Retail Distribution Review – United Kingdom –
|
United Kingdom (UK) |
Policy Conditions |
Private Client Portfolio |
|
Stand-alone version of General Conditions for the Private Client Portfolio product, Compliant with the UK Retail Distribution Review – United Kingdom –
Policy Conditions
Private Client Portfolio – General Conditions – Compliant with the UK Retail Distribution Review
ULU CONT1843
|
|
|
Stand-alone Tax Compliance Certification form – Sweden
|
Sweden (SE) |
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
|
|
|
Stand-alone Tax Compliance Certification form – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Finland
Client Letters/Indemnity/Data Protection
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification
ULU CONT1829
|
|
|
New business application form for the Wealth Preservation Trust product – United Kingdom
Compliant with the UK Retail Distribution Review
|
United Kingdom (UK) |
Application Form |
Wealth Preservation Trust |
New Business Pack |
New business application form for the Wealth Preservation Trust product – United Kingdom
Compliant with the UK Retail Distribution Review
Application Form
Wealth Preservation Trust – Compliant with the UK Retail Distribution Review
ULU CONT1827
|
|
|
Stand-alone Tax Compliance Certification form – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – Turkey
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH)
ULU CONT1813-3
|
|
|
Stand-alone Tax Compliance Certification form – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Tax Compliance Certification form – United Kingdom
Client Letters/Indemnity/Data Protection
Tax Compliance Certification (PH)
ULU CONT1813-4
|
|
|
New business application form for the Private Client Portfolio product – United KingdomCompliant with the UK Retail Distribution Review
|
United Kingdom (UK) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – United KingdomCompliant with the UK Retail Distribution Review
Application Form
Private Client Portfolio – Compliant with the UK Retail Distribution Review
ULU CONT1824
|
|
|
Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Accumulation & Maintenance Plan |
New Policy |
Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom
Operational Forms
Bare Trust – Accumulation & Maintenance Plan
ULU CONT1801
|
|
|
Use this form to perform a choice of law
|
Spain (ES) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Elección de Ley Aplicable al Contrato / Choice of Law
ULU CONT1796
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Keuze van de Toepasbare Wet / Choice of Law
ULU CONT1791
|
|
|
Use this form to perform a choice of law
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Lainvalinta / Choice of Law
ULU CONT1792
|
|
|
Use this form to perform a choice of law
|
Sweden (SE) |
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
|
|
|
Use this form to perform a choice of law
|
France (FR) |
Operational Forms |
Non Product Specific |
|
Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law
ULU CONT1794
|
|
|
These are the Product Features related to the Private Client Portfolio product – Sweden
|
Sweden (SE) |
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
|
|
|
Use this form to perform a choice of law
|
Belgium (BE) |
Operational Forms |
Non Product Specific |
|
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 Private Client Portfolio product – Luxembourg
|
Luxembourg (LU) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Luxembourg
Application Form
Private Client Portfolio
ULU CONT1784
|
|
|
New business application form for the Selecta Link product – Spain
|
Spain (ES) |
Application Form |
Selecta Link |
New Business Pack |
New business application form for the Selecta Link product – Spain
Application Form
Selecta Link – Version for Individuals
ULU CONT1739
|
|
|
New business application form for the Private Client Portfolio product – Finland
|
Finland (FI) |
Application Form |
Private Client Portfolio |
New Business Pack |
New business application form for the Private Client Portfolio product – Finland
Application Form
Private Client Portfolio
ULU CONT1731
|
|
|
New business application form for the Private Client Portfolio product – Sweden
|
Sweden (SE) |
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Sweden (SE) |
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
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status
ULU CONT1638
|
|
|
Use this form to declare a status of “Non-U.S. Person”
|
Spain (ES) |
Operational Forms |
Non Product Specific |
|
Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaración como « Persona no Estadounidense »
ULU CONT1636
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom
Client Letters/Indemnity/Data Protection
Specialised investments
ULU CONT1591
|
|
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland
Client Letters/Indemnity/Data Protection
Hyväksyntä Erityissijoituksille
ULU CONT1587
|
|
|
Medical Examination Report – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Medical Examination Report – Latin America
Underwriting guides/questionnaires/brochures
Informe De Examen Médico / Medical Examination Report
ULU CONT1565-2
|
|
|
Additional Medical Questionnaire – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Medical Questionnaire – United Kingdom
Underwriting guides/questionnaires/brochures
Additional Medical Questionnaire
ULU CONT1562
|
|
|
Additional Medical Questionnaire – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Medical Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Médico Complementario / Additional Medical Questionnaire
ULU CONT1563-2
|
|
|
Medical Examination Report – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Medical Examination Report – United Kingdom
Underwriting guides/questionnaires/brochures
Medical Examination Report
ULU CONT1564
|
|
|
Confidential Financial Questionnaire – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Confidential Financial Questionnaire – United Kingdom
Underwriting guides/questionnaires/brochures
Confidential Fincancial Questionnaire
ULU CONT1559
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom
|
Turkey (TR) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom
Underwriting guides/questionnaires/brochures
Additional Questionnaire on Preexisting Life Policies and Applications
ULU CONT1560
|
|
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
|
Spain (ES) |
Underwriting guides/questionnaires/brochures |
Non Product Specific |
|
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications
ULU CONT1561-2
|
|
|
Tax notes linked to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Operational Forms |
Wealth Preservation Trust |
New Policy |
Tax notes linked to the Wealth Preservation Trust product – United Kingdom
Operational Forms
Wealth Preservation Trust – Tax Notes
ULU CONT1492
|
|
|
Use this form to appoint an Investment Manager/Advisor – Norway
|
Norway (NO) |
Operational Forms |
Non Product Specific |
|
Use this form to appoint an Investment Manager/Advisor – Norway
Operational Forms
Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager
ULU CONT1452
|
|
|
These are the Product Features related to the Wealth Preservation Trust product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Wealth Preservation Trust |
New Policy |
These are the Product Features related to the Wealth Preservation Trust product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Wealth Preservation Trust – Product Features
ULU CONT1481
|
|
|
Use this form to appoint an Investment Manager/Advisor – Sweden
|
Sweden (SE) |
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey
|
Turkey (TR) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey
Client Letters/Indemnity/Data Protection
Custodian Bank located outside the EEA
ULU CONT1440-2
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom
|
United Kingdom (UK) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom
Client Letters/Indemnity/Data Protection
Custodian Bank located outside of the EEA
ULU CONT1440-3
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden
|
Sweden (SE) |
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
|
|
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland
|
Finland (FI) |
Client Letters/Indemnity/Data Protection |
Non Product Specific |
|
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland
Client Letters/Indemnity/Data Protection
Eta-alueen ulkopuolella oleva säilyttäjäpankki / Custodian Bank located outside the EEA
ULU CONT1435
|
|
|
These are the Product Features related to the Private Client Portfolio product – United Kingdom
|
United Kingdom (UK) |
Product Guides/Brochures/Snapshots and Training Materials |
Private Client Portfolio |
New Policy |
These are the Product Features related to the Private Client Portfolio product – United Kingdom
Product Guides/Brochures/Snapshots and Training Materials
Private Client Portfolio – Product Features – United Kingdom
ULU CONT1164
|
|
|
Use this form to appoint an Investment Manager/Advisor
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to appoint an Investment Manager/Advisor
Operational Forms
Change Request to Discretionary Mandate
ULU CONT1318
|
|
|
Use this form to request the appointment of a discretionary Investment Manager
|
United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
Use this form to request the appointment of a discretionary Investment Manager
Operational Forms
Private Client Portfolio – Discretionary Management Form – UK
ULU CONT1412
|
|
|
Change of Life Cover form
|
Sweden (SE) |
Operational Forms |
Non Product Specific |
|
Change of Life Cover form
Operational Forms
Request for Change of Life Cover
ULU CONT1129
|
|
|
Stand-alone version of General Conditions for the Selecta Link product – Spain
|
Spain (ES) |
Policy Conditions |
Selecta Link |
|
Stand-alone version of General Conditions for the Selecta Link product – Spain
Policy Conditions
Selecta Link – Condiciones Generales / General Conditions Simplified Version
ULU CONT1059
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Norway (NO) |
Operational Forms |
Non Product Specific |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1055
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Luxembourg (LU) |
Operational Forms |
Non Product Specific |
|
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Portugal (PT) |
Operational Forms |
Non Product Specific |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1052
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Sweden (SE) |
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
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Finland (FI) |
Operational Forms |
Non Product Specific |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1054
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
Mexico (MX), Spain (ES) |
Operational Forms |
Non Product Specific |
|
Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1051
|
|
|
Confirmation of Client contact details used for the Electronic Signing of documents
|
ASIA, Cyprus (CY), Gibraltar (GI), Greece (GR), Israel (IL), Jersey (JE), United Kingdom (UK) |
Operational Forms |
Non Product Specific |
|
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
ULU CONNECT1046
|
