|
|
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 |
French (FR) |
Select Client Policy |
FOE |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_SCP-BE_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Key Information Document |
Dutch (NL) |
Select Client Policy |
FOE |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_SCP-BE_NL PR
|
|
|
Private Client Policy – 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 |
Dutch (NL) |
Non Product Specific |
FOE |
|
Private Client Policy – 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
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_PCP-BE_NL PR
|
|
|
Private Client Policy – 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 |
French (FR) |
Non Product Specific |
FOE |
|
Private Client Policy – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_PCP-BE_FR PR
|
|
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
|
Key Information Document |
Dutch (NL) |
Corporate Select Plan |
FOE |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Essentiële-informatiedocument (“Eid”)
ULBE_KID_BE_BE_EUR_CSP-BE_NL 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.
|
Key Information Document |
French (FR) |
Corporate Select Plan |
FOE |
|
This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.
Key Information Document
Document d’informations clés (“DIC”)
ULBE_KID_BE_BE_EUR_CSP-BE_FR PR
|
|
|
Operational Forms Formulaire de Choix Option « Opt-Out » (FR) ULBE PR 00008
|
Operational Forms |
French (FR) |
Non Product Specific |
FOE |
Addition to your Policy, Making a change to your policy |
Operational Forms
Formulaire de Choix Option « Opt-Out » (FR)
ULBE PR 00008
|
|
|
Operational Forms Keuzeformulier Voor de ‘Opt-Out’-Optie ULBE PR 00007
|
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
Addition to your Policy, Making a change to your policy |
Operational Forms
Keuzeformulier Voor de ‘Opt-Out’-Optie
ULBE PR 00007
|
|
|
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 |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds
ULBE PCON1561
|
|
|
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 |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank
Operational Forms
Modification des caractéristiques principales d’un Fonds Interne Dédié existant
ULBE PCON1560
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Operational Forms |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulaire de changement de moyen de communication et utilisation des signatures électroniques
ULBE PCON1530
|
|
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
|
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen
ULBE PCON1529
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version
|
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande d’Arbitrage
ULBE PCON1432
|
|
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – Dutch version
|
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Arbitrageverzoek
ULBE PCON1433
|
|
|
Use this form to request an appointment or change of broker
|
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request an appointment or change of broker
Operational Forms
Aanstelling van Tussenpersoon
ULBE PCON1430
|
|
|
Use this form to request an appointment or change of broker
|
Operational Forms |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request an appointment or change of broker
Operational Forms
Désignation d’Intermédiaire
ULBE PCON1429
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version
|
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Rachat Partiel Programmé (Branch)
ULBE PCON1401
|
|
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – Dutch version
|
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Regelmatige Terugtrekking (Branch)
ULBE PCON1400
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version
|
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Total (Branch)
ULBE PCON1345
|
|
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – Dutch version
|
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request the surrender of your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Verzoek tot Afkoop (Branch)
ULBE PCON1344
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version
|
Surrender/Claim/Withdrawal/Switch |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version
Surrender/Claim/Withdrawal/Switch
Demande de Rachat Partiel (Branch)
ULBE PCON1343
|
|
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version
|
Surrender/Claim/Withdrawal/Switch |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version
Surrender/Claim/Withdrawal/Switch
Aanvraag tot Gedeeltelijke Afkoop (Branch)
ULBE PCON1342
|
|
|
Use this form for an addition to your policy/contract – Belgium (Branch) – French version
|
Top Up/Additional Investment |
French (FR) |
Select Client Policy |
FOE |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (Branch) – French version
Top Up/Additional Investment
Formulaire de versement de Prime complémentaire (Branch)
ULBE PCON1339
|
|
|
Use this form for an addition to your policy/contract – Belgium (Branch) – Dutch version
|
Top Up/Additional Investment |
Dutch (NL) |
Select Client Policy |
FOE |
Addition to your Policy |
Use this form for an addition to your policy/contract – Belgium (Branch) – Dutch version
Top Up/Additional Investment
Formulier voor de storting van een bijkomende Premie (Branch)
ULBE PCON1338
|
|
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version
|
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOE |
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Déclaration de Perte de Documents (Branch)
ULBE PCON1337
|
|
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version
|
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOE |
|
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring van Verlies van Polisdocument (Branch)
ULBE PCON1336
|
|
|
Internal Collective Fund for Belgian market
|
Investment literature/Strategies |
Dutch (NL) |
Corporate Select Plan, Select Client Policy |
FOE |
|
Internal Collective Fund for Belgian market
Investment literature/Strategies
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Beheersreglement
ULBE CONT4912
|
|
|
Internal Collective Fund for Belgian market
|
Investment literature/Strategies |
French (FR) |
Corporate Select Plan, Select Client Policy |
FOE |
|
Internal Collective Fund for Belgian market
Investment literature/Strategies
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Règlement de Gestion
ULBE CONT4911
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
Investment literature/Strategies |
French (FR) |
Corporate Select Plan |
FOE |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles
ULBE CONT4535
|
|
|
This form shows the list of available external funds for the Corporate Select Plan product
|
Investment literature/Strategies |
Dutch (NL) |
Corporate Select Plan |
FOE |
New Business Pack |
This form shows the list of available external funds for the Corporate Select Plan product
Investment literature/Strategies
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen
ULBE CONT4536
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Fact Find |
Dutch (NL) |
Non Product Specific |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap)
ULBE CONT4476
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Fact Find |
French (FR) |
Non Product Specific |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée enrelation / Version pour l’Intermédiaire – Société
ULBE CONT4475
|
|
|
Use this form to nominate beneficiaries
|
Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to nominate beneficiaries
Operational Forms
Benoeming van Begunstigden
ULBE CONT4383
|
|
|
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
|
Application Form |
French (FR) |
Select Client Policy |
FOE |
New Business Pack |
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form
Application Form
Déclaration des associés d’une société civile en tant que Preneur d’Assurance
ULBE CONT4198
|
|
|
Use this form to nominate beneficiaries
|
Operational Forms |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to nominate beneficiaries
Operational Forms
Désignation des Bénéficiaires
ULBE CONT4382
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version
|
Policy Conditions |
French (FR) |
Corporate Select Plan |
FOE |
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version
Policy Conditions
Corporate Select Plan – Conditions Générales
ULBE CONT4181
|
|
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version
|
Policy Conditions |
Dutch (NL) |
Corporate Select Plan |
FOE |
|
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version
Policy Conditions
Corporate Select Plan – Algemene Voorwaarden
ULBE CONT4182
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Application Form |
Dutch (NL) |
Corporate Select Plan |
FOE |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULBE CONT4177
|
|
|
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
|
Application Form |
French (FR) |
Corporate Select Plan |
FOE |
New Business Pack |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract
Application Form
Corporate Select Plan
ULBE CONT4176
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Fact Find |
Dutch (NL) |
Select Client Policy |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon – Burgerlijke maatschap
ULBE CONT3971
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
|
Fact Find |
French (FR) |
Select Client Policy |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société simple-Fondation
ULBE CONT3970
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
|
Fact Find |
Dutch (NL) |
Select Client Policy |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version
Fact Find
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Naturlijke persoon
ULBE CONT3969
|
|
|
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
|
Fact Find |
French (FR) |
Non Product Specific |
FOE |
New Business Pack |
Fact Find for INTERMEDIARIES for the Belgian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version
Fact Find
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique
ULBE CONT3968
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Operational Forms |
Dutch (NL) |
Select Client Policy |
FOE |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds
ULBE CONT3787
|
|
|
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
|
Operational Forms |
French (FR) |
Select Client Policy |
FOE |
New Policy |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy – Caractéristiques principales du (family shared) Fonds interne dédié
ULBE CONT3786
|
|
|
Table of Luxembourg Investment Rules
|
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen
ULBE CONT3684
|
|
|
Table of Luxembourg Investment Rules
|
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
|
Table of Luxembourg Investment Rules
Investment literature/Strategies
Annexe: règles et limites d’investissement pour les Fonds Internes et Externes
ULBE CONT3682
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Operational Forms |
French (FR) |
Select Client Policy |
FOE |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy (Multi-Support) – Fonds Interne Dédié additionnel
ULBE CONT3635
|
|
|
Annex to add additional Internal Dedicated Funds to the contract/policy
|
Operational Forms |
Dutch (NL) |
Select Client Policy |
FOE |
New Policy |
Annex to add additional Internal Dedicated Funds to the contract/policy
Operational Forms
Select Client Policy (Multi-Support) – Bijkomend Intern Toegewezen Fonds
ULBE CONT3634
|
|
|
This form shows the list of available external funds for the Select Client Policy product
|
Investment literature/Strategies |
Dutch (NL) |
Select Client Policy |
FOE |
New Business Pack |
This form shows the list of available external funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – België / Bijlage: lijst van beschikbare Interne Collectieve Fondsen
ULBE CONT3621-1
|
|
|
This form shows the list of available internal collective funds for the Select Client Policy product
|
Investment literature/Strategies |
Dutch (NL) |
Select Client Policy |
FOE |
New Business Pack |
This form shows the list of available internal collective funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – Bijlage: lijst van beschikbare Externe Fondsen
ULBE CONT3621-2
|
|
|
This form shows the list of available internal collective funds for the Select Client Policy product
|
Investment literature/Strategies |
French (FR) |
Select Client Policy |
FOE |
New Business Pack |
This form shows the list of available internal collective funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – Annexe : liste des Fonds Externes disponibles
ULBE CONT3604-2
|
|
|
This form shows the list of available external funds for the Select Client Policy product
|
Investment literature/Strategies |
French (FR) |
Select Client Policy |
FOE |
New Business Pack |
This form shows the list of available external funds for the Select Client Policy product
Investment literature/Strategies
Select Client Policy – Belgique / Annexe : liste des Fonds Externes disponibles
ULBE CONT3604-1
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Profil d’investissement et évaluation de l’adéquation
ULBE CONT3475
|
|
|
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
|
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
Addition to your Policy |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile
Investment literature/Strategies
Beleggingsprofiel en geschiktheidsevaluatie
ULBE CONT3474
|
|
|
Back-end tax annex – Belgium
|
Tax and regulatory Literature/technical sales aids and literature |
Dutch (NL) |
Non Product Specific |
FOE |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taks op de Verzekeringsverrichtingen
ULBE CONT3403
|
|
|
Back-end tax annex – Belgium
|
Tax and regulatory Literature/technical sales aids and literature |
French (FR) |
Non Product Specific |
FOE |
|
Back-end tax annex – Belgium
Tax and regulatory Literature/technical sales aids and literature
Taxe sur les Opérations d’Assurance
ULBE CONT3402
|
|
|
Privacy Notice – French version – Belgian Branch
|
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOS |
|
Privacy Notice – French version – Belgian Branch
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Bescherming van Persoonsgegevens
ULBE CONT3339
|
|
|
Privacy Notice – Dutch version
|
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOE |
|
Privacy Notice – Dutch version
Client Letters/Indemnity/Data Protection
Privacyverklaring
ULBE CONT3339-WEB
|
|
|
Privacy Notice – French version
|
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOE |
|
Privacy Notice – French version
Client Letters/Indemnity/Data Protection
Avis de confidentialité
ULBE CONT3338-WEB
|
|
|
Privacy Notice – Dutch version – Belgian Branch
|
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOS |
|
Privacy Notice – Dutch version – Belgian Branch
Client Letters/Indemnity/Data Protection
Déclaration concernant la Protection des Données à Caractère
ULBE CONT3338
|
|
|
Information Disclosure Agreement
|
Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOE |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACCORD DE COMMUNICATION D’INFORMATION
ULBE CONT3287
|
|
|
Information Disclosure Agreement
|
Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOE |
|
Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE
ULBE CONT3286
|
|
|
Use this form to request a deviation from your investment profile
|
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Afwijking van het Beleggingsprofiel
ULBE CONT3269
|
|
|
Use this form to request a deviation from your investment profile
|
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a deviation from your investment profile
Investment literature/Strategies
Déviation du Profil d’investissement
ULBE CONT3270
|
|
|
Use this form to request a upgrade of your investment category
|
Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Verzoek om een hogere investeringscategorie
ULBE CONT3238
|
|
|
Use this form to request a upgrade of your investment category
|
Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
|
Use this form to request a upgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement supérieure
ULBE CONT3237
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Use this form to request a downgrade of your investment category
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Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
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Use this form to request a downgrade of your investment category
Investment literature/Strategies
Verzoek om een lagere investeringscategorie
ULBE CONT3236
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Use this form to request a downgrade of your investment category
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Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
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Use this form to request a downgrade of your investment category
Investment literature/Strategies
Demande de classement dans une catégorie d’investissement inférieure
ULBE CONT3235
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Request for Professional Client Status
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Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOE |
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Request for Professional Client Status
Operational Forms
Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch)
ULBE CONT3209
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Request for Professional Client Status
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Operational Forms |
Dutch (NL), English (EN) |
Non Product Specific |
FOE |
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Request for Professional Client Status
Operational Forms
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status (Branch)
ULBE CONT3208
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Use this form to perform a choice of law
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Operational Forms |
Dutch (NL), English (EN) |
Non Product Specific |
FOE |
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Use this form to perform a choice of law
Operational Forms
Keuze van de Toepasbare Wet / Choice of Law
ULBE CONT3196
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Use this form to perform a choice of law
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Operational Forms |
English (EN), French (FR) |
Non Product Specific |
FOE |
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Use this form to perform a choice of law
Operational Forms
Choix de la Loi Applicable / Choice of Law (Branch)
ULBE CONT3195
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Annex showing the activity-based charging grid
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Commission Documents/Fees & Charges Literature and Illustrations |
French (FR) |
Non Product Specific |
FOE |
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Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Aperçu des frais administratifs additionnels
ULBE CONT3182
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Annex showing the activity-based charging grid
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Commission Documents/Fees & Charges Literature and Illustrations |
Dutch (NL) |
Non Product Specific |
FOE |
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Annex showing the activity-based charging grid
Commission Documents/Fees & Charges Literature and Illustrations
Overzicht van bijkomende administratieve vergoedingen
ULBE CONT3181
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Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – Dutch version
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Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOE |
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Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Depotbank buiten de EER (Branch)
ULBE CONT2947
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Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version
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Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOE |
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Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Banque Dépositaire hors de l’EEE (Branch)
ULBE CONT2948
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Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version
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Client Letters/Indemnity/Data Protection |
Dutch (NL) |
Non Product Specific |
FOE |
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Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version
Client Letters/Indemnity/Data Protection
Verklaring betreffende de Fiscale Verplichtingen – Branch
ULBE CONT2831
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Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
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Client Letters/Indemnity/Data Protection |
French (FR) |
Non Product Specific |
FOE |
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Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version
Client Letters/Indemnity/Data Protection
Déclaration relative aux Obligations Fiscales – Branch
ULBE CONT2830
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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.
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Operational Forms |
English (EN) |
Non Product Specific |
FOE |
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Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
FATCA Self-Certification
ULBE CONT2826
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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.
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
FATCA Auto-certification
ULBE CONT2825
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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.
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Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
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Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
FATCA Zelfcertificering
ULBE CONT2824
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Confidential Financial Questionnaire – Belgium (Branch) – French version
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Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOE |
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Confidential Financial Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire financier confidentiel (Branch)
ULBE CONT2818
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Confidential Financial Questionnaire – Belgium (Branch) – Dutch version
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Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOE |
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Confidential Financial Questionnaire – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Vertrouwelijke Financiële Vragenlijst (Branch)
ULBE CONT2819
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Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – Dutch version
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Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOE |
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Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen (Branch)
ULBE CONT2817
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Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
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Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOE |
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Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire complémentaire Contrats d’assurance-vie et Demandes existantes (Branch)
ULBE CONT2816
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Medical Examination Report – Belgium (Branch) – French version
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Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOE |
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Medical Examination Report – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Rapport d’Examen médical (Branch)
ULBE CONT2814
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Medical Examination Report – Belgium (Branch) – Dutch version
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Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOE |
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Medical Examination Report – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Verslag Medisch Onderzoek (Branch)
ULBE CONT2815
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Additional Medical Questionnaire – Belgium (Branch) – Dutch version
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Underwriting guides/questionnaires/brochures |
Dutch (NL) |
Non Product Specific |
FOE |
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Additional Medical Questionnaire – Belgium (Branch) – Dutch version
Underwriting guides/questionnaires/brochures
Bijkomende Medische Vragenlijst (Branch)
ULBE CONT2813
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Additional Medical Questionnaire – Belgium (Branch) – French version
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Underwriting guides/questionnaires/brochures |
French (FR) |
Non Product Specific |
FOE |
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Additional Medical Questionnaire – Belgium (Branch) – French version
Underwriting guides/questionnaires/brochures
Questionnaire médical complémentaire (Branch)
ULBE CONT2812
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Annex to the application form for beneficiary acceptance
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Annex to the application form for beneficiary acceptance
Operational Forms
Avenant au contrat d’assurance-vie – Acceptation du bénéfice (Branch)
ULBE CONT2805
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Annex to the application form for beneficiary acceptance
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Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
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Annex to the application form for beneficiary acceptance
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging (Branch)
ULBE CONT2804
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Annex to the application form for signing the dissolution of the transfer of insurance rights
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Avenant au contrat d’assurance-vie – Dissolution de cession de droits (Branch)
ULBE CONT2801
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Annex to the application form for signing the dissolution of the transfer of insurance rights
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Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
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Annex to the application form for signing the dissolution of the transfer of insurance rights
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten (Branch)
ULBE CONT2800
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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.
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (Branch) (AEoI)
ULBE CONT2796
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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.
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (Branch) (AEoI)
ULBE CONT2795
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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.
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
|
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.
Operational Forms
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (Branch) (AEoI)
ULBE CONT2794
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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.
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Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
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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
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI)
ULBE CONT2792
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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 |
Dutch (NL) |
Non Product Specific |
FOE |
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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
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI)
ULBE CONT2793
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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 |
Dutch (NL) |
Non Product Specific |
FOE |
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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
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI)
ULBE CONT2791
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Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
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Operational Forms |
French (FR) |
Non Product Specific |
FOE |
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Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat (Branch)
ULBE CONT2789
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Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
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Operational Forms |
Dutch (NL) |
Non Product Specific |
FOE |
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Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy
Operational Forms
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten (Branch)
ULBE CONT2788
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Generic investment strategy form for the Belgian market (Branch) – French version
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Investment literature/Strategies |
French (FR) |
Non Product Specific |
FOE |
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Generic investment strategy form for the Belgian market (Branch) – French version
Investment literature/Strategies
Stratégie d’Investissement (Branch)
ULBE CONT2779
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Generic investment strategy form for the Belgian market (Branch) – Dutch version
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Investment literature/Strategies |
Dutch (NL) |
Non Product Specific |
FOE |
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Generic investment strategy form for the Belgian market (Branch) – Dutch version
Investment literature/Strategies
Beleggingsstrategie (Branch)
ULBE CONT2778
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Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version
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Policy Conditions |
French (FR) |
Non Product Specific |
FOE |
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Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version
Policy Conditions
Select Client Policy – Conditions Générales
ULBE CONT2694
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New business application form for the Select Client Policy product – Belgium
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Application Form |
French (FR) |
Select Client Policy |
FOE |
New Business Pack |
New business application form for the Select Client Policy product – Belgium
Application Form
Select Client Policy
ULBE CONT2690
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Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version
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Policy Conditions |
Dutch (NL) |
Non Product Specific |
FOE |
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Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version
Policy Conditions
Select Client Policy – Algemene Voorwaarden
ULBE CONT2693
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New business application form for the Select Client Policy product – Belgium
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Application Form |
Dutch (NL) |
Select Client Policy |
FOE |
New Business Pack |
New business application form for the Select Client Policy product – Belgium
Application Form
Select Client Policy
ULBE CONT2689
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