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Title	Description	Asset Type	Language	Product	Regime	Process	Excerpt
Key Information Document (‘KID’)	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	English (EN)	Wealth Passport	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_USD_Wealthpassport-EU_EN PR
Key Information Document (‘KID’)	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	English (EN)	Wealth Passport	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_USD_Wealthpassport RDR-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Preservation Trust	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_WPT-EU_EN PR
Key Information Document (‘KID’)	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	English (EN)	Wealth Preservation Trust	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_WPT RDR-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_PCP-EU_EN PR
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_PCP RDR-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Accumulation & Maintenance Plan	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_AM-EU_EN PR
Key Information Document (‘KID’)	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	English (EN)	Accumulation & Maintenance Plan	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_UK_GBP_AM RDR-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_USD_WPP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_GBP_WPP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Wealth Management Portfolio - RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_GBP_PCWMP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_GBP_PCP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_EUR_WPP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Wealth Management Portfolio - RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_EUR_PCWMP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK RDR_EUR_PCP-UK_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - Non RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_USD_WPP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - Non RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_GBP_WPP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Wealth Management Portfolio - Non RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_GBP_PCWMP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_GBP_PCP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Wealth Planning Portfolio - Non RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_EUR_WPP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Wealth Management Portfolio - Non RDR	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_EUR_PCWMP-EU_EN
Key Information Document (‘KID’)	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	English (EN)	Private Client Portfolio	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Key Information Document (‘KID’) ULU_KID_LU_INTL_UK non_RDR_EUR_PCP-EU_EN
Connect User Guide Servicing (English)	Connect User Guide Servicing (English)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS		Connect User Guide Servicing (English) Guides and Supporting Documents Connect User Guide Servicing (English) ULU PR 00022
Connect User Guide Additional Investment (English)	Connect User Guide Additional Investment (English)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS		Connect User Guide Additional Investment (English) Guides and Supporting Documents Connect User Guide Additional Investment (English) ULU PR 00021
Connect Sign In (English)	Connect Sign In (English)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOS		Connect Sign In (English) Guides and Supporting Documents Connect Sign In (English) ULU PR 00017
Change of Communication Means and Use of Electronic Signatures Form	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	English (EN)	Non Product Specific	FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Change of Communication Means and Use of Electronic Signatures Form ULU PCON1531
Change of Investment Model (Multi-Investment Model)	Use this form to request a change of Investment Model – UK	Investment literature/Strategies	English (EN)	Private Client Portfolio	FOS		Use this form to request a change of Investment Model – UK Investment literature/Strategies Change of Investment Model (Multi-Investment Model) ULU PCON1473
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request	Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		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
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request	Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		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
Request for Change of Investment Strategy	Use this form to request a change of Investment Strategy – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of Investment Strategy – United Kingdom Operational Forms Request for Change of Investment Strategy ULU PCON1214
Withdrawal/Surrender Request	Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Withdrawal/Surrender Request ULU PCON1184
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Regular Withdrawal Request	Use this form to request a regular withdrawal from your policy/contract – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request a regular withdrawal from your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Regular Withdrawal Request ULU PCON1076
Request for Change of Investment manager	Use this form to request a change of Investment Manager – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of Investment Manager – United Kingdom Operational Forms Request for Change of Investment manager ULU PCON1072
Request for Change of Custodian Bank	Use this form to request a change of Custodian Bank	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request a change of Custodian Bank Operational Forms Request for Change of Custodian Bank ULU PCON1057
Additional Premium Form	Use this form for an addition to your policy/contract – United Kingdom	Top Up/Additional Investment	English (EN)	Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust	FOS	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
Declaration as to Loss of Policy Schedule	Form to be used to declare the loss of policy documents – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Form to be used to declare the loss of policy documents – United Kingdom Operational Forms Declaration as to Loss of Policy Schedule ULU PCON1042
Switch Request	Use this form to request a switch of investments on your policy/contract – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to request a switch of investments on your policy/contract – United Kingdom Surrender/Claim/Withdrawal/Switch Switch Request ULU PCON1027
Death Claim	Use this form to initiate a death claim – United Kingdom	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOS		Use this form to initiate a death claim – United Kingdom Surrender/Claim/Withdrawal/Switch Death Claim ULU PCON1004
How can our flexible multi-currency solution help you? (BFFM version)	This document explains how our flexible multi-currency solution can help you.	Investment literature/Strategies	English (EN)	Non Product Specific	FOE FOS		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
Connect Overview Client User Guide	Connect Overview Client User Guide (English)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOE FOS		Connect Overview Client User Guide (English) Guides and Supporting Documents Connect Overview Client User Guide ULU MARK2328
Connect User Guide Withdrawal	This Connect user guide shows how to request a withdrawal	Guides and Supporting Documents	English (EN)	Non Product Specific	FOE FOS		This Connect user guide shows how to request a withdrawal Guides and Supporting Documents Connect User Guide Withdrawal ULU MARK2251
Connect User guide – Regular Withdrawal	This Connect User Guide shows how to request a regular withdrawal	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Non Product Specific	FOE FOS		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
Connect User Guide – Surrender (English)	Connect User Guide – Surrender (English)	Guides and Supporting Documents	English (EN)	Non Product Specific	FOE FOS		Connect User Guide – Surrender (English) Guides and Supporting Documents Connect User Guide – Surrender (English) ULU MARK2128
How can our flexible multi-currency solution help you? (BFWM version)	This document explains how our flexible multi-currency solution can help you.	Investment literature/Strategies	English (EN)	Non Product Specific	FOE FOS		This document explains how our flexible multi-currency solution can help you. Investment literature/Strategies How can our flexible multi-currency solution help you? (BFWM version) ULU MARK1782
Wealth Passport – UK Hybrid Policy	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	English (EN)	Wealth Passport	FOE FOS		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
Bare Trust – Private Client Portfolio	Bare Trust form for the Private Client Portfolio product – United Kingdom	Operational Forms	English (EN)	Private Client Portfolio	FOS	New Policy	Bare Trust form for the Private Client Portfolio product – United Kingdom Operational Forms Bare Trust – Private Client Portfolio ULU CONT4039
FOR INTERMEDIARIES – Fact find – Intermediary / Trust	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	English (EN)	Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust	FOS	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
FOR INTERMEDIARIES – Fact find – Intermediary version / Company	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	English (EN)	Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust	FOS	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
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual	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	English (EN)	Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust	FOS	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
Change of Client Role	Change of Client Role form	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Change of Client Role form Operational Forms Change of Client Role ULU CONT3934
Appendix: Investment Rules for Internal Funds	Table of Luxembourg Investment Rules	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Appendix: Investment Rules for Internal Funds ULU CONT3826
Absolute/Bare Trust	Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom	Trust Literature	English (EN)	Private Client Portfolio	FOS	New Business Pack	Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom Trust Literature Absolute/Bare Trust ULU CONT3569
Change of Client Information	Use this form to request a change of Client information	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	Use this form to request a change of Client information Operational Forms Change of Client Information ULU CONT3473
Declaration with regard to Personal Data Protection	Privacy Notice – English version – United Kingdom	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version – United Kingdom Client Letters/Indemnity/Data Protection Declaration with regard to Personal Data Protection ULU CONT3358
Privacy Notice	Privacy Notice – English version	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Privacy Notice – English version Client Letters/Indemnity/Data Protection Privacy Notice ULU CONT3337-WEB
Choice Of Law	Use this form to perform a choice of law	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choice Of Law ULU CONT3261
Schedule of Additional Administrative Charges	Annex showing the activity-based charging grid	Operational Forms	English (EN)	Non Product Specific	FOS		Annex showing the activity-based charging grid Operational Forms Schedule of Additional Administrative Charges ULU CONT3165
Investment Profile and Suitability	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Investment literature/Strategies	English (EN)	Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust	FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Investment Profile and Suitability ULU CONT2990
Investment Profile (Deviation)	Use this form to request a deviation from your investment profile	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to request a deviation from your investment profile Investment literature/Strategies Investment Profile (Deviation) ULU CONT2991
Change Request to Fund Selection	Use this form to request a change to the Fund Selection – United Kingdom	Operational Forms	English (EN)	Private Client Portfolio	FOS	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	Information Disclosure Agreement	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection Information Disclosure Agreement ULU CONT2878
Investment Strategy	Use this form to define your investment strategy (generic version)	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to define your investment strategy (generic version) Investment literature/Strategies Investment Strategy ULU CONT2725
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates	Addendum to the Personalised Portfolio Bond – Luxembourg	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum to the Personalised Portfolio Bond – Luxembourg Operational Forms Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates ULU CONT2688
Automatic Exchange of Information – Self-Certification Form for Trust	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	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Trusts. Operational Forms Automatic Exchange of Information – Self-Certification Form for Trust ULU CONT2655
Wealth Passport – UK Hybrid Policy. Private Placement Memorandum	New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum	Application Form	English (EN)	Wealth Passport	FOS	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
Product Features of the Wealth Passport – UK Hybrid Policy. Adapting the Private Client Portfolio	These are the Product Features related to the US-UK Wealth Passport product – United Kingdom	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Wealth Passport	FOS	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
Automatic Exchange of Information – Self-Certification for Controlling Persons	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification for Controlling Persons ULU CONT2599
Automatic Exchange of Information – Self-Certification for Individuals	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	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification for Individuals ULU CONT2593
Automatic Exchange of Information – Self-Certification for Entities	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification for Entities ULU CONT2596
Addendum to Life Assurance Policy (PPB Addendum)	Addendum to the Personalised Portfolio Bond – Portugal	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum to the Personalised Portfolio Bond – Portugal Operational Forms Addendum to Life Assurance Policy (PPB Addendum) ULU CONT2583
Choice of Law (Non-Residents)	Use this form to perform a choice of law	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Choice of Law (Non-Residents) ULU CONT2578
Wealth Passport – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form	New business application form for the US Wealth Passport product – UK Hybrid Policy. Supplement to Private Client Portfolio Application Form	Application Form	English (EN)	Wealth Passport	FOS	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
Request for Investment Category Upgrade	Use this form to request a upgrade of your investment category	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Request for Investment Category Upgrade ULU CONT2505
Demand for Investment Category Downgrade	Use this form to request a downgrade of your investment category	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Demand for Investment Category Downgrade ULU CONT2506
Addendum	Portability addendum – UK market	Portability	English (EN)	Non Product Specific	FOS	Making a change to your policy	Portability addendum – UK market Portability Addendum ULU CONT2485
Request for Enhanced Death Benefit	Use this form to request an enhanced death benefit – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request an enhanced death benefit – United Kingdom Operational Forms Request for Enhanced Death Benefit ULU CONT2381
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2371
Loan Agreement	Loan agreement – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Loan agreement – United Kingdom Operational Forms Loan Agreement ULU CONT2207
Wealth Preservation Trust – Flexible Trust Deed	Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Flexible Trust Deed ULU CONT2212
Loan Trust – Fixed Interest	Loan Trust agreement; Fixed Interest – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Loan Trust agreement; Fixed Interest – United Kingdom Operational Forms Loan Trust – Fixed Interest ULU CONT2205
Loan Trust – Discretionary	Discretionary Loan Trust Agreement – United Kingdom	Operational Forms	English (EN)	Non Product Specific	FOS		Discretionary Loan Trust Agreement – United Kingdom Operational Forms Loan Trust – Discretionary ULU CONT2206
FATCA Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Self-Certification ULU CONT2170-5
Accumulation & Maintenance Plan – Product Features	These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Accumulation & Maintenance Plan	FOS	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
Accumulation & Maintenance Plan – General Conditions – United Kingdom – Compliant with the UK Retail Distribution Review	Stand-alone version of General Conditions for the Accumulation & Maintenance Plan product, Compliant with the UK Retail Distribution Review – United Kingdom –	Policy Conditions	English (EN)	Accumulation & Maintenance Plan	FOS		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
Accumulation & Maintenance Plan – United Kingdom – Compliant with the UK Retail Distribution Review	New business application form for the Accumulation & Maintenance Plan – United Kingdom – Compliant with the UK Retail Distribution Review	Application Form	English (EN)	Accumulation & Maintenance Plan	FOS	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
Addendum to Life Assurance Policy – Investment Enhancement	Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden Operational Forms Addendum to Life Assurance Policy – Investment Enhancement ULU CONT2061
Wealth Preservation Trust – Trust Deed	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom	Operational Forms	English (EN)	Wealth Preservation Trust	FOS	New Policy	Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Trust Deed ULU CONT2009
Wealth Preservation Trust – General Conditions – Compliant with the UK Retail Distribution Review	Stand-alone version of General Conditions for the Wealth Preservation Trust product, Compliant with the UK Retail Distribution Review – United Kingdom –	Policy Conditions	English (EN)	Wealth Preservation Trust	FOS		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
Addendum to Life Assurance Policy – Personalised Portfolio Bond	Addendum to the Personalised Portfolio Bond – Sweden	Operational Forms	English (EN)	Non Product Specific	FOS		Addendum to the Personalised Portfolio Bond – Sweden Operational Forms Addendum to Life Assurance Policy – Personalised Portfolio Bond ULU CONT1851
Private Client Portfolio – General Conditions – Compliant with the UK Retail Distribution Review	Stand-alone version of General Conditions for the Private Client Portfolio product, Compliant with the UK Retail Distribution Review – United Kingdom –	Policy Conditions	English (EN)	Private Client Portfolio	FOS		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
Wealth Preservation Trust – Compliant with the UK Retail Distribution Review	New business application form for the Wealth Preservation Trust product – United Kingdom Compliant with the UK Retail Distribution Review	Application Form	English (EN)	Wealth Preservation Trust	FOS	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
Private Client Portfolio – Compliant with the UK Retail Distribution Review	New business application form for the Private Client Portfolio product – United KingdomCompliant with the UK Retail Distribution Review	Application Form	English (EN)	Private Client Portfolio	FOS	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
Tax Compliance Certification (PH)	Stand-alone Tax Compliance Certification form – United Kingdom	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Stand-alone Tax Compliance Certification form – United Kingdom Client Letters/Indemnity/Data Protection Tax Compliance Certification (PH) ULU CONT1813-4
Bare Trust – Accumulation & Maintenance Plan	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom	Operational Forms	English (EN)	Accumulation & Maintenance Plan	FOS	New Policy	Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom Operational Forms Bare Trust – Accumulation & Maintenance Plan ULU CONT1801
Specialised investments	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom Client Letters/Indemnity/Data Protection Specialised investments ULU CONT1591
Wealth Preservation Trust – Product Features	These are the Product Features related to the Wealth Preservation Trust product – United Kingdom	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Wealth Preservation Trust	FOS	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
Wealth Preservation Trust – Tax Notes	Tax notes linked to the Wealth Preservation Trust product – United Kingdom	Operational Forms	English (EN)	Wealth Preservation Trust	FOS	New Policy	Tax notes linked to the Wealth Preservation Trust product – United Kingdom Operational Forms Wealth Preservation Trust – Tax Notes ULU CONT1492
Custodian Bank located outside of the EEA	Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom	Client Letters/Indemnity/Data Protection	English (EN)	Non Product Specific	FOS		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
Change Request to Discretionary Mandate	Use this form to appoint an Investment Manager/Advisor	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to appoint an Investment Manager/Advisor Operational Forms Change Request to Discretionary Mandate ULU CONT1318
Private Client Portfolio – Discretionary Management Form – UK	Use this form to request the appointment of a discretionary Investment Manager	Operational Forms	English (EN)	Non Product Specific	FOS		Use this form to request the appointment of a discretionary Investment Manager Operational Forms Private Client Portfolio – Discretionary Management Form – UK ULU CONT1412
Private Client Portfolio – Product Features – United Kingdom	These are the Product Features related to the Private Client Portfolio product – United Kingdom	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Client Portfolio	FOS	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
Confirmation of Client contact details used for the Electronic Signing of documents	Confirmation of Client contact details used for the Electronic Signing of documents	Operational Forms	English (EN)	Non Product Specific	FOS		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

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