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Privacy Notice – Spanish/English version
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Client Letters/Indemnity/Data Protection |
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Privacy Notice – Spanish/English version
Client Letters/Indemnity/Data Protection
Aviso de Privacidad / Privacy Notice
ULU CONT3345-WEB
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Privacy Notice – English version
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Client Letters/Indemnity/Data Protection |
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Privacy Notice – English version
Client Letters/Indemnity/Data Protection
Privacy Notice
ULU CONT3337-WEB
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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
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Operational Forms |
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Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures
Operational Forms
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / Change of Communication Means and Use of Electronic Signatures Form
ULU PCON1518
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Use this form to request a regular withdrawal from your policy/contract – Spain
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Surrender/Claim/Withdrawal/Switch |
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Use this form to request a regular withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request
ULU PCON1443
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Use this form for dealing purposes – United Kingdom
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Investment literature/Strategies |
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Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Forex/Forward Request Form
ULU PCON1382
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Use this form for dealing purposes – United Kingdom
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Investment literature/Strategies |
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Use this form for dealing purposes – United Kingdom
Investment literature/Strategies
Dealing Request Form SELL/BUY Orders
ULU PCON1116
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Use this form to request a withdrawal from your policy/contract – Spain
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Surrender/Claim/Withdrawal/Switch |
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Use this form to request a withdrawal from your policy/contract – Spain
Surrender/Claim/Withdrawal/Switch
Solicitud de Rescate Parcial / Withdrawal request
ULU PCON1015
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This document explains how our flexible multi-currency solution can help you.
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Investment literature/Strategies |
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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
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This document explains how our flexible multi-currency solution can help you.
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Tax and regulatory Literature/technical sales aids and literature |
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This document explains how our flexible multi-currency solution can help you.
Tax and regulatory Literature/technical sales aids and literature
How Can our Flexible Multi-Currency Solution Help You? (BFWM version)
ULU MARK1782
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Table of Luxembourg Investment Rules
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Investment literature/Strategies |
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Table of Luxembourg Investment Rules
Investment literature/Strategies
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds
ULU CONT3839
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Privacy Notice – Spanish/English version – Spain
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Client Letters/Indemnity/Data Protection |
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Privacy Notice – Spanish/English version – Spain
Client Letters/Indemnity/Data Protection
Declaración relativa a la Protección de Datos Personales / Declaration with regard to Personal Data Protection
ULU CONT3345
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Use this form to request a deviation from your investment profile
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Investment literature/Strategies |
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Use this form to request a deviation from your investment profile
Investment literature/Strategies
Perfil de Inversión (Desviación) / Investment Profile (Deviation)
ULU CONT3084
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Information Disclosure Agreement
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Client Letters/Indemnity/Data Protection |
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Information Disclosure Agreement
Client Letters/Indemnity/Data Protection
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT
ULU CONT2875
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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 |
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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
Automatic Exchange of Information – Self-Certification for Controlling Persons
ULU CONT2599
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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 |
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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
Automatic Exchange of Information – Self-Certification for Entities
ULU CONT2596
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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 |
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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
Automatic Exchange of Information – Self-Certification for Individuals
ULU CONT2593
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Use this form to request a upgrade of your investment category
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Investment literature/Strategies |
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Use this form to request a upgrade of your investment category
Investment literature/Strategies
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade
ULU CONT2523
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Use this form to request a downgrade of your investment category
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Investment literature/Strategies |
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Use this form to request a downgrade of your investment category
Investment literature/Strategies
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade
ULU CONT2512
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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 |
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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
FATCA Self-Certification
ULU CONT2170-5
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Stand-alone Tax Compliance Certification form – Spain
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Client Letters/Indemnity/Data Protection |
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Stand-alone Tax Compliance Certification form – Spain
Client Letters/Indemnity/Data Protection
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification
ULU CONT1847-2
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Use this form to perform a choice of law
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Operational Forms |
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Use this form to perform a choice of law
Operational Forms
Elección de Ley Aplicable al Contrato / Choice of Law
ULU CONT1796
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Use this form to declare a status of “Non-U.S. Person”
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Operational Forms |
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Use this form to declare a status of “Non-U.S. Person”
Operational Forms
Declaración como « Persona no Estadounidense »
ULU CONT1636
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Medical Examination Report – Latin America
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Underwriting guides/questionnaires/brochures |
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Medical Examination Report – Latin America
Underwriting guides/questionnaires/brochures
Informe De Examen Médico / Medical Examination Report
ULU CONT1565-2
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Additional Medical Questionnaire – Latin America
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Underwriting guides/questionnaires/brochures |
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Additional Medical Questionnaire – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Médico Complementario / Additional Medical Questionnaire
ULU CONT1563-2
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Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
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Underwriting guides/questionnaires/brochures |
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Additional Questionnaire on Preexisting Life Policies and Applications – Latin America
Underwriting guides/questionnaires/brochures
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications
ULU CONT1561-2
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Confirmation of Client contact details used for the Electronic Signing of documents
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Operational Forms |
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Confirmation of Client contact details used for the Electronic Signing of documents
Operational Forms
Confirmación de los datos de contacto del cliente utilizados para la firma electrónica de documentos / Confirmation of Client contact details used for the Electronic Signing of documents
ULU CONNECT1051
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