Apex Portugal – Insurance Intermediary Fund Authorisation form

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Apex Portugal – Insurance Intermediary Fund Authorisation form

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This form should only be completed by the Policyholder where a Discretionary Fund Manager or Platform is not appointed and the Policyholder wish to authorise the Insurance Intermediary to execute external fund choices on their behalf.

Operational Forms (not application form)
Apex Portugal – Insurance Intermediary Fund Authorisation form

UPE_WS PR 00036