| Title | Description | Insurer | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
Afkoop na Overlijden |
Use this form to initiate a death claim – Belgium (Dutch version) |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Source of Wealth Questionnaire |
This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac |
Utmost Wealth Solutions | Operational Forms | English (EN) | Non Product Specific | FOS | Addition to your Policy, New Policy |
Tax Declaration and Self-Certification for Trusts |
For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to 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 where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. |
Utmost Wealth Solutions | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | Making a change to your policy, New Policy |
Mutual Stipulations and Nomination Form Irish jointly Owned Products |
This form should be used for policies subject to the laws of Belgium, Cyprus, Spain or Sweden. Complete this form if you are the policyholder and request for the mutual stipulations wording to be applied to your policy and also wish to nominate the beneficiary(ies) listed in the appointment of beneficiary(ies) for your policy. |
Utmost PanEurope | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Balanced Universal Portfolio – Institutionele fiche |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2, Life Protect Policy | FOS | |
Dynamic Selection Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Universal Portfolio – Fiche institutionnelle |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Selection Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2, Life Protect Policy | FOS | |
Dynamic Selection Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Dynamic Heritage Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2 | FOS | |
Balanced Selection Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Conservative Heritage Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2 | FOS | |
Dynamic Heritage Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2 | FOS | |
Balanced Heritage Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2 | FOS | |
Conservative Heritage Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2 | FOS | |
Balanced Generation Portfolio – Institutionele fiche |
This document provides you with key information about the Balanced Generation Portfolio provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2 | FOS | |
Balanced Heritage Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Generation Portfolio – Fiche institutionnelle |
This document provides you with key information about the Balanced Generation Portfolio provided by the investment manager. |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Life Protect Plan 2 | FOS | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A | Key Information Document | Dutch (NL) | Select Client Plan | FOS | |
Essentiële-informatiedocument (“Eid”) |
Private Client Plan – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. |
Utmost Luxembourg S.A | Key Information Document | Dutch (NL) | Private Client Plan | FOS | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A | Key Information Document | French (FR) | Select Client Plan | FOS | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A | Key Information Document | Dutch (NL) | Life Protect Plan 2 | FOS | |
Document d’informations clés (“DIC”) |
Private Client Plan – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. |
Utmost Luxembourg S.A | Key Information Document | French (FR) | Private Client Plan | FOS | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A | Key Information Document | Dutch (NL) | Corporate Select Plan | FOS | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A | Key Information Document | French (FR) | Life Protect Plan 2 | FOS | |
Connect Gebruikershandleiding – Gedeeltelijke afkoop |
This Connect User Guide shows how to request a regular withdrawal – in Dutch |
Utmost Luxembourg S.A | Product Guides/Brochures/Snapshots and Training Materials | Dutch (NL) | Non Product Specific | FOE FOS | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A | Key Information Document | French (FR) | Corporate Select Plan | FOS | |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (Dutch) and Belgium Branch |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (Dutch) and Belgium Branch. |
Utmost Luxembourg S.A | Tax and regulatory Literature/technical sales aids and literature | Dutch (NL) | Corporate Select Plan, Select Client Plan, Select Client Policy | FOE FOS | |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (French) and for Belgium Branch |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (French) and for Belgium Branch |
Utmost Luxembourg S.A | Tax and regulatory Literature/technical sales aids and literature | French (FR) | Corporate Select Plan, Select Client Plan, Select Client Policy | FOE FOS | |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (English) |
Capital Gains Tax 10 reasons to consider subscribing a Life Assurance contract (English). |
Utmost Luxembourg S.A | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Corporate Select Plan, Select Client Plan, Select Client Policy | FOE FOS | |
Information Disclosure Agreement for the National Bank of Belgium (NL) |
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Information Disclosure Agreement for the National Bank of Belgium (FR) |
Please use this Information Disclosure Agreement for sharing client information with the National Bank of Belgium |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Modification des caractéristiques principales d’un Fonds Interne Dédié existant |
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 |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds |
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 |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Formulaire de changement de moyen de communication et utilisation des signatures électroniques |
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 |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen |
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 |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Désignation d’Intermédiaire |
Use this form to request an appointment or change of broker |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Aanstelling van Tussenpersoon |
Use this form to request an appointment or change of broker |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Verklaring van Verlies van Polisdocument |
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Déclaration de Perte de Documents |
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Aanvraag tot Regelmatige Terugtrekking |
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Rachat Partiel Programmé |
Use this form to request a regular withdrawal from your policy/contract – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Dénouement par Décès |
Use this form to initiate a death claim – Belgium (French version) |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Formulier voor de storting van een bijkomende Premie |
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Top Up/Additional Investment | Dutch (NL) | Select Client Plan | FOS | Addition to your Policy |
Formulaire de versement de Prime complémentaire |
Use this form for an addition to your policy/contract – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Top Up/Additional Investment | French (FR) | Select Client Plan | FOS | Addition to your Policy |
Demande de Rachat Total |
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Demande de Rachat Partiel |
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Arbitrageverzoek |
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Demande d’Arbitrage |
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Verzoek tot Afkoop |
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Aanvraag tot Gedeeltelijke Afkoop |
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Connect – Aperçu (Guide d’utilisation pour les clients) |
This user guide helps to navigate through the Connect Platform and explain functionality – French version |
Utmost Luxembourg S.A | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
Connect Overview – Customer Guide (Dutch) |
Connect Overview – Customer Guide (Dutch) |
Utmost Luxembourg S.A | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
User Guide Connect Digitale Onderschrijving – België |
This is a Connect User Guide for digital subscription – Dutch version |
Utmost Luxembourg S.A | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
Guide d’utilisation Connect Souscription Digitale – Belgique |
This is a Connect User Guide for digital subscription – French version |
Utmost Luxembourg S.A | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
Connect Gebruikershandleiding – Volledige Afkoop |
Connect User Manual – Full Redemption (Dutch) |
Utmost Luxembourg S.A | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
Connect User Guide – Total Redemption (French) |
Connect User Guide – Total Redemption (French) |
Utmost Luxembourg S.A | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor uiteindelijk belanghebbenden (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor entiteiten (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Automatische Uitwisseling van Inlichtingen – Zelfcertificering voor natuurlijke personen (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Verklaring van de maten van een burgerlijke maatschap als Verzekeringnemer |
Declaration of the partners of a civil partnership as policyholder |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen |
This form shows the list of available internal collective funds for the Corporate Select Plan product |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Corporate Select Plan | FOS | New Business Pack |
Déclaration des associés d’une société civile en tant que Preneur d’Assurance |
Declaration of the partners of a civil partnership as policyholder |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Select Client Plan | FOS | New Policy |
Corporate Select Plan – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Policy Conditions | Dutch (NL) | Corporate Select Plan | FOS | New Business Pack |
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles |
This form shows the list of available external funds for the Corporate Select Plan product |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Corporate Select Plan | FOS | New Business Pack |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Utmost Luxembourg S.A | Application Form | Dutch (NL) | Corporate Select Plan | FOS | New Business Pack |
Corporate Select Plan – Conditions Générales |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Policy Conditions | French (FR) | Corporate Select Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap) |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Dutch version |
Utmost Luxembourg S.A | Fact Find | Dutch (NL) | Corporate Select Plan | FOS | New Business Pack |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Utmost Luxembourg S.A | Application Form | French (FR) | Corporate Select Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation / Version pour l’Intermédiaire – Société |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. French version |
Utmost Luxembourg S.A | Fact Find | French (FR) | Corporate Select Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – version pour l’Intermédiaire / Société simple/Fondation |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. French version |
Utmost Luxembourg S.A | Fact Find | French (FR) | Select Client Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Maatschap/Stichting |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Dutch version |
Utmost Luxembourg S.A | Fact Find | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire Personne physique |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. French version |
Utmost Luxembourg S.A | Fact Find | French (FR) | Select Client Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon Naturlijke persoon |
Fact Find for INTERMEDIARIES for the Belgian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Dutch version |
Utmost Luxembourg S.A | Fact Find | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
Select Client Plan – Caractéristiques principales du (family shared) Fonds interne dédié |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Select Client Plan | FOS | New Policy |
Select Client Plan – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Règles d’investissement pour fonds internes – Belgique |
Table of Luxembourg Investment Rules |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen |
Table of Luxembourg Investment Rules |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Select Client Plan | FOS | New Policy |
Select Client Plan – België – Bijlage: lijst van beschikbare Interne Collectieve Fondsen |
Internal Collective Funds list – Belgium |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Select Client Plan | FOS | |
Select Client Plan (Multi-Support) – Bijkomend Intern Toegewezen Fonds |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Select Client Plan – Bijlage: lijst van beschikbare Externe Fondsen |
This form shows the list of available external funds for the Select Client Plan product |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
Select Client Plan – Annexe : liste des Fonds Externes disponibles |
This form shows the list of available external funds for the Select Client Plan product |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Select Client Plan | FOS | New Business Pack |
Select Client Plan – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles |
Internal Collective Funds list – Belgium |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Select Client Plan | FOS | |
Demande de Statut de Client Professionnel / Request for Professional Client Status |
Request for Professional Client Status |
Utmost Luxembourg S.A | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status |
Request for Professional Client Status |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOS | |
Overzicht van bijkomende administratieve vergoedingen |
Annex showing the activity-based charging grid |
Utmost Luxembourg S.A | Commission Documents/Fees & Charges Literature and Illustrations | Dutch (NL) | Non Product Specific | FOS | |
Aperçu des frais administratifs additionnels |
Annex showing the activity-based charging grid |
Utmost Luxembourg S.A | Commission Documents/Fees & Charges Literature and Illustrations | French (FR) | Non Product Specific | FOS | |
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE |
Information Disclosure Agreement |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging |
Annex to the application form for beneficiary acceptance |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Avenant au contrat d’assurance-vie – Acceptation du bénéfice |
Annex to the application form for beneficiary acceptance |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten |
Annex to the application form for signing the dissolution of the transfer of insurance rights |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Avenant au contrat d’assurance-vie – Dissolution de cession de droits |
Annex to the application form for signing the dissolution of the transfer of insurance rights |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat |
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten |
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Automatic Exchange of Information – Self-Certification for Controlling Persons (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | English (EN) | Non Product Specific | FOS | |
Automatic Exchange of Information – Self-Certification for Individuals (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | English (EN) | Non Product Specific | FOS | |
Automatic Exchange of Information – Self-Certification for Entities (AEoI) |
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. |
Utmost Luxembourg S.A | Operational Forms | English (EN) | Non Product Specific | FOS | |
Verzoek om een hogere investeringscategorie |
Use this form to request a upgrade of your investment category |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Demande de classement dans une catégorie d’investissement supérieure |
Use this form to request a upgrade of your investment category |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Verzoek om een lagere investeringscategorie |
Use this form to request a downgrade of your investment category |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Demande de classement dans une catégorie d’investissement inférieure |
Use this form to request a downgrade of your investment category |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Tax on Insurance Transactions |
Annex on the advance payment of the premium tax |
Utmost Luxembourg S.A | Operational Forms | English (EN) | Non Product Specific | FOS | |
Beleggingsstrategie |
Use this form to define your investment strategy (generic version) |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Stratégie d’Investissement |
Use this form to define your investment strategy (generic version) |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Taks op de Verzekeringsverrichtingen |
Bijlage inzake de voorafbetaling van de premietaks |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Taxe sur les Opérations d’Assurance |
Annexe relative au paiement anticipé de la taxe sur les primes |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Afwijking van het Beleggingsprofiel |
Use this form to request a deviation from your investment profile |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Déviation du Profil d’investissement |
Use this form to request a deviation from your investment profile |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Verslag Medisch Onderzoek |
Medical Examination Report – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Vertrouwelijke Financiële Vragenlijst |
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Rapport d’Examen Medical |
Medical Examination Report – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen |
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Questionnaire Financier Confidentiel |
Confidential Financial Questionnaire – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
Bijkomende Medische Vragenlijst |
Additional Medical Questionnaire – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Questionnaire Complementaire Contrats d’Assurance Vie et Demandes Existantes |
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
Questionnaire Medical Complementaire |
Additional Medical Questionnaire – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
FATCA Zelfcertificering |
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. |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
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. |
Utmost Luxembourg S.A | Operational Forms | English (EN) | Non Product Specific | FOS | |
FATCA Auto-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. |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Profil d’investissement et évaluation de l’adéquation |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Utmost Luxembourg S.A | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | Addition to your Policy |
Beleggingsprofiel en geschiktheidsevaluatie |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Utmost Luxembourg S.A | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | Addition to your Policy |
Select Client Plan (Multi-Support) – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Policy Conditions | Dutch (NL) | Select Client Plan | FOS | |
Select Client Plan – Conditions Générales |
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Policy Conditions | French (FR) | Select Client Plan | FOS | |
Benoeming van Begunstigden |
Use this form to nominate beneficiaries |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Désignation des Bénéficiaires |
Use this form to nominate beneficiaries |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Choix de la Loi Applicable / Choice of Law |
Use this form to perform a choice of law |
Utmost Luxembourg S.A | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Keuze van de Toepasbare Wet / Choice of Law |
Use this form to perform a choice of law |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOS | |
Select Client Plan |
New business application form for the Select Client Plan product – Belgium |
Utmost Luxembourg S.A | Application Form | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
Select Client Plan |
New business application form for the Select Client Plan product – Belgium |
Utmost Luxembourg S.A | Application Form | French (FR) | Select Client Plan | FOS | New Business Pack |
Verklaring omtrent „Non-U.S. Person”-status |
Use this form to declare a status of “Non-U.S. Person” |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Déclaration de Statut de « Non-U.S. Person » |
Use this form to declare a status of “Non-U.S. Person” |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOS | |
Investissements Spécialisés |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Gespecialiseerde Investeringen |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Depotbank buiten de EER |
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (FOS) – Dutch version |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Déclaration pour l’utilisation d’une banque dépositaire hors de l’EEE |
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté product |
Utmost Luxembourg S.A | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Confirmation des coordonnées du Client utilisées pour la signature électronique des documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Utmost Luxembourg S.A | Operational Forms | French (FR) | Non Product Specific | FOE FOS | |
Bevestiging van contactgegevens van de Cliënt die worden gebruikt voor de elektronische ondertekening van documenten |
Confirmation of Client contact details used for the Electronic Signing of documents |
Utmost Luxembourg S.A | Operational Forms | Dutch (NL) | Non Product Specific | FOE FOS | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | French (FR) | Private Client Policy | FOE | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | Dutch (NL) | Private Client Policy | FOE | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | French (FR) | Select Client Policy | FOE | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | Dutch (NL) | Select Client Policy | FOE | |
Document d’informations clés (“DIC”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | French (FR) | Corporate Select Plan | FOE | |
Essentiële-informatiedocument (“Eid”) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Key Information Document | Dutch (NL) | Corporate Select Plan | FOE | |
Modification des caractéristiques principales d’un Fonds Interne Dédié existant |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Wijziging van de voornaamste kenmerken van een bestaand Intern Toegewezen Fonds |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Keuzeformulier Voor de ‘Opt-Out’-Optie |
Operational Forms Keuzeformulier Voor de ‘Opt-Out’-Optie ULBE PR 00007 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | Addition to your Policy, Making a change to your policy |
Formulaire de Choix Option « Opt-Out » (FR) |
Operational Forms Formulaire de Choix Option « Opt-Out » (FR) ULBE PR 00008 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | Addition to your Policy, Making a change to your policy |
Wijziging van het communicatiemiddel voor correspondentie en het gebruik van elektronische handtekeningen |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Formulaire de changement de moyen de communication et utilisation des signatures électroniques |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Désignation d’Intermédiaire |
Use this form to request an appointment or change of broker |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Aanstelling van Tussenpersoon |
Use this form to request an appointment or change of broker |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Demande d’Arbitrage |
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOE | |
Arbitrageverzoek |
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOE | |
Aanvraag tot Regelmatige Terugtrekking (Branch) |
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOE | |
Rachat Partiel Programmé (Branch) |
Use this form to request a regular withdrawal from your policy/contract – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOE | |
Aanvraag tot Gedeeltelijke Afkoop (Branch) |
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOE | |
Demande de Rachat Partiel (Branch) |
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOE | |
Verzoek tot Afkoop (Branch) |
Use this form to request the surrender of your policy/contract – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOE | |
Demande de Rachat Total (Branch) |
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOE | |
Verklaring van Verlies van Polisdocument (Branch) |
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOE | |
Déclaration de Perte de Documents (Branch) |
Form to be used to declare the loss of policy documents – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Formulier voor de storting van een bijkomende Premie (Branch) |
Use this form for an addition to your policy/contract – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Top Up/Additional Investment | Dutch (NL) | Select Client Policy | FOE | Addition to your Policy |
Formulaire de versement de Prime complémentaire (Branch) |
Use this form for an addition to your policy/contract – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Top Up/Additional Investment | French (FR) | Select Client Policy | FOE | Addition to your Policy |
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Règlement de Gestion |
Internal Collective Fund for Belgian market |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Corporate Select Plan, Select Client Policy | FOE | |
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Beheersreglement |
Internal Collective Fund for Belgian market |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Corporate Select Plan, Select Client Policy | FOE | |
FOR INTERMEDIARIES – Document d’entrée enrelation / Version pour l’Intermédiaire – Société |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | French (FR) | Non Product Specific | FOE | New Business Pack |
FOR INTERMEDIARIES – Identifiedocument – Versie voor de Tussenpersoon (Vennootschap) |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | Dutch (NL) | Non Product Specific | FOE | New Business Pack |
Corporate Select Plan – Belgique – Annexe : liste des Fonds Externes disponibles |
This form shows the list of available external funds for the Corporate Select Plan product |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Corporate Select Plan | FOE | New Business Pack |
Corporate Select Plan – België – Bijlage: lijst van beschikbare Externe Fondsen |
This form shows the list of available external funds for the Corporate Select Plan product |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Corporate Select Plan | FOE | New Business Pack |
Corporate Select Plan – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Policy Conditions | Dutch (NL) | Corporate Select Plan | FOE | |
Déclaration des associés d’une société civile en tant que Preneur d’Assurance |
Declaration of the Legal Representative acting as Policyholder. To be used with Belgian application form |
Utmost Luxembourg S.A. - Belgian Branch | Application Form | French (FR) | Select Client Policy | FOE | New Business Pack |
Désignation des Bénéficiaires |
Use this form to nominate beneficiaries |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Benoeming van Begunstigden |
Use this form to nominate beneficiaries |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Utmost Luxembourg S.A. - Belgian Branch | Application Form | Dutch (NL) | Corporate Select Plan | FOE | New Business Pack |
Corporate Select Plan – Conditions Générales |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Policy Conditions | French (FR) | Corporate Select Plan | FOE | |
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon / Naturlijke persoon |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société simple-Fondation |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | French (FR) | Select Client Policy | FOE | New Business Pack |
FOR INTERMEDIARIES – Identificatiedocument – Versie voor de Tussenpersoon – Burgerlijke maatschap |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Utmost Luxembourg S.A. - Belgian Branch | Application Form | French (FR) | Corporate Select Plan | FOE | New Business Pack |
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen |
Table of Luxembourg Investment Rules |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Select Client Policy – Caractéristiques principales du (family shared) Fonds interne dédié |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Select Client Policy | FOE | New Policy |
Select Client Policy – Voornaamste kenmerken van het (family shared) Intern Toegewezen Fonds |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Select Client Policy | FOE | New Policy |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique |
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 |
Utmost Luxembourg S.A. - Belgian Branch | Fact Find | French (FR) | Non Product Specific | FOE | New Business Pack |
Select Client Policy (Multi-Support) – Fonds Interne Dédié additionnel |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Select Client Policy | FOE | New Policy |
Annexe: règles et limites d’investissement pour les Fonds Internes et Externes |
Table of Luxembourg Investment Rules |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Select Client Policy – Annexe : liste des Fonds Externes disponibles |
This form shows the list of available internal collective funds for the Select Client Policy product |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Select Client Policy | FOE | New Business Pack |
Select Client Policy – België / Bijlage: lijst van beschikbare Interne Collectieve Fondsen |
This form shows the list of available external funds for the Select Client Policy product |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
Select Client Policy – Bijlage: lijst van beschikbare Externe Fondsen |
This form shows the list of available internal collective funds for the Select Client Policy product |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
Select Client Policy (Multi-Support) – Bijkomend Intern Toegewezen Fonds |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Select Client Policy | FOE | New Policy |
Profil d’investissement et évaluation de l’adéquation |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | Addition to your Policy |
Select Client Policy – Belgique – Annexe : liste des Fonds Internes Collectifs disponibles |
Internal Collective Funds list – Belgium |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Select Client Policy | FOE | New Business Pack |
ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Taxe sur les Opérations d’Assurance |
Back-end tax annex – Belgium |
Utmost Luxembourg S.A. - Belgian Branch | Tax and regulatory Literature/technical sales aids and literature | French (FR) | Non Product Specific | FOE | |
Taks op de Verzekeringsverrichtingen |
Back-end tax annex – Belgium |
Utmost Luxembourg S.A. - Belgian Branch | Tax and regulatory Literature/technical sales aids and literature | Dutch (NL) | Non Product Specific | FOE | |
Beleggingsprofiel en geschiktheidsevaluatie |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | Addition to your Policy |
Verzoek om een hogere investeringscategorie |
Use this form to request a upgrade of your investment category |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Afwijking van het Beleggingsprofiel |
Use this form to request a deviation from your investment profile |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Déviation du Profil d’investissement |
Use this form to request a deviation from your investment profile |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE |
Information Disclosure Agreement |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOE | |
Verzoek om een lagere investeringscategorie |
Use this form to request a downgrade of your investment category |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Demande de classement dans une catégorie d’investissement supérieure |
Use this form to request a upgrade of your investment category |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Keuze van de Toepasbare Wet / Choice of Law |
Use this form to perform a choice of law |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOE | |
Aanvraag van het Statuut van Professionele Cliënt / Request for Professional Client Status (Branch) |
Request for Professional Client Status |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOE | |
Demande de Statut de Client Professionnel / Request for Professional Client Status (Branch) |
Request for Professional Client Status |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | English (EN), French (FR) | Non Product Specific | FOE | |
Demande de classement dans une catégorie d’investissement inférieure |
Use this form to request a downgrade of your investment category |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Banque Dépositaire hors de l’EEE (Branch) |
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Overzicht van bijkomende administratieve vergoedingen |
Annex showing the activity-based charging grid |
Utmost Luxembourg S.A. - Belgian Branch | Commission Documents/Fees & Charges Literature and Illustrations | Dutch (NL) | Non Product Specific | FOE | |
Aperçu des frais administratifs additionnels |
Annex showing the activity-based charging grid |
Utmost Luxembourg S.A. - Belgian Branch | Commission Documents/Fees & Charges Literature and Illustrations | French (FR) | Non Product Specific | FOE | |
Choix de la Loi Applicable / Choice of Law (Branch) |
Use this form to perform a choice of law |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | English (EN), French (FR) | Non Product Specific | FOE | |
Verklaring betreffende de Fiscale Verplichtingen – Branch |
Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOE | |
Depotbank buiten de EER (Branch) |
Declaration for the Use of a Custodian Bank located outside of the EEA – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOE | |
FATCA Zelfcertificering |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
FATCA Auto-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 individual policyholders. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
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 individual policyholders. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | English (EN) | Non Product Specific | FOE | |
Déclaration relative aux Obligations Fiscales – Branch |
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Questionnaire financier confidentiel (Branch) |
Confidential Financial Questionnaire – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Vertrouwelijke Financiële Vragenlijst (Branch) |
Confidential Financial Questionnaire – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOE | |
Rapport d’Examen médical (Branch) |
Medical Examination Report – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Verslag Medisch Onderzoek (Branch) |
Medical Examination Report – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOE | |
Questionnaire complémentaire Contrats d’assurance-vie et Demandes existantes (Branch) |
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Bijkomende Vragenlijst over Bestaande Levensverzekeringsovereenkomsten en Aanvragen (Branch) |
Additional Questionnaire on Preexisting Life Policies and Applications – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOE | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging (Branch) |
Annex to the application form for beneficiary acceptance |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Avenant au contrat d’assurance-vie – Acceptation du bénéfice (Branch) |
Annex to the application form for beneficiary acceptance |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Questionnaire médical complémentaire (Branch) |
Additional Medical Questionnaire – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Bijkomende Medische Vragenlijst (Branch) |
Additional Medical Questionnaire – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOE | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Ontbinding van de overdracht van verzekeringsrechten (Branch) |
Annex to the application form for signing the dissolution of the transfer of insurance rights |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Avenant au contrat d’assurance-vie – Dissolution de cession de droits (Branch) |
Annex to the application form for signing the dissolution of the transfer of insurance rights |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes physiques (Branch) (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les entités (Branch) (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Echange Automatique de Renseignements – Formulaire d’Autocertification pour les personnes détenant le contrôle (Branch) (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Automatische Uitwisseling van Inlichtingen Zelfcertificering (AEoI) |
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. |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Beleggingsstrategie (Branch) |
Generic investment strategy form for the Belgian market (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Stratégie d’Investissement (Branch) |
Generic investment strategy form for the Belgian market (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Overeenkomst van Overdracht Post Mortem van de uit de Overeenkomst voortvloeiende rechten (Branch) |
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Avenant au contrat d’assurance-vie – Convention de Cession Post Mortem des droits découlant du Contrat (Branch) |
Annex to the application form for signing a post-mortem transfer agreement of the rights arising from the contract/policy |
Utmost Luxembourg S.A. - Belgian Branch | Operational Forms | French (FR) | Non Product Specific | FOE | |
Select Client Policy – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version |
Utmost Luxembourg S.A. - Belgian Branch | Policy Conditions | Dutch (NL) | Non Product Specific | FOE | |
Select Client Policy – Conditions Générales |
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – French version |
Utmost Luxembourg S.A. - Belgian Branch | Policy Conditions | French (FR) | Non Product Specific | FOE | |
Select Client Policy |
New business application form for the Select Client Policy product – Belgium |
Utmost Luxembourg S.A. - Belgian Branch | Application Form | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
Select Client Policy |
New business application form for the Select Client Policy product – Belgium |
Utmost Luxembourg S.A. - Belgian Branch | Application Form | French (FR) | Select Client Policy | FOE | New Business Pack |