Documents
| Title | Description | Market | Asset Type | Language | Product | Regime | Process |
|---|---|---|---|---|---|---|---|
Balanced Universal Portfolio – Fiche institutionnelle |
This document provides you with key information about this investment option, provided by the investment manager. |
Belgium (BE) | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Universal Portfolio – Institutionele fiche |
This document provides you with key information about this investment option, provided by the investment manager. |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Investment literature/Strategies | French (FR) | 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. |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Heritage Portfolio – Informations sur la gestion |
This document provides you with key information about this investment option, provided by the investment manager. |
Belgium (BE) | Investment literature/Strategies | French (FR) | Life Protect Plan 2, Life Protect Policy | FOS | |
Balanced Heritage Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Belgium (BE) | 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. |
Belgium (BE) | Investment literature/Strategies | French (FR) | Life Protect Plan 2 | FOS | |
Conservative Heritage Portfolio – Beheersinformatie |
This document provides you with key information about this investment option, provided by the investment manager. |
Belgium (BE) | 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. |
Belgium (BE) | Investment literature/Strategies | French (FR) | Life Protect Plan 2 | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Passport | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Passport | FOS | |
Product Information Document for the Wealth Planning Portfolio |
Product Information Document for the Wealth Planning Portfolio |
France (FR) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Wealth Planning Portfolio | FOS | |
Balanced Generation Portfolio – Fiche institutionnelle |
This document provides you with key information about the Balanced Generation Portfolio provided by the investment manager. |
Belgium (BE) | 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. |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Life Protect Plan 2 | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Accumulation & Maintenance Plan | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Preservation Trust | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Preservation Trust | FOS | |
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. |
Sweden (SE) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Faktablad |
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. |
Sweden (SE) | Key Information Document | Swedish (SV) | Private Client Portfolio | FOS | |
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. |
Sweden (SE) | Key Information Document | English (EN) | Wealth Passport | FOS | |
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. |
Turkey (TR) | Key Information Document | English (EN) | Insurance Estate Planning Scheme | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Accumulation & Maintenance Plan | FOS | |
Documento de datos fundamentales (“DDF”) |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Selecta Link | FOS | |
Documento de datos fundamentales (“DDF”) |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Selecta Link | FOS | |
Documento de datos fundamentales (“DDF”) |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Selecta Link | FOS | |
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. |
Sweden (SE) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Faktablad |
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. |
Sweden (SE) | Key Information Document | Swedish (SV) | Private Client Portfolio | FOS | |
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. |
Greece (GR) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Documento de Informação Fundamental (“DIF”) |
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. |
Portugal (PT) | Key Information Document | Portuguese (PT) | Private Client Portfolio | FOS | |
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. |
South Africa (ZA) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Documento de datos fundamentales (“DDF”) |
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. |
Spain (ES) | Key Information Document | Spanish (ES) | Selecta Link | FOS | |
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. |
Norway (NO) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Nøkkelinformasjonsdokument |
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. |
Norway (NO) | Key Information Document | Norwegian (NO) | Private Client Portfolio | FOS | |
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. |
Norway (NO) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Nøkkelinformasjonsdokument |
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. |
Norway (NO) | Key Information Document | Norwegian (NO) | Private Client Portfolio | FOS | |
Έγγραφο Βασικών Πληροφοριών (‘KID’) – Private Client Portfolio |
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. |
Greece (GR) | Key Information Document | Greek (EL) | Private Client Portfolio | FOS | |
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. |
Luxembourg (LU) | Key Information Document | English (EN) | Luxembourg Capitalisation Bond | 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. |
Luxembourg (LU) | Key Information Document | French (FR) | Luxembourg Capitalisation Bond | FOS | |
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. |
Luxembourg (LU) | Key Information Document | English (EN) | Private Client Portfolio | 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. |
Luxembourg (LU) | Key Information Document | French (FR) | Private Client Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Jersey (JE) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Lithuania (LT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Pagrindinės Informacijos Dokumentas (PID) |
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. |
Lithuania (LT) | Key Information Document | Lithuanian (LT) | Private Client Portfolio | FOS | |
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. |
Luxembourg (LU) | Key Information Document | English (EN) | Luxembourg Capitalisation Bond | 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. |
Luxembourg (LU) | Key Information Document | French (FR) | Luxembourg Capitalisation Bond | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Wealth Passport | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Wealth Passport | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio - RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - RDR | FOS | |
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. |
Israel (IL) | Key Information Document | English (EN) | Insurance Wealth Preservation Plan | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - Non RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - Non RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio - RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio - Non RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Wealth Planning Portfolio - Non RDR | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
United Kingdom (UK) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio - Non RDR | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Spain (ES) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Portugal (PT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Accumulation & Maintenance Plan | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Accumulation & Maintenance Plan | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Legacy Product (Closed) | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Gibraltar (GI) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Accumulation & Maintenance Plan | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Legacy Product (Closed) | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Malta (MT) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Gibraltar (GI) | Key Information Document | English (EN) | Private Client Wealth Management Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
France (FR) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Wealth Planning Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Private Client Portfolio | 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. |
France (FR) | Key Information Document | French (FR) | Liberté Capitalisation | 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. |
France (FR) | Key Information Document | French (FR) | Liberté | FOS | |
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. |
Gibraltar (GI) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Gibraltar (GI) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
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. |
Gibraltar (GI) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Wealth Passport | FOS | |
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. |
Finland (FI) | Key Information Document | English (EN) | Capitalisation Bond | FOS | |
Avaintietoasiakirja |
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. |
Finland (FI) | Key Information Document | Finnish (FI) | Capitalisation Bond | FOS | |
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. |
Finland (FI) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Avaintietoasiakirja |
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. |
Finland (FI) | Key Information Document | Finnish (FI) | Private Client Portfolio | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Capitalisation Bond | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Lombard Leben | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Lombard Leben | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Lombard Mixed Term | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Lombard TermFix | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Key Information Document | Dutch (NL) | Select Client Plan | FOS | |
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. |
Cyprus (CY) | Key Information Document | English (EN) | Private Client Portfolio | FOS | |
Basisinformationsblatt |
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. |
Germany (DE) | Key Information Document | German (DE) | Capitalisation Bond | 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. |
Belgium (BE) | Key Information Document | French (FR) | Corporate Select 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. |
Belgium (BE) | 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. |
Belgium (BE) | Key Information Document | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Key Information Document | French (FR) | Private Client Plan | 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 |
Belgium (BE) | 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). |
Belgium (BE) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Corporate Select Plan, Select Client Plan, Select Client Policy | FOE 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. |
Belgium (BE) | Tax and regulatory Literature/technical sales aids and literature | Dutch (NL) | Corporate Select Plan, Select Client Plan, Select Client Policy | FOE FOS | |
Documento de datos fundamentales (‘DDF’) and Documento de Información específica Selecta Link – Modalidad Activo Variable Flexible 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. |
Spain (ES) | Key Information Document | Spanish (ES) | Selecta Link | FOS | |
Connect Gebruikershandleiding – Gedeeltelijke afkoop |
This Connect User Guide shows how to request a regular withdrawal – in Dutch |
Belgium (BE) | Product Guides/Brochures/Snapshots and Training Materials | Dutch (NL) | Non Product Specific | FOE 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Information Disclosure Agreement form |
Information Disclosure Agreement |
France (FR) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Change of Communications 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 |
France (FR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY |
AUFTRAG ZUM RÜCKKAUF (KÜNDIGUNG) WEALTH PASSPORT GERMAN HYBRID POLICY |
Germany (DE) | Operational Forms | German (DE) | Wealth Passport | FOS | Surrender or Claim |
Connect User Guide Additional Investment (English) |
Connect User Guide Additional Investment (English) |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | |
Connect User Guide Servicing (English) |
Connect User Guide Servicing (English) |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | |
Single Pre-Contractual Form (MUP) for Insurance Investment Products |
Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040 |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Private Client Insurance | FOE FOS | New Policy |
DÉCLARATION DE PERTE DE DOCUMENTS |
Formulaire de déclaration de perte de documents – Version française à utiliser avec Utmost Luxembourg S.A. France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Request for payment of benefits in the event of death – Italy |
Use this form to initiate a death claim – Italy (Branch and Head Office) |
Italy (IT) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOE FOS | |
Connect Sign In (Italian) |
Connect Sign In (Italian) |
Italy (IT) | Guides and Supporting Documents | Italian (IT) | Non Product Specific | FOS | |
Connect Sign In (English) |
Connect Sign In (English) |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOS | |
Connect Sign In (Spanish) |
Connect Sign In (Spanish) |
Spain (ES) | Guides and Supporting Documents | Spanish (ES) | Non Product Specific | FOS | |
Connect Sign in (French) |
Connect Sign in (French) |
France (FR) | Guides and Supporting Documents | French (FR) | Non Product Specific | FOS | |
Connect Sign in (German) |
Connect Sign in (German) |
Germany (DE) | Guides and Supporting Documents | German (DE) | Non Product Specific | FOS | |
Residential Address and Means of Communication |
Use this form to request a change of Communication Means and address for Jersey. |
Jersey (JE) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Residential Address and Means of Communication |
Use this form to request a change of Communication Means and address for Malta. |
Malta (MT) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Residential Address and Means of Communication |
Use this form to request a change of Communication Means and address for South Africa. |
South Africa (ZA) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Modulo Unico Precontrattuale (MUP) per i Prodotti D’investimento Assicurativi |
Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i Prodotti D’investimento Assicurativi ULU PR 00001 |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
Avenant à la Proposition d’Assurance valant Note d’Information d’un contrat d’assurance-vie individuel libellé en Unités de Compte « Liberté » / Avenant au Contrat « Liberté » |
Liberté annex for non-core residents |
France (FR) | Portability | French (FR) | Liberté | FOS | |
Additional Premium Form |
Use this form for an addition to your policy/contract – Gibraltar |
Gibraltar (GI) | Top Up/Additional Investment | English (EN) | Non Product Specific | FOS | Addition to your Policy |
Additional Premium Form |
Use this form for an addition to your policy/contract – Jersey |
Jersey (JE) | Top Up/Additional Investment | English (EN) | Non Product Specific | FOS | Addition to your Policy |
Switch Authorisation |
Use this form to request a switch of investments on your policy for Norway. |
Norway (NO) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Residential Address and Means of Communication |
Use this form to request a change of Communication Means and address for Cyprus. |
Cyprus (CY) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Residential Address and Means of Communication |
Use this form to request a change of Communication Means and address for Israel. |
Israel (IL) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Ansökan Tilläggspremie / Additional Premium form |
Use this form for an addition to your policy/contract – Sweden |
Sweden (SE) | Top Up/Additional Investment | English (EN), Swedish (SV) | Non Product Specific | FOS | Addition to your Policy |
Modification des caractéristiques principales d’une Unité de Compte constituée par un Fonds d’Assurance Spécialisé existant |
Use this form to request a change to one or more key characteristics of a Specialised Assurance Fund; such as Change of Fund Manager and Custodian Bank. |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Switch Authorisation |
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Finland |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Additional Premium Form |
Use this form for an addition to your policy/contract – Cyprus |
Cyprus (CY) | Top Up/Additional Investment | English (EN) | Non Product Specific | FOS | Addition to your Policy |
Additional Premium Form |
Use this form for an addition to your policy/contract – Malta |
Malta (MT) | Top Up/Additional Investment | English (EN) | Non Product Specific | FOS | Addition to your Policy |
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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Olemassa olevan Sisäisen kohdistetun rahaston tärkeimpien ominaisuuksien muutos / Change of the main characteristics of an existing Internal Dedicated Fund |
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 |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Ändring av huvudsakliga egenskaper för en existerande Intern Dedikerad Fond / Change of the main characteristics of an existing Internal Dedicated Fund |
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 |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Switch Authorisation |
Use this form to authorise the Insurer to perform switches of investments on your policy/contract – Sweden |
Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Lisäsijoituslomake / Additional Premium form |
Use this form for an addition to your policy/contract – Finland |
Finland (FI) | Top Up/Additional Investment | English (EN), Finnish (FI) | Non Product Specific | FOS | Addition to your Policy |
Residenza e Comunicazioni |
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 |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
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 |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Wechsel des Vermittlers |
Use this form to request a change of Intermediary – Germany |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Request for Change of Investment Manager and Investment Strategy |
Use this form to request a change of Investment Manager and Investment Strategy – Turkey |
Turkey (TR) | Operational Forms | English (EN) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
ASUINOSOITE JA VIESTINTÄVÄLINEET / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION |
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 |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Formulário de Alteração dos Meios de Comunicação e Utilização de Assinaturas Electrónicas / 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 |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | 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 |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
BOSTADSADRESS SAMT KOMMUNIKATIONSSÄTT / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION |
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 |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
BOSTEDSADRESSE OG KOMMUNIKASJONSMIDDEL / RESIDENTIAL ADDRESS AND MEANS OF COMMUNICATION |
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 |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Change of Communication Means and Use of Electronic Signatures Form / 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 |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Formulario de cambio de medio de comunicación y uso de firmas electrónicas / 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 |
Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Non Product Specific | FOS | |
WOHNSITZ UND KOMMUNIKATIONSMITTEL |
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 |
Germany (DE) | Operational Forms | German (DE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Declaration as to Loss of Polivy Schedule |
Form to be used to declare the loss of policy documents – Turkey |
Turkey (TR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Αίτηση μερικής εξαγοράς / Partial surrender request |
Use this form to request a withdrawal from your policy/contract – Greece |
Greece (GR) | Surrender/Claim/Withdrawal/Switch | English (EN), Greek (EL) | Non Product Specific | FOS | |
Switch Form (for Multi-Support) |
Use this form to request a switch of investments on your policy/contract – Norway |
Norway (NO) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Αίτηση για παροχή λόγω Θανάτου / Death Claim |
Use this form to initiate a death claim – Greece |
Greece (GR) | Surrender/Claim/Withdrawal/Switch | English (EN), Greek (EL) | Non Product Specific | FOS | |
Αίτηση εξαγοράς / Surrender request |
Use this form to request the surrender of your policy/contract – Greece |
Greece (GR) | Surrender/Claim/Withdrawal/Switch | English (EN), Greek (EL) | Non Product Specific | FOS | |
Formulaire de transmission d’ordre |
Use this form for dealing purposes – France |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Änderung des Anlageprofils |
Use this form to request a switch of investments on your policy/contract – Germany |
Germany (DE) | Surrender/Claim/Withdrawal/Switch | German (DE) | Non Product Specific | FOS | |
Change of Investment Model (Multi-Investment Model) |
Use this form to request a change of Investment Model if you’ve chose a Multi-Investment Model. This form is for the UK market. |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Private Client Portfolio | FOS | |
Edunsaajamääräyksen Muutoslomake / Change of Beneficiary Nomination |
Use this form to request a change of Beneficiary – Finland |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Lisähenkivakuutettu – Vakuutuksenottajan Pyyntö / Additional Life Assured – Policyholder’s Request |
Annex to add additional Life Assureds to the contract/policy |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Solicitud de Rescate Parcial Regular / Regular Withdrawal Request |
Use this form to request a regular withdrawal from your policy/contract – Spain |
Spain (ES) | Surrender/Claim/Withdrawal/Switch | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Prašymas del lešu išemimo / Withdrawal/Surrender Request |
Use this form to request a withdrawal from your policy/contract – Lithuania |
Lithuania (LT) | Surrender/Claim/Withdrawal/Switch | English (EN), Lithuanian (LT) | Non Product Specific | FOS | |
Adreso korespondencijai pasirinkimas / Choice of Correspondence Address |
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 |
Lithuania (LT) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Prašymas del lešu išemimo / Withdrawal/Surrender Request |
Use this form to request the surrender of your policy/contract – Lithuania |
Lithuania (LT) | Surrender/Claim/Withdrawal/Switch | English (EN), Lithuanian (LT) | Non Product Specific | FOS | |
Reikalavimas mirties atveju / Death Claim |
Use this form to initiate a death claim – Lithuania |
Lithuania (LT) | Surrender/Claim/Withdrawal/Switch | English (EN), Lithuanian (LT) | Non Product Specific | FOS | |
Partial surrender request |
Use this form to request a withdrawal from your policy/contract – Finland |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Partial surrender request |
Use this form to request a withdrawal from your policy/contract – Sweden |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Formulário de Troca / Switch form |
Use this form to request a switch of investments on your policy/contract – Portugal |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Dealing Request Form SELL/BUY Orders |
Use this form for dealing purposes – Finland |
Finland (FI) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Surrender Request |
Use this form to request the surrender of your policy/contract – Sweden (English version) |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Formulaire d’Arbitrage automatique |
Use this form to request an automated switch of investments on your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Switch form |
Use this form to request a switch of investments on your policy/contract – Finland (English version) |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Switch form – Capitalisation Contract |
Use this form to request a switch of investments on your Capitalisation policy/contract – Finland (English version) |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Switch form (for Multi-Support) |
Use this form to request a switch of investments on your policy/contract – Sweden |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Surrender request |
Use this form to request the surrender of your policy/contract – Finland |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Partial surrender request / Demande de rachat partiel |
Use this form to request a withdrawal from your policy/contract – Luxembourg |
Luxembourg (LU) | Surrender/Claim/Withdrawal/Switch | English (EN), French (FR) | Non Product Specific | FOS | |
Request for Change of Investment Manager – Norwegian Market |
Use this form to request a change of investment manager and Investment Strategy – Norway |
Norway (NO) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Withdrawal Request |
Use this form to request a withdrawal from your policy/contract – Turkey |
Turkey (TR) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Switch form / Formulaire d’arbitrage |
Use this form to request a switch of investments on your policy/contract – Luxembourg |
Luxembourg (LU) | Surrender/Claim/Withdrawal/Switch | English (EN), French (FR) | Non Product Specific | FOS | |
Surrender Request |
Use this form to request the surrender of your policy/contract – Turkey |
Turkey (TR) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Forex/Forward Request Form |
Use this form for dealing purposes – United Kingdom |
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Withdrawal Request |
Use this form to request a withdrawal from your policy/contract – Cyprus |
Cyprus (CY) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Additional Premium Form / Formulaire de versement de Prime complémentaire |
Use this form for an addition to your policy/contract – Luxembourg |
Luxembourg (LU) | Top Up/Additional Investment | English (EN), French (FR) | Luxembourg Capitalisation Bond, Private Client Portfolio | FOS | Addition to your Policy |
Surrender Request |
Use this form to request the surrender of your policy/contract – Cyprus |
Cyprus (CY) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Surrender request / Demande de rachat total |
Use this form to request the surrender of your policy/contract – Luxembourg |
Luxembourg (LU) | Surrender/Claim/Withdrawal/Switch | English (EN), French (FR) | Non Product Specific | FOS | |
Additional Premium Form |
Use this form for an addition to your policy/contract – Norway |
Norway (NO) | Top Up/Additional Investment | English (EN) | Private Client Portfolio | FOS | Addition to your Policy |
Partial Surrender Request |
Use this form to request a withdrawal from your policy/contract – Norway |
Norway (NO) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Appointment of Broker |
Use this form to request a change of Broker – Turkey |
Turkey (TR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Surrender Request |
Use this form to request the surrender of your policy/contract – Norway |
Norway (NO) | Surrender/Claim/Withdrawal/Switch | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Demande de Rachat Total |
Use this form to request the surrender of your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Demande de Rachat Partiel – MultiSupport |
Use this form to request a withdrawal from your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Richiesta di Modifica della Maggiorazione in caso di Decesso |
Use this form to request a change of life cover – Italy (Branch) |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Aanstelling van Tussenpersoon |
Use this form to request an appointment or change of broker |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Désignation d’Intermédiaire |
Use this form to request an appointment or change of broker |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Request for Change of Custodian Bank |
Use this form to request a change of Custodian Bank – Turkey |
Turkey (TR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Änderung der Laufzeit für bestehende Policen |
Use this form to request a change of term to your policy/contract – Germany |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Übernahme einder bestehenden Police bei Ableben des Versicherungsnehmers |
Use this form to request a transfer of your policy/contract to another policyholder – Germany |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Atto di Variazione del Fondo Interno Dedicato |
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 |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Formulaire de versement de Prime complémentaire |
Use this form for an addition to your policy/contract – France |
France (FR) | Top Up/Additional Investment | French (FR) | Liberté, Liberté Capitalisation | FOS | Addition to your Policy |
Formulaire d’Arbitrage |
Use this form to request a switch of investments on your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | New Policy |
Elección de Dirección de Correspondencia / Choice of Correspondence Address |
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 |
Mexico (MX) | Operational Forms | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Wechsel der Anlagestrategie (Fondsauswahl + Vermögensverwaltung) |
Use this form to request a change of Investment Strategy (Fund Picking) – Germany |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request |
Use this form to request a withdrawal from your Wealth Passport policy/contract – United Kingdom |
United Kingdom (UK), United States (US) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Wechsel des Versicherungsnehmers einer bestehenden Police |
Use this form to request a change of policyholder on an existing policy/contract – Germany |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Wealth Passport – UK Hybrid Policy / Withdrawal/Surrender Request |
Use this form to request the surrender of your Wealth Passport policy/contract – United Kingdom |
United Kingdom (UK), United States (US) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Request for Change of Investment Manager to the Policyholder as Investment Manager |
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Sweden |
Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Request for Change of Investment Manager to the Policyholder as Investment Manager |
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Finland |
Finland (FI) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Request for Change of Investment Manager to the Policyholder as Investment Manager |
Use this form to request a change of Investment Manager to Policyholder as Investment Manager – Norway |
Norway (NO) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Bouppteckningsintyg |
Use this form to initiate a death claim – Sweden |
Sweden (SE) | Operational Forms | Swedish (SV) | Non Product Specific | FOS | |
Choice of Correspondance Address |
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 |
Turkey (TR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Richiesta Cambio Intermediario |
Use this form to request a change of Intermediary – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Dichiarazione di Smarrimento |
Form to be used to declare the loss of policy documents – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Richiesta Cambio Contraente Persona Fisica |
Use this form to request a change of Policyholder – Physical Person – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Richiesta Cambio Contraente Persona Giuridica |
Use this form to request a change of Policyholder – Corporate Entity – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Richiesta di Pagamento della Prestazione in caso di Decesso |
Use this form to initiate a death claim – Italy (Branch and FOS) |
Italy (IT) | Surrender/Claim/Withdrawal/Switch | Italian (IT) | Non Product Specific | FOE FOS | |
Richiesta Cambio Beneficiario |
Use this form to request a change of Beneficiary – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Request for Change of Investment Strategy |
Use this form to request a change of Investment Strategy – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Richiesta di Switch |
Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS) |
Italy (IT) | Surrender/Claim/Withdrawal/Switch | Italian (IT) | Non Product Specific | FOE FOS | |
Richiesta di Versamento Premio Aggiuntivo Italia |
Use this form for an addition to your policy/contract – Italy (Branch and FOS) |
Italy (IT) | Top Up/Additional Investment | Italian (IT) | Private Client Insurance | FOE FOS | Addition to your Policy |
Richiesta Di Riscatto Withdrawal and Surrender Form |
Use this form to request the surrender of your policy/contract – Italy (Branch and FOS) |
Italy (IT) | Surrender/Claim/Withdrawal/Switch | Italian (IT) | Non Product Specific | FOE FOS | |
Requerimento Para Alteração Do Gestor De Investimento / Request for Change of Investment Manager |
Use this form to request a change of Investment Manager – Portugal |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Pedido De Resgate Parcial / Withdrawal Request Form |
Use this form to request a withdrawal from your policy/contract – Portugal |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Formulário De Pedido Do Benefício Por Sobrevivência / Survival Benefit Request Form |
Use this form to initiate a survival benefit request – Portugal |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Pedido De Resgate Total / Surrender Request Form |
Use this form to request the surrender of your policy/contract – Portugal |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Formulário De Pedido Do Benefício Por Morte / Death Benefit Request Form |
Use this form to initiate a death claim – Portugal |
Portugal (PT) | Surrender/Claim/Withdrawal/Switch | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Déclaration de Perte de Documents |
Form to be used to declare the loss of policy documents – Belgium (FOS) – French version |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Dealing Request Form SELL/BUY Orders |
Use this form for dealing purposes – United Kingdom |
France (FR), Italy (IT), Spain (ES), United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Withdrawal/Surrender Request |
Use this form to request the surrender of/withdrawal from your policy/contract – United Kingdom |
United Kingdom (UK) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Formulário De Prémio Adicional / Additional Premium Form |
Use this form for an addition to your policy/contract – Portugal |
Portugal (PT) | Top Up/Additional Investment | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | Addition to your Policy |
Rachat Partiel Programmé |
Use this form to request a regular withdrawal from your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Verklaring van Verlies van Polisdocument |
Form to be used to declare the loss of policy documents – Belgium (FOS) – Dutch version |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Regular Withdrawal Request |
Use this form to request a regular withdrawal from your policy/contract – United Kingdom |
United Kingdom (UK) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Begäran om regelbundna delutbetalningar |
Use this form to request a regular withdrawal from your policy/contract – Sweden |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | Swedish (SV) | Non Product Specific | FOS | |
Request for Change of Custodian Bank |
Use this form to request a change of Custodian Bank |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Formulaire Changement de Banque Dépositaire |
Use this form to request a change of Custodian Bank |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Demande de Changement de Gestionnaire et Stratégie d’Investissement |
Use this form to request a change of Investment Manager and Investment Strategy – France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Request for Change of Investment manager |
Use this form to request a change of Investment Manager – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Dénouement par Décès |
Use this form to initiate a death claim – Belgium (French version) |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Additional Premium Form |
Use this form for an addition to your policy/contract – United Kingdom |
United Kingdom (UK) | Top Up/Additional Investment | English (EN) | Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust | 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 |
Belgium (BE) | Top Up/Additional Investment | French (FR) | Select Client Plan | FOS | Addition to your Policy |
Formulier voor de storting van een bijkomende Premie |
Use this form for an addition to your policy/contract – Belgium (FOS) – Dutch version |
Belgium (BE) | Top Up/Additional Investment | Dutch (NL) | Select Client Plan | FOS | Addition to your Policy |
Impreso para Primas Adicionales |
Use this form for an addition to your policy/contract – Spain |
Spain (ES) | Top Up/Additional Investment | Spanish (ES) | Selecta Link | FOS | Addition to your Policy |
Versicherungsleistung im Todesfall |
Use this form to initiate a death claim – Germany |
Germany (DE) | Surrender/Claim/Withdrawal/Switch | German (DE) | Non Product Specific | FOS | |
Declaracion de Perdida o no Recepcion de un Contrato de Seguro de Vida |
Form to be used to declare the loss of policy documents – Spain |
Spain (ES) | Client Letters/Indemnity/Data Protection | Spanish (ES) | Non Product Specific | FOS | |
Declaration as to Loss of Policy Schedule |
Form to be used to declare the loss of policy documents – Sweden |
Sweden (SE) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Declaration as to Loss of Policy Schedule |
Form to be used to declare the loss of policy documents – Finland |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Declaration as to Loss of Policy Schedule |
Form to be used to declare the loss of policy documents – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Demande de Rachat Total |
Use this form to request the surrender of your policy/contract – Belgium (FOS) – French version |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Demande d’Arbitrage |
Use this form to request a switch of investments on your policy/contract – Belgium (FOS) – Dutch version |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Rahastonvaihtolomake |
Use this form to request a switch of investments on your policy/contract – Finland (Finnish version) |
Finland (FI) | Surrender/Claim/Withdrawal/Switch | Finnish (FI) | Non Product Specific | FOS | |
Demande de Rachat Partiel |
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – French version |
Belgium (BE) | 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 |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Verlusterklärung einer Versicherungspolice |
Form to be used to declare the loss of policy documents – Germany |
Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Verzoek tot Afkoop |
Use this form to request the surrender of your policy/contract – Belgium (FOS) – Dutch version |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Switch Request |
Use this form to request a switch of investments on your policy/contract – United Kingdom |
United Kingdom (UK) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Begäran om full utbetalning |
Use this form to request the surrender of your policy/contract – Sweden (Swedish version) |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | Swedish (SV) | Non Product Specific | FOS | |
Solicitud de Rescate Total |
Use this form to request the surrender of your policy/contract – Spain |
Spain (ES) | Surrender/Claim/Withdrawal/Switch | Spanish (ES) | Non Product Specific | FOS | |
Auftrag zum Rückkauf (Kündigung) |
Use this form to request the surrender of your policy/contract – Germany |
Germany (DE) | Surrender/Claim/Withdrawal/Switch | German (DE) | Non Product Specific | FOS | |
Demande de Rachat Partiel |
Use this form to request a withdrawal from your policy/contract – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Solicitud de Rescate Parcial / Withdrawal request |
Use this form to request a withdrawal from your policy/contract – Spain |
Spain (ES) | Surrender/Claim/Withdrawal/Switch | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Auftrag zum Teilrückkauf (Teilkündigung) |
Use this form to request a withdrawal from your policy/contract – Germany |
Germany (DE) | Surrender/Claim/Withdrawal/Switch | German (DE) | Non Product Specific | FOS | |
Aanvraag tot Gedeeltelijke Afkoop |
Use this form to request a withdrawal from your policy/contract – Belgium (FOS) – Dutch version |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Afkoop na Overlijden |
Use this form to initiate a death claim – Belgium (Dutch version) |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOS | |
Death Claim |
Use this form to initiate a death claim – United Kingdom |
United Kingdom (UK) | Surrender/Claim/Withdrawal/Switch | English (EN) | Non Product Specific | FOS | |
Underrättelse om den försäkrades dödsfall |
Use this form to initiate a death claim – Sweden |
Sweden (SE) | Surrender/Claim/Withdrawal/Switch | Swedish (SV) | Non Product Specific | FOS | |
Dénouement par Décès |
Use this form to initiate a death claim – France |
France (FR) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOS | |
Kuolintapaus / Death Claim |
Use this form to initiate a death claim for the Finnish market.This document is bilingual Finnish and English. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | Surrender or Claim |
Solicitud de Pago de Prestación por Fallecimiento |
Use this form to initiate a death claim – Spain |
Spain (ES) | Surrender/Claim/Withdrawal/Switch | Spanish (ES) | 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 |
Belgium (BE), France (FR) | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
Connect Overview – Customer Guide (Dutch) |
Connect Overview – Customer Guide (Dutch) |
Belgium (BE) | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
Connect Overview – Access Guide (Italian) |
Connect Overview – Access Guide (Italian) |
Italy (IT) | Guides and Supporting Documents | Italian (IT) | Non Product Specific | FOE FOS | |
Notre offre FAS avec notre partenaire Edmond de Rothschild (Europe) Luxembourg |
This document details our FAS offer with our partner Edmond de Rothschild (Europe) Luxembourg |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE FOS | |
Notre offer FAS avec notre partenaire CA Indosuez Wealth Europe |
This document details our FAS offer with our partner CA Indosuez Wealth Europe |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE FOS | |
Connect Overview Client User Guide |
Connect Overview Client User Guide (English) |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOE FOS | |
Notre offre FAS avec notre partenaire Quintet Private Bank |
This document details our FAS offer with our partner Quintet Private Bank |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE FOS | |
Connect Überblick – Nutzerhandbuch für Kunden |
This user gives the client an overview of Connect in German |
Germany (DE) | Guides and Supporting Documents | German (DE) | Non Product Specific | FOE FOS | |
Connect Resumen – Guía del usario para clientes |
This user guide helps to navigate through the Connect Platform and explain functionality – Spanish version |
Spain (ES) | Guides and Supporting Documents | Spanish (ES) | Non Product Specific | FOE FOS | |
How can our flexible multi-currency solution help you? (BFFM version) |
This document explains how our flexible multi-currency solution can help you. |
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOE FOS | |
Connect User Guide Withdrawal |
This Connect user guide shows how to request a withdrawal |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOE FOS | |
Connect User Guide Digital Subscription |
This is a Connect User Guide for digital subscription – French version |
France (FR) | Guides and Supporting Documents | French (FR) | Non Product Specific | FOS | |
Connect User Guide – Additional Payment (German) |
Connect User Guide – Additional Payment (German) |
Germany (DE) | Guides and Supporting Documents | German (DE) | Non Product Specific | FOS | |
Guide d’utilisation Connect Souscription Digitale – Belgique |
This is a Connect User Guide for digital subscription – French version |
Belgium (BE) | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
User Guide Connect Digitale Onderschrijving – België |
This is a Connect User Guide for digital subscription – Dutch version |
Belgium (BE) | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
Connect User Guide – Total Redemption (French) |
Connect User Guide – Total Redemption (French) |
Belgium (BE), France (FR) | Guides and Supporting Documents | French (FR) | Non Product Specific | FOE FOS | |
Connect User Manual – Resolution (German) |
Connect User Manual – Resolution (German) |
Germany (DE) | Guides and Supporting Documents | German (DE) | Non Product Specific | FOE FOS | |
Connect User Guide – Total Rescue (Spanish) |
Connect User Guide – Total Rescue (Spanish) |
Spain (ES) | Guides and Supporting Documents | Spanish (ES) | Non Product Specific | FOE FOS | |
Connect User Guide – Total Redemption (Italian) |
Connect User Guide – Total Redemption (Italian) |
Italy (IT) | Guides and Supporting Documents | Italian (IT) | Non Product Specific | FOE FOS | |
Wealth Passport Sweden |
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | Swedish (SV) | Wealth Passport | FOE FOS | |
Connect Benutzerhandbuch: Teilrückkauf |
This Connect User Guide shows how to request a regular withdrawal |
Germany (DE) | Product Guides/Brochures/Snapshots and Training Materials | German (DE) | Non Product Specific | FOE FOS | |
Connect Guía de uso – Rescate Parcial |
This Connect User Guide shows how to request a withdrawal – in Spanish |
Spain (ES) | Product Guides/Brochures/Snapshots and Training Materials | Spanish (ES) | Non Product Specific | FOE FOS | |
Connect Guida all’uso – Riscatto Parziale |
This Connect User Guide shows how to request a regular withdrawal in Italian |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Non Product Specific | FOE FOS | |
Connect Gebruikershandleiding – Volledige Afkoop |
Connect User Manual – Full Redemption (Dutch) |
Belgium (BE) | Guides and Supporting Documents | Dutch (NL) | Non Product Specific | FOE FOS | |
Wealth Passport Sweden |
This guide helps explain the benefits of the Wealth Passport Sweden product to intermediaries |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Wealth Passport | FOE FOS | |
How Can our Flexible Multi-Currency Solution Help You? (BFWM version) |
This document explains how our flexible multi-currency solution can help you. |
Cyprus (CY), France (FR), Malta (MT), Portugal (PT), Spain (ES), United Kingdom (UK) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOE FOS | |
Connect Dealing Finland |
This guide provides information on how to sign in and use the Connect platform to give dealing instructions |
Finland (FI) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOE FOS | |
Connect User Guide – Surrender (English) |
Connect User Guide – Surrender (English) |
United Kingdom (UK) | Guides and Supporting Documents | English (EN) | Non Product Specific | FOE FOS | |
Connect User guide – Regular Withdrawal |
This Connect User Guide shows how to request a regular withdrawal |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Non Product Specific | FOE FOS | |
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. |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Wealth Passport | FOE FOS | |
Itse sertifiointi / 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. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Private Client Portfolio | FOS | |
Nouvelle Unité de Compte constituée par un Fonds Interne Dédié |
Annex to add additional Internal Dedicated Funds to the contract/policy |
France (FR) | Operational Forms | French (FR) | Private Client Portfolio | FOS | New Policy |
Nouvelle Unité de Compte constituée par un Fonds d’Assurance Spécialisé |
Annex to add additional Specialised Assurance Funds to the contract/policy |
France (FR) | Operational Forms | French (FR) | Private Client Portfolio | FOS | New Policy |
Mandat de réception d’instructions pour un Fonds d’Assurance Spécialisé |
Power of Attorney for the reception of the instructions for the Specialised Assurance Fund – France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Mandat de vérification d’instructions et de réception/ transmission d’ordres pour le Fonds d’Assurance Spécialisé |
Power of Attorney for the verification of the instructions for the Specialised Assurance Fund – France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Non Product Specific | FOS | New Policy |
Automatiskt Utbyte av Information Självcertifieringsformulär / Automatic Exchange of Information Self-Certification (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. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Private Client Portfolio | FOS | |
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (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. |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Automaattinen Tietojenvaihto – Itsesertifiointi / Automatic Exchange of Information – Self-Certification (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. |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Private Client Portfolio | FOS | |
Självcertifiering / Self-Certification (FATCA) |
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. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
FOR NON-TIED AGENTS – Documento de datos / Fact find Versión Agente Vinculado / Non-tied agents version |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Spain (ES) | Fact Find | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
FOR NON-TIED AGENTS – Documento de datos / Fact find – Compañía/Company – Versión Agente Vinculado / Non-tied Agent version |
Fact Find for NON-TIED AGENTS for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. |
Spain (ES) | Fact Find | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société agissant au nom du Bénéficiaire effectif (Société civile) |
Fact Find for INTERMEDIARIES for the French market; dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market |
France (FR) | Fact Find | French (FR) | Liberté, Liberté Capitalisation | FOS | New Business Pack |
Power of Attorney / Procuration – Luxembourg Capitalisation Bond |
Power of Attorney for the Investment Advisor – Luxembourg – Capitalisation Bond |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Regolamento del Fondo Interno Dedicato |
Rules for Internal Dedicated Fund – Italy |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | New Policy |
FOR INTERMEDIARIES – Fact find – Intermediary / Trust |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market |
Cyprus (CY) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Private Client Portfolio – Annex relating to the Buy & Hold management of the Specialised Assurance Funds / Annexe relative à la gestion Buy & Hold des Fonds d’Assurance Spécialisés |
Annex to the Private Client Portfolio for Specialised Assurance Fund Buy and Hold |
Luxembourg (LU) | Investment literature/Strategies | English (EN), French (FR) | Private Client Portfolio | FOS | |
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Jersey (JE) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Company |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Jersey (JE) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary / Trust |
Fact Find for INTERMEDIARIES for the Jersey market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market |
Jersey (JE) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Malta (MT) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Company |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Malta (MT) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Trust |
Fact Find for INTERMEDIARIES for the Maltese market; dedicated to TRUSTS subscribing. To be used in combination with the new business application forms for this market |
Malta (MT) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Individual |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Cyprus (CY) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find – Intermediary version / Company |
Fact Find for INTERMEDIARIES for the Cypriot market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Cyprus (CY) | Fact Find | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Automaattinen Tietojenvaihto – Kontrollovia Henkilöitä Koskeva Todistuslomake (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. |
Finland (FI) | Operational Forms | Finnish (FI) | Non Product Specific | FOS | |
Automatisert Utveksling av Informasjon – Egenerklæringsskjema for kontrollende personer (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. |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Echange Automatique de Renseignements Formulaire d’Autocertification (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. |
France (FR) | Operational Forms | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
Esitietolomake / Fact find – Asiamiehille / Agent version – Yksityishenkilö/Natural Person |
Fact Find for AGENTS for the Finnish market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Finland (FI) | Fact Find | English (EN), Finnish (FI) | Private Client Portfolio | FOS | New Business Pack |
FOR NON-EXCLUSIVE AGENTS – Esitietolomake / Fact find – Asiamiehille / Agent version – Yritykselle/Company |
Fact Find for NON-EXCLUSIVE AGENTS for the Finnish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. |
Finland (FI) | Fact Find | English (EN), Finnish (FI) | Capitalisation Bond | FOS | New Business Pack |
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. |
Belgium (BE), Luxembourg (LU) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für beherrschende 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 controlling persons. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | 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. |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Troca Automática de Informações – Formulário de Autocertificação para pessoas que exercem o controlo (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. |
Portugal (PT) | Operational Forms | Portuguese (PT) | Non Product Specific | FOS | |
Automatiskt Utbyte av Information Självcertifieringsformulär för Person med bestämmande inflytande / 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. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Private Client Portfolio | FOS | New Policy |
Automaattinen Tietojenvaihto – Yksiköitä Koskeva Todistuslomake (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. |
Finland (FI) | Operational Forms | Finnish (FI) | Private Client Portfolio | FOS | |
Automatisert Utveksling av Informasjon Egenerklæringsskjema / Automatic Exchange of Information Self-Certification (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. |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Echange Automatique de Renseignements Formulaire d’Autocertification |
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. |
France (FR) | Operational Forms | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (FOS) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | |
Intercambio Automático de Información – Formulario de Declaración para personas de control (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. |
Mexico (MX), Peru (PE), Spain (ES) | Operational Forms | Spanish (ES) | 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. |
Belgium (BE), Luxembourg (LU) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Automatischer Austausch von Informationen – Formular zur Selbstauskunft für rechtsträger (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. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
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. |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Troca Automática de Informações – Formulário de Autocertificação para entidades (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. |
Portugal (PT) | Operational Forms | Portuguese (PT) | Non Product Specific | FOS | |
Automatiskt Utbyte av Information Självcertifieringsformulär för Enheter / 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. |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Private Client Portfolio | 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. |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Troca Automática de Informações – Formulário de Autocertificação para pessoas singulares (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. |
Portugal (PT) | Operational Forms | Portuguese (PT) | Non Product Specific | FOS | |
Echange Automatique de Renseignements Formulaire d’Autocertification (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. |
France (FR) | Operational Forms | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (FOS) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | |
Intercambio Automático de Información – Formulario de Declaración para entidades (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. |
Mexico (MX), Peru (PE), Spain (ES) | Operational Forms | Spanish (ES) | Non Product Specific | FOS | |
Verklaring van de maten van een burgerlijke maatschap als Verzekeringnemer |
Declaration of the partners of a civil partnership as policyholder |
Belgium (BE) | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (FOS) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | |
Intercambio Automático de Información – Formulario de Declaración para personas físicas (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. |
Mexico (MX), Peru (PE), Spain (ES) | Operational Forms | Spanish (ES) | 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. |
Belgium (BE), Luxembourg (LU) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Automatischer Austausch von Informationen – Formular zur Selbstauskunft Für Natürliche 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. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Corporate Select Plan – Conditions Générales |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – French version |
Belgium (BE) | Policy Conditions | French (FR) | Corporate Select Plan | FOS | New Business Pack |
Corporate Select Plan – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (FOS) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Corporate Select Plan | FOS | New Business Pack |
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 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Select Client Plan | FOS | New Policy |
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Coletiva/Company |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Portugal (PT) | Fact Find | English (EN), Portuguese (PT) | Private Client Portfolio | 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 |
Belgium (BE) | Fact Find | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Application Form | 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 |
Belgium (BE) | Application Form | Dutch (NL) | Corporate Select Plan | FOS | New Business Pack |
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version |
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Norway (NO) | Fact Find | English (EN), Norwegian (NO) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Informasjonsinnhenting skjema / Fact findForsikringsformidler / Intermediary version |
Fact Find for INTERMEDIARIES for the Norwegian market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Norway (NO) | Fact Find | Norwegian (NO), Swedish (SV) | Private Client Portfolio | FOS | New Business Pack |
Ficha informativa / Fact find – Agentes / Agents – Pessoa Singular/Natural Person |
Fact Find for AGENTS for the Portuguese market; dedicated to NATURAL PERSONS subscribing. To be used in combination with the new business application form for this market. |
Portugal (PT) | Fact Find | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Ficha informativa / Fact find – Versão do Mediador de Seguros / Intermediary version – Pessoa Singular/Individual |
Fact Find for INTERMEDIARIES for the Portuguese market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Portugal (PT) | Fact Find | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | New Business Pack |
FOR NON-EXCLUSIVE AGENTS – Ficha informativa / Fact find – Distribução Direta/Agentes / Direct Distribution/Agents – Pessoa Coletiva/Company |
Fact Find for Non-Exclusive AGENTS for the Portuguese market; dedicated to ENTITIES subscribing. To be used in combination with the new business application form for this market. |
Portugal (PT) | Fact Find | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Compañía/Company |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. |
Spain (ES) | Fact Find | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Personne physique |
Fact Find for INTERMEDIARIES for the French market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
France (FR) | Fact Find | French (FR) | Liberté, Liberté Capitalisation | FOS | New Business Pack |
FOR INTERMEDIARIES – Document d’entrée en relation – Version pour l’Intermédiaire / Société détenue directement ou indirectement par le Bénéficiaire effectif |
Fact Find for INTERMEDIARIES for the French market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
France (FR) | Fact Find | French (FR) | Liberté, Liberté Capitalisation | FOS | New Business Pack |
FOR INTERMEDIARIES – Kundfakta / Fact find Version för mäklare / Intermediary version |
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Sweden (SE) | Fact Find | English (EN), Swedish (SV) | Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Kundfakta / Fact findVersion för mäklare / Intermediary version |
Fact Find for INTERMEDIARIES for the Swedish market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Sweden (SE) | Fact Find | English (EN), Swedish (SV) | Private Client Portfolio | FOS | New Business Pack |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Jersey (JE) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
ΠΑΡΆΡΤΗΜΑ: ΕΠΕΝΔΥΤΙΚΟΊ ΚΑΝΌΝΕΣ ΓΙΑ ΕΣΩΤΕΡΙΚΆ ΚΕΦΆΛΑΙΑ |
Table of Luxembourg Investment Rules |
Greece (GR) | Investment literature/Strategies | Greek (EL) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Lithuania (LT) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Bare Trust – Private Client Portfolio |
Bare Trust form for the Private Client Portfolio product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Private Client Portfolio | FOS | New Policy |
FOR INTERMEDIARIES – Documento de datos / Fact find – Versión Intermediario / Intermediary version – Persona física/Individual |
Fact Find for INTERMEDIARIES for the Spanish market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Spain (ES) | Fact Find | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
FOR INTERMEDIARIES – Fact find (Company)/ Document d’entrée en relation (Société)- Intermediary version / Version pour l’Intermédiaire |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market |
Luxembourg (LU) | Fact Find | English (EN), French (FR) | Capitalisation Bond, Private Client Portfolio | FOS | New Business Pack |
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. |
United Kingdom (UK) | Fact Find | English (EN) | Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust | FOS | New Business Pack |
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 |
United Kingdom (UK) | Fact Find | English (EN) | Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust | FOS | New Business Pack |
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 |
United Kingdom (UK) | Fact Find | English (EN) | Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust | FOS | New Business Pack |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Gibraltar (GI) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Fact Find | Dutch (NL) | Select Client 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 |
Belgium (BE) | 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 |
Belgium (BE) | Fact Find | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
Avenant au contrat de capitalisation |
“Prise de date” annex to the Liberté Capitalisation product – France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Change of Client Role |
Change of Client Role form |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
FOR INTERMEDIARIES – Fact find (Individual)/ Document d’entrée en relation (Individu)- Intermediary version / Version pour l’Intermédiaire |
Fact Find for INTERMEDIARIES for the Luxembourg market; dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Luxembourg (LU) | Fact Find | English (EN), French (FR) | Capitalisation Bond, Private Client Portfolio | FOS | New Business Pack |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica |
Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Israel (IL) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Malta (MT) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Cyprus (CY) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Appendix: Reglas de inversión para fondos internos / Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Spain (ES) | Investment literature/Strategies | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Avenant au contrat d’assurance-vie |
“Prise de date” annex to the Liberté product – France |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | New Policy |
Règles d’investissement pour les Fonds Internes et Externes |
Table of Luxembourg Investment Rules – Liberté Capitalisation – France |
France (FR) | Investment literature/Strategies | French (FR) | Liberté Capitalisation | FOS | New Policy |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
South Africa (ZA) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Turkey (TR) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Règles d’investissement pour les Fonds Internes et Externes (15/3) |
Table of Luxembourg Investment Rules |
Luxembourg (LU) | Investment literature/Strategies | English (EN), French (FR) | Non Product Specific | FOS | |
Investavimo Profilis (Nuokrypis) / Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Lithuania (LT) | Investment literature/Strategies | English (EN), Lithuanian (LT) | Non Product Specific | FOS | |
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats |
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté product – France |
France (FR) | Operational Forms | French (FR) | Liberté | FOS | Addition to your Policy |
Unité de Compte du Contrat constituée par un Fonds Interne Dédié lié à plusieurs Contrats |
Annex to add additional Internal Dedicated Funds to a multi-contract/policy on the Liberté Capitalisation product – France |
France (FR) | Operational Forms | French (FR) | Liberté Capitalisation | FOS | Addition to your Policy |
Select Client Plan – Caractéristiques principales du (family shared) Fonds interne dédié |
Annex to add additional Family Shared Internal Dedicated Funds to the contract/policy |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Appendix: Investment Rules for Internal Funds / Vedlegg: Investeringsregler for interne fond |
Table of Luxembourg Investment Rules |
Norway (NO) | Investment literature/Strategies | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds |
Table of Luxembourg Investment Rules |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Règles d’investissement pour fonds internes – Belgique |
Table of Luxembourg Investment Rules |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen |
Table of Luxembourg Investment Rules |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Investment Rules for Internal Funds / Regras de Investimento |
Table of Luxembourg Investment Rules |
Portugal (PT) | Investment literature/Strategies | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Select Client Plan – Bijlage: lijst van beschikbare Externe Fondsen |
This form shows the list of available external funds for the Select Client Plan product |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Select Client Plan | FOS | New Business Pack |
Select Client Plan – België – Bijlage: lijst van beschikbare Interne Collectieve Fondsen |
Internal Collective Funds list – Belgium |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Select Client Plan | FOS | New Policy |
Select Client Plan (Multi-Support) – Fonds Interne Dédié additionnel |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Belgium (BE) | Operational Forms | French (FR) | Select Client Plan | FOS | New Policy |
Règles d’investissement pour les Fonds Internes et Externes |
Table of Luxembourg Investment Rules |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Regole di investimento per Fondi Interni |
Table of Luxembourg Investment Rules |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOS | |
Επενδυτικό Προφίλ (Απόκλιση) / Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Greece (GR) | Investment literature/Strategies | English (EN), Greek (EL) | Non Product Specific | FOS | |
Select Client Plan – Annexe : liste des Fonds Externes disponibles |
This form shows the list of available external funds for the Select Client Plan product |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Select Client Plan | FOS | |
Private Client Portfolio – List of Available Internal Collective Funds |
Liste over tilgjenelige Interne Kollektive Fond / List of available Internal Collective Funds |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Private Client Portfolio | FOS | |
Solicitação de Estatuto de Cliente Profissional / Request for Professional Client Status |
Request for Professional Client Status |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Choice of Law form |
Choice of law for the French market (Englishh version) |
France (FR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Capitalisation Bond – Tuoteominaisuudet / Product Features |
These are the Product Features related to the Capitalisation Bond product – Finland |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | English (EN), Finnish (FI) | Private Client Portfolio | FOS | New Policy |
Assicurazione a vita intera caso morte – IPID (versione 3134) |
This is the precontractual information document related to the Italian Wealth Passport product – Italy (FOS) |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Wealth Passport | FOS | New Policy |
Private Client Insurance – Condizioni Generali (versione 3134) |
Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (FOS) |
Italy (IT), United States (US) | Policy Conditions | Italian (IT) | Wealth Passport | FOS | New Business Pack |
Change of Client Information |
Change of Client Information form |
ASIA | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Private Client Insurance – Condizioni Contrattuali – Multi-Custody Italia |
Stand-alone version of General Conditions for the Private Client Insurance product – Italy (FOS) |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
Capitalisation Bond – Liite: Sisäisten yhteisrahastojen luettelo / Appendix: list of available Internal Collective Funds |
List of available Internal Collective Funds for the Private Client Portfolio product – Finland |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Documento Informativo Precontrattuale (DIP) – PRIVATE CLIENT INSURANCE (Versione 2448) |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOS) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOS | New Policy |
Absolute/Bare Trust |
Absolute Bare Trust form for the Private Client Portfolio product – United Kingdom |
United Kingdom (UK) | Trust Literature | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Appendix: Investment Rules for Internal Funds – Capitalisation contract |
Table of Luxembourg Investment Rules – Capitalisation Bond – Finland |
Finland (FI) | Investment literature/Strategies | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Vaatimus Asiakasluokan alentamisesta – Demand for Client Category Downgrade |
Use this form to request a downgrade of your investment category |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Pyyntö Asiakasluokan korottamisesta / Request for Client Category Upgrade |
Use this form to request a upgrade of your investment category |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Change of Client Information |
Use this form to request a change of Client information |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Uusi Erityisvakuutusrahasto / New Specialised Assurance Fund |
Annex to add additional Specialised Assurance Funds to the contract/policy |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Private Client Portfolio | FOS | New Policy |
Zertifikat zur Steuerkonformität – CapBond Germany |
Stand-alone Tax Compliance Certification form – Germany – Capitalisation Bond product |
Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Investitionsprofil und Eignungsbeurteilung – CapBond Germany |
Use this form to request a deviation from your investment profile – Capitalisation Bond – Germany |
Germany (DE) | Investment literature/Strategies | German (DE) | Non Product Specific | FOS | Addition to your Policy |
Anexo “Wealth Preservation Life Cover” – México – No Fumador |
Annex containing the features for a Wealth Preservation Life Cover |
Mexico (MX) | Application Form | Spanish (ES) | Life Plan | FOS | New Business Pack |
Declaration with regard to Personal Data Protection |
Privacy Notice – English version – United Kingdom |
United Kingdom (UK) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Appendix: Investment Rules for Internal Funds – Life assurance policy |
Table of Luxembourg Investment Rules |
Finland (FI) | Investment literature/Strategies | English (EN), Finnish (FI) | Non Product Specific | FOS | |
PCP -Additional Specialised Assurance Fund Annex |
Use this form to add additional SAFs to the Policy |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | New Business Pack |
Demande de Statut de Client Professionnel / Request for Professional Client Status |
Request for Professional Client Status |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOS | |
Beneficiary Nomination |
Annex to the application form for beneficiary nomination |
South Africa (ZA) | Operational Forms | English (EN) | Private Client Portfolio | FOS | Making a change to your policy |
Choice Of Law |
Use this form to perform a choice of law |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Private Client Portfolio – Additional IDF / FID supplémentaire |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Luxembourg (LU) | Operational Forms | French (FR) | Private Client Portfolio | FOS | New Policy |
Private Client Portfolio – Additional SAF / FAS supplémentaire |
Annex to add additional Specialised Assurance Funds to the contract/policy |
Luxembourg (LU) | Operational Forms | French (FR) | Private Client Portfolio | FOS | New Policy |
Request for Investment Category Upgrade / Demande de classement dans une catégorie d’investissement supérieure |
Use this form to request a upgrade of your investment category |
Luxembourg (LU) | Investment literature/Strategies | English (EN), French (FR) | Non Product Specific | FOS | |
Power of Attorney / Procuration (Adviser) |
Power of Attorney for the Investment Advisor – Luxembourg |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Portugal – Additional Internal Dedicated Fund Annex |
Use this form to add additional IDFs to the Policy |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | New Business Pack |
Schedule of Additional Administrative Charges |
Annex showing the activity-based charging grid |
Norway (NO) | Commission Documents/Fees & Charges Literature and Illustrations | English (EN) | Non Product Specific | FOS | |
Schedule of Additional Administrative Charges |
Annex showing the activity-based charging grid |
Sweden (SE) | Commission Documents/Fees & Charges Literature and Illustrations | English (EN) | Non Product Specific | FOS | |
Schedule of Additional Administrative Charges / Aperçu des frais administratifs additionnels |
Annex showing the activity-based charging grid |
Luxembourg (LU) | Commission Documents/Fees & Charges Literature and Illustrations | English (EN), French (FR) | Non Product Specific | FOS | |
Tarifário de transações |
Annex showing the activity-based charging grid |
Portugal (PT) | Commission Documents/Fees & Charges Literature and Illustrations | Portuguese (PT) | Non Product Specific | FOS | |
Costi amministrativi addizionali |
Annex showing the activity-based charging grid |
Italy (IT) | Commission Documents/Fees & Charges Literature and Illustrations | Italian (IT) | Non Product Specific | FOE FOS | |
Overzicht van bijkomende administratieve vergoedingen |
Annex showing the activity-based charging grid |
Belgium (BE) | 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 |
Belgium (BE) | Commission Documents/Fees & Charges Literature and Illustrations | French (FR) | Non Product Specific | FOS | |
Détails des Frais de transaction |
Annex showing the activity-based charging grid |
France (FR) | Commission Documents/Fees & Charges Literature and Illustrations | French (FR) | Non Product Specific | FOS | |
Schedule of Additional Administrative Charges |
Annex showing the activity-based charging grid |
Turkey (TR) | Commission Documents/Fees & Charges Literature and Illustrations | English (EN) | Non Product Specific | FOS | |
Listado de costes administrativos adicionales |
Annex showing the activity-based charging grid |
Spain (ES) | Commission Documents/Fees & Charges Literature and Illustrations | Spanish (ES) | Non Product Specific | FOS | |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Turkey (TR) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Anexo “Wealth Preservation Life Cover” – Selecta Link |
Wealth Preservation Life Cover annex to the Selecta Link application form for Spain |
Spain (ES) | Application Form | Spanish (ES) | Non Product Specific | FOS | New Business Pack |
Schedule of Additional Administrative Charges |
Annex showing the activity-based charging grid |
United Kingdom (UK) | Commission Documents/Fees & Charges Literature and Illustrations | English (EN) | Non Product Specific | FOS | |
Einzelheiten zu Einmalgebühren für bestimmte Vorgänge |
Annex showing the activity-based charging grid |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Italian Wealth Passport – Modulo di Proposta (versione N° 3134) |
New business application form for the Italian Wealth Passport product – Italy/US |
Italy (IT), United States (US) | Application Form | Italian (IT) | Wealth Passport | FOS | New Business Pack |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Jersey (JE) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Malta (MT) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Perfil de Investimento (Desvio) / Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Portugal (PT) | Investment literature/Strategies | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Perfil de Inversión (Desviación) / Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Spain (ES) | Investment literature/Strategies | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Investeringsprofil (Avvikelse) |
Use this form to request a deviation from your investment profile |
Sweden (SE) | Investment literature/Strategies | Swedish (SV) | Non Product Specific | FOS | |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Cyprus (CY) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Sijoitusprofiili (Poikkeama) |
Use this form to request a deviation from your investment profile |
Finland (FI) | Investment literature/Strategies | Finnish (FI) | Non Product Specific | FOS | |
Profil d’Investissement (Déviation) |
Use this form to request a deviation from your investment profile |
France (FR) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Gibraltar (GI) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
Israel (IL) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Profilo di rischio e Questionario di adeguatezza |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Private Client Insurance, Wealth Passport | FOE FOS | Addition to your Policy |
Investment Profile and Suitability |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Jersey (JE) | Investment literature/Strategies | English (EN) | Private Client Portfolio | FOS | Addition to your Policy |
Investment Profile and Suitability |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Malta (MT) | Investment literature/Strategies | English (EN) | Private Client Portfolio | FOS | Addition to your Policy |
Perfil de inversión y análisis de idoneidad / Investment Profile and Suitability Assesment |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Spain (ES) | Investment literature/Strategies | English (EN), Spanish (ES) | Selecta Link | FOS | Addition to your Policy |
Investeringsprofil och lämplighetsbedömning / Investment Profile and Suitability Assessment |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Private Client Portfolio | FOS | Addition to your Policy |
Investment Profile and Suitability |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Cyprus (CY) | Investment literature/Strategies | English (EN) | Private Client Portfolio | FOS | Addition to your Policy |
Sijoitusprofiili ja soveltuvuusarviointi / Investment Profile and Suitability Assessment |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Finland (FI) | Investment literature/Strategies | English (EN), Finnish (FI) | Private Client Portfolio | FOS | Addition to your 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 |
France (FR) | Investment literature/Strategies | French (FR) | Liberté | FOS | Addition to your Policy |
Investitionsprofil und Eignungsbeurteilung |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Germany (DE) | Investment literature/Strategies | German (DE) | Non Product Specific | FOS | Addition to your Policy |
Investment Profile |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Gibraltar (GI) | Investment literature/Strategies | English (EN) | Private Client Portfolio, Private Client Wealth Management Portfolio | FOS | Addition to your Policy |
Cuestionario Financiero Confidencial |
Confidential Financial Questionnaire – Latin America |
Mexico (MX), Spain (ES) | Underwriting guides/questionnaires/brochures | Spanish (ES) | Non Product Specific | FOS | |
Investment Profile and Suitability |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Accumulation & Maintenance Plan, Private Client Portfolio, Wealth Preservation Trust | FOS | Addition to your Policy |
Investment Profile (Deviation) |
Use this form to request a deviation from your investment profile |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Investment Profile and Suitability Assessment / 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 |
Luxembourg (LU) | Investment literature/Strategies | English (EN), French (FR) | Luxembourg Capitalisation Bond, Private Client Portfolio | FOS | Addition to your Policy |
Investment Profile (Deviation) / Profil d’Investissement (Déviation) |
Use this form to request a deviation from your investment profile |
Luxembourg (LU) | Investment literature/Strategies | English (EN), French (FR) | Non Product Specific | FOS | |
Information Disclosure Agreement |
Information Disclosure Agreement |
Turkey (TR) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Information Disclosure Agreement |
Information Disclosure Agreement |
United Kingdom (UK) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Information Disclosure Agreement |
Information Disclosure Agreement |
Cyprus (CY) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Change Request to Fund Selection |
Use this form to request a change to the Fund Selection – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Private Client Portfolio | FOS | Addition to your Policy, New Policy |
Anexo Modalidad Activo Fijo (Spain) |
Spanish Investment Strategy form for fixed assets. |
Spain (ES) | Investment literature/Strategies | Spanish (ES) | Selecta Link | FOS | |
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | English (EN), French (FR) | Non Product Specific | FOS | |
INFORMASJONSAVTALE / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Norway (NO) | Client Letters/Indemnity/Data Protection | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
ACORDO DE DIVULGAÇÃO DE INFORMAÇÃO / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Portugal (PT) | Client Letters/Indemnity/Data Protection | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
ACUERDO DE REVELACIÓN DE INFORMACIÓN / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Spain (ES) | Client Letters/Indemnity/Data Protection | English (EN), Spanish (ES) | Non Product Specific | FOS | |
INFORMATIONSUTLÄMNINGSAVTAL / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Sweden (SE) | Client Letters/Indemnity/Data Protection | English (EN), Swedish (SV) | Non Product Specific | FOS | |
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
TIETOJEN LUOVUTUSSOPIMUS / INFORMATION DISCLOSURE AGREEMENT |
Information Disclosure Agreement |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
France (FR) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI |
Information Disclosure Agreement |
Italy (IT) | Client Letters/Indemnity/Data Protection | Italian (IT) | Non Product Specific | FOE FOS | |
INFORMATION DISCLOSURE AGREEMENT / ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Avenant au contrat d’assurance-vie – Acceptation du bénéfice |
Annex to the application form for beneficiary acceptance |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Contrat de Capitalisation «Liberté Capitalisation» – Annexe au Projet de Contrat valant Note d’Information d’un contrat individuel de capitalisation nominatif à versements et rachats libres, exprimé en Unités de Compte « Liberté Capitalisation » |
This form shows the list of available external funds for the Liberté Capitalisation product |
France (FR) | Investment literature/Strategies | French (FR) | Liberté Capitalisation | FOS | New Business Pack |
Perfil de Investimento e avaliação de adequação / Investment Profile and Suitability Assessment |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Portugal (PT) | Investment literature/Strategies | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | Addition to your Policy |
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE |
Information Disclosure Agreement |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Private Client Portfolio – General Conditions |
Stand-alone version of General Conditions for the Private Client Portfolio product – Malta |
Malta (MT) | Policy Conditions | English (EN) | Non Product Specific | FOS | |
Declaration de statut de « Non-U.S. Person » (Multi-Support) |
Use this form to declare a status of “Non-U.S. Person” |
France (FR) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging |
Annex to the application form for beneficiary acceptance |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Investment Strategy |
Use this form to define your investment strategy (generic version) |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Request for Change of Life Cover |
Use this form to request a change of life cover |
Finland (FI) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Request for Professional Client Status |
Request for Professional Client Status |
Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Malta |
Malta (MT) | Application Form | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Private Client Portfolio – Product Features |
These are the Product Features related to the Private Client Portfolio product – Malta |
Malta (MT) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Client Portfolio | FOS | New Policy |
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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Automatic Exchange of Information – Self-Certification Form for Trust (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 Trusts. |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Intercambio Automático de Información – Formulario de Declaración para Fideicomisos (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 Trusts. |
Mexico (MX), Spain (ES) | Operational Forms | Spanish (ES) | Non Product Specific | FOS | |
Selecta Link – Anexo para Solicitudes de Seguro Societarias / Addendum to the Application Form for Corporate Entities |
New business application form for the Selecta Link product – Spain. Addendum dedicated to Corporate subscriptions |
Spain (ES) | Application Form | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
Addendum to Life Assurance Policy (PPB Addendum) – Discretionary Mandates |
Addendum to the Personalised Portfolio Bond – Luxembourg |
Luxembourg (LU), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
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 |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Wealth Passport | FOS | New Policy |
Benennung von Begünstigten für bestehende Policen |
Use this form to nominate beneficiaries |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Benennung von unwiderruflichen Begünstigten für bestehende Policen |
Use this form to nominate irrevocable beneficiaries |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Liberté – Annexe – Caractéristiques principales de toute Unité de Compte constituée par un Fonds externe – Multi-Support |
This form shows the list of available external funds for the Liberté product |
France (FR) | Investment literature/Strategies | French (FR) | Liberté | FOS | New Business Pack |
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 |
Belgium (BE) | Operational Forms | Dutch (NL) | 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. |
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Jersey (JE), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) | 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. |
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Luxembourg (LU), Malta (MT), Mexico (MX), Norway (NO), Peru (PE), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) | Operational Forms | English (EN) | 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. |
ASIA, Belgium (BE), Cyprus (CY), Finland (FI), France (FR), Germany (DE), Gibraltar (GI), Israel (IL), Luxembourg (LU), Mexico (MX), Norway (NO), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Choix de la Loi Applicable / Choice of Law – Capitalisation Contract |
Use this form to perform a choice of law |
France (FR) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Wealth Passport – UK Hybrid Policy. Private Placement Memorandum |
New business application form for the US Wealth Passport product – UK Hybrid Policy. Private Placement Memorandum |
United Kingdom (UK), United States (US) | Application Form | English (EN) | Wealth Passport | FOS | New Business Pack |
Liberté – Multi-Support |
New business application form for the «Liberté» product – France |
France (FR) | Application Form | French (FR) | Liberté | FOS | New Business Pack |
Liberté – Conditions Générales – Multi-Support |
Stand-alone version of General Conditions for the «Liberté» product – France |
France (FR) | Policy Conditions | French (FR) | Liberté | FOS | New Business Pack |
Choice of Law (Non-Residents) |
Use this form to perform a choice of law |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Private Client Insurance – Lista dei Fondi Esterni |
External Collective Funds list – Italy |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Private Client Insurance | FOE | |
Addendum to Life Assurance Policy (PPB Addendum) |
Addendum to the Personalised Portfolio Bond – Portugal |
Portugal (PT), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Verzoek om een hogere investeringscategorie |
Use this form to request a upgrade of your investment category |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Forespørsel om oppgradering av forsikringstakers investeringskategori / Request for Policyholder Category Upgrade |
Use this form to request a upgrade of your investment category |
Norway (NO) | Investment literature/Strategies | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Pedido de subida de categoria de investimento / Request for Investment Category Upgrade |
Use this form to request a upgrade of your investment category |
Portugal (PT) | Investment literature/Strategies | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Begäran om uppgradering av investeringskategori / Request for Investment Category Upgrade |
Use this form to request a upgrade of your investment category |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Non Product Specific | FOS | |
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 |
United Kingdom (UK), United States (US) | Application Form | English (EN) | Wealth Passport | FOS | New Business Pack |
Solicitud de mejora de la categoría de inversión / Request for Investment Category Upgrade |
Use this form to request a upgrade of your investment category |
Spain (ES) | Investment literature/Strategies | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Pyyntö vakuutuksenottajaluokan korottamisesta / Request for Policyholder Category Upgrade |
Use this form to request a upgrade of your investment category |
Finland (FI) | Investment literature/Strategies | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Demande de classement dans une catégorie d’investissement supérieure |
Use this form to request a upgrade of your investment category |
France (FR) | Investment literature/Strategies | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
Demande de classement dans une catégorie d’investissement supérieure |
Use this form to request a upgrade of your investment category |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Domanda di innalzamento della categoria di investimento (FOS) |
Use this form to request a upgrade of your investment category |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOS | |
Domanda di retrocessione della categoria di investimento (FOS) |
Use this form to request a downgrade of your investment category |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOS | |
Verzoek om een lagere investeringscategorie |
Use this form to request a downgrade of your investment category |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Krav om nedgradering av forsikringstakers investeringskategori / Demand for Policyholder Category Downgrade |
Use this form to request a downgrade of your investment category |
Norway (NO) | Investment literature/Strategies | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Pedido de redução de categoria de investimento / Demand for Investment Category Downgrade |
Use this form to request a downgrade of your investment category |
Portugal (PT) | Investment literature/Strategies | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Begäran om nedgradering av investeringskategori / Demand for Investment Category Downgrade |
Use this form to request a downgrade of your investment category |
Sweden (SE) | Investment literature/Strategies | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Demand for Investment Category Downgrade |
Use this form to request a downgrade of your investment category |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
Solicitud de rebaja de la categoría de inversión / Demand for Investment Category Downgrade |
Use this form to request a downgrade of your investment category |
Spain (ES) | Investment literature/Strategies | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Vaatimus vakuutuksenottajaluokan alentamisesta / Demand for Policyholder Category Downgrade |
Use this form to request a downgrade of your investment category |
Finland (FI) | Investment literature/Strategies | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Demande de classement dans une catégorie d’investissement inférieure |
Use this form to request a downgrade of your investment category |
France (FR) | Investment literature/Strategies | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
Demande de classement dans une catégorie d’investissement inférieure |
Use this form to request a downgrade of your investment category |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Addendum |
Portability addendum – UK market |
United Kingdom (UK) | Portability | English (EN) | Non Product Specific | FOS | Making a change to your policy |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Jersey |
Jersey (JE) | Application Form | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Private Client Portfolio – Product Features |
These are the Product Features related to the Private Client Portfolio product – Jersey |
Jersey (JE) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Client Portfolio | FOS | New Policy |
Private Client Portfolio – General Conditions |
Stand-alone version of General Conditions for the Private Client Portfolio product – Jersey |
Jersey (JE) | Policy Conditions | English (EN) | Non Product Specific | FOS | |
Request for Investment Category Upgrade |
Use this form to request a upgrade of your investment category |
United Kingdom (UK) | Investment literature/Strategies | English (EN) | Non Product Specific | FOS | |
The Private Client Portfolio |
New business application form for the Private Client Portfolio product – Cyprus |
Cyprus (CY) | Application Form | English (EN) | Private Client Portfolio | FOS | New Business Pack |
The Private Client Portfolio – General Conditions |
Stand-alone version of General Conditions for the Private Client Portfolio product – Cyprus |
Cyprus (CY) | Policy Conditions | English (EN) | Private Client Portfolio | FOS | |
The Private Client Portfolio – Product Features |
These are the Product Features related to the Private Client Portfolio product – Cyprus |
Cyprus (CY) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Client Portfolio | FOS | New Policy |
Private Client Insurance Modulo di richiesta – Custodia multipla Italia |
Application Form for Private Client Insurance – Lifetime Unit-Linked Insurance Investment Product Italy (FOS) Multi-Custody. |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
Tax on Insurance Transactions |
Annex on the advance payment of the premium tax |
Belgium (BE) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Banca Depositaria situata al di fuori dello SEE |
Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS) |
Italy (IT) | Client Letters/Indemnity/Data Protection | Italian (IT) | Non Product Specific | FOE FOS | |
Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS) |
Italy (IT) | Client Letters/Indemnity/Data Protection | Italian (IT) | Non Product Specific | FOE FOS | |
Addendum to Life Assurance Policy – Investment Enhancement |
Addendum for Investment Enhancement for the Private Client Portfolio product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Beneficiary Nomination |
Use this form to nominate beneficiaries |
Turkey (TR) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Request for Enhanced Death Benefit |
Use this form to request an enhanced death benefit – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Stratégie d’Investissement |
Use this form to define your investment strategy (generic version) |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Referto Medico (FOS) |
Medical Examination Report – Italy (FOS) |
Italy (IT) | Underwriting guides/questionnaires/brochures | Italian (IT) | Non Product Specific | FOS | |
Dichiarazione di Scelta di Legge / Choice of Law (FOS) |
Use this form to perform a choice of law |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOS | |
Lovvalg / Choice of Law |
Use this form to perform a choice of law |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Dichiarazione di Possesso della Qualifica di “Non-U.S. Person” |
Use this form to declare a status of “Non-U.S. Person” |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
Zertifikat zur Steuerkonformität |
This is a Stand-alone Tax Compliance Certification form for EBOs for Germany. |
Germany (DE) | Tax and regulatory Literature/technical sales aids and literature | German (DE) | Non Product Specific | FOS | |
Dichiarazione di Conformità fiscale (PH) |
Stand-alone Tax Compliance Certification form – Italy (Branch and FOS) |
Italy (IT) | Client Letters/Indemnity/Data Protection | Italian (IT) | Non Product Specific | FOE FOS | |
Taks op de Verzekeringsverrichtingen |
Bijlage inzake de voorafbetaling van de premietaks |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Beleggingsstrategie |
Use this form to define your investment strategy (generic version) |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | |
Loan Trust – Discretionary |
Discretionary Loan Trust Agreement – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Loan Agreement |
Loan agreement – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Wealth Preservation Trust – Flexible Trust Deed |
Flexibe Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Afwijking van het Beleggingsprofiel |
Use this form to request a deviation from your investment profile |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | |
Vertrouwelijke Financiële Vragenlijst |
Confidential Financial Questionnaire – Belgium (FOS) – Dutch version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Rapport d’Examen Medical |
Medical Examination Report – Belgium (FOS) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
Verslag Medisch Onderzoek |
Medical Examination Report – Belgium (FOS) – Dutch version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Designacion del Asesor / Appointment of the Adviser |
Generic Investment Manager appointment form |
Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Selecta Link | FOS | |
Loan Trust – Fixed Interest |
Loan Trust agreement; Fixed Interest – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Questionnaire Medical Complementaire |
Additional Medical Questionnaire – Belgium (FOS) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOS | |
Bijkomende Medische Vragenlijst |
Additional Medical Questionnaire – Belgium (FOS) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOS | |
Questionnaire Financier Confidentiel |
Confidential Financial Questionnaire – Belgium (FOS) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | 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. |
ASIA, Belgium (BE), France (FR), Germany (DE), Italy (IT), Luxembourg (LU), Mexico (MX), Portugal (PT), Spain (ES), Turkey (TR), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
FATCA Autocertificación |
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. |
Mexico (MX), Spain (ES) | Operational Forms | Spanish (ES) | Non Product Specific | FOS | |
FATCA Autocertificazione (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. |
Italy (IT) | Operational Forms | Italian (IT) | 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. |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
FATCA Egenklaering / 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. |
Norway (NO) | Operational Forms | Norwegian (NO) | Non Product Specific | FOS | |
Declaração De Cumprimento De Obrigações (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Portugal |
Portugal (PT) | Client Letters/Indemnity/Data Protection | English (EN), Portuguese (PT) | 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. |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
FATCA Autocertificação |
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. |
Portugal (PT) | Operational Forms | Portuguese (PT) | 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. |
France (FR) | Operational Forms | French (FR) | Liberté, Liberté Capitalisation | FOS | New Policy |
FATCA Selbstzertifizierung |
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. |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
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 – |
United Kingdom (UK) | Policy Conditions | English (EN) | Accumulation & Maintenance Plan | FOS | |
Accumulation & Maintenance Plan – Product Features |
These are the Product Features related to the Accumulation and Maintenance Plan product – United Kingdom |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Accumulation & Maintenance Plan | FOS | New Policy |
Condições Gerais / General Conditions |
Stand-alone version of General Conditions for the Private Client Portfolio product – Portugal |
Portugal (PT) | Policy Conditions | English (EN), Portuguese (PT) | Private Client Portfolio | FOS | |
Beleggingsprofiel en geschiktheidsevaluatie |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOS | Addition to your 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOS | Addition to your Policy |
Private Client Portfolio |
Stand-alone version of General Conditions for the Private Client Portfolio product – Gibraltar |
Gibraltar (GI) | Policy Conditions | English (EN) | Non Product Specific | FOS | |
Private Client Portfolio – Product Features |
These are the Product Features related to the Private Client Portfolio product – Gibraltar |
Gibraltar (GI) | Portability | English (EN) | Private Client Portfolio | FOS | Making a change to your policy |
Private Client Portfolio – Beneficiary Nomination Form |
Annex to the application form for beneficiary nomination |
Gibraltar (GI) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Addendum to Life Assurance Policy |
Spanish tax compliance addendum |
Gibraltar (GI) | Tax and regulatory Literature/technical sales aids and literature | English (EN) | Non Product Specific | FOS | |
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 |
United Kingdom (UK) | Application Form | English (EN) | Accumulation & Maintenance Plan | FOS | New Business Pack |
Déclaration de Statut de « Non-U.S. Person » |
Use this form to declare a status of “Non-U.S. Person” |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » |
Use this form to declare a status of “Non-U.S. Person” |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Declaration of “Non-U.S. Person” Status / Declaration de statut de « Non-U.S. Person » |
Use this form to declare a status of “Non-U.S. Person” for the Capitalisation Bond product – Luxembourg |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Addendum to Life Assurance Policy – Investment Enhancement |
Addendum for Investment Enhancement for the Private Client Portfolio product – Sweden |
Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Egnethetsprofil / Suitability Profile |
Use this form to complete an investment profile questionnaire and request a deviation from your investment profile |
Norway (NO) | Investment literature/Strategies | English (EN), Norwegian (NO) | Private Client Portfolio | FOS | Addition to your Policy |
Banque dépositaire hors de l’EEE |
Declaration for the Use of a Custodian Bank located outside of the EEA – France – Liberté Capitalisation product |
France (FR) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE |
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | English (EN), French (FR) | Non Product Specific | FOS | |
Custodian Bank located outside the EEA / Banque Depositaire hors de l’EEE |
Declaration for the Use of a Custodian Bank located outside of the EEA – Luxembourg Capitalisation product |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | English (EN), French (FR) | Non Product Specific | FOS | |
Erklæring for Depotbank utenfor EØS / Custodian Bank located outside the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – Norway |
Norway (NO) | Client Letters/Indemnity/Data Protection | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status |
Use this form to declare a status of “Non-U.S. Person” for the Liberté Capitalisation product – France |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Skatteerklæring (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Norway |
Norway (NO) | Client Letters/Indemnity/Data Protection | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Wealth Preservation Trust – Trust Deed |
Trust Deed form linked to the Wealth Preservation Trust product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Wealth Preservation Trust | FOS | New Policy |
Tax Compliance Certification (PH) / Déclaration relative aux Obligations fiscales |
Stand-alone Tax Compliance Certification form – Luxembourg |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | English (EN), French (FR) | Non Product Specific | FOS | |
Tax Compliance Certification – Capitalisation Bond (PH) / Déclaration relative aux Obligations fiscales |
Stand-alone Tax Compliance Certification form – Luxembourg Capitalisation Bond |
Luxembourg (LU) | Client Letters/Indemnity/Data Protection | English (EN), French (FR) | Non Product Specific | FOS | |
Eta-alueen ulkopuolella olevan säilyttäjäpankin / Custodian Bank located outside the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – Finnish Capitalisation Bond product |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Contrat de Capitalisation «Liberté Capitalisation» – Conditions Générales |
Stand-alone version of General Conditions for the Contrat de Capitalisation «Liberté Capitalisation» product – France |
France (FR) | Policy Conditions | French (FR) | Liberté Capitalisation | FOS | New Business Pack |
Private Client Portfolio – General Conditions/Conditions Générales |
Stand-alone version of General Conditions for the Private Client Portfolio product – Luxembourg |
Luxembourg (LU) | Policy Conditions | English (EN), French (FR) | Private Client Portfolio | FOS | |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Norway |
Norway (NO) | Application Form | English (EN), Norwegian (NO) | Private Client Portfolio | FOS | New Business Pack |
Luxembourg Capitalisation Bond – General Conditions/Conditions Générales |
Stand-alone version of General Conditions for the Luxembourg Capitalisation Bond product – Luxembourg |
Luxembourg (LU) | Policy Conditions | English (EN), French (FR) | Capitalisation Bond | FOS | |
Private Client Portfolio – Generelle Forsikringsvilkår (202208)/General Conditions (202208) |
Stand-alone version of General Conditions for the Private Client Portfolio product – Norway |
Norway (NO) | Policy Conditions | English (EN), Norwegian (NO) | Private Client Portfolio | FOS | New Business Pack |
Private Client Portfolio – Allmänna Försäkringsvillkor (202401) – General Conditions (202401) |
Stand-alone version of General Conditions for the Private Client Portfolio product – Sweden |
Sweden (SE) | Policy Conditions | English (EN), Swedish (SV) | Private Client Portfolio, Wealth Passport | FOS | New Business Pack |
Select Client Plan – Conditions Générales |
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – French version |
Belgium (BE) | Policy Conditions | French (FR) | Select Client Plan | FOS | |
Select Client Plan (Multi-Support) – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Select Client Plan product – Belgium (FOS) – Dutch version |
Belgium (BE) | Policy Conditions | Dutch (NL) | Select Client Plan | FOS | |
Private Client Portfolio – Yleiset Ehdot (202407)/General Conditions (202407) |
Stand-alone version of General Conditions for the Private Client Portfolio product – Finland |
Finland (FI) | Policy Conditions | English (EN), Finnish (FI) | Private Client Portfolio | FOS | |
Capitalisation Bond – Yleiset Ehdot (202407) / General Conditions (202407) |
Stand-alone version of General Conditions for the Capitalisation Bond product – Finland |
Finland (FI) | Policy Conditions | English (EN), Finnish (FI) | Private Client Portfolio | FOS | |
Déclaration relative aux Obligations Fiscales (PH) |
Stand-alone Tax Compliance Certification form – France |
France (FR) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
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 – |
United Kingdom (UK) | Policy Conditions | English (EN) | Wealth Preservation Trust | FOS | |
Contrat de Capitalisation «Liberté Capitalisation» |
New business application form for the Contrat de Capitalisation «Liberté Capitalisation» product – France |
France (FR) | Application Form | French (FR) | Liberté Capitalisation | FOS | New Business Pack |
Luxembourg Capitalisation Bond |
New business application form for the Luxembourg Capitalisation Bond product – Luxembourg |
Luxembourg (LU) | Application Form | English (EN), French (FR) | Luxembourg Capitalisation Bond | FOS | New Business Pack |
Capitalisation Bond |
New business application form for the Capitalisation Bond product – Finland |
Finland (FI) | Application Form | English (EN), Finnish (FI) | Capitalisation Bond | FOS | New Business Pack |
Private Client Portfolio – Tuoteominaisuudet / Product Features |
These are the Product Features related to the Private Client Portfolio product – Finland |
Finland (FI) | Product Guides/Brochures/Snapshots and Training Materials | English (EN), Finnish (FI) | Private Client Portfolio | FOS | New Business Pack |
Vahvistus Verosääntöjen Noudattamisesta – Capitalisation Bond (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Finnish Capitalisation Bond product |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
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 – |
United Kingdom (UK) | Policy Conditions | English (EN) | Private Client Portfolio | FOS | |
Certificacion de Cumplimiento Tributario (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Spain |
Spain (ES) | Client Letters/Indemnity/Data Protection | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Addendum to Life Assurance Policy – Personalised Portfolio Bond |
Addendum to the Personalised Portfolio Bond – Sweden |
Sweden (SE), United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
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 |
United Kingdom (UK) | Application Form | English (EN) | Private Client Portfolio | FOS | New Business Pack |
Zertifikat zur SteuerKonformität (PH) |
Stand-alone Tax Compliance Certification form – Germany |
Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Wealth Preservation Trust – Compliant with the UK Retail Distribution Review |
New business application form for the Wealth Preservation Trust product – United Kingdom |
United Kingdom (UK) | Application Form | English (EN) | Wealth Preservation Trust | FOS | New Business Pack |
Skatteförsäkran (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Sweden |
Sweden (SE) | Client Letters/Indemnity/Data Protection | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Vahvistus Verosääntöjen Noudattamisesta (PH) / Tax Compliance Certification |
Stand-alone Tax Compliance Certification form – Finland |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Bare Trust – Accumulation & Maintenance Plan |
Bare Trust form for the Accumulation and Maintenance Plan product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Accumulation & Maintenance Plan | FOS | New Policy |
Désignation des Bénéficiaires |
Use this form to nominate beneficiaries |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Benoeming van Begunstigden |
Use this form to nominate beneficiaries |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Tax Compliance Certification (PH) |
Stand-alone Tax Compliance Certification form – Turkey |
Turkey (TR) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Tax Compliance Certification (PH) |
Stand-alone Tax Compliance Certification form – United Kingdom |
United Kingdom (UK) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Keuze van de Toepasbare Wet / Choice of Law |
Use this form to perform a choice of law |
Belgium (BE) | Operational Forms | Dutch (NL), English (EN) | Non Product Specific | FOS | |
Lainvalinta / Choice of Law |
Use this form to perform a choice of law |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Deklaration om Val av Tillämplig Lag / Choice of Law |
Use this form to perform a choice of law |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Choix de la Loi Applicable / Choice of Law |
Use this form to perform a choice of law |
France (FR) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Elección de Ley Aplicable al Contrato / Choice of Law |
Use this form to perform a choice of law |
Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Sweden |
Sweden (SE) | Application Form | English (EN), Swedish (SV) | Private Client Portfolio | FOS | New Business Pack |
Private Client Portfolio – Key Features/Förköpsinformation |
These are the Product Features related to the Private Client Portfolio product – Sweden |
Sweden (SE) | Product Guides/Brochures/Snapshots and Training Materials | English (EN), Swedish (SV) | Private Client Portfolio | FOS | New Policy |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Luxembourg |
Luxembourg (LU) | Application Form | English (EN), French (FR) | Private Client Portfolio | FOS | New Business Pack |
Choix de la Loi Applicable / Choice of Law |
Use this form to perform a choice of law |
Belgium (BE) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Selecta Link – Version for Individuals |
New business application form for the Selecta Link product – Spain |
Spain (ES) | Application Form | English (EN), Spanish (ES) | Selecta Link | FOS | New Business Pack |
Deklaration om Status som ”Icke-Amerikansk Person” / Declaration of “Non-U.S. Person” Status |
Use this form to declare a status of “Non-U.S. Person” |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Vakuutus ”Ei Yhdysvaltalainen Henkilö” Asemasta / Declaration of “Non-U.S. Person” Status |
Use this form to declare a status of “Non-U.S. Person” |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Select Client Plan |
New business application form for the Select Client Plan product – Belgium |
Belgium (BE) | 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 |
Belgium (BE) | Application Form | French (FR) | Select Client Plan | FOS | New Business Pack |
Private Client Portfolio |
New business application form for the Private Client Portfolio product – Finland |
Finland (FI) | Application Form | English (EN), Finnish (FI) | Private Client Portfolio | FOS | New Business Pack |
Questionario Medico Aggiuntivo (FOS) |
Questionario Medico Aggiuntivo – Italy (FOS) |
Italy (IT) | Underwriting guides/questionnaires/brochures | Italian (IT) | Non Product Specific | FOS | |
Déclaration de Statut de « Non-U.S. Person » |
Use this form to declare a status of “Non-U.S. Person” |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Erklärung bezüglich des Status „Nicht-US -Person“ |
Use this form to declare a status of “Non-U.S. Person” |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
Verklaring omtrent „Non-U.S. Person”-status |
Use this form to declare a status of “Non-U.S. Person” |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOS | |
Declaración como « Persona no Estadounidense » |
Use this form to declare a status of “Non-U.S. Person” |
Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Hyväksyntä Erityissijoituksille |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Finland |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Inversiones Especializadas |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Spain |
Spain (ES) | Client Letters/Indemnity/Data Protection | Spanish (ES) | Non Product Specific | FOS | |
Investissements Spécialisés |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – French version |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Specialised investments |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – United Kingdom |
United Kingdom (UK) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Särskilda investeringen |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Sweden |
Sweden (SE) | Client Letters/Indemnity/Data Protection | Swedish (SV) | Non Product Specific | FOS | |
Medical Examination Report |
Medical Examination Report – United Kingdom |
Turkey (TR) | Underwriting guides/questionnaires/brochures | English (EN) | Non Product Specific | FOS | |
Informe De Examen Médico / Medical Examination Report |
Medical Examination Report – Latin America |
Spain (ES) | Underwriting guides/questionnaires/brochures | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Notice d’information sur les risques que comporte un investissement sur une Unité de Compte dont les Actifs Sous- Jacents sont composés d’Investissements Spécialisés |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – France |
France (FR) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOS | |
Anlage |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Germany |
Austria (AT), Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Gespecialiseerde Investeringen |
Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Belgium (FOS) – Dutch version |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Confidential Fincancial Questionnaire |
Confidential Financial Questionnaire – United Kingdom |
Turkey (TR) | Underwriting guides/questionnaires/brochures | English (EN) | Non Product Specific | FOS | |
Additional Questionnaire on Preexisting Life Policies and Applications |
Additional Questionnaire on Preexisting Life Policies and Applications – United Kingdom |
Turkey (TR) | Underwriting guides/questionnaires/brochures | English (EN) | Non Product Specific | FOS | |
Cuestionario Adicional Para Solicitudes Y Seguros de Vida Existentes / Questionnaire on Preexisting Life Policies and Applications |
Additional Questionnaire on Preexisting Life Policies and Applications – Latin America |
Spain (ES) | Underwriting guides/questionnaires/brochures | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Additional Medical Questionnaire |
Additional Medical Questionnaire – United Kingdom |
Turkey (TR) | Underwriting guides/questionnaires/brochures | English (EN) | Non Product Specific | FOS | |
Cuestionario Médico Complementario / Additional Medical Questionnaire |
Additional Medical Questionnaire – Latin America |
Spain (ES) | Underwriting guides/questionnaires/brochures | English (EN), Spanish (ES) | 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOS | |
Utnevnelse av Forsikringstakeren til Investeringsforvalter / Appointment of the Policyholder as Investment Manager |
Use this form to appoint an Investment Manager/Advisor – Norway |
Norway (NO) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Appointment of the Policyholder(s) as Investment Manager – Swedish Market |
Use this form to appoint an Investment Manager/Advisor – Sweden |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Wealth Preservation Trust – Product Features |
These are the Product Features related to the Wealth Preservation Trust product – United Kingdom |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Wealth Preservation Trust | FOS | New Policy |
Wealth Preservation Trust – Tax Notes |
Tax notes linked to the Wealth Preservation Trust product – United Kingdom |
United Kingdom (UK) | Operational Forms | English (EN) | Wealth Preservation Trust | FOS | New Policy |
Eta-alueen ulkopuolella oleva säilyttäjäpankki / Custodian Bank located outside the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – Finland |
Finland (FI) | Client Letters/Indemnity/Data Protection | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Deklaration för Depåbank belägen utanför EES / Custodian Bank located outside the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – Sweden |
Sweden (SE) | Client Letters/Indemnity/Data Protection | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Depotbank ausserhalb des EWR |
Declaration for the Use of a Custodian Bank located outside of the EEA – Germany |
Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Custodian Bank located outside the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – Turkey |
Turkey (TR) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Custodian Bank located outside of the EEA |
Declaration for the Use of a Custodian Bank located outside of the EEA – United Kingdom |
United Kingdom (UK) | Client Letters/Indemnity/Data Protection | English (EN) | Non Product Specific | FOS | |
Private Client Portfolio – Product Features – United Kingdom |
These are the Product Features related to the Private Client Portfolio product – United Kingdom |
United Kingdom (UK) | Product Guides/Brochures/Snapshots and Training Materials | English (EN) | Private Client Portfolio | FOS | New Policy |
Change Request to Discretionary Mandate |
Use this form to appoint an Investment Manager/Advisor |
United Kingdom (UK) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Private Client Portfolio – Discretionary Management Form – UK |
Use this form to request the appointment of a discretionary Investment Manager |
United Kingdom (UK) | Operational Forms | English (EN) | 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 – Belgium (FOS) – French version |
France (FR) | Client Letters/Indemnity/Data Protection | French (FR) | 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 |
Belgium (BE) | 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 |
France (FR) | Operational Forms | French (FR) | Non Product Specific | FOS | |
Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti |
Confirmation of Client contact details used for the Electronic Signing of documents |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE FOS | |
VEREINBARUNG ZUR OFFENLEGUNG VON INFORMATIONEN |
Information Disclosure Agreement |
Germany (DE) | Client Letters/Indemnity/Data Protection | German (DE) | Non Product Specific | FOS | |
Request for Change of Life Cover |
Change of Life Cover form |
Sweden (SE) | Operational Forms | English (EN) | Non Product Specific | FOS | |
Selecta Link – Condiciones Generales / General Conditions Simplified Version |
Stand-alone version of General Conditions for the Selecta Link product – Spain |
Spain (ES) | Policy Conditions | English (EN), Spanish (ES) | Selecta Link | FOS | |
Confirmação dos dados de contato do Cliente utilizados para a Assinatura Eletrónica de Documentos / Confirmation of Client contact details used for the Electronic Signing of documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Portugal (PT) | Operational Forms | English (EN), Portuguese (PT) | Non Product Specific | FOS | |
Bekräftelse av de kontaktuppgifter till kunden som används för elektronisk signering av dokument / Confirmation of Client contact details used for the Electronic Signing of documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Sweden (SE) | Operational Forms | English (EN), Swedish (SV) | Non Product Specific | FOS | |
Asiakirjojen sähköisessä allekirjoittamisessa käytettävien asiakkaan yhteystietojen vahvistaminen / Confirmation of Client contact details used for the Electronic Signing of documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Finland (FI) | Operational Forms | English (EN), Finnish (FI) | Non Product Specific | FOS | |
Bekreftelse av kundens kontaktinformasjon brukt for elektronisk signering av dokumenter / Confirmation of Client contact details used for the Electronic Signing of documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Norway (NO) | Operational Forms | English (EN), Norwegian (NO) | Non Product Specific | FOS | |
Confirmation of Client contact details used for the Electronic Signing of documents / Confirmation des coordonnées du Client utilisées pour la signature électronique des documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
Luxembourg (LU) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOS | |
Confirmation of Client contact details used for the Electronic Signing of documents |
Confirmation of Client contact details used for the Electronic Signing of documents |
ASIA, Cyprus (CY), Gibraltar (GI), Greece (GR), Israel (IL), Jersey (JE), United Kingdom (UK) | Operational Forms | English (EN) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOE FOS | |
Bestätigung der für die elektronische Unterzeichnung von Dokumenten verwendeten Kundenkontaktdaten |
Confirmation of Client contact details used for the Electronic Signing of documents |
Germany (DE) | Operational Forms | German (DE) | Non Product Specific | FOS | |
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 |
Confirmation of Client contact details used for the Electronic Signing of documents |
Mexico (MX), Spain (ES) | Operational Forms | English (EN), Spanish (ES) | Non Product Specific | FOS | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Product Information Document for the Private Client Insurance |
Product Information Document for the Private Client Insurance |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Private Client Insurance | FOE | |
Product Information Document for the Italian Wealth Passport |
Product Information Document for the Italian Wealth Passport |
Italy (IT) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Wealth Passport | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
Mediobanca – 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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
Mediobanca – 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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Wealth Passport | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Wealth Passport | FOE | |
Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi |
Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi ULIT PR 00001 |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Dichiarazione di Conformità Fiscale – conti cointestati |
Dichiarazione di conformità fiscale del titolare di un conto bancario congiunto dal quale sarà pagato il premio di una polizza assicurativa sulla vita. il quale non agisce in qualità di contraente. Da utilizzare con polizze di Italian Branch/Sede secondaria italiana. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Non Product Specific | FOE | New Business Pack |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
Documento contenente le informazioni chiave |
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. |
Italy (IT) | Key Information Document | Italian (IT) | Private Client Insurance | FOE | |
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica |
Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4071 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria |
Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4072 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Automatic Exchange of Information – Self-Certification (FOE) (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. |
Italy (IT) | Operational Forms | English (EN) | Non Product Specific | FOE | |
Automatic Exchange of Information – Self-Certification (FOE) (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. |
Italy (IT) | Operational Forms | English (EN) | Non Product Specific | FOE | |
Automatic Exchange of Information – Self-Certification (FOE) (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. |
Italy (IT) | Operational Forms | English (EN) | Non Product Specific | FOE | |
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria |
Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4055 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica |
Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4070 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica |
Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4056 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica |
Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4057 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria |
Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4058 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica |
Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4053 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOS | New Business Pack |
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica |
Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4054 |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica |
Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica ULIT CONT4050 |
Italy (IT) | Fact Find | Italian (IT) | Non Product Specific | FOE | |
Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica |
Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica ULIT CONT4051 |
Italy (IT) | Fact Find | Italian (IT) | Non Product Specific | FOE | |
Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria |
Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria ULIT CONT4052 |
Italy (IT) | Fact Find | Italian (IT) | Non Product Specific | FOE | |
Private Client Insurance Condizioni Contrattuali Prodotto Di Investimento Assicurativo Di Tipo Unit-Linked a Vita Intera Italia |
Private Client Insurance Contract Terms and Conditions Unit-linked Life Insurance Investment Product in Italy IT. Multi-Custody. Mediolanum. |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3746) |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica |
Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica |
Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria |
Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. |
Italy (IT) | Fact Find | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (versione 2446) |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3506) |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Assicurazione a vita intera caso morte – IPID (FOE) |
This is the precontractual information document related to the Italian Wealth Passport product – Italy (Branch) |
Italy (IT), United States (US) | Product Guides/Brochures/Snapshots and Training Materials | Italian (IT) | Wealth Passport | FOE | New Policy |
Regole di investimento per i Fondi Interni |
Table of Luxembourg Investment Rules |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOE | |
Private Client Insurance – Proposal Form Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody |
Private Client Insurance – Proposal Form for Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody Mediolanum. |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance – Condizioni Contrattuali – Italian Branch (FOE) – Multi-Custody |
Stand-alone version of General Terms and Conditions for the Private Client Insurance Product – Italy (Branch) |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Italian Branch (FOE) Multi-Custody. |
Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Multi-Custody. |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance – Condizioni Contrattuali – Italy FOE Fineco Multi-Custody |
Private Client Insurance General Terms and Conditions Italy Multi-Custody |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody |
Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody |
Italy (IT) | Policy Conditions | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance – Condizioni Generali (versione 3138) (FOE) |
Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (Branch) |
Italy (IT), United States (US) | Policy Conditions | Italian (IT) | Wealth Passport | FOE | New Business Pack |
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE | |
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE | |
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 2443) |
This is the precontractual information document related to the Private Client Insurance product – Italy (Branch) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | New Policy |
Documento Informativo Precontrattuale – Private Client Insurance (Versione 1858) |
This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. |
Italy (IT) | Tax and regulatory Literature/technical sales aids and literature | Italian (IT) | Private Client Insurance | FOE | |
Private Client Insurance Proposal Form Lifetime Unit-linked Insurance Investment Product Italy Multi-Custody |
Private Client Insurance Proposal Form for Lifetime Unit-linked Insurance Investment Product Italy. |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody – Azimut |
Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody. |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
Domanda di retrocessione della categoria di investimento (FOE) |
Use this form to request a downgrade of your investment category |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOE | |
Domanda di innalzamento della categoria di investimento (FOE) |
Use this form to request a upgrade of your investment category |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Non Product Specific | FOE | |
Private Client Insurance – Lista dei Fondi Interni Collettivi e Relativi Regolamenti |
Internal Collective Funds list – Italy |
Italy (IT) | Investment literature/Strategies | Italian (IT) | Private Client Insurance | FOE | |
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (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. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE | |
Private Client Insurance – Modulo di Proposta Unicredit |
Private Client Insurance Application Form – Lifetime Unit-Linked Insurance Investment Product Italy. |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
FATCA Autocertificazione (FOE) |
Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. |
Italy (IT) | Operational Forms | Italian (IT) | Non Product Specific | FOE | |
Questionario Medico Aggiuntivo (FOE) |
Additional Medical Questionnaire – Italy (Branch) |
Italy (IT) | Underwriting guides/questionnaires/brochures | Italian (IT) | Non Product Specific | FOE | |
Referto Medico (FOE) |
Medical Examination Report – Italy (Branch) |
Italy (IT) | Underwriting guides/questionnaires/brochures | Italian (IT) | Non Product Specific | FOE | |
Private Client Insurance Unit-Linked Lifetime Insurance Investment Product Application Form Italy. Multi-Custody. |
New business Application Form for the Private Client Insurance product – Italian Branch |
Italy (IT) | Application Form | Italian (IT) | Private Client Insurance | FOE | New Business Pack |
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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Key Information Document | Dutch (NL) | Select Client Policy | FOE | |
Dichiarazione di Scelta di Legge / Choice of Law (FOE) |
Use this form to perform a choice of law |
Italy (IT) | Operational Forms | English (EN), Italian (IT) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Key Information Document | Dutch (NL) | Corporate Select Plan | FOE | |
Keuzeformulier Voor de ‘Opt-Out’-Optie |
Operational Forms Keuzeformulier Voor de ‘Opt-Out’-Optie ULBE PR 00007 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | Addition to your Policy, Making a change to your policy |
Demande d’Arbitrage |
Use this form to request a switch of investments on your policy/contract – Belgium (Branch) – French version |
Belgium (BE) | 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 |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
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 |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
Demande de Rachat Total (Branch) |
Use this form to request the surrender of your policy/contract – Belgium (Branch) – French version |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | French (FR) | Non Product Specific | FOE | |
Désignation d’Intermédiaire |
Use this form to request an appointment or change of broker |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
Aanstelling van Tussenpersoon |
Use this form to request an appointment or change of broker |
Belgium (BE) | Operational Forms | Dutch (NL) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Top Up/Additional Investment | French (FR) | Select Client Policy | FOE | Addition to your Policy |
Aanvraag tot Gedeeltelijke Afkoop (Branch) |
Use this form to request a withdrawal from your policy/contract – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Surrender/Claim/Withdrawal/Switch | Dutch (NL) | Non Product Specific | FOE | |
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 |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Corporate Select Plan | FOE | New Business Pack |
Select Client Policy / Corporate Select Plan – ODDO Global Private Equity Evergreen Fund – Règlement de Gestion |
Internal Collective Fund for Belgian market |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Corporate Select Plan, Select Client Policy | FOE | |
Verklaring van Verlies van Polisdocument (Branch) |
Form to be used to declare the loss of policy documents – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Désignation des Bénéficiaires |
Use this form to nominate beneficiaries |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
Benoeming van Begunstigden |
Use this form to nominate beneficiaries |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | 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 |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Corporate Select Plan | FOE | New Business Pack |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Belgium (BE) | Application Form | French (FR) | Corporate Select Plan | FOE | New Business Pack |
Corporate Select Plan |
New business application form for the Corporate Select Plan product – Belgium; Capitalisation contract |
Belgium (BE) | 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 |
Belgium (BE) | Policy Conditions | French (FR) | Corporate Select Plan | FOE | |
Corporate Select Plan – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Corporate Select Plan product – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | Application Form | French (FR) | Select Client Policy | FOE | New Business Pack |
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 |
Belgium (BE) | 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 |
Belgium (BE) | Fact Find | French (FR) | Non Product Specific | FOE | New Business Pack |
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 |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Fact Find | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Select Client Policy | FOE | New Policy |
Select Client Policy (Multi-Support) – Fonds Interne Dédié additionnel |
Annex to add additional Internal Dedicated Funds to the contract/policy |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Bijlage: beleggingsregels en -limieten voor Interne en Externe Fondsen |
Table of Luxembourg Investment Rules |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Select Client Policy | FOE | New Business Pack |
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 |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Select Client Policy | FOE | New Business Pack |
OVEREENKOMST INZAKE OPENBAARMAKING VAN INFORMATIE |
Information Disclosure Agreement |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | Non Product Specific | FOE | |
ACCORD DE COMMUNICATION D’INFORMATION |
Information Disclosure Agreement |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Taxe sur les Opérations d’Assurance |
Back-end tax annex – Belgium |
Belgium (BE) | Tax and regulatory Literature/technical sales aids and literature | French (FR) | Non Product Specific | FOE | |
Taks op de Verzekeringsverrichtingen |
Back-end tax annex – Belgium |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | Addition to your Policy |
Verzoek om een lagere investeringscategorie |
Use this form to request a downgrade of your investment category |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Verzoek om een hogere investeringscategorie |
Use this form to request a upgrade of your investment category |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE | |
Afwijking van het Beleggingsprofiel |
Use this form to request a deviation from your investment profile |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Choix de la Loi Applicable / Choice of Law (Branch) |
Use this form to perform a choice of law |
Belgium (BE) | Operational Forms | English (EN), French (FR) | Non Product Specific | FOE | |
Keuze van de Toepasbare Wet / Choice of Law |
Use this form to perform a choice of law |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Investment literature/Strategies | French (FR) | Non Product Specific | FOE | |
Verklaring betreffende de Fiscale Verplichtingen – Branch |
Stand-alone Tax Compliance Certification form – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | Dutch (NL) | 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 |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Overzicht van bijkomende administratieve vergoedingen |
Annex showing the activity-based charging grid |
Belgium (BE) | 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 |
Belgium (BE) | Commission Documents/Fees & Charges Literature and Illustrations | French (FR) | Non Product Specific | FOE | |
Vertrouwelijke Financiële Vragenlijst (Branch) |
Confidential Financial Questionnaire – Belgium (Branch) – Dutch version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Operational Forms | English (EN) | Non Product Specific | FOE | |
Déclaration relative aux Obligations Fiscales – Branch |
Stand-alone Tax Compliance Certification form – Belgium (Branch) – French version |
Belgium (BE) | Client Letters/Indemnity/Data Protection | French (FR) | Non Product Specific | FOE | |
Rapport d’Examen médical (Branch) |
Medical Examination Report – Belgium (Branch) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Verslag Medisch Onderzoek (Branch) |
Medical Examination Report – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | Underwriting guides/questionnaires/brochures | Dutch (NL) | Non Product Specific | FOE | |
Questionnaire financier confidentiel (Branch) |
Confidential Financial Questionnaire – Belgium (Branch) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
Bijvoegsel bij de levensverzekeringsovereenkomst – Aanvaarding van de begunstiging (Branch) |
Annex to the application form for beneficiary acceptance |
Belgium (BE) | 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 |
Belgium (BE) | Operational Forms | French (FR) | Non Product Specific | FOE | |
Questionnaire médical complémentaire (Branch) |
Additional Medical Questionnaire – Belgium (Branch) – French version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | French (FR) | Non Product Specific | FOE | |
Bijkomende Medische Vragenlijst (Branch) |
Additional Medical Questionnaire – Belgium (Branch) – Dutch version |
Belgium (BE) | Underwriting guides/questionnaires/brochures | 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 controlling persons. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Operational Forms | French (FR) | 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 |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Stratégie d’Investissement (Branch) |
Generic investment strategy form for the Belgian market (Branch) – French version |
Belgium (BE) | 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 |
Belgium (BE) | 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 |
Belgium (BE) | 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. |
Belgium (BE) | 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. |
Belgium (BE) | Operational Forms | Dutch (NL) | Non Product Specific | FOE | |
Select Client Policy |
New business application form for the Select Client Policy product – Belgium |
Belgium (BE) | 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 |
Belgium (BE) | Application Form | French (FR) | Select Client Policy | FOE | New Business Pack |
Select Client Policy – Algemene Voorwaarden |
Stand-alone version of General Conditions for the Select Client Policy product – Belgium (Branch) – Dutch version |
Belgium (BE) | 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 |
Belgium (BE) | Policy Conditions | French (FR) | Non Product Specific | FOE | |
Beleggingsstrategie (Branch) |
Generic investment strategy form for the Belgian market (Branch) – Dutch version |
Belgium (BE) | Investment literature/Strategies | Dutch (NL) | Non Product Specific | FOE |