FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
Consumer
Share

Sweden

In this section, you will find all of our Swedish literature. Use the links on the left to browse through specific Swedish product literature.

Swedish Executive Portfolio

    • Key investor document/tax and other important information for Sweden

      This document provides the policyholder with important information before investing in the Swedish Executive Portfolio (SEP) provided by Old Mutual International Ireland dac. This document does not contain a full overview of the pre-purchase information. 

      Download
    • Client Brochure - Swedish Executive Portfolio (English)

      Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in English.

      Download
    • Client Brochure - Swedish Executive Portfolio (Swedish)

      Client brochure to promote the benefits of the Swedish Executive Portfolio. This brochure is in Swedish.

      Download
    • SEP Application form for individual investors (Bilingual)

      Please use this application form for individual investors wishing to invest in the Swedish Executive Portfolio. This application is bilingual. 

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

      Download
    • SEP Application form for corporate investors (Bilingual)

      Please use this application form for corporate investors wishing to invest in the Swedish Executive Portfolio. This application is bilingual. 

      Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for entity investors

      Download
    • Top-up form for SEP (Bilingual)

      Please use this form if you would like to add an additional lump sum to an existing Swedish Executive Portfolio. This form can be used for individual and corporate investors. This form is bilingual. 

      Download
    • Tax Declaration and Self Certification for individual investors

      Download
    • Tax Declaration and Self Certification for trustee and corporate investors

      Download
    • Swedish Executive Portfolio Policy Terms (ref SEP) (Bilingual)

      The Swedish Executive Portfolio Policy Terms. This document is bilingual.

      Download
    • Endorsement to the Swedish Executive Portfolio (Bilingual)

      Download
    • Endorsement letter to the Swedish Executive Portfolio (Bilingual)

      Additional terms to provide the ability to add one of more lives assured to your Swedish Executive Portfolio. 

      Download
    • Tax Declaration and Self Certification for trustee and corporate investors

      Download
    • Tax Declaration and Self Certification for individual investors

      Download
    • Application form to include additional life assured to your Swedish Executive Portfolio

      This form is not to be used where additional life cover is (or is to be) included or where the policyholder is or may in the future become UK resident. 

      This form cannot be used to remove a current life assured, this only allows additional life/lives assured to be added.

      Download
    • Insurance broker application - for Old Mutual International Ireland

      This form is for use in Sweden only.

      Download
    • Appointing a fund adviser to your Swedish Executive Portfolio

      Please use this form to appoint a fund adviser to a Swedish Executive Portfolio. The form must be completed by the policyholder and the fund adviser. 

      Download
    • Request to transfer custodianship

      Download
    • Dealing Instruction form for Swedish Executive Portfolio

      Download
    • Transferring assets to your Swedish Executive Portfolio

      This form should be used when transferring external assets to a Swedish Executive Portfolio. 

      Download
    • Request for withdrawal or surrender for Swedish Executive Portfolio

      This form should be used to request a full or parial surrender or a regular withdrawal for a Swedish Executive Portfolio. 

      Download
    • Nomination Form - to nominate beneficiaries under the SEP (one policyholder)

      This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the beneficiaries nominated in this form. 

      This form is to be used when there is only one policyholder.

      Download
    • Nomination Form - to nominate beneficiaries under the SEP (multiple policyholders)

      This form is to be used when the Policyholder wishes to nominate that the ownership of the Swedish Executive Portfolio is transferred upon death of the Policyholders to the surviving policyholders and upon death of the last policyholder to the beneficiaries nominated in this form. 

      This form is to be used when there are multiple policyholders. 

      Download

Executive Investment Bond

    • OMI Bond Valuation Guide (SWE)

      Download
    • OMI Client Centre Sales Aid Swedish

      Download
    • EIB Policy Terms (Swedish) plus New Business Endorsement

      Download
    • EIB Origin of wealth guidelines (SWE)

      Download
    • Beneficiary nomination form (Förmånstagarförordnande (gäller endast för Executive Investment Bond)

      Download

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.