FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Forms

  • 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

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