I hereby request Friends Provident International Limited to include the following as additional applicant(s) lives assured:

Similar documents
Request for payment by withdrawal or surrender

Charging structures. Reserve. This document aims to inform you of the Reserve charges and how they change.

Request for payment by withdrawal or surrender

Application form. Additional single premium (top-up) Single Premium Policy. For single premium products only. Financial adviser details

Time apportionment relief for offshore policies

Product guide. Risks. Its aims. Your commitment. Premier Advance

Invest in your dreams

All certified copies must be submitted in original paper form, we are unable to accept evidence by or fax.

Additional single premium (top-up)

Asset Exchange Scheme

Securing your future. Retirement planning

Helping you to achieve your financial goals

Key features. Risks. Its aims. Your commitment. Reserve Personalised Assets Capital Redemption. Reserve

Your guide to taxation in India

Passing on your wealth to your loved ones

Flexible Future Benefit Trust The normal expenditure out of income exemption

Flexible Future Benefit Trust Tax guide and frequently asked questions

Your guide to taxation when returning to the UK

Application form. Premier Advance

Trust Pack. Discretionary Discounted Gift Trust

Key person and sole proprietor business protection

Your guide to taxation in South Africa

Partnership and shareholder business protection

Passing on your wealth to your loved ones

Trust Pack. Discretionary Gift Trust

Total monthly allocation for new client. SGD 7,200 (USD 4,800) for the first 18 months

Product guide. Risks. Its aims. Your commitment. Premier Advance UAE

Premier Advance. Application form. Trustee

Trustee Application form (UAE)

Single premium top-up. Application form. For use with Reserve Advance and Succession Planning Bond.

Business Financial Underwriting Questionnaire

Purpose Saver. Application form

Premier Advance. Application form. Trustee

FAILURE TO GIVE ACCURATE AND COMPLETE ANSWERS MAY RESULT IN NON-PAYMENT OF A CLAIM

Invest in your future

Global Wealth Advance. Working with you on your journey to financial success

Product guide. Risks. Its aims. Your commitment. Reserve UAE

PRODUCT KEY FACTS. Premier II Premier II January 2018

Application form. Premier Advance

Application form. Reserve UAE

Protecting what matters

Application form. Global Portfolio

Corporate Application form

International Pension Plan

Please check with the regional office for the products available in the relevant jurisdiction.

Source of wealth guidelines

PRODUCT KEY FACTS. Summit II Summit II January 2018

Product summary. Product description. Global Wealth Manager. Death benefit. Type of policy. Lives assured. Currency. Policies.

International Protector Asia and Global Term

Pension trustee Application form. Single Premium Policy

A beginner s guide to investing

Invest in your dreams

Created for you with your financial success in mind. Global Wealth Manager

Making allowances for offshore bonds

ibanking and ibanking plus Application form

Application form for NatWest International ibanking or ibanking plus (personal customers ONLY)

Liquidator Information Form

Source of wealth guidelines

The Succession Trust. Trust Deed. For Whole of Life Policies

WEALTH INTERACTIVE USER GUIDE

Retirement Benefit Scheme Information Form

Business Account Signature Signing Instructions

REQUEST FOR WITHDRAWAL OR SURRENDER

Sole Trader Information Form

Executors or Administrators Information Form

Global mirror fund guide

Guidance on Identity and Address Verification. for Hong Kong Introducers

REQUEST TO PAY FEES TO YOUR FINANCIAL ADVISER AND/OR FUND ADVISER FROM YOUR EXISTING

Summit the loyalty bond

Executors or Administrators Information Form

CREDIT CARD APPLICATION (For existing Account holders)

Trust Information Form

Club / Society / Charity Information Form

Futura/Supra/Supra Education Fees/Supra Wedding/Vista** Full or partial encashment form

Limited Company Information Form

For advisers only. Not for use with customers. Your guide to the Absolute Gift Trust

Partnership Information Form

Account conversion application

TENANCY APPLICATION FORM

Sport teaches life s lessons. But there s no substitute, in my book, for education, because that gives you choice.

Investment-linked Fund Performance Leaflet

Documents to evidence your current residential address must be the most recently issued and ideally not more than 3 months old

financial and fund adviser fees authorisation

Act today, protect what matters

Personal Investment Management Service Application

Adviser s Guide. Adviser s guide: Keyperson and sole proprietor business protection

How to complete a Tax Residency Self-Certification Form. Tax Residency Self-Certification Form. For UK Family Trusts only

Securing your future. Retirement planning

Trustee Application Form

BP Individual Savings Account Transfer Application Form

If unavailable, provide a functional equivalent (eg National Insurance Number, Social Security Number, resident registration number)

HSBC Premier Account Opening Application Form

Section 1 Your details 2 In this section, tell us about yourself.

Application for a collective

NOTES TO TRANSFER BENEFITS BY SCHEME MEMBER (for self-employed person, personal account holder or employee ceasing employment)

Quantum. Capital redemption Electronic application for individual applicants

Application for a collective investment account (CIA)

Death benefit nomination/ expression of wish form

For advisers only. Not for use with customers. Your guide to the Absolute Loan Trust

Third Party Agreement for personal account(s)

Transcription:

Administrative form Application form Additional lives assured/applicants Please complete this form in English, using block capitals. If you make a mistake, please cross it out and correct it, initiallising any amendments. Please do not use correction fluid or any other method of deleting incorrect information. To be completed if more than two applicants are to be included or if the lives assured are different to the applicants. If the applicant is an entity, full details must be given in the relevant application form, a copy of which can be obtained from If the applicant is a policyholder, the supplementary form Declaration for an Individual must be completed and returned with this form, a copy of which can be obtained from your financial adviser. Applicant(s) details Name of first applicant Name of second applicant With reference to my proposal dated (DD/MM/YYYY) for a (type of plan) Policy (if known) I hereby request Friends Provident International Limited to include the following as additional applicant(s) lives assured: 1 Title Mr Mrs Miss Ms Mr Mrs Miss Ms 2 Surname (as shown on ID card/passport) 3 Forename(s) (as shown on ID card/passport) 4 ID card/passport 5 of issue 6 Marital status 7 of birth (DD/MM/YYYY) 8 Please tell us where you were born Town Town

9 Please list all countries in which you are tax resident. Please provide your tax identification for each country. 1 1 2 2 If you are unsure of your status as a tax resident, your tax identification, or you have any other tax queries, we strongly recommend you seek professional tax guidance in order to avoid delaying your application. Not entering a tax identification may hold up the issue of your policy. If you have left any of the tax identification boxes above blank, please give your reason in the additional information box on page 3. 10 of Residence 11 Residential Address 12 How long have you lived at this address? 13 Correspondence address (if different to residential address) 14 Correspondence address phone 15 Please list all contact details below Home telephone Office telephone Mobile Email address (mandatory) 16 In which countries do you have nationality/ citizenship status? If you have more than one nationality/ citizenship status, please set out all countries of which you are a national/citizen, as well as the relevant tax identification (s) where applicable. 17 Position or occupation (if retired, please state former occupation) 18 Nature of business 1 1 2 2 Not entering a tax identification may hold up the issue of your policy. If you have left any of the tax identification boxes above blank, please give your reason in the additional information box on page 3. 2 Friends Provident International Administrative form

19 If retired, please give retirement date 20 Are you to be a policyholder? Yes No Yes No 21 Are you to be a life assured? Yes No Yes No 22 Are you in good health? If No, please give details on a separate piece of paper, but please first refer to our Data Privacy section on page 6. Yes No Yes No Additional information Please let us know in the space below of any additional information we need to be aware of relating to the application. 3

1 Title Mr Mrs Miss Ms Mr Mrs Miss Ms 2 Surname (as shown on ID card/passport) 3 Forename(s) (as shown on ID card/passport) 4 ID card/passport 5 of issue 6 Marital status 7 of birth (DD/MM/YYYY) 8 Please tell us where you were born Town Town 9 Please list all countries in which you are tax resident. Please provide your tax identification for each country. 1 1 2 2 If you are unsure of your status as a tax resident, your tax identification, or you have any other tax queries, we strongly recommend you seek professional tax guidance in order to avoid delaying your application. Not entering a tax identification may hold up the issue of your policy. If you have left any of the tax identification boxes above blank, please give your reason in the additional information box on page 3. 10 of Residence 11 Residential Address 12 How long have you lived at this address? 13 Correspondence address (if different to residential address) 14 Correspondence address phone 15 Please list all contact details below Home telephone Office telephone Mobile Email address (mandatory) 4

16 In which countries do you have nationality/ citizenship status? If you have more than one nationality/ citizenship status, please set out all countries of which you are a national/citizen, as well as the relevant tax identification (s) where applicable. 17 Position or occupation (if retired, please state former occupation) 18 Nature of business 1 1 2 2 Not entering a tax identification may hold up the issue of your policy. If you have left any of the tax identification boxes above blank, please give your reason in the additional information box on page 3. 19 If retired, please give retirement date 20 Are you to be a policyholder? Yes No Yes No 21 Are you to be a life assured? Yes No Yes No 22 Are you in good health? If No, please give details on a separate piece of paper, but please first refer to our Data Privacy section on page 6. Yes No Yes No I confirm that I have read this additional lives assured/applicant form in conjunction with the original application form and understand all the important declarations pertaining to it. First applicant (from application form) Second applicant (from application form) Additional applicant s name 5

Additional applicant s name Additional applicant s name Additional applicant s name Data privacy We take the responsibility of handling your personal data very seriously and we will only ask you for details required to process your requests to us. Please be aware of our privacy policy please visit www.fpinternational.com/legal/privacy-and-cookies.jsp to view the full policy or this can be provided on request from our Data Protection Officer. Friends Provident International Limited: Registered and Head Office: Royal Court, Castletown, Isle of Man, British Isles, IM9 1RA. Telephone: +44 (0)1624 821212 Fax: +44 (0)1624 824405 Website: www.fpinternational.com. Isle of Man incorporated company 11494C. Authorised and regulated by the Isle of Man Financial Services Authority. Provider of life assurance and investment products. Authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Singapore branch: 4 Shenton Way, #11-04/06 SGX Centre 2, Singapore 068807. Telephone: +65 6320 1088 Fax: +65 6327 4020 Website: www.fpinternational.sg. Registered in Singapore No. T06FC6835J. Licensed by the Monetary Authority of Singapore to conduct life insurance business in Singapore. Member of the Life Insurance Association of Singapore. Member of the Singapore Financial Dispute Resolution Scheme. Hong Kong branch: 803, 8/F., One Kowloon, No.1 Wang Yuen Street, Kowloon Bay, Hong Kong. Telephone: +852 2524 2027 Fax: +852 2868 4983 Website: www.fpinternational.com.hk. Authorised by the Insurance Authority of Hong Kong to conduct long-term insurance business in Hong Kong. Dubai branch: PO Box 215113, Emaar Square, Building 6, Floor 5, Dubai, United Arab Emirates. Telephone: +9714 436 2800 Fax: +9714 438 0144 Website: www.fpinternational.ae. Registered in the United Arab Emirates with the UAE Insurance Authority as an insurance company. Registration date, 18 April 2007 (Registration No. 76). Registered with the Ministry of Economy as a foreign company to conduct life assurance and funds accumulation operations (Registration No. 2013). Friends Provident International is a registered trademark and trading name of Friends Provident International Limited. XIM/A/ALA 05.18 (12611)