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Additional Application For Personal Customers (Including Personal Trustees).pdf

additional-application-for-personal-customers-including-personal-trustees.pdf
Preview of Additional Application for Personal Customers (Including personal Trustees)
🔗 Source: p3.aprimocdn.net
📊 Size: 425 KB
📄 Pages: 20 pages
⬇️ Downloads: 204

Summary

Canada Life International Limited and Canada Life International Assurance (Ireland) DAC require personal customers, including personal trustees, to complete an additional application form. Applicants must be resident in the UK, Channel Islands, or Isle of Man, and the advice must be given in one of these territories. The application is not available to US citizens or residents. The form must be completed in block capitals, and all questions must be answered fully, accurately, and truthfully. Applicants must provide proof of identity and residential address, and certify the documents with a specific wording. The company requires the final illustration number and may request additional information, such as evidence of trust registration on the Trust Registration Service (TRS) or the Central Register of Beneficial Ownership of Trusts (CRBOT) in Ireland. Failure to provide the requested information may delay the application or cause the investment to be unwound.

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Description

Canada Life International Limited and Canada Life International Assurance (Ireland) DAC require personal customers, including personal trustees, to complete an...

Technical Information

  • File Format: PDF
  • File Size: 425 KB
  • Pages: 20
  • Language: EN
  • Total Downloads: 204
  • Last Updated: 3 days ago

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