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Portfolio Bond - United Kingdom

Please note, this product is no longer open for new subscriptions. Existing Policyholders can find relevant information and forms below.

Literature

Own-initiative Additional Premium Application Form

Declaration of Residence

Encashment Form

Individual Tax Residency Self-Certification

Regular Withdrawal Form

Change of contact details

Death claim form

Know Your Customer (KYC) for Private Customers

Know Your Customer (KYC) for Private Customers (for joint applicants)

Additional Information for Legal Entity Applicants

Anti Money Laundering Guidelines Individual

Anti Money Laundering Guidelines Legal Entities

AML Guidelines - for Pension Schemes SIPP QROPS

Guide to Anti Money Laundering

Guide to Asset Valuation Policy

Guide to Common Reporting Standard

Guide to Managing Cash Accounts

Guide to Policy Withdrawals

Guide to Portfolio Investment Accounts

Guide to Pre-Appointed Asset Managers and Custodians

Guide to Security Transfer Requests

Guide to Your Complaint and Us

Permitted Assets and Exchanges UK (Direct)

Permitted Assets and Exchanges (Managed)

Dealing Guidelines and Request Form

We are open from Monday to Friday 8:30–15:30 Irish time.

+353 1 487 0700

operations@seb.ie

Important information regarding the Russian and Ukraine conflict and the possible effect on your portfolio holdings:

In the event that your Portfolio Bond with SEB Life International contains any fund holdings with underlying exposure to impacted investments or regions, it may be difficult for us to obtain a correct valuation of the fund. A fund may suspend the calculation of its NAV (the price) and subsequently suspend trading in the fund. If this circumstance should arise, during the period when the fund is closed for trading you will not be able to buy or sell fund units which may impact the ability to encash from the policy. For Valuation purposes the company will use the last available price sourced for the asset at the date of suspension. Please note it is possible that any investment type with underlying exposure to impacted investments or regions may also be affected.